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 |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 3,507 | $323.6K | 0.04% | +4+0.1% | Added |
| Hudson Bay Capital Management LP | 3,510 | $323.9K | 0.00% | −197,716−98.3% | Reduced |
| Prosperity Consulting Group, LLC | 3,524 | $325.1K | 0.01% | +32+0.9% | Added |
| Guardian Wealth Advisors, LLC | 3,524 | $325.2K | 0.02% | −375−9.6% | Reduced |
| Quent Capital, LLC | 3,529 | $325.6K | 0.02% | −105−2.9% | Reduced |
| Prosperitas Financial LLC | 3,530 | $325.7K | 0.10% | +28+0.8% | Added |
| Perennial Investment Advisors, LLC | 3,532 | $325.9K | 0.02% | −417−10.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,536 | $326.3K | 0.19% | +559+18.8% | Added |
| Strategic Investment Advisors | 3,548 | $327.4K | 0.02% | −470−11.7% | Reduced |
| RAM Investment Partners, LLC | 3,550 | $327.6K | 0.05% | −15−0.4% | Reduced |
| New Hampshire Trust | 3,571 | $329.5K | 0.06% | −158−4.2% | Reduced |
| Founders Capital Management | 3,582 | $330.5K | 0.14% | 00.0% | Unchanged |
| Arwa LLC | 3,215 | $330.5K | 0.14% | −2,100−39.5% | Reduced |
| Delta Financial Advisors LLC | 3,589 | $331.2K | 0.08% | +30+0.8% | Added |
| Fire Capital Management LLC | 3,600 | $332.2K | 0.14% | 00.0% | Unchanged |
| Triumph Capital Management | 3,602 | $332.3K | 0.06% | −372−9.4% | Reduced |
| Fulcrum Wealth Advisors, LLC | 3,616 | $333.7K | 0.25% | +11+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,622 | $334.2K | 0.02% | −282−7.2% | Reduced |
| Dala Group, LLC | 3,625 | $334.5K | 0.28% | −394−9.8% | Reduced |
| Confluence Wealth Services, Inc. | 3,645 | $336.3K | 0.01% | +3,645 | New |
| Marks Group Wealth Management, Inc | 3,654 | $337.2K | 0.03% | −15−0.4% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $337.7K | 0.01% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 3,677 | $339.3K | 0.09% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3,687 | $340.2K | 0.06% | +12+0.3% | Added |
| Diversified Enterprises, LLC | 3,689 | $340.4K | 0.02% | −269−6.8% | Reduced |
| Private Client Services, LLC | 3,691 | $340.5K | 0.09% | +61+1.7% | Added |
| American Institute for Advanced Investment Management, LLP | 3,693 | $340.8K | 0.20% | 00.0% | Unchanged |
| Sym Financial Corp | 3,693 | $340.8K | 0.03% | +45+1.2% | Added |
| OneAscent Investment Solutions LLC | 3,699 | $341.3K | 0.32% | −1,262−25.4% | Reduced |
| First Western Trust Bank | 3,703 | $341.7K | 0.02% | −3,625−49.5% | Reduced |
| Florida Financial Advisors, LLC | 3,723 | $343.6K | 0.06% | −498−11.8% | Reduced |
| Gemmer Asset Management LLC | 3,733 | $344.4K | 0.02% | −57−1.5% | Reduced |
| River Wealth Advisors LLC | 3,737 | $344.8K | 0.04% | −125−3.2% | Reduced |
| Southern Financial Group, LLC | 3,739 | $345.1K | 0.09% | −30−0.8% | Reduced |
| First Horizon Corp | 3,740 | $345.1K | 0.01% | −141−3.6% | Reduced |
| Cornerstone Advisory, LLC | 3,745 | $345.6K | 0.03% | +69+1.9% | Added |
| Forum Financial Management, LP | 3,782 | $348.9K | 0.00% | +26+0.7% | Added |
| Baron Wealth Management LLC | 3,783 | $349.1K | 0.09% | −27−0.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,812 | $351.7K | 0.05% | +71+1.9% | Added |
| Foresight Capital Management Advisors, Inc. | 3,815 | $352.0K | 0.17% | −482−11.2% | Reduced |
| Professional Financial Advisors, LLC | 3,829 | $353.3K | 0.06% | −17,962−82.4% | Reduced |
| Wrapmanager Inc | 3,830 | $353.4K | 0.11% | −248−6.1% | Reduced |
| Semus Wealth Partners LLC | 3,832 | $353.5K | 0.17% | +13+0.3% | Added |
| Horizon Bancorp Inc | 3,834 | $354.0K | 0.17% | −104−2.6% | Reduced |
| Red Door Wealth Management, LLC | 3,848 | $355.1K | 0.03% | +375+10.8% | Added |
| Retirement Planning Co of New England, Inc. | 3,868 | $356.9K | 0.13% | +92+2.4% | Added |
| KMG Fiduciary Partners, LLC | 3,912 | $361.0K | 0.03% | −1,947−33.2% | Reduced |
| Alliance Wealth Advisors, LLC | 3,913 | $361.1K | 0.07% | −197−4.8% | Reduced |
| Prelude Capital Management, LLC | 3,914 | $361.1K | 0.03% | +3,914 | New |
