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 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 7,175 | $662.0K | 0.17% | +2,830+65.1% | Added |
| Argentarii, LLC | 6,137 | $661.0K | 0.20% | +3,780+160.4% | Added |
| Novem Group | 7,125 | $657.3K | 0.07% | −354−4.7% | Reduced |
| Leonteq Securities AG | 7,109 | $655.9K | 0.04% | +611+9.4% | Added |
| OneAscent Financial Services LLC | 7,101 | $655.2K | 0.03% | −909−11.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 7,077 | $653.0K | 0.05% | +160+2.3% | Added |
| MOR Wealth Management, LLC | 7,070 | $652.3K | 0.26% | +3,295+87.3% | Added |
| S-Bank Fund Management Ltd | 7,035 | $649.1K | 0.09% | −8,054−53.4% | Reduced |
| Osborne Partners Capital Management, LLC | 7,029 | $648.6K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,986 | $646.0K | 0.17% | +1,153+19.8% | Added |
| Auxier Asset Management | 6,993 | $645.2K | 0.09% | +25+0.4% | Added |
| Defiance ETFs, LLC | 6,725 | $644.1K | 0.01% | +1,152+20.7% | Added |
| Western Pacific Wealth Management, LP | 6,960 | $642.2K | 0.58% | +1,545+28.5% | Added |
| Arcataur Capital Management LLC | 6,922 | $638.7K | 0.16% | +104+1.5% | Added |
| Goldstein Advisors, LLC | 6,916 | $638.1K | 0.06% | +6,916 | New |
| Investor's Fiduciary Advisor Network, LLC | 6,924 | $638.0K | 0.22% | −3,853−35.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 6,897 | $636.4K | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,889 | $635.6K | 0.05% | +764+12.5% | Added |
| Oslo Pensjonsforsikring AS | 6,874 | $634.3K | 0.07% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 6,873 | $634.2K | 0.03% | +139+2.1% | Added |
| TAGStone Capital, Inc. | 6,869 | $633.8K | 0.20% | +143+2.1% | Added |
| Bahl & Gaynor Inc | 6,827 | $629.9K | 0.00% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 6,802 | $627.6K | 0.31% | +225+3.4% | Added |
| Client 1st Advisory Group, LLC | 6,792 | $626.7K | 0.17% | +195+3.0% | Added |
| Alta Advisers Ltd | 6,770 | $624.7K | 0.14% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 6,765 | $624.2K | 0.32% | −84−1.2% | Reduced |
| Blueshift Asset Management, LLC | 6,763 | $624.0K | 0.14% | +6,763 | New |
| Heritage Wealth Management, Inc. | 6,733 | $621.3K | 0.15% | +6,733 | New |
| Aspetuck Financial Management LLC | 6,721 | $620.1K | 0.37% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 6,718 | $619.8K | 0.05% | −413−5.8% | Reduced |
| Journey Advisory Group, LLC | 6,717 | $619.8K | 0.05% | +2,663+65.7% | Added |
| WealthPLAN Partners, LLC | 6,691 | $617.4K | 0.12% | +576+9.4% | Added |
| Accurate Wealth Management, LLC | 5,986 | $617.3K | 0.06% | −135−2.2% | Reduced |
| RW Investment Management LLC | 6,686 | $616.9K | 0.05% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 6,684 | $616.8K | 0.60% | +341+5.4% | Added |
| Weaver Capital Management LLC | 6,535 | $614.2K | 0.14% | 00.0% | Unchanged |
| Apriem Advisors | 6,648 | $613.4K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,639 | $612.6K | 0.02% | −276−4.0% | Reduced |
| CMG Global Holdings, LLC | 6,585 | $607.6K | 0.26% | −43−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,560 | $605.3K | 0.10% | −200−3.0% | Reduced |
| WSFS Capital Management, LLC | 6,490 | $598.9K | 0.03% | +169+2.7% | Added |
| Ellevest, Inc. | 6,510 | $598.5K | 0.07% | −754−10.4% | Reduced |
| Rehmann Capital Advisory Group | 6,481 | $598.4K | 0.03% | −664−9.3% | Reduced |
| Landmark Wealth Management, LLC | 6,454 | $595.5K | 0.14% | +5+0.1% | Added |
| AlphaCore Capital LLC | 6,454 | $595.5K | 0.01% | +66+1.0% | Added |
| Family Legacy, Inc. | 6,424 | $592.7K | 0.16% | +12+0.2% | Added |
| Boston Trust Walden Corp | 6,420 | $592.4K | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 5,613 | $591.0K | 0.20% | −1,576−21.9% | Reduced |
| Soltis Investment Advisors LLC | 6,337 | $584.8K | 0.03% | +550+9.5% | Added |
| Smith Thornton Advisors LLC | 5,710 | $584.6K | 0.26% | +799+16.3% | Added |
