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 |
|---|---|---|---|---|---|
| One Wealth Advisors, LLC | 5,491 | $506.7K | 0.06% | −2,278−29.3% | Reduced |
| Crescent Grove Advisors, LLC | 5,504 | $507.8K | 0.04% | +54+1.0% | Added |
| Burling Wealth Partners, LLC | 5,589 | $515.7K | 0.08% | +20.0% | Added |
| Delta Investment Management, LLC | 5,590 | $515.8K | 0.08% | −1,049−15.8% | Reduced |
| Biltmore Family Office, LLC | 5,625 | $519.0K | 0.07% | −393−6.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $519.2K | 0.12% | 0 | New |
| Traynor Capital Management, Inc. | 5,631 | $519.6K | 0.02% | −80−1.4% | Reduced |
| Baader Bank INC | 5,634 | $519.8K | 0.04% | +702+14.2% | Added |
| Unify Financial Advisors | 5,636 | $520.0K | 0.48% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,637 | $520.1K | 0.06% | +3,333+144.7% | Added |
| TIAA Wealth Investment Management LLC | 5,665 | $522.1K | 0.00% | +771+15.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $523.0K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 5,675 | $523.6K | 0.04% | −95−1.6% | Reduced |
| Lebenthal Global Advisors, LLC | 5,675 | $523.7K | 0.07% | −23,033−80.2% | Reduced |
| Haverford Trust Co | 5,679 | $524.0K | 0.00% | +854+17.7% | Added |
| Mason & Associates Inc | 5,684 | $524.5K | 0.08% | −100−1.7% | Reduced |
| Centurion Wealth Management LLC | 5,705 | $526.4K | 0.13% | −417−6.8% | Reduced |
| First Bank & Trust | 5,733 | $529.0K | 0.08% | −391−6.4% | Reduced |
| Diligent Investors, LLC | 5,735 | $529.2K | 0.12% | +250+4.6% | Added |
| Steel Peak Wealth Management LLC | 5,737 | $529.3K | 0.01% | +2,813+96.2% | Added |
| LVW Advisors, LLC | 5,747 | $530.3K | 0.05% | −865−13.1% | Reduced |
| Canvas Wealth Advisors, LLC | 5,773 | $532.7K | 0.07% | −533−8.5% | Reduced |
| Forefront Wealth Partners, LLC | 5,777 | $533.0K | 0.17% | +473+8.9% | Added |
| Fiduciary Trust Co | 5,786 | $533.8K | 0.01% | −2,284−28.3% | Reduced |
| Jericho Financial, LLP | 5,793 | $534.5K | 0.28% | −279−4.6% | Reduced |
| Rosenberg Matthew Hamilton | 5,804 | $535.5K | 0.10% | +154+2.7% | Added |
| Monograph Wealth Advisors, LLC | 5,818 | $536.8K | 0.04% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 5,824 | $537.4K | 0.04% | −111−1.9% | Reduced |
| Gambit Capital Management, LLC | 5,856 | $540.3K | 0.32% | −43−0.7% | Reduced |
| Greenfield Savings Bank | 5,858 | $540.5K | 0.21% | −180−3.0% | Reduced |
| Simplicity Wealth,LLC | 5,862 | $540.9K | 0.02% | −334−5.4% | Reduced |
| LMR Partners LLP | 5,865 | $541.2K | 0.00% | +5,865 | New |
| Mayflower Financial Advisors, LLC | 5,870 | $541.7K | 0.05% | −20.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 5,876 | $542.2K | 0.10% | +71+1.2% | Added |
| SS&H Financial Advisors, Inc. | 5,899 | $544.0K | 0.14% | +5,899 | New |
| Mission Creek Capital Partners, Inc. | 5,898 | $544.2K | 0.10% | −1,365−18.8% | Reduced |
| Sjbenen Advisory, LLC | 5,800 | $544.9K | 0.32% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5,930 | $547.2K | 0.04% | +3,000+102.4% | Added |
| Sound Income Strategies, LLC | 5,939 | $548.0K | 0.02% | +4,084+220.2% | Added |
| WNY Asset Management, LLC | 5,978 | $551.6K | 0.05% | +145+2.5% | Added |
| PCM Encore, LLC | 5,980 | $551.8K | 0.10% | −600−9.1% | Reduced |
| Arista Wealth Management, LLC | 6,000 | $553.6K | 0.06% | −103−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,002 | $553.8K | 0.05% | −21−0.3% | Reduced |
| Beta Wealth Group, Inc. | 6,010 | $554.5K | 0.21% | +101+1.7% | Added |
| PFG Advisors | 6,030 | $556.4K | 0.03% | −533−8.1% | Reduced |
| Investors Asset Management of Georgia Inc | 6,031 | $556.5K | 0.19% | +1,904+46.1% | Added |
| Sand Hill Global Advisors, LLC | 6,045 | $557.8K | 0.02% | 00.0% | Unchanged |
| Alpha Family Trust | 6,070 | $560.1K | 0.23% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 6,077 | $560.7K | 0.12% | +7+0.1% | Added |
