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 |
|---|---|---|---|---|---|
| Greenspring Advisors, LLC | 4,346 | $401.0K | 0.02% | +588+15.6% | Added |
| Capital Performance Advisors LLP | 4,371 | $403.3K | 0.03% | −2,996−40.7% | Reduced |
| Transcend Wealth Collective, LLC | 4,373 | $403.5K | 0.03% | −2,668−37.9% | Reduced |
| Davidson Trust Co | 4,379 | $404.1K | 0.16% | −155−3.4% | Reduced |
| Kuhn & Co Investment Counsel | 4,396 | $405.6K | 0.23% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,409 | $407.0K | 0.01% | −2,538−36.5% | Reduced |
| Noble Wealth Management PBC | 4,439 | $409.6K | 0.19% | −511−10.3% | Reduced |
| Waddell & Associates, LLC | 4,448 | $410.4K | 0.02% | −300−6.3% | Reduced |
| Onefund, LLC | 4,454 | $411.0K | 0.23% | −138−3.0% | Reduced |
| Cornerstone Wealth Group, LLC | 4,459 | $411.5K | 0.02% | +197+4.6% | Added |
| SmartHarvest Portfolios, LLC | 4,465 | $412.0K | 0.13% | −359−7.4% | Reduced |
| Octavia Wealth Advisors, LLC | 4,478 | $413.2K | 0.04% | −252−5.3% | Reduced |
| Welch & Forbes LLC | 4,502 | $415.4K | 0.01% | −119−2.6% | Reduced |
| Gerald Baker Financial Group LLC | 4,507 | $415.9K | 0.12% | +12+0.3% | Added |
| Colonial River Wealth Management, LLC | 4,529 | $417.9K | 0.12% | −588−11.5% | Reduced |
| Atwood & Palmer Inc | 4,529 | $417.9K | 0.02% | −25−0.5% | Reduced |
| Fielder Capital Group LLC | 4,540 | $418.9K | 0.09% | −433−8.7% | Reduced |
| LexAurum Advisors, LLC | 4,541 | $419.0K | 0.05% | −354−7.2% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,544 | $419.3K | 0.09% | −170−3.6% | Reduced |
| TRB Wealth Management, LLC | 4,562 | $420.9K | 0.06% | +312+7.3% | Added |
| Everpar Advisors LLC | 4,568 | $421.5K | 0.12% | +39+0.9% | Added |
| Orca Investment Management, LLC | 4,569 | $421.6K | 0.31% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,591 | $423.6K | 0.03% | −5,271−53.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,627 | $426.9K | 0.16% | −6,799−59.5% | Reduced |
| Zacks Investment Management | 4,631 | $427.4K | 0.00% | +1,765+61.6% | Added |
| Aviso Financial Inc. | 4,680 | $431.8K | 0.02% | −138−2.9% | Reduced |
| BCJ Capital Management, LLC | 4,684 | $432.2K | 0.02% | +311+7.1% | Added |
| Old Mission Investment Co LLC | 4,715 | $435.1K | 0.09% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 4,717 | $435.2K | 0.25% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 4,728 | $436.3K | 0.02% | +256+5.7% | Added |
| Commonwealth Retirement Investments LLC | 4,735 | $436.9K | 0.12% | −126−2.6% | Reduced |
| Brookwood Investment Group LLC | 4,744 | $437.7K | 0.05% | +4,744 | New |
| Clark Capital Management Group, Inc. | 4,752 | $438.4K | 0.00% | −123−2.5% | Reduced |
| Principle Wealth Partners LLC | 4,753 | $438.6K | 0.02% | −1,513−24.1% | Reduced |
| Eagle Wealth Strategies LLC | 4,755 | $438.7K | 0.17% | +182+4.0% | Added |
| Spears Abacus Advisors LLC | 4,763 | $439.5K | 0.01% | −141−2.9% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 4,078 | $440.5K | 0.26% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,803 | $443.2K | 0.03% | −6,389−57.1% | Reduced |
| West Family Investments, Inc. | 4,809 | $443.7K | 0.13% | +272+6.0% | Added |
| Clear Creek Financial Management, LLC | 4,810 | $443.8K | 0.03% | −165−3.3% | Reduced |
| Affinity Capital Advisors, LLC | 4,419 | $444.7K | 0.05% | −627−12.4% | Reduced |
| Anchyra Partners LLC | 4,828 | $445.5K | 0.11% | −172−3.4% | Reduced |
| Princeton Capital Management LLC | 4,831 | $445.8K | 0.10% | +10+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 4,832 | $445.8K | 0.09% | −791−14.1% | Reduced |
| Lountzis Asset Management, LLC | 4,845 | $447.0K | 0.14% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 4,858 | $448.3K | 0.01% | −318−6.1% | Reduced |
| ING Groep NV | 4,863 | $448.7K | 0.00% | −15,268−75.8% | Reduced |
| Quantum Financial Advisors, LLC | 4,874 | $449.7K | 0.04% | −93−1.9% | Reduced |
