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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 2,950 | $272.0K | 0.07% | −100−3.3% | Reduced |
| Quantessence Capital LLC | 2,963 | $273.4K | 0.80% | +2,963 | New |
| Core Alternative Capital | 2,973 | $274.3K | 0.08% | +435+17.1% | Added |
| CFO4Life Group, LLC | 2,979 | $274.9K | 0.04% | −203−6.4% | Reduced |
| Bernardo Wealth Planning LLC | 2,981 | $275.1K | 0.05% | +42+1.4% | Added |
| Sunflower Bank, N.A. | 2,998 | $276.6K | 0.07% | +266+9.7% | Added |
| BNB Wealth Management, LLC | 3,001 | $276.9K | 0.15% | +245+8.9% | Added |
| Plancorp, LLC | 2,709 | $277.3K | 0.01% | −98−3.5% | Reduced |
| First Business Financial Services, Inc. | 3,014 | $278.1K | 0.02% | +133+4.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,018 | $278.5K | 0.03% | −102−3.3% | Reduced |
| Cornerstone Planning, LLC | 3,024 | $279.0K | 0.06% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,026 | $279.2K | 0.03% | −78−2.5% | Reduced |
| Cypress Capital Group | 3,029 | $279.5K | 0.03% | +84+2.9% | Added |
| Manuka Financial, LLC | 3,040 | $280.5K | 0.15% | 00.0% | Unchanged |
| Swiss Re Ltd | 3,056 | $282.0K | 0.03% | +2,923+2,197.7% | Added |
| Lifeworks Advisors, LLC | 3,069 | $283.2K | 0.03% | +201+7.0% | Added |
| Foster Group, Inc. | 3,072 | $283.5K | 0.01% | +418+15.7% | Added |
| Tilson Financial Group, Inc. | 3,083 | $284.5K | 0.08% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 3,092 | $285.3K | 0.03% | +3+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,093 | $285.4K | 0.01% | +15+0.5% | Added |
| Vanguard Capital Wealth Advisors | 3,100 | $286.0K | 0.19% | +3,100 | New |
| Calton & Associates, Inc. | 3,103 | $286.3K | 0.04% | −394−11.3% | Reduced |
| Benin Management CORP | 3,103 | $286.3K | 0.06% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 3,112 | $287.1K | 0.04% | +49+1.6% | Added |
| Legacy Wealth Advisors, LLC | 3,117 | $287.6K | 0.12% | +756+32.0% | Added |
| Curated Wealth Partners LLC | 3,120 | $287.9K | 0.03% | +790+33.9% | Added |
| BKD Wealth Advisors, LLC | 3,138 | $289.6K | 0.00% | −204−6.1% | Reduced |
| Stonebridge Financial Group, LLC | 3,140 | $289.7K | 0.19% | +11+0.4% | Added |
| Green Square Capital Advisors LLC | 3,142 | $289.9K | 0.03% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 3,153 | $290.9K | 0.04% | 00.0% | Unchanged |
| Alteri Wealth LLC | 3,155 | $291.1K | 0.08% | −69−2.1% | Reduced |
| Apella Capital, LLC | 2,856 | $291.2K | 0.00% | −8−0.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,159 | $291.5K | 0.06% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 3,163 | $291.9K | 0.02% | +3,163 | New |
| Whalerock Point Partners, LLC | 3,166 | $292.1K | 0.05% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,167 | $292.2K | 0.20% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 3,168 | $292.3K | 0.04% | −751−19.2% | Reduced |
| Oarsman Capital, Inc. | 3,179 | $293.3K | 0.03% | −123−3.7% | Reduced |
| Tradition Wealth Management, LLC | 3,180 | $293.4K | 0.02% | +92+3.0% | Added |
| Johnson Financial Group, LLC | 3,182 | $293.6K | 0.02% | +3,182 | New |
| ARS Wealth Advisors Group, LLC | 3,190 | $294.3K | 0.02% | −102−3.1% | Reduced |
| SeaCrest Wealth Management, LLC | 3,193 | $294.6K | 0.03% | −4,868−60.4% | Reduced |
| Voisard Asset Management Group, Inc. | 3,202 | $295.4K | 0.06% | −249−7.2% | Reduced |
| Acorns Advisers, LLC | 3,210 | $296.0K | 0.00% | +519+19.3% | Added |
| Legacy Private Trust Co. | 3,210 | $296.2K | 0.02% | 00.0% | Unchanged |
| LM Advisors LLC | 3,280 | $297.0K | 0.03% | +2,963+934.7% | Added |
| Thrive Wealth Management, LLC | 3,223 | $297.4K | 0.04% | −207−6.0% | Reduced |
| Marshall Financial Group LLC | 3,225 | $297.5K | 0.04% | +110+3.5% | Added |
| Paradigm Financial Partners, LLC | 3,227 | $297.7K | 0.03% | +735+29.5% | Added |
| AdvisorNet Financial, Inc | 3,228 | $297.8K | 0.01% | +1,677+108.1% | Added |