| Nova R Wealth, Inc. | 3,930 | $362.6K | 0.11% | +40+1.0% | Added |
| Cambient Family Office, LLC | 3,932 | $362.8K | 0.04% | −1,020−20.6% | Reduced |
| Opus Capital Group, LLC | 3,950 | $364.0K | 0.04% | −167−4.1% | Reduced |
| Van Strum & Towne Inc. | 3,950 | $364.5K | 0.10% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,955 | $364.9K | 0.10% | +37+0.9% | Added |
| Ambassador Advisors, LLC | 3,956 | $365.1K | 0.04% | −8−0.2% | Reduced |
| Ariston Services Group | 3,958 | $365.2K | 0.20% | +3,958 | Added |
| Vista Private Wealth Partners. LLC | 3,289 | $365.4K | 0.12% | −79−2.3% | Reduced |
| Childress Capital Advisors, LLC | 3,968 | $366.1K | 0.06% | −1,105−21.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,995 | $368.6K | 0.04% | +49+1.2% | Added |
| Aristotle Atlantic Partners, LLC | 4,000 | $369.1K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,015 | $370.5K | 0.04% | +50+1.3% | Added |
| Evermay Wealth Management LLC | 4,016 | $370.6K | 0.04% | −600−13.0% | Reduced |
| Muirfield Wealth Advisors LLC | 4,024 | $371.3K | 0.24% | +196+5.1% | Added |
| Broadway Wealth Solutions, Inc. | 4,025 | $371.4K | 0.17% | +165+4.3% | Added |
| 55 North Private Wealth, LLC | 4,032 | $372.0K | 0.07% | −4−0.1% | Reduced |
| Impact Capital Partners LLC | 4,036 | $372.4K | 0.10% | −144−3.4% | Reduced |
| Ashton Thomas Securities, LLC | 4,063 | $373.0K | 0.06% | −33−0.8% | Reduced |
| Prosperity Bancshares Inc | 4,067 | $375.3K | 0.25% | +265+7.0% | Added |
| Bernard Wealth Management Corp. | 4,075 | $376.0K | 0.14% | −1,009−19.8% | Reduced |
| Opinicus Capital, Inc. | 4,086 | $377.0K | 0.20% | −46−1.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,089 | $377.3K | 0.07% | +38+0.9% | Added |
| Armstrong Henry H Associates Inc | 4,091 | $377.5K | 0.04% | −2,000−32.8% | Reduced |
| Klingenstein Fields & Co LP | 4,093 | $377.7K | 0.01% | +390+10.5% | Added |
| CoreCap Advisors, LLC | 4,104 | $378.7K | 0.01% | +434+11.8% | Added |
| Smithfield Trust Co | 4,106 | $379.0K | 0.02% | −80−1.9% | Reduced |
| HHM Wealth Advisors, LLC | 4,112 | $379.4K | 0.04% | −100−2.4% | Reduced |
| Sun Financial Inc | 3,514 | $379.4K | 0.18% | −214−5.7% | Reduced |
| South State Corp. | 4,129 | $381.0K | 0.02% | −189−4.4% | Reduced |
| Abel Hall, LLC | 4,137 | $381.7K | 0.07% | −562−12.0% | Reduced |
| Avantax Planning Partners, Inc. | 4,151 | $383.0K | 0.01% | −183−4.2% | Reduced |
| Telos Capital Management, Inc. | 4,162 | $384.0K | 0.03% | +10.0% | Added |
| Peterson Wealth Services | 4,163 | $384.1K | 0.08% | +39+0.9% | Added |
| Signature Estate & Investment Advisors LLC | 4,161 | $384.6K | 0.01% | −613−12.8% | Reduced |
| Bradley Foster & Sargent Inc | 4,200 | $387.5K | 0.01% | +268+6.8% | Added |
| Violich Capital Management, Inc. | 4,200 | $387.5K | 0.04% | +1,800+75.0% | Added |
| MONECO Advisors, LLC | 4,214 | $388.8K | 0.02% | +751+21.7% | Added |
| OneAscent Family Office, LLC | 4,248 | $392.0K | 0.20% | +329+8.4% | Added |
| Athena Investment Management | 4,250 | $392.1K | 0.23% | −3,458−44.9% | Reduced |
| Storgate, LLC | 4,264 | $393.4K | 0.08% | +4,264 | New |
| Broyhill Asset Management | 4,270 | $394.0K | 0.35% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 4,274 | $394.4K | 0.19% | −49−1.1% | Reduced |
| Souders Financial Advisors | 4,278 | $394.8K | 0.04% | −352−7.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 4,282 | $395.1K | 0.06% | −416−8.9% | Reduced |
| Trillium Asset Management, LLC | 4,292 | $396.0K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 4,301 | $396.9K | 0.09% | +327+8.2% | Added |
| Capital Management Associates, Inc | 4,309 | $397.6K | 0.08% | +500+13.1% | Added |
| Acropolis Investment Management, LLC | 4,313 | $398.0K | 0.02% | −153−3.4% | Reduced |
| Heritage Wealth Advisors | 4,322 | $398.8K | 0.01% | −258−5.6% | Reduced |
| Inscription Capital, LLC | 4,331 | $399.6K | 0.04% | −2,684−38.3% | Reduced |
| Peoples Bank | 4,331 | $399.6K | 0.39% | +113+2.7% | Added |