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
Q3 2026 data is still coming in: 6 institutions have reported holding SCHW so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 24,931 | $2.30M | 0.06% | −500−2.0% | Reduced |
| Whitener Capital Management, Inc. | 24,877 | $2.30M | 0.49% | +3,608+17.0% | Added |
| Diversified Trust Co | 24,714 | $2.28M | 0.04% | +798+3.3% | Added |
| Columbia Asset Management | 24,616 | $2.27M | 0.39% | −1,096−4.3% | Reduced |
| Argus Investors' Counsel, Inc. | 24,598 | $2.27M | 1.75% | −3,309−11.9% | Reduced |
| Citizens & Northern Corp | 24,570 | $2.27M | 0.52% | +3,197+15.0% | Added |
| Umb Bank N A | 24,434 | $2.25M | 0.03% | −598−2.4% | Reduced |
| Greenline Partners, LLC | 24,336 | $2.25M | 0.23% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 23,929 | $2.21M | 0.59% | −1,323−5.2% | Reduced |
| Valley National Advisers Inc | 23,901 | $2.21M | 0.25% | −334−1.4% | Reduced |
| Aspiriant, LLC | 23,847 | $2.20M | 0.05% | +147+0.6% | Added |
| Quantbot Technologies LP | 23,802 | $2.20M | 0.09% | −9,771−29.1% | Reduced |
| Edgestream Partners, L.P. | 23,747 | $2.19M | 0.07% | +23,747 | New |
| Riverwater Partners LLC | 23,399 | $2.16M | 0.64% | +1,714+7.9% | Added |
| JFS Wealth Advisors, LLC | 23,357 | $2.16M | 0.11% | −632−2.6% | Reduced |
| Jefferies Financial Group Inc. | 23,288 | $2.15M | 0.02% | +2,225+10.6% | Added |
| Aviso Wealth Management | 23,252 | $2.15M | 0.84% | −540−2.3% | Reduced |
| Systematic Alpha Investments, LLC | 23,141 | $2.14M | 0.06% | +23,141 | New |
| Investment Advisory Services Inc | 22,960 | $2.12M | 0.61% | −41−0.2% | Reduced |
| Tealwood Asset Management Inc | 22,875 | $2.11M | 0.81% | −93−0.4% | Reduced |
| City Holding Co | 22,846 | $2.11M | 0.24% | −102−0.4% | Reduced |
| Smartleaf Asset Management LLC | 23,257 | $2.11M | 0.07% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 22,743 | $2.10M | 0.30% | 00.0% | Unchanged |
| Constant Guidance Financial LLC | 22,663 | $2.09M | 1.31% | +22,663 | New |
| Chesley Taft & Associates LLC | 22,641 | $2.09M | 0.08% | −598−2.6% | Reduced |
| Diversified Investment Strategies, LLC | 22,635 | $2.09M | 1.35% | 00.0% | Unchanged |
| Old National Bancorp | 22,595 | $2.08M | 0.04% | +1,827+8.8% | Added |
| Wolff Wiese Magana LLC | 22,487 | $2.07M | 0.95% | −61−0.3% | Reduced |
| Uhlmann Price Securities, LLC | 22,467 | $2.07M | 0.08% | +50+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 22,443 | $2.07M | 0.46% | +8,268+58.3% | Added |
| Maia Wealth LLC | 22,367 | $2.06M | 0.30% | −4,582−17.0% | Reduced |
| WT Wealth Management | 22,341 | $2.06M | 0.57% | +4,111+22.6% | Added |
| Marshall Wace, LLP | 22,317 | $2.06M | 0.00% | +22,317 | New |
| Howard Financial Services, Ltd. | 22,309 | $2.06M | 0.21% | +4,822+27.6% | Added |
| Keystone Financial Services | 22,065 | $2.04M | 0.52% | +388+1.8% | Added |
| Csenge Advisory Group | 21,946 | $2.02M | 0.08% | +2,473+12.7% | Added |
| Sarasin & Partners LLP | 21,900 | $2.02M | 0.02% | +3,900+21.7% | Added |
| 1st Source Bank | 21,893 | $2.02M | 0.09% | −111−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 21,871 | $2.02M | 0.07% | +21,869+1,093,450.0% | Added |
| Essex Savings Bank | 21,788 | $2.01M | 0.43% | −48−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 21,742 | $2.01M | 0.05% | −13,063−37.5% | Reduced |
| MBM Wealth Consultants, LLC | 21,681 | $2.00M | 0.39% | +2,952+15.8% | Added |
| Daytona Street Capital LLC | 19,450 | $2.00M | 1.46% | +2,260+13.1% | Added |
| Qtron Investments LLC | 21,579 | $1.99M | 0.27% | −3,130−12.7% | Reduced |
| Ategra Capital Management, LLC | 21,574 | $1.99M | 1.06% | +5,345+32.9% | Added |
| Pettee Investors, Inc. | 21,532 | $1.99M | 0.98% | −275−1.3% | Reduced |
| Westerkirk Capital Inc. | 21,500 | $1.98M | 0.19% | +21,500 | New |
| Weaver C. Barksdale & Associates, Inc. | 21,435 | $1.98M | 1.77% | −27−0.1% | Reduced |
| Aaron Wealth Advisors | 21,400 | $1.97M | 0.10% | −11,290−34.5% | Reduced |