| Axiom Investment Management LLC | 3,229 | $297.9K | 0.20% | +10.0% | Added |
| Stokes Family Office, LLC | 3,232 | $298.2K | 0.03% | −3,476−51.8% | Reduced |
| Financial Management Professionals, Inc. | 3,236 | $298.6K | 0.03% | −51−1.6% | Reduced |
| Sunpointe, LLC | 3,246 | $299.5K | 0.09% | −2,729−45.7% | Reduced |
| Fort Point Capital Partners LLC | 3,249 | $299.8K | 0.03% | −132−3.9% | Reduced |
| Canal Capital Management, LLC | 3,255 | $300.3K | 0.04% | −42−1.3% | Reduced |
| BOS Asset Management, LLC | 3,257 | $300.5K | 0.07% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3,261 | $300.9K | 0.11% | +3,261 | New |
| Integrity Financial Corp | 3,281 | $302.7K | 0.14% | 00.0% | Unchanged |
| Range Advisory, LLC | 3,295 | $304.0K | 0.04% | −456−12.2% | Reduced |
| Boothbay Fund Management, LLC | 3,298 | $304.3K | 0.01% | −8,052−70.9% | Reduced |
| Valmark Advisers, Inc. | 3,298 | $304.3K | 0.00% | +742+29.0% | Added |
| McMillan Office, Inc. | 3,300 | $304.5K | 0.03% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,301 | $304.6K | 0.02% | −689−17.3% | Reduced |
| Kovack Advisors, Inc. | 3,222 | $304.7K | 0.01% | −507−13.6% | Reduced |
| IMA Wealth, Inc. | 3,313 | $305.7K | 0.02% | +2,084+169.6% | Added |
| Veratis Advisors, Inc. | 3,314 | $305.8K | 0.22% | +3,314 | New |
| Wayfinding Financial, LLC | 3,323 | $306.0K | 0.12% | +25+0.8% | Added |
| Bull Harbor Capital LLC | 3,318 | $306.2K | 0.06% | −1,119−25.2% | Reduced |
| Westshore Wealth, LLC | 3,342 | $308.4K | 0.10% | +58+1.8% | Added |
| Perfromance Wealth Partners, LLC | 3,364 | $310.4K | 0.01% | −15,665−82.3% | Reduced |
| Lantz Financial LLC | 3,364 | $310.4K | 0.06% | +23+0.7% | Added |
| Wellspring Financial Advisors, LLC | 3,382 | $310.5K | 0.02% | −1,222−26.5% | Reduced |
| AlphaGrep UK Ltd | 3,370 | $310.9K | 0.09% | −5,375−61.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,383 | $312.0K | 0.01% | −193−5.4% | Reduced |
| CWS Financial Advisors, LLC | 3,385 | $312.3K | 0.07% | +9+0.3% | Added |
| Mendel Money Management | 3,390 | $312.8K | 0.11% | +3,390 | New |
| Brio Consultants, LLC | 3,391 | $312.9K | 0.04% | +54+1.6% | Added |
| Howard Bailey Securities, LLC | 3,392 | $313.0K | 0.12% | −508−13.0% | Reduced |
| Thompson David Blair | 3,398 | $313.5K | 0.16% | +314+10.2% | Added |
| Fortune Financial Advisors, LLC | 3,400 | $313.7K | 0.13% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,408 | $314.4K | 0.01% | +59+1.8% | Added |
| TrueWealth Advisors, LLC | 3,415 | $315.1K | 0.07% | −4−0.1% | Reduced |
| Sagewood Asset Management LP | 3,421 | $315.7K | 0.07% | −110−3.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 3,424 | $315.9K | 0.09% | −87,851−96.2% | Reduced |
| Flywheel Private Wealth LLC | 3,425 | $316.0K | 0.16% | +400+13.2% | Added |
| Abacus Planning Group, Inc. | 3,434 | $316.9K | 0.04% | +65+1.9% | Added |
| OneAscent Wealth Management LLC | 3,439 | $317.3K | 0.09% | −1,385−28.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 3,453 | $318.6K | 0.09% | −807−18.9% | Reduced |
| Godsey & Gibb Associates | 3,455 | $318.8K | 0.03% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,471 | $320.3K | 0.04% | +56+1.6% | Added |
| Chilton Investment Co LLC | 3,488 | $321.8K | 0.01% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 3,489 | $322.0K | 0.05% | +11+0.3% | Added |
| LCM Capital Management Inc | 3,490 | $322.0K | 0.14% | 00.0% | Unchanged |
| Quattro Advisors LLC | 3,490 | $322.0K | 0.21% | +174+5.2% | Added |
| Delaney Capital Management Ltd. | 3,495 | $322.5K | 0.05% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 3,499 | $322.8K | 0.19% | −177−4.8% | Reduced |
| Edgewood Management LLC | 3,500 | $322.9K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $322.9K | 0.15% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,505 | $323.4K | 0.07% | 00.0% | Unchanged |