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: 13 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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 14,316 | $1.32M | 0.04% | +414+3.0% | Added |
| South Dakota Investment Council | 14,256 | $1.31M | 0.02% | +400+2.9% | Added |
| Quantitative Investment Management, LLC | 14,257 | $1.31M | 0.14% | +14,257 | New |
| Fruth Investment Management | 14,245 | $1.31M | 0.31% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 14,124 | $1.30M | 0.02% | +1,578+12.6% | Added |
| Patrick M Sweeney & Associates, Inc | 14,088 | $1.30M | 0.75% | +561+4.1% | Added |
| Central Trust Co | 14,059 | $1.30M | 0.02% | −2,178−13.4% | Reduced |
| Ausdal Financial Partners, Inc. | 14,058 | $1.30M | 0.05% | +211+1.5% | Added |
| Alps Advisors Inc | 14,049 | $1.30M | 0.01% | +14,049 | New |
| Cassaday & Co Wealth Management LLC | 14,046 | $1.30M | 0.02% | +5,886+72.1% | Added |
| HCR Wealth Advisors | 14,040 | $1.30M | 0.12% | +352+2.6% | Added |
| Ameritas Investment Partners, Inc. | 14,022 | $1.29M | 0.03% | −928−6.2% | Reduced |
| Everhart Financial Group, Inc. | 13,894 | $1.28M | 0.08% | −191−1.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 13,855 | $1.28M | 0.23% | +1,475+11.9% | Added |
| Mission Wealth Management, LP | 13,820 | $1.28M | 0.02% | +7,778+128.7% | Added |
| Nautilus Advisors LLC | 12,338 | $1.27M | 0.75% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 13,756 | $1.27M | 0.15% | −97−0.7% | Reduced |
| WBI Investments | 13,743 | $1.27M | 0.31% | +10,664+346.3% | Added |
| Profund Advisors LLC | 13,700 | $1.26M | 0.03% | −697−4.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 13,685 | $1.26M | 0.19% | −1,613−10.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 13,670 | $1.26M | 0.04% | −146−1.1% | Reduced |
| Sowell Financial Services LLC | 13,600 | $1.25M | 0.04% | +447+3.4% | Added |
| Headlands Technologies LLC | 13,591 | $1.25M | 0.13% | +10,763+380.6% | Added |
| Nicholas Hoffman & Company, LLC. | 13,578 | $1.25M | 0.03% | +50+0.4% | Added |
| Vertrix Wealth Management, LLC | 13,469 | $1.24M | 0.42% | +1,524+12.8% | Added |
| Fundamentun, LLC | 13,451 | $1.24M | 0.04% | −625−4.4% | Reduced |
| PVG Asset Management Corp | 13,439 | $1.24M | 0.72% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 13,433 | $1.24M | 0.12% | −80−0.6% | Reduced |
| BIP Wealth, LLC | 13,383 | $1.23M | 0.04% | +74+0.6% | Added |
| Leisure Capital Management | 13,373 | $1.23M | 0.39% | −22−0.2% | Reduced |
| Strong Retirement Solutions LLC | 13,364 | $1.23M | 0.74% | +1,464+12.3% | Added |
| Hardy Reed LLC | 13,305 | $1.23M | 0.08% | −87−0.6% | Reduced |
| Highland Capital Management, LLC | 13,258 | $1.22M | 0.06% | −1,134−7.9% | Reduced |
| Angeles Wealth Management, LLC | 13,252 | $1.22M | 0.06% | +1,582+13.6% | Added |
| Directional Asset Management | 13,231 | $1.22M | 1.16% | −328−2.4% | Reduced |
| New Age Alpha Advisors, LLC | 13,200 | $1.22M | 0.05% | +13,200 | New |
| Foundations Investment Advisors, LLC | 13,151 | $1.21M | 0.01% | −1,541−10.5% | Reduced |
| Panoramic Investment Advisors, LLC | 13,083 | $1.21M | 0.58% | −150−1.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 13,078 | $1.21M | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 13,064 | $1.21M | 0.16% | −865−6.2% | Reduced |
| Hillsdale Investment Management Inc. | 13,050 | $1.20M | 0.03% | +1,570+13.7% | Added |
| Change Path, LLC | 13,046 | $1.20M | 0.03% | −5,687−30.4% | Reduced |
| Koshinski Asset Management, Inc. | 13,040 | $1.20M | 0.06% | −3,224−19.8% | Reduced |
| Franklin Street Advisors Inc | 13,010 | $1.20M | 0.07% | 00.0% | Unchanged |
| Davis R M Inc | 12,947 | $1.19M | 0.02% | +102+0.8% | Added |
| American Money Management, LLC | 12,893 | $1.19M | 0.17% | −10.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 12,886 | $1.19M | 0.29% | +1,535+13.5% | Added |
| Granite Investment Partners, LLC | 12,810 | $1.18M | 0.06% | 00.0% | Unchanged |
| Bank of Stockton | 12,810 | $1.18M | 0.33% | +88+0.7% | Added |
