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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 18,377 | $1.70M | 0.11% | +1,596+9.5% | Added |
| HBW Advisory Services LLC | 18,310 | $1.69M | 0.15% | +1,358+8.0% | Added |
| Focus Financial Network, Inc. | 18,180 | $1.68M | 0.05% | +2,503+16.0% | Added |
| Safe Harbor Fiduciary, LLC | 18,169 | $1.68M | 1.31% | +2,422+15.4% | Added |
| Avidian Wealth Solutions, LLC | 17,958 | $1.66M | 0.05% | +1,150+6.8% | Added |
| Caldwell Trust Co | 17,940 | $1.66M | 0.13% | −2,408−11.8% | Reduced |
| Hills Bank & Trust Co | 17,908 | $1.65M | 0.07% | −652−3.5% | Reduced |
| Clear Harbor Asset Management, LLC | 17,875 | $1.65M | 0.10% | +1,999+12.6% | Added |
| Zullo Investment Group, Inc. | 17,802 | $1.64M | 0.56% | −1,005−5.3% | Reduced |
| Letko, Brosseau & Associates Inc | 17,771 | $1.64M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 17,712 | $1.63M | 0.02% | −346−1.9% | Reduced |
| Lederer & Associates Investment Counsel | 17,601 | $1.62M | 1.07% | +17,601 | New |
| Schonfeld Strategic Advisors LLC | 17,523 | $1.62M | 0.01% | +1,739+11.0% | Added |
| Groupama Asset Managment | 17,689 | $1.62M | 0.02% | +13+0.1% | Added |
| FWL Investment Management, LLC | 17,504 | $1.62M | 0.30% | −2,952−14.4% | Reduced |
| Larson Financial Group LLC | 17,473 | $1.61M | 0.04% | +212+1.2% | Added |
| Advisors Asset Management, Inc. | 17,467 | $1.61M | 0.02% | +2,343+15.5% | Added |
| Simplex Trading, LLC | 17,455 | $1.61M | 0.04% | +17,455 | New |
| Fairtree Asset Management (Pty) Ltd | 17,454 | $1.61M | 0.62% | +17,454 | New |
| Bank of Hawaii | 17,401 | $1.61M | 0.08% | −552−3.1% | Reduced |
| Menard Financial Group LLC | 17,401 | $1.61M | 0.87% | +17,401 | New |
| Insight 2811, Inc. | 17,370 | $1.60M | 0.65% | +3,109+21.8% | Added |
| Astoria Portfolio Advisors LLC. | 17,332 | $1.60M | 0.27% | +5,048+41.1% | Added |
| IKE Capital, LLC | 17,192 | $1.59M | 0.83% | −3,752−17.9% | Reduced |
| Embree Financial Group | 17,124 | $1.58M | 0.16% | −70−0.4% | Reduced |
| Frec Markets, Inc. | 16,999 | $1.57M | 0.14% | +6,456+61.2% | Added |
| Wedbush Securities Inc | 16,966 | $1.56M | 0.04% | −32−0.2% | Reduced |
| Portside Wealth Group, LLC | 16,869 | $1.56M | 0.18% | +2,122+14.4% | Added |
| RMR Capital Management, LLC | 16,845 | $1.55M | 1.07% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 16,522 | $1.55M | 0.02% | −14,807−47.3% | Reduced |
| Boston Private Wealth LLC | 16,797 | $1.55M | 0.10% | −1,175−6.5% | Reduced |
| Elyxium Wealth, LLC | 16,772 | $1.55M | 0.16% | +14,479+631.4% | Added |
| First Citizens Bank & Trust Co | 16,682 | $1.54M | 0.02% | −626−3.6% | Reduced |
| Elmwood Wealth Management, Inc. | 16,663 | $1.54M | 0.38% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 16,657 | $1.54M | 0.80% | +11,318+212.0% | Added |
| United Bank | 16,655 | $1.54M | 0.47% | +91+0.5% | Added |
| Ballast Rock Private Wealth LLC | 16,612 | $1.53M | 0.71% | +12+0.1% | Added |
| First Commonwealth Financial Corp | 16,559 | $1.53M | 0.21% | +1,375+9.1% | Added |
| Athena Wealth Management, LLC | 16,551 | $1.53M | 1.14% | +5,477+49.5% | Added |
| FLC Capital Advisors | 16,528 | $1.53M | 0.25% | +707+4.5% | Added |
| NorthCrest Asset Manangement, LLC | 14,950 | $1.52M | 0.04% | −876−5.5% | Reduced |
| Venture Visionary Partners LLC | 16,443 | $1.52M | 0.04% | −4,547−21.7% | Reduced |
| Axq Capital, LP | 16,411 | $1.51M | 0.16% | +16,411 | New |
| 44 Wealth Management LLC | 16,377 | $1.51M | 0.50% | −171−1.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 16,371 | $1.51M | 0.20% | −895−5.2% | Reduced |
| Trust Co of Toledo NA | 16,358 | $1.51M | 0.13% | +1,827+12.6% | Added |
| New England Research & Management, Inc. | 16,325 | $1.51M | 0.59% | +16,325 | New |
| Next Capital Management LLC | 16,323 | $1.51M | 0.41% | −600−3.5% | Reduced |
| Atomi Financial Group, Inc. | 16,315 | $1.51M | 0.04% | −4,177−20.4% | Reduced |
| Evercore Wealth Management, LLC | 16,285 | $1.50M | 0.02% | −208−1.3% | Reduced |