| Frank, Rimerman Advisors LLC | 21,369 | $1.97M | 0.11% | +1,585+8.0% | Added |
| Elevated Private Wealth, LLC | 21,274 | $1.96M | 1.87% | +21,274 | New |
| SageView Advisory Group, LLC | 21,263 | $1.96M | 0.06% | −3,065−12.6% | Reduced |
| Guggenheim Capital LLC | 21,213 | $1.96M | 0.01% | +2,998+16.5% | Added |
| RiverPark Advisors, LLC | 21,049 | $1.94M | 0.89% | +272+1.3% | Added |
| Wedmont Private Capital | 18,745 | $1.93M | 0.05% | −160−0.8% | Reduced |
| Pictet & Cie (Europe) SA | 20,860 | $1.92M | 0.04% | +505+2.5% | Added |
| Cookson Peirce & Co Inc | 20,859 | $1.92M | 0.06% | +1,088+5.5% | Added |
| J.W. Cole Advisors, Inc. | 20,808 | $1.92M | 0.03% | +20,808 | New |
| Modus Advisors, LLC | 20,588 | $1.90M | 0.47% | −827−3.9% | Reduced |
| Regions Financial Corp | 20,537 | $1.89M | 0.01% | −262−1.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 20,450 | $1.89M | 0.11% | +20,450 | New |
| Stephens Inc | 20,448 | $1.89M | 0.02% | −32,058−61.1% | Reduced |
| Tritonpoint Wealth, LLC | 20,316 | $1.87M | 0.18% | +17,727+684.7% | Added |
| Coastal Bridge Advisors, LLC | 20,281 | $1.87M | 0.12% | +20,281 | New |
| Cramer Rosenthal McGlynn LLC | 20,277 | $1.87M | 0.09% | −300−1.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 20,242 | $1.87M | 0.45% | −87−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,229 | $1.87M | 0.12% | −14,798−42.2% | Reduced |
| Intrepid Family Office LLC | 20,000 | $1.85M | 1.70% | +10,000+100.0% | Added |
| Paradigm Asset Management Co LLC | 19,900 | $1.84M | 0.39% | +6,350+46.9% | Added |
| Virtus Investment Advisers, Inc. | 19,859 | $1.83M | 0.43% | +1,563+8.5% | Added |
| Moors & Cabot, Inc. | 19,833 | $1.83M | 0.07% | −501−2.5% | Reduced |
| Bridges Investment Management Inc | 19,742 | $1.82M | 0.02% | +3,676+22.9% | Added |
| Figure 8 Investment Strategies LLC | 19,693 | $1.82M | 1.54% | +2,362+13.6% | Added |
| Stance Capital LLC | 19,656 | $1.81M | 0.55% | +19,256+4,814.0% | Added |
| Brown, Lisle/Cummings, Inc. | 19,642 | $1.81M | 0.41% | +13+0.1% | Added |
| NBT Bank N A | 19,627 | $1.81M | 0.12% | −257−1.3% | Reduced |
| Cidel Asset Management Inc | 19,542 | $1.80M | 0.09% | +573+3.0% | Added |
| Blalock Williams, LLC | 19,526 | $1.80M | 1.17% | +3,547+22.2% | Added |
| Power Wealth Management LLC | 19,430 | $1.79M | 0.62% | −4,630−19.2% | Reduced |
| Bayview Asset Management, LLC | 19,407 | $1.79M | 1.34% | −9,570−33.0% | Reduced |
| Shepherd Street Advisors LLC | 17,313 | $1.78M | 1.56% | −530−3.0% | Reduced |
| Moody National Bank Trust Division | 19,220 | $1.77M | 0.15% | −994−4.9% | Reduced |
| Whelan Financial | 19,156 | $1.77M | 0.48% | +1,326+7.4% | Added |
| Harmony Asset Management LLC | 19,156 | $1.77M | 0.47% | +19,156 | New |
| Jeppson Wealth Management, LLC | 19,132 | $1.77M | 0.52% | +40+0.2% | Added |
| Garde Capital, Inc. | 19,108 | $1.76M | 0.08% | −826−4.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 19,024 | $1.76M | 0.06% | −158−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,009 | $1.75M | 0.02% | +196+1.0% | Added |
| Lummis Asset Management, LP | 17,932 | $1.75M | 1.05% | −300−1.6% | Reduced |
| Arjuna Capital | 18,922 | $1.75M | 0.39% | −431−2.2% | Reduced |
| Ducere Wealth Management LLC | 18,813 | $1.74M | 0.52% | +4,207+28.8% | Added |
| Westpac Banking Corp | 18,811 | $1.74M | 0.11% | +39+0.2% | Added |
| SPWM Advisors LLC | 17,069 | $1.73M | 1.60% | −4,325−20.2% | Reduced |
| TLWM | 18,642 | $1.72M | 0.28% | −277−1.5% | Reduced |
| Sovran Advisors, LLC | 16,193 | $1.72M | 0.13% | +650+4.2% | Added |
| Guardian Asset Advisors, LLC | 18,519 | $1.71M | 0.79% | +2,102+12.8% | Added |
| RBF Capital, LLC | 18,500 | $1.71M | 0.07% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 17,636 | $1.70M | 1.00% | −63−0.4% | Reduced |
| Advyzon Investment Management, LLC | 18,436 | $1.70M | 0.12% | +1,772+10.6% | Added |
| HM Payson & Co | 18,394 | $1.70M | 0.02% | +1,150+6.7% | Added |