Schwab Charles Corp
SCHW- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
In the last 90 days, Schwab Charles Corp insiders filed 0 open-market purchases and 29 sales; 2,318 institutions reported holding it in 13F filings for Q2 2026, worth $133.8B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.
13F holders, Q2 2026
Institutional positions in Schwab Charles Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,318
- +9 vs. Q1 2026
- Shares held
- 1.44B
- +31.9M (+2.3%) vs. Q1 2026
- Total value
- $133.8B
- +$543.3M (+0.4%) vs. Q1 2026
- New holders
- 169
- 906 more added
- Sold out
- 160
- 963 more reduced
31 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCHW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $137.4B |
| Q1 2025 | 2,030 | $119.1B |
| Q4 2024 | 1,993 | $110.8B |
| Q3 2024 | 1,857 | $96.3B |
| Q2 2024 | 1,899 | $110.4B |
| Q1 2024 | 1,879 | $108.2B |
| Q4 2023 | 1,877 | $103.0B |
| Q3 2023 | 1,740 | $80.5B |
| Q2 2023 | 1,775 | $82.9B |
| Q1 2023 | 1,676 | $77.1B |
| Q4 2022 | 1,626 | $129.9B |
| Q3 2022 | 1,520 | $97.3B |
| Q2 2022 | 1,490 | $84.2B |
| Q1 2022 | 1,567 | $112.8B |
| Q4 2021 | 1,505 | $111.9B |
| Q3 2021 | 1,351 | $95.3B |
| Q2 2021 | 1,345 | $95.5B |
| Q1 2021 | 1,311 | $85.0B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 2,408 | $222.2K | 0.01% | +65+2.8% | Added |
| VisionPoint Advisory Group, LLC | 2,408 | $222.2K | 0.04% | +22+0.9% | Added |
| Nine Masts Capital Ltd | 2,423 | $223.6K | 0.02% | +1,365+129.0% | Added |
| Douglass Winthrop Advisors, LLC | 2,433 | $224.5K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,436 | $224.8K | 0.04% | +2+0.1% | Added |
| D.B. Root & Company, LLC | 2,439 | $225.0K | 0.05% | −8−0.3% | Reduced |
| NBZ Investment Advisors LLC | 2,455 | $226.5K | 0.09% | +10+0.4% | Added |
| Capital Investment Management, Inc. | 2,461 | $227.1K | 0.07% | −2−0.1% | Reduced |
| Laurion Capital Management LP | 2,471 | $228.0K | 0.02% | −30,762−92.6% | Reduced |
| Private Advisory Group LLC | 2,482 | $229.0K | 0.01% | +2,482 | New |
| Clearwave Capital, LLC | 2,483 | $229.1K | 0.13% | −1,501−37.7% | Reduced |
| Hennessy Advisors Inc | 2,500 | $230.7K | 0.01% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,506 | $231.2K | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,528 | $233.2K | 0.02% | +3+0.1% | Added |
| ZRC Wealth Management, LLC | 2,531 | $233.5K | 0.07% | −42−1.6% | Reduced |
| Strategic Blueprint, LLC | 2,531 | $233.6K | 0.01% | −81−3.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,533 | $233.7K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,534 | $233.8K | 0.01% | −570−18.4% | Reduced |
| Wood Tarver Financial Group, LLC | 2,543 | $234.0K | 0.06% | +4+0.2% | Added |
| Five Oceans Advisors | 2,556 | $235.8K | 0.08% | −9−0.4% | Reduced |
| Simon Quick Advisors, LLC | 2,565 | $236.7K | 0.01% | −152−5.6% | Reduced |
| D'Orazio & Associates, Inc. | 2,570 | $237.1K | 0.03% | −59−2.2% | Reduced |
| Prospera Capital Management, LLC | 2,358 | $237.2K | 0.07% | +8+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,580 | $238.0K | 0.06% | +73+2.9% | Added |
| Summit Financial Wealth Advisors, LLC | 2,581 | $238.1K | 0.03% | +47+1.9% | Added |
| SMART Wealth LLC | 2,584 | $238.4K | 0.05% | −6,176−70.5% | Reduced |
| Wimmer Associates 1, LLC | 2,585 | $238.5K | 0.11% | −325−11.2% | Reduced |
| Almanack Investment Partners, LLC. | 2,586 | $238.6K | 0.03% | +50+2.0% | Added |
| Burns Matteson Capital Management, LLC | 2,588 | $238.8K | 0.08% | −1,831−41.4% | Reduced |
| Grandfield & Dodd, LLC | 2,589 | $238.9K | 0.01% | +109+4.4% | Added |
| Olistico Wealth, LLC | 2,599 | $239.8K | 0.10% | +10.0% | Added |
| Knuff & Co LLC | 2,600 | $239.9K | 0.06% | +1,900+271.4% | Added |
| MJP Associates Inc | 2,603 | $240.2K | 0.03% | −171−6.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,606 | $240.5K | 0.02% | +218+9.1% | Added |
| Asset Dedication, LLC | 2,611 | $240.9K | 0.02% | −439−14.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,614 | $241.2K | 0.02% | +32+1.2% | Added |
| Investment House LLC | 2,615 | $241.3K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,630 | $242.7K | 0.01% | +2,630 | New |
| TRUE Private Wealth Advisors | 2,631 | $242.8K | 0.02% | −7−0.3% | Reduced |
| Allied Investment Advisors, LLC | 2,639 | $243.5K | 0.03% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,640 | $243.6K | 0.05% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,647 | $244.2K | 0.07% | −418−13.6% | Reduced |