| Perryman Financial Advisory Inc | 16,264 | $1.50M | 0.20% | −290−1.8% | Reduced |
| TD Waterhouse Canada Inc. | 15,634 | $1.50M | 0.00% | −7,384−32.1% | Reduced |
| Dynasty Wealth Management, LLC | 16,225 | $1.50M | 0.01% | −3,530−17.9% | Reduced |
| Portfolio Design Labs, LLC | 16,072 | $1.48M | 0.24% | +1,416+9.7% | Added |
| Integrated Investment Consultants, LLC | 16,065 | $1.48M | 0.29% | −614−3.7% | Reduced |
| Inceptionr LLC | 16,051 | $1.48M | 0.36% | +7,693+92.0% | Added |
| Mainstream Capital Management LLC | 16,030 | $1.48M | 0.89% | −663−4.0% | Reduced |
| Ninety One SA (PTY) Ltd | 15,999 | $1.48M | 0.08% | −19,363−54.8% | Reduced |
| La Banque Postale Asset Management SA | 15,992 | $1.48M | 0.01% | +1,223+8.3% | Added |
| Fusion Capital, LLC | 15,934 | $1.47M | 0.34% | +656+4.3% | Added |
| Meriwether Wealth & Planning, LLC | 15,830 | $1.46M | 0.72% | +184+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,829 | $1.46M | 0.04% | −791−4.8% | Reduced |
| Retirement Planning Group | 15,778 | $1.46M | 0.04% | −1,137−6.7% | Reduced |
| Garner Asset Management Corp | 15,707 | $1.45M | 0.47% | +1,578+11.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 15,629 | $1.44M | 0.23% | +15,629 | New |
| J. L. Bainbridge & Co., Inc. | 15,611 | $1.44M | 0.11% | +10+0.1% | Added |
| Capstone Investment Advisors, LLC | 15,608 | $1.44M | 0.01% | −14,185−47.6% | Reduced |
| Cigna Investments Inc | 15,538 | $1.43M | 0.19% | −376−2.4% | Reduced |
| Chicago Capital, LLC | 15,527 | $1.43M | 0.03% | −20.0% | Reduced |
| Ronald Blue Trust, Inc. | 15,516 | $1.43M | 0.02% | +1,480+10.5% | Added |
| MCF Advisors LLC | 15,450 | $1.43M | 0.05% | −156−1.0% | Reduced |
| Postrock Partners LLC | 15,444 | $1.43M | 0.58% | +366+2.4% | Added |
| Everest Financial Group LLC | 15,442 | $1.42M | 0.19% | −48−0.3% | Reduced |
| Tranquilli Financial Advisor LLC | 15,329 | $1.41M | 0.76% | −12−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 15,319 | $1.41M | 0.02% | −252−1.6% | Reduced |
| Wealth Alliance | 15,285 | $1.41M | 0.12% | −1,998−11.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 15,250 | $1.41M | 0.06% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 15,235 | $1.41M | 0.82% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 15,232 | $1.41M | 0.93% | −100−0.7% | Reduced |
| Sienna Gestion | 15,330 | $1.40M | 0.08% | −1,710−10.0% | Reduced |
| Benjamin Edwards Inc | 15,162 | $1.40M | 0.01% | −1,623−9.7% | Reduced |
| EverSource Wealth Advisors, LLC | 15,136 | $1.40M | 0.05% | −2,707−15.2% | Reduced |
| Indivisible Partners | 15,040 | $1.39M | 0.08% | +1,486+11.0% | Added |
| Boyd Watterson Asset Management LLC | 15,028 | $1.39M | 0.37% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14,818 | $1.37M | 0.01% | +1,533+11.5% | Added |
| Montecito Bank & Trust | 14,777 | $1.36M | 0.20% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 14,767 | $1.36M | 0.29% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,749 | $1.36M | 0.04% | +1,775+13.7% | Added |
| Sagespring Wealth Partners, LLC | 14,731 | $1.36M | 0.02% | −3,742−20.3% | Reduced |
| Canopy Partners, LLC | 14,651 | $1.35M | 0.41% | −809−5.2% | Reduced |
| JNBA Financial Advisors | 14,643 | $1.35M | 0.10% | +52+0.4% | Added |
| Checchi Capital Advisers, LLC | 14,640 | $1.35M | 0.09% | +386+2.7% | Added |
| Peak Asset Management, LLC | 14,563 | $1.34M | 0.20% | +14,563 | New |
| Sheets Smith Wealth Management | 14,521 | $1.34M | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 14,792 | $1.34M | 0.07% | −1,104−6.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,476 | $1.34M | 0.33% | −22−0.2% | Reduced |
| Frisch Financial Group, Inc. | 14,403 | $1.33M | 0.23% | −64−0.4% | Reduced |
| Uncommon Cents Investing LLC | 14,400 | $1.33M | 0.29% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 14,367 | $1.33M | 0.07% | −2,921−16.9% | Reduced |
| Paragon Private Wealth Management, LLC | 14,356 | $1.32M | 0.35% | +1,427+11.0% | Added |