| Orrstown Financial Services Inc | 4,875 | $449.8K | 0.07% | +602+14.1% | Added |
| Westmount Partners, LLC | 4,894 | $451.5K | 0.10% | +169+3.6% | Added |
| Centiva Capital, LP | 4,895 | $451.7K | 0.02% | −11,942−70.9% | Reduced |
| Ocean Capital Management, LLC | 4,906 | $452.7K | 0.08% | +6+0.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,949 | $456.6K | 0.01% | +4,949 | New |
| Azimuth Capital Investment Management LLC | 4,949 | $456.6K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,964 | $458.0K | 0.09% | −121−2.4% | Reduced |
| Continuum Advisory, LLC | 4,966 | $458.2K | 0.04% | +4,966 | New |
| Keyvantage Wealth, LLC | 4,980 | $459.5K | 0.17% | −826−14.2% | Reduced |
| Advisory Alpha, LLC | 4,980 | $459.8K | 0.01% | +1,039+26.4% | Added |
| Viewpoint Capital Management LLC | 5,000 | $461.4K | 0.24% | 00.0% | Unchanged |
| BBR Partners, LLC | 5,002 | $461.5K | 0.02% | −10.0% | Reduced |
| New Republic Capital, LLC | 5,046 | $465.6K | 0.11% | +956+23.4% | Added |
| Fukoku Mutual Life Insurance Co | 5,050 | $466.0K | 0.03% | −127−2.5% | Reduced |
| Advisor OS, LLC | 5,053 | $466.3K | 0.03% | −284−5.3% | Reduced |
| Versant Capital Management, Inc | 5,058 | $466.7K | 0.04% | −2,212−30.4% | Reduced |
| Keystone Wealth Services, LLC | 5,095 | $470.1K | 0.09% | +2,122+71.4% | Added |
| David R. Rahn & Associates Inc. | 5,108 | $471.4K | 0.11% | −20.0% | Reduced |
| Fulton Bank, N.A. | 5,143 | $474.5K | 0.01% | −5,340−50.9% | Reduced |
| Ridgewood Investments LLC | 5,145 | $474.7K | 0.18% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,160 | $476.1K | 0.05% | −109−2.1% | Reduced |
| Income Insurance Ltd | 5,166 | $476.7K | 0.28% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 5,200 | $479.8K | 0.31% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 5,204 | $480.2K | 0.05% | −156−2.9% | Reduced |
| Smith, Moore & Co. | 5,207 | $480.5K | 0.03% | −2,804−35.0% | Reduced |
| Keel Point, LLC | 5,216 | $481.2K | 0.03% | +39+0.8% | Added |
| CNB Bank | 5,228 | $482.4K | 0.19% | −12−0.2% | Reduced |
| Ledyard National Bank | 5,240 | $483.5K | 0.04% | −986−15.8% | Reduced |
| Addison Advisors LLC | 5,255 | $484.9K | 0.23% | −219−4.0% | Reduced |
| Root Financial Partners, LLC | 5,267 | $486.0K | 0.02% | +398+8.2% | Added |
| Oakworth Capital, Inc. | 5,162 | $489.0K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,300 | $489.0K | 0.12% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 5,309 | $489.9K | 0.06% | +2,489+88.3% | Added |
| Maridea Wealth Management LLC | 5,314 | $490.3K | 0.05% | +5,314 | New |
| Parcion Private Wealth LLC | 5,321 | $491.0K | 0.03% | −41−0.8% | Reduced |
| Montchanin Asset Management, LLC | 5,325 | $491.0K | 0.50% | +5,325 | New |
| BlackDiamond Wealth Management Inc. | 4,551 | $491.5K | 0.20% | +1,129+33.0% | Added |
| Moss Adams Wealth Advisors LLC | 5,336 | $492.4K | 0.03% | −328−5.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,351 | $493.8K | 0.01% | +36+0.7% | Added |
| Alliance Wealth Advisors, LLC | 5,365 | $495.0K | 0.20% | +27+0.5% | Added |
| DAGCO, Inc. | 5,378 | $496.2K | 0.09% | +3+0.1% | Added |
| Cromwell Holdings LLC | 5,381 | $496.5K | 0.22% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 5,387 | $497.1K | 0.07% | −837−13.4% | Reduced |
| Palacios Wealth Management, LLC | 5,404 | $498.6K | 0.29% | −12−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 5,416 | $499.8K | 0.01% | −824−13.2% | Reduced |
| Tempus Wealth Planning, LLC | 5,426 | $500.6K | 0.10% | +49+0.9% | Added |
| BSW Wealth Partners | 5,451 | $502.9K | 0.06% | +1,574+40.6% | Added |
| Keystone Financial Group | 5,456 | $503.4K | 0.03% | +2,737+100.7% | Added |
| Pointe Capital Management LLC | 5,461 | $503.9K | 0.23% | +197+3.7% | Added |
| Meridian Wealth Management, LLC | 5,472 | $504.9K | 0.02% | +172+3.2% | Added |
| Willow Creek Capital Management, Inc. | 5,475 | $505.2K | 0.49% | +5,475 | New |
| Enzi Wealth | 5,000 | $505.5K | 0.16% | 00.0% | Unchanged |