| GTS Securities LLC | 2,650 | $244.5K | 0.01% | −8,732−76.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,651 | $244.7K | 0.01% | +2,651 | New |
| Regent Peak Wealth Advisors LLC | 2,657 | $245.2K | 0.05% | −124−4.5% | Reduced |
| Leigh Baldwin & Co., LLC | 2,660 | $245.4K | 0.13% | −20−0.7% | Reduced |
| Convergence Financial, LLC | 2,662 | $245.6K | 0.02% | +2,662 | New |
| O'Keefe Stevens Advisory, Inc. | 2,665 | $245.9K | 0.05% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,668 | $246.2K | 0.01% | +196+7.9% | Added |
| Oxinas Partners Wealth Management LLC | 2,672 | $246.5K | 0.10% | +3+0.1% | Added |
| Boyar Asset Management Inc. | 2,675 | $246.8K | 0.14% | −130−4.6% | Reduced |
| Cache Advisors, LLC | 2,675 | $246.8K | 0.02% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,679 | $247.2K | 0.05% | +450+20.2% | Added |
| Lodestar Private Asset Management LLC | 2,681 | $247.4K | 0.02% | +10.0% | Added |
| Dynamic Wealth Strategies, LLC | 2,682 | $247.5K | 0.13% | +1,058+65.1% | Added |
| Grove Bank & Trust | 2,685 | $247.7K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,687 | $247.9K | 0.02% | −41−1.5% | Reduced |
| Riverbend Wealth Management, LLC | 2,698 | $248.9K | 0.13% | +354+15.1% | Added |
| Creative Financial Designs Inc | 2,704 | $249.5K | 0.01% | +114+4.4% | Added |
| Riversedge Advisors, LLC | 2,709 | $250.0K | 0.03% | +2,709 | New |
| Davis Capital Management | 2,713 | $250.3K | 0.15% | +1,695+166.5% | Added |
| 111 Capital | 2,715 | $250.5K | 0.04% | −1,085−28.6% | Reduced |
| Berger Financial Group, Inc | 2,720 | $251.0K | 0.01% | −15−0.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,732 | $252.1K | 0.14% | +9+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 2,764 | $255.0K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,764 | $255.1K | 0.01% | −207−7.0% | Reduced |
| Jacobi Capital Management LLC | 2,767 | $255.3K | 0.01% | +197+7.7% | Added |
| TFR Capital, LLC. | 2,769 | $255.5K | 0.07% | +147+5.6% | Added |
| BWM Planning, LLC | 2,772 | $255.8K | 0.06% | +2,772 | New |
| Second Line Capital, LLC | 2,773 | $255.9K | 0.05% | −217−7.3% | Reduced |
| Norway Savings Bank | 2,780 | $256.5K | 0.11% | −400−12.6% | Reduced |
| Stockman Wealth Management, Inc. | 2,800 | $258.4K | 0.03% | −100−3.4% | Reduced |
| Financial Advisory Service, Inc. | 2,804 | $258.7K | 0.01% | +7+0.3% | Added |
| Traveka Wealth, LLC | 2,809 | $259.2K | 0.09% | −79−2.7% | Reduced |
| Enterprise Financial Services Corp | 2,810 | $259.3K | 0.11% | −157−5.3% | Reduced |
| Pinnacle Bancorp, Inc. | 2,813 | $259.5K | 0.07% | 00.0% | Unchanged |
| Armis Advisers, LLC | 2,583 | $259.9K | 0.02% | −1,063−29.2% | Reduced |
| Wedge Capital Management L L P | 2,830 | $261.1K | 0.00% | −441−13.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,833 | $261.4K | 0.01% | −2,443−46.3% | Reduced |
| Central Valley Advisors, LLC | 2,838 | $261.9K | 0.07% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 2,849 | $262.9K | 0.07% | +2,849 | New |
| Basso Capital Management, L.P. | 2,850 | $263.0K | 0.06% | +2,850 | New |
| Gallagher Fiduciary Advisors, LLC | 2,871 | $264.9K | 0.01% | −221−7.1% | Reduced |
| Catalyst Investment Management LLC | 2,876 | $265.3K | 0.24% | +203+7.6% | Added |
| Pines Wealth Management, LLC | 2,881 | $265.8K | 0.08% | −143−4.7% | Reduced |
| James J. Burns & Company, LLC | 2,882 | $265.9K | 0.03% | +2,882 | New |
| McAdam, LLC | 2,883 | $266.0K | 0.01% | −504−14.9% | Reduced |
| New Wave Wealth Advisors LLC | 2,884 | $266.1K | 0.07% | +665+30.0% | Added |
| Mayfair Advisory Group, LLC | 2,610 | $266.1K | 0.08% | +385+17.3% | Added |
| nVerses Capital, LLC | 2,889 | $266.6K | 0.41% | +2,889 | New |
| Interchange Capital Partners, LLC | 2,893 | $267.0K | 0.05% | +2,893 | New |
| Arkfeld Wealth Strategies, L.L.C. | 2,664 | $268.1K | 0.08% | +7+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 2,910 | $268.5K | 0.06% | +2,910 | New |
| Keynote Financial Services LLC | 2,913 | $268.8K | 0.13% | +2,913 | New |
| Tempo Wealth, LLC | 2,916 | $269.0K | 0.04% | +2,916 | New |
| Beaumont Financial Advisors, LLC | 2,921 | $269.6K | 0.02% | −49−1.6% | Reduced |
| Trust Co of the South | 2,922 | $269.6K | 0.04% | +612+26.5% | Added |
| CRA Financial Services, LLC | 2,926 | $270.0K | 0.03% | +71+2.5% | Added |
| Cornerstone Wealth, LLC | 2,645 | $271.9K | 0.14% | +2,645 | New |
| Wealth Group, Ltd. | 2,950 | $272.0K | 0.07% | −902−23.4% | Reduced |