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 |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 9,000 | $830.4K | 0.13% | 00.0% | Unchanged |
| Kearns & Associates LLC | 9,000 | $830.4K | 0.39% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 8,914 | $822.5K | 0.04% | −1,313−12.8% | Reduced |
| Avondale Wealth Management | 8,900 | $821.2K | 0.33% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 8,888 | $820.1K | 0.03% | −1,261−12.4% | Reduced |
| Davidson Kahn Capital Management, LLC | 8,876 | $819.0K | 0.35% | −358−3.9% | Reduced |
| Silver Oak Securities, Inc | 8,871 | $818.5K | 0.05% | +886+11.1% | Added |
| Scharf Investments, LLC | 8,859 | $817.4K | 0.03% | +8,859 | New |
| Johnson Financial Group, Inc. | 8,845 | $816.1K | 0.03% | −3,180−26.4% | Reduced |
| Quadcap Wealth Management, LLC | 8,822 | $814.0K | 0.08% | +155+1.8% | Added |
| TCI Wealth Advisors, Inc. | 8,816 | $813.5K | 0.04% | −447−4.8% | Reduced |
| Manchester Financial Inc | 8,812 | $813.1K | 0.14% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 8,812 | $813.0K | 0.02% | +81+0.9% | Added |
| Modern Wealth Management, LLC | 8,810 | $812.9K | 0.01% | +58+0.7% | Added |
| Sutton Place Investors LLC | 8,808 | $812.7K | 0.39% | −10−0.1% | Reduced |
| Hyperion Capital Advisors LP | 8,767 | $808.9K | 0.36% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 8,742 | $806.6K | 0.05% | +3,367+62.6% | Added |
| Cypress Capital Advisors, LLC | 8,741 | $806.5K | 0.33% | −268−3.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,740 | $806.4K | 0.01% | −1,480−14.5% | Reduced |
| Summit Global Investments | 8,721 | $805.0K | 0.04% | +1,169+15.5% | Added |
| Hedges Asset Management LLC | 8,700 | $802.7K | 0.53% | +8,700 | New |
| N.E.W. Advisory Services LLC | 8,677 | $800.6K | 0.05% | +36+0.4% | Added |
| Integral Investment Advisors, Inc. | 8,659 | $798.9K | 0.18% | −192−2.2% | Reduced |
| Oregon Pacific Wealth Management, LLC | 8,598 | $793.3K | 0.74% | −149−1.7% | Reduced |
| Leavell Investment Management, Inc. | 8,573 | $791.0K | 0.03% | −551−6.0% | Reduced |
| Bright Futures Wealth Management, LLC. | 8,569 | $790.6K | 0.51% | −1,005−10.5% | Reduced |
| Bluedoor Private Wealth, LLC | 8,567 | $790.5K | 0.33% | +46+0.5% | Added |
| Regatta Capital Group, LLC | 8,566 | $790.4K | 0.11% | −231−2.6% | Reduced |
| TownSquare Capital, LLC | 8,508 | $785.0K | 0.14% | +484+6.0% | Added |
| Capital Investment Advisors, LLC | 8,504 | $784.7K | 0.01% | −543−6.0% | Reduced |
| Boltwood Capital Management | 8,460 | $780.6K | 0.18% | +423+5.3% | Added |
| Sigma Planning Corp | 8,448 | $779.5K | 0.02% | −10,073−54.4% | Reduced |
| Atlas Capital Advisors LLC | 8,423 | $777.2K | 0.09% | +7,306+654.1% | Added |
| Independent Financial Group, LLC | 8,411 | $776.1K | 0.01% | +458+5.8% | Added |
| Fidelis Capital Partners, LLC | 8,389 | $774.1K | 0.04% | −258−3.0% | Reduced |
| Parkside Financial Bank & Trust | 8,386 | $773.7K | 0.05% | −189−2.2% | Reduced |
| Legacy Capital Group California, Inc. | 8,323 | $767.9K | 0.23% | −222−2.6% | Reduced |
| Nilsine Partners, LLC | 8,319 | $767.6K | 0.05% | −777−8.5% | Reduced |
| Ramirez Asset Management, Inc. | 8,307 | $766.5K | 0.08% | −6−0.1% | Reduced |
| St Germain D J Co Inc | 8,261 | $762.2K | 0.03% | +63+0.8% | Added |
| HMV Wealth Advisors, LLC | 8,249 | $761.1K | 0.30% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,211 | $757.7K | 0.07% | −133−1.6% | Reduced |
| Sterling Investment Counsel, LLC | 8,158 | $752.7K | 0.18% | +1,466+21.9% | Added |
| Sigma Investment Counselors Inc | 8,149 | $752.0K | 0.04% | +4,784+142.2% | Added |
| Sky Investment Group LLC | 8,145 | $751.5K | 0.12% | +1,260+18.3% | Added |
| R Squared Ltd | 8,099 | $747.3K | 0.39% | +8,099 | New |
| Capula Management Ltd | 8,094 | $746.8K | 0.00% | +1,754+27.7% | Added |
| RFG Advisory, LLC | 8,084 | $745.9K | 0.01% | −745−8.4% | Reduced |
| JB Capital LLC | 8,082 | $745.7K | 0.03% | −10,501−56.5% | Reduced |
