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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 11,277 | $1.04M | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 11,212 | $1.03M | 0.06% | +927+9.0% | Added |
| Tower Trust & Investment Co | 11,205 | $1.03M | 0.63% | +214+1.9% | Added |
| Thomasville National Bank | 11,203 | $1.03M | 0.06% | +11,203 | New |
| Machina Capital S.A.S. | 11,190 | $1.03M | 0.16% | −14,600−56.6% | Reduced |
| Sage Rhino Capital LLC | 11,164 | $1.03M | 0.17% | +409+3.8% | Added |
| United Community Bank | 11,155 | $1.03M | 0.32% | +6+0.1% | Added |
| Birmingham Capital Management Co Inc | 11,150 | $1.03M | 0.39% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 11,125 | $1.03M | 0.03% | −951−7.9% | Reduced |
| Nabity-Jensen Investment Management Inc | 11,100 | $1.02M | 0.63% | 00.0% | Unchanged |
| Private Trust Co NA | 11,029 | $1.02M | 0.08% | −704−6.0% | Reduced |
| Integrity Alliance, LLC. | 11,004 | $1.02M | 0.03% | −64−0.6% | Reduced |
| First American Trust, FSB | 11,004 | $1.02M | 0.06% | −30.0% | Reduced |
| Financial Consulate, Inc | 10,994 | $1.01M | 0.11% | −227−2.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,987 | $1.01M | 0.23% | −462−4.0% | Reduced |
| Avise Financial Cooperative, Inc. | 10,985 | $1.01M | 0.72% | +1,155+11.7% | Added |
| Oder Investment Management, LLC | 10,951 | $1.01M | 0.68% | −38−0.3% | Reduced |
| Stone Point Wealth LLC | 10,900 | $1.01M | 0.26% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,886 | $1.00M | 0.09% | −159−1.4% | Reduced |
| Ironwood Financial, llc | 9,803 | $1.00M | 0.16% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 10,876 | $1.00M | 0.35% | −125−1.1% | Reduced |
| Thor Investment Management Inc | 10,875 | $1.00M | 0.57% | +38+0.4% | Added |
| RiverFront Investment Group, LLC | 10,864 | $1.00M | 0.01% | +671+6.6% | Added |
| Ethos Financial Group, LLC | 9,593 | $1.00M | 0.07% | −19−0.2% | Reduced |
| NorthRock Partners, LLC | 10,851 | $1.00M | 0.01% | +529+5.1% | Added |
| S&G Foundation | 10,837 | $999.9K | 0.05% | 00.0% | Unchanged |
| Future Fund LLC | 10,834 | $999.7K | 0.29% | +138+1.3% | Added |
| Sentinus, LLC | 10,779 | $994.6K | 0.08% | +5,608+108.5% | Added |
| Advisor Resource Council | 9,857 | $991.8K | 0.33% | +324+3.4% | Added |
| Cooper Financial Group | 10,739 | $990.8K | 0.08% | −7,458−41.0% | Reduced |
| Revisor Wealth Management LLC | 10,720 | $989.1K | 0.24% | −308−2.8% | Reduced |
| Van Diest Capital, LLC | 10,687 | $986.1K | 0.88% | −16,609−60.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,685 | $985.9K | 0.04% | +932+9.6% | Added |
| O'Rourke & Company, Inc | 10,676 | $985.1K | 0.34% | −333−3.0% | Reduced |
| Novare Capital Management LLC | 10,662 | $983.8K | 0.07% | −125−1.2% | Reduced |
| Equitable Trust Co | 10,632 | $981.0K | 0.04% | −1,101−9.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 10,599 | $978.0K | 0.11% | −2,534−19.3% | Reduced |
| Navalign, LLC | 10,587 | $976.9K | 0.23% | +78+0.7% | Added |
| International Assets Investment Management, LLC | 10,199 | $976.8K | 0.06% | +1,193+13.2% | Added |
| Invictus Private Wealth, LLC | 10,536 | $972.2K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10,497 | $968.6K | 0.11% | +95+0.9% | Added |
| Harbour Investments, Inc. | 10,488 | $967.7K | 0.01% | +201+2.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,485 | $967.5K | 0.25% | −824−7.3% | Reduced |
| Crumly & Associates Inc. | 10,479 | $966.9K | 0.19% | +115+1.1% | Added |
| Camden Capital, LLC | 10,461 | $965.3K | 0.05% | −623−5.6% | Reduced |
| Oxford Asset Management LLP | 10,392 | $958.9K | 0.47% | +10,392 | New |
| Citizens National Bank Trust Department | 10,382 | $957.9K | 0.14% | +217+2.1% | Added |
| OpenArc Corporate Advisory, LLC | 10,371 | $956.9K | 0.01% | −1,167−10.1% | Reduced |
| Circle Wealth Management, LLC | 10,368 | $956.7K | 0.01% | −931−8.2% | Reduced |
| Vima LLC | 10,351 | $955.1K | 0.93% | +10,351 | New |