| Deseret Mutual Benefit Administrators | 6,080 | $561.0K | 0.18% | −217−3.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6,081 | $561.1K | 0.20% | +136+2.3% | Added |
| Severin Investments, LLC | 6,094 | $562.3K | 0.42% | +261+4.5% | Added |
| RMR Wealth Builders | 6,099 | $562.8K | 0.03% | −195−3.1% | Reduced |
| E Fund Management Co., Ltd. | 6,117 | $564.4K | 0.01% | −55−0.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,134 | $565.1K | 0.03% | +1,881+57.8% | Added |
| Evolve Private Wealth, LLC | 6,173 | $569.6K | 0.03% | −47,620−88.5% | Reduced |
| Ofi Invest Asset Management | 7,079 | $571.3K | 0.01% | −5,729−44.7% | Reduced |
| Strategic Financial Services, Inc, | 6,199 | $572.0K | 0.03% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 6,206 | $572.6K | 0.27% | +51+0.8% | Added |
| Garrison Point Advisors, LLC | 6,215 | $573.5K | 0.23% | −425−6.4% | Reduced |
| Virtue Capital Management, LLC | 6,216 | $573.5K | 0.08% | −655−9.5% | Reduced |
| Cornerstone Wealth Management, LLC | 6,270 | $578.5K | 0.02% | +416+7.1% | Added |
| FMB Wealth Management | 6,272 | $578.8K | 0.21% | +30.0% | Added |
| Kera Capital Partners, Inc. | 6,285 | $579.9K | 0.06% | −1,834−22.6% | Reduced |
| Lazari Capital Management, Inc. | 6,312 | $582.4K | 0.18% | +40+0.6% | Added |
| Balboa Wealth Partners | 6,322 | $583.3K | 0.08% | −2,079−24.7% | Reduced |
| Cozad Asset Management Inc | 6,323 | $583.4K | 0.04% | −589−8.5% | Reduced |
| Basecamp Wealth Advisors LLC | 6,327 | $583.8K | 0.11% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 5,710 | $584.6K | 0.26% | +799+16.3% | Added |
| Soltis Investment Advisors LLC | 6,337 | $584.8K | 0.03% | +550+9.5% | Added |
| Jackson Creek Investment Advisors LLC | 5,613 | $591.0K | 0.20% | −1,576−21.9% | Reduced |
| Boston Trust Walden Corp | 6,420 | $592.4K | 0.00% | 00.0% | Unchanged |
| Family Legacy, Inc. | 6,424 | $592.7K | 0.16% | +12+0.2% | Added |
| AlphaCore Capital LLC | 6,454 | $595.5K | 0.01% | +66+1.0% | Added |
| Landmark Wealth Management, LLC | 6,454 | $595.5K | 0.14% | +5+0.1% | Added |
| Rehmann Capital Advisory Group | 6,481 | $598.4K | 0.03% | −664−9.3% | Reduced |
| Ellevest, Inc. | 6,510 | $598.5K | 0.07% | −754−10.4% | Reduced |
| WSFS Capital Management, LLC | 6,490 | $598.9K | 0.03% | +169+2.7% | Added |
| Sompo Asset Management Co., Ltd. | 6,560 | $605.3K | 0.10% | −200−3.0% | Reduced |
| CMG Global Holdings, LLC | 6,585 | $607.6K | 0.26% | −43−0.6% | Reduced |
| PFG Investments, LLC | 6,639 | $612.6K | 0.02% | −276−4.0% | Reduced |
| Apriem Advisors | 6,648 | $613.4K | 0.05% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 6,535 | $614.2K | 0.14% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 6,684 | $616.8K | 0.60% | +341+5.4% | Added |
| RW Investment Management LLC | 6,686 | $616.9K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,986 | $617.3K | 0.06% | −135−2.2% | Reduced |
| WealthPLAN Partners, LLC | 6,691 | $617.4K | 0.12% | +576+9.4% | Added |
| Journey Advisory Group, LLC | 6,717 | $619.8K | 0.05% | +2,663+65.7% | Added |
| Gryphon Financial Partners LLC | 6,718 | $619.8K | 0.05% | −413−5.8% | Reduced |
| Aspetuck Financial Management LLC | 6,721 | $620.1K | 0.37% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 6,733 | $621.3K | 0.15% | +6,733 | New |
| Blueshift Asset Management, LLC | 6,763 | $624.0K | 0.14% | +6,763 | New |
| Defined Wealth Management, LLC | 6,765 | $624.2K | 0.32% | −84−1.2% | Reduced |
| Alta Advisers Ltd | 6,770 | $624.7K | 0.14% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 6,792 | $626.7K | 0.17% | +195+3.0% | Added |
| Michael S. Ryan, Inc. | 6,802 | $627.6K | 0.31% | +225+3.4% | Added |
| Bahl & Gaynor Inc | 6,827 | $629.9K | 0.00% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 6,869 | $633.8K | 0.20% | +143+2.1% | Added |
| Palisade Capital Management LLC | 6,873 | $634.2K | 0.03% | +139+2.1% | Added |
| Oslo Pensjonsforsikring AS | 6,874 | $634.3K | 0.07% | 00.0% | Unchanged |