| Basecamp Wealth Advisors LLC | 6,327 | $583.8K | 0.11% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,323 | $583.4K | 0.04% | −589−8.5% | Reduced |
| Balboa Wealth Partners | 6,322 | $583.3K | 0.08% | −2,079−24.7% | Reduced |
| Lazari Capital Management, Inc. | 6,312 | $582.4K | 0.18% | +40+0.6% | Added |
| Kera Capital Partners, Inc. | 6,285 | $579.9K | 0.06% | −1,834−22.6% | Reduced |
| FMB Wealth Management | 6,272 | $578.8K | 0.21% | +30.0% | Added |
| Cornerstone Wealth Management, LLC | 6,270 | $578.5K | 0.02% | +416+7.1% | Added |
| Virtue Capital Management, LLC | 6,216 | $573.5K | 0.08% | −655−9.5% | Reduced |
| Garrison Point Advisors, LLC | 6,215 | $573.5K | 0.23% | −425−6.4% | Reduced |
| KRS Capital Management, LLC | 6,206 | $572.6K | 0.27% | +51+0.8% | Added |
| Strategic Financial Services, Inc, | 6,199 | $572.0K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 7,079 | $571.3K | 0.01% | −5,729−44.7% | Reduced |
| Evolve Private Wealth, LLC | 6,173 | $569.6K | 0.03% | −47,620−88.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,134 | $565.1K | 0.03% | +1,881+57.8% | Added |
| E Fund Management Co., Ltd. | 6,117 | $564.4K | 0.01% | −55−0.9% | Reduced |
| RMR Wealth Builders | 6,099 | $562.8K | 0.03% | −195−3.1% | Reduced |
| Severin Investments, LLC | 6,094 | $562.3K | 0.42% | +261+4.5% | Added |
| Greykasell Wealth Strategies, Inc. | 6,081 | $561.1K | 0.20% | +136+2.3% | Added |
| Deseret Mutual Benefit Administrators | 6,080 | $561.0K | 0.18% | −217−3.4% | Reduced |
| Rothschild Capital Partners, LLC | 6,077 | $560.7K | 0.12% | +7+0.1% | Added |
| Alpha Family Trust | 6,070 | $560.1K | 0.23% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,045 | $557.8K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,031 | $556.5K | 0.19% | +1,904+46.1% | Added |
| PFG Advisors | 6,030 | $556.4K | 0.03% | −533−8.1% | Reduced |
| Beta Wealth Group, Inc. | 6,010 | $554.5K | 0.21% | +101+1.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,002 | $553.8K | 0.05% | −21−0.3% | Reduced |
| Arista Wealth Management, LLC | 6,000 | $553.6K | 0.06% | −103−1.7% | Reduced |
| PCM Encore, LLC | 5,980 | $551.8K | 0.10% | −600−9.1% | Reduced |
| WNY Asset Management, LLC | 5,978 | $551.6K | 0.05% | +145+2.5% | Added |
| Sound Income Strategies, LLC | 5,939 | $548.0K | 0.02% | +4,084+220.2% | Added |
| Tompkins Financial Corp | 5,930 | $547.2K | 0.04% | +3,000+102.4% | Added |
| Sjbenen Advisory, LLC | 5,800 | $544.9K | 0.32% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 5,898 | $544.2K | 0.10% | −1,365−18.8% | Reduced |
| SS&H Financial Advisors, Inc. | 5,899 | $544.0K | 0.14% | +5,899 | New |
| WESPAC Advisors SoCal, LLC | 5,876 | $542.2K | 0.10% | +71+1.2% | Added |
| Mayflower Financial Advisors, LLC | 5,870 | $541.7K | 0.05% | −20.0% | Reduced |
| LMR Partners LLP | 5,865 | $541.2K | 0.00% | +5,865 | New |
| Simplicity Wealth,LLC | 5,862 | $540.9K | 0.02% | −334−5.4% | Reduced |
| Greenfield Savings Bank | 5,858 | $540.5K | 0.21% | −180−3.0% | Reduced |
| Gambit Capital Management, LLC | 5,856 | $540.3K | 0.32% | −43−0.7% | Reduced |
| KLCM Advisors, Inc. | 5,824 | $537.4K | 0.04% | −111−1.9% | Reduced |
| Monograph Wealth Advisors, LLC | 5,818 | $536.8K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,804 | $535.5K | 0.10% | +154+2.7% | Added |
| Jericho Financial, LLP | 5,793 | $534.5K | 0.28% | −279−4.6% | Reduced |
| Fiduciary Trust Co | 5,786 | $533.8K | 0.01% | −2,284−28.3% | Reduced |
| Forefront Wealth Partners, LLC | 5,777 | $533.0K | 0.17% | +473+8.9% | Added |
| Canvas Wealth Advisors, LLC | 5,773 | $532.7K | 0.07% | −533−8.5% | Reduced |
| LVW Advisors, LLC | 5,747 | $530.3K | 0.05% | −865−13.1% | Reduced |
| Steel Peak Wealth Management LLC | 5,737 | $529.3K | 0.01% | +2,813+96.2% | Added |
| Diligent Investors, LLC | 5,735 | $529.2K | 0.12% | +250+4.6% | Added |