| Tran Capital Management, L.P. | 10,295 | $949.9K | 0.11% | −2,140−17.2% | Reduced |
| Sanders Morris Harris LLC | 10,250 | $945.8K | 0.55% | +5,500+115.8% | Added |
| Element Pointe Advisors, LLC | 10,216 | $942.7K | 0.15% | +150+1.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 10,210 | $942.1K | 0.25% | −393−3.7% | Reduced |
| Mezzasalma Advisors, LLC | 10,196 | $940.8K | 0.19% | −78,371−88.5% | Reduced |
| Northcape Wealth Management, LLC | 10,144 | $936.0K | 0.25% | −493−4.6% | Reduced |
| Silvercrest Asset Management Group LLC | 10,140 | $935.6K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,109 | $932.8K | 0.15% | +35+0.3% | Added |
| StoneX Group Inc. | 10,091 | $931.1K | 0.04% | −895−8.1% | Reduced |
| Stonebridge Financial Group, LLC | 10,085 | $930.0K | 0.13% | +10,085 | New |
| Variant Private Wealth, LLC | 10,075 | $929.6K | 1.05% | +33+0.3% | Added |
| Kanawha Capital Management LLC | 10,069 | $929.1K | 0.06% | −113−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,000 | $922.7K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $922.7K | 0.22% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 9,959 | $918.9K | 0.05% | −1,876−15.9% | Reduced |
| PDS Planning, Inc | 9,936 | $916.8K | 0.05% | −145−1.4% | Reduced |
| Independence Wealth Advisors, LLC | 9,927 | $915.9K | 0.46% | +62+0.6% | Added |
| Drucker Wealth 3.0, LLC | 9,924 | $915.7K | 0.14% | −1,028−9.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 9,923 | $915.6K | 0.26% | +58+0.6% | Added |
| Premier Path Wealth Partners, LLC | 9,897 | $913.2K | 0.11% | −1,716−14.8% | Reduced |
| Herold Advisors, Inc. | 9,905 | $913.0K | 0.18% | +373+3.9% | Added |
| Ark Wealth Advisors LLC | 9,889 | $912.5K | 0.81% | +321+3.4% | Added |
| First Dallas Securities Inc. | 9,852 | $909.0K | 0.30% | +30.0% | Added |
| Wealthcare Advisory Partners LLC | 9,835 | $907.5K | 0.02% | +744+8.2% | Added |
| Tranquility Partners, LLC | 9,789 | $903.2K | 0.31% | −1,083−10.0% | Reduced |
| Sweeney & Michel, LLC | 8,254 | $888.2K | 0.23% | +921+12.6% | Added |
| Erste Asset Management GmbH | 9,805 | $887.8K | 0.01% | −69−0.7% | Reduced |
| Engineers Gate Manager LP | 9,620 | $887.6K | 0.01% | −303,021−96.9% | Reduced |
| EntryPoint Capital, LLC | 9,602 | $886.0K | 0.22% | +9,602 | New |
| Navellier & Associates Inc | 9,555 | $881.6K | 0.07% | +3,055+47.0% | Added |
| Diversified Management Inc | 9,537 | $880.0K | 0.19% | −47,691−83.3% | Reduced |
| Sovereign's Capital Management, LLC | 9,517 | $878.1K | 0.59% | −210−2.2% | Reduced |
| Wilian Securities, LLC | 9,493 | $876.0K | 0.52% | +5,714+151.2% | Added |
| Old Peak Finance LLC | 9,480 | $874.7K | 0.42% | +142+1.5% | Added |
| Miller Global Investments, LLC | 9,470 | $873.8K | 0.72% | 00.0% | Unchanged |
| Castleark Management LLC | 9,360 | $863.6K | 0.02% | −494,693−98.1% | Reduced |
| One Capital Management, LLC | 9,183 | $863.1K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 9,340 | $861.8K | 0.05% | +443+5.0% | Added |
| Trust Point Inc. | 9,322 | $860.1K | 0.07% | −190−2.0% | Reduced |
| Forbes J M & Co LLP | 9,283 | $856.5K | 0.07% | −280−2.9% | Reduced |
| Pitcairn Wealth Advisors LLC | 9,258 | $854.2K | 0.09% | +9,258 | New |
| Torrey Growth & Income Advisors | 9,181 | $851.0K | 0.29% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 9,037 | $849.3K | 0.03% | +285+3.3% | Added |
| Robertson Stephens Wealth Management, LLC | 9,149 | $844.2K | 0.02% | −16−0.2% | Reduced |
| Syon Capital LLC | 9,146 | $843.9K | 0.04% | −2,762−23.2% | Reduced |
| Independence Bank of Kentucky | 9,123 | $841.8K | 0.09% | −437−4.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 370 | $841.3K | 0.25% | −5,534−93.7% | Reduced |
| Kesler, Norman & Wride, LLC | 9,089 | $838.6K | 0.13% | +173+1.9% | Added |
| Peak Planning Group, LLC | 9,047 | $834.8K | 0.19% | −2,834−23.9% | Reduced |
| LMG Wealth Partners, LLC | 9,013 | $831.6K | 0.13% | +9,013 | New |