| Costello Asset Management, INC | 12,784 | $1.18M | 0.35% | +30.0% | Added |
| Avestar Capital, LLC | 12,744 | $1.18M | 0.07% | −905−6.6% | Reduced |
| Parrish Capital LLC | 12,722 | $1.17M | 1.13% | −1,922−13.1% | Reduced |
| Knollwood Investment Advisory, LLC | 12,698 | $1.17M | 0.10% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 12,671 | $1.17M | 0.07% | +10,100+392.8% | Added |
| Proffitt & Goodson Inc | 12,655 | $1.17M | 0.16% | +124+1.0% | Added |
| Essex Financial Services, Inc. | 12,651 | $1.17M | 0.06% | −1,196−8.6% | Reduced |
| Redwood Investment Management, LLC | 12,630 | $1.17M | 0.12% | +1,442+12.9% | Added |
| Personal Cfo Solutions, LLC | 12,622 | $1.16M | 0.17% | +618+5.1% | Added |
| Wall Street Access Asset Management, LLC | 12,620 | $1.16M | 0.17% | +6,307+99.9% | Added |
| Sumitomo Life Insurance Co | 12,619 | $1.16M | 0.02% | −676−5.1% | Reduced |
| Stablepoint Partners, LLC | 12,611 | $1.16M | 0.16% | +163+1.3% | Added |
| Birinyi Associates Inc | 12,607 | $1.16M | 0.28% | +1,326+11.8% | Added |
| Fiduciary Alliance LLC | 12,602 | $1.16M | 0.08% | +615+5.1% | Added |
| Gateway Investment Advisers LLC | 12,543 | $1.16M | 0.01% | −298,781−96.0% | Reduced |
| Spire Wealth Management | 12,539 | $1.16M | 0.03% | −50,179−80.0% | Reduced |
| Islay Capital Management, LLC | 12,536 | $1.16M | 0.54% | +1,089+9.5% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 12,500 | $1.15M | 0.01% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 12,494 | $1.15M | 0.32% | −450−3.5% | Reduced |
| H&H Retirement Design & Management INC | 10,991 | $1.15M | 0.54% | −68−0.6% | Reduced |
| Paragon Capital Management Inc | 12,416 | $1.15M | 0.86% | +12,416 | New |
| VELA Investment Management, LLC | 12,410 | $1.15M | 0.28% | −16−0.1% | Reduced |
| Opal Capital LLC | 12,395 | $1.14M | 0.20% | +2,184+21.4% | Added |
| Cumberland Partners Ltd | 12,332 | $1.14M | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 12,319 | $1.14M | 0.02% | +2,712+28.2% | Added |
| Legacy Wealth Asset Management, LLC | 12,265 | $1.13M | 0.25% | +84+0.7% | Added |
| Hohimer Wealth Management, LLC | 12,153 | $1.12M | 0.12% | +459+3.9% | Added |
| Diametric Capital, LP | 12,134 | $1.12M | 0.12% | +12,134 | New |
| Longfellow Investment Management Co LLC | 12,098 | $1.12M | 0.23% | +54+0.4% | Added |
| Keebeck Wealth Management, LLC | 12,015 | $1.11M | 0.11% | +1,528+14.6% | Added |
| Xxi Wealth, LLC | 12,000 | $1.11M | 0.51% | +17+0.1% | Added |
| Total Wealth Planning & Management, Inc. | 11,974 | $1.10M | 0.80% | +995+9.1% | Added |
| 71 West Capital Partners | 11,902 | $1.10M | 0.04% | +2,742+29.9% | Added |
| Cullinan Associates Inc | 11,900 | $1.10M | 0.08% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 11,898 | $1.10M | 0.23% | −174−1.4% | Reduced |
| Summit Asset Management, LLC | 11,895 | $1.10M | 0.14% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 11,871 | $1.10M | 0.39% | +41+0.3% | Added |
| Howard Capital Management Inc. | 11,801 | $1.09M | 0.01% | +6,192+110.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 11,775 | $1.09M | 0.44% | −450−3.7% | Reduced |
| D L Carlson Investment Group Inc | 11,697 | $1.08M | 0.17% | −20,813−64.0% | Reduced |
| Polymer Capital Management (US) LLC | 11,623 | $1.07M | 0.16% | +3,360+40.7% | Added |
| Zions Bancorporation, National Association | 11,547 | $1.07M | 0.06% | +3,208+38.5% | Added |
| Portland Global Advisors LLC | 11,534 | $1.06M | 0.10% | +11,534 | New |
| Axxcess Wealth Management, LLC | 11,497 | $1.06M | 0.02% | +11,497 | New |
| Vicus Capital | 11,487 | $1.06M | 0.07% | −41−0.4% | Reduced |
| HBK Investments L P | 11,483 | $1.06M | 0.01% | +1,627+16.5% | Added |
| Capital Advantage, Inc. | 11,472 | $1.06M | 0.13% | −209−1.8% | Reduced |
| Hodges Capital Management Inc. | 11,446 | $1.06M | 0.07% | −25−0.2% | Reduced |
| Shelton Capital Management | 11,375 | $1.05M | 0.02% | −93,683−89.2% | Reduced |
| Aprio Wealth Management, LLC | 11,325 | $1.04M | 0.05% | +233+2.1% | Added |
| Icon Wealth Advisors, LLC | 11,325 | $1.04M | 0.06% | −4,350−27.8% | Reduced |