| Lyell Wealth Management, LP | 8,078 | $745.4K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,056 | $743.3K | 0.02% | −18−0.2% | Reduced |
| Bramshill Investments, LLC | 8,048 | $742.6K | 0.06% | +95+1.2% | Added |
| Verity Asset Management, Inc. | 8,048 | $742.6K | 0.28% | +229+2.9% | Added |
| Mitchell Sinkler & Starr | 8,042 | $742.0K | 0.31% | 00.0% | Unchanged |
| Kennebec Savings Bank | 8,037 | $741.6K | 0.60% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 8,029 | $740.8K | 0.38% | +319+4.1% | Added |
| Intrepid Financial Planning Group LLC | 8,027 | $740.7K | 0.25% | +100+1.3% | Added |
| Bingham Private Wealth, LLC | 8,015 | $739.6K | 0.51% | +2,351+41.5% | Added |
| Klingman & Associates, LLC | 7,948 | $733.4K | 0.03% | −469−5.6% | Reduced |
| Mather Group, LLC. | 7,944 | $733.0K | 0.01% | +401+5.3% | Added |
| Optas, LLC | 7,937 | $732.4K | 0.10% | +1,169+17.3% | Added |
| Freestone Capital Holdings, LLC | 7,888 | $727.8K | 0.02% | −157−2.0% | Reduced |
| Cypress Wealth Services, LLC | 7,888 | $727.8K | 0.09% | −815−9.4% | Reduced |
| Okabena Investment Services Inc | 7,881 | $727.2K | 0.13% | −82−1.0% | Reduced |
| Western Wealth Management, LLC | 7,868 | $726.0K | 0.02% | +158+2.0% | Added |
| Tactive Advisors, LLC | 7,858 | $725.1K | 0.18% | −1,233−13.6% | Reduced |
| Platform Technology Partners | 7,850 | $724.3K | 0.12% | −228−2.8% | Reduced |
| Net Worth Advisory Group | 7,828 | $722.3K | 0.18% | −164−2.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,760 | $716.0K | 0.04% | −883−10.2% | Reduced |
| Dutch Asset Corp | 7,750 | $715.1K | 0.36% | 00.0% | Unchanged |
| Viawealth, LLC | 7,740 | $714.2K | 0.36% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 7,723 | $712.6K | 0.15% | −85−1.1% | Reduced |
| SFMG, LLC | 7,723 | $712.6K | 0.04% | −641−7.7% | Reduced |
| Tred Avon Family Wealth, LLC | 7,707 | $711.1K | 0.22% | +10.0% | Added |
| Bridgewater Advisors Inc. | 6,706 | $710.0K | 0.04% | −46−0.7% | Reduced |
| Bragg Financial Advisors, Inc | 7,687 | $709.3K | 0.02% | −128−1.6% | Reduced |
| Old Port Advisors | 7,686 | $709.2K | 0.14% | +20.0% | Added |
| Shum Financial Group, Inc. | 7,677 | $708.4K | 0.43% | +1,369+21.7% | Added |
| Mosaic Family Wealth Partners, LLC | 7,643 | $705.2K | 0.05% | +7,643 | New |
| Proficio Capital Partners LLC | 7,549 | $696.6K | 0.03% | +7,549 | New |
| Journey Retirement Planning & Investment Management LLC | 7,533 | $695.1K | 0.54% | +965+14.7% | Added |
| LCNB Corp | 7,528 | $694.6K | 0.21% | −219−2.8% | Reduced |
| Triad Wealth Partners, LLC | 6,548 | $693.3K | 0.04% | −7,643−53.9% | Reduced |
| Massmutual Trust Co FSB | 7,482 | $690.4K | 0.02% | −540−6.7% | Reduced |
| VestGen Advisors, LLC | 7,479 | $690.1K | 0.02% | +1,149+18.2% | Added |
| Carson Advisory Inc. | 7,468 | $689.1K | 0.32% | +911+13.9% | Added |
| Founders Financial Securities LLC | 7,452 | $687.6K | 0.04% | −132−1.7% | Reduced |
| Unified Investment Management | 7,401 | $682.9K | 0.64% | +12+0.2% | Added |
| Coign Capital Advisors LLC | 7,385 | $681.4K | 0.31% | +147+2.0% | Added |
| Compass Advisory Group LLC | 7,375 | $680.5K | 0.16% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 7,365 | $679.6K | 0.02% | +1,391+23.3% | Added |
| Cambria Investment Management, L.P. | 7,348 | $678.0K | 0.03% | +1,187+19.3% | Added |
| Opal Wealth Advisors, LLC | 7,324 | $675.8K | 0.15% | +2,907+65.8% | Added |
| Naviter Wealth, LLC | 7,321 | $675.5K | 0.06% | +289+4.1% | Added |
| Vigilare Wealth Management | 7,308 | $674.3K | 0.21% | −55−0.7% | Reduced |
| XTX Topco Ltd | 7,304 | $673.9K | 0.01% | −9,241−55.9% | Reduced |
| Larry Mathis Financial Planning, LLC | 7,286 | $672.3K | 0.51% | 00.0% | Unchanged |
| Accredited Investors Inc. | 7,286 | $672.3K | 0.03% | 00.0% | Unchanged |
| Vann Equity Management LLC | 7,190 | $663.4K | 0.40% | +398+5.9% | Added |
| Advisortrust Partners, LLC | 7,177 | $662.2K | 0.23% | +1,030+16.8% | Added |