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 |
|---|---|---|---|---|---|
| First Bank & Trust | 5,733 | $529.0K | 0.08% | −391−6.4% | Reduced |
| Centurion Wealth Management LLC | 5,705 | $526.4K | 0.13% | −417−6.8% | Reduced |
| Mason & Associates Inc | 5,684 | $524.5K | 0.08% | −100−1.7% | Reduced |
| Haverford Trust Co | 5,679 | $524.0K | 0.00% | +854+17.7% | Added |
| Lebenthal Global Advisors, LLC | 5,675 | $523.7K | 0.07% | −23,033−80.2% | Reduced |
| Intrust Bank NA | 5,675 | $523.6K | 0.04% | −95−1.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $523.0K | 0.04% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 5,665 | $522.1K | 0.00% | +771+15.8% | Added |
| Sivia Capital Partners, LLC | 5,637 | $520.1K | 0.06% | +3,333+144.7% | Added |
| Unify Financial Advisors | 5,636 | $520.0K | 0.48% | 00.0% | Unchanged |
| Baader Bank INC | 5,634 | $519.8K | 0.04% | +702+14.2% | Added |
| Traynor Capital Management, Inc. | 5,631 | $519.6K | 0.02% | −80−1.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $519.2K | 0.12% | 0 | New |
| Biltmore Family Office, LLC | 5,625 | $519.0K | 0.07% | −393−6.5% | Reduced |
| Delta Investment Management, LLC | 5,590 | $515.8K | 0.08% | −1,049−15.8% | Reduced |
| Burling Wealth Partners, LLC | 5,589 | $515.7K | 0.08% | +20.0% | Added |
| Crescent Grove Advisors, LLC | 5,504 | $507.8K | 0.04% | +54+1.0% | Added |
| One Wealth Advisors, LLC | 5,491 | $506.7K | 0.06% | −2,278−29.3% | Reduced |
| Enzi Wealth | 5,000 | $505.5K | 0.16% | 00.0% | Unchanged |
| Willow Creek Capital Management, Inc. | 5,475 | $505.2K | 0.49% | +5,475 | New |
| Meridian Wealth Management, LLC | 5,472 | $504.9K | 0.02% | +172+3.2% | Added |
| Pointe Capital Management LLC | 5,461 | $503.9K | 0.23% | +197+3.7% | Added |
| Keystone Financial Group | 5,456 | $503.4K | 0.03% | +2,737+100.7% | Added |
| BSW Wealth Partners | 5,451 | $502.9K | 0.06% | +1,574+40.6% | Added |
| Tempus Wealth Planning, LLC | 5,426 | $500.6K | 0.10% | +49+0.9% | Added |
| Quotient Wealth Partners, LLC | 5,416 | $499.8K | 0.01% | −824−13.2% | Reduced |
| Palacios Wealth Management, LLC | 5,404 | $498.6K | 0.29% | −12−0.2% | Reduced |
| Sawgrass Asset Management LLC | 5,387 | $497.1K | 0.07% | −837−13.4% | Reduced |
| Cromwell Holdings LLC | 5,381 | $496.5K | 0.22% | 00.0% | Unchanged |
| DAGCO, Inc. | 5,378 | $496.2K | 0.09% | +3+0.1% | Added |
| Alliance Wealth Advisors, LLC | 5,365 | $495.0K | 0.20% | +27+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 5,351 | $493.8K | 0.01% | +36+0.7% | Added |
| Moss Adams Wealth Advisors LLC | 5,336 | $492.4K | 0.03% | −328−5.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,551 | $491.5K | 0.20% | +1,129+33.0% | Added |
| Montchanin Asset Management, LLC | 5,325 | $491.0K | 0.50% | +5,325 | New |
| Parcion Private Wealth LLC | 5,321 | $491.0K | 0.03% | −41−0.8% | Reduced |
| Maridea Wealth Management LLC | 5,314 | $490.3K | 0.05% | +5,314 | New |
| Third View Private Wealth, LLC | 5,309 | $489.9K | 0.06% | +2,489+88.3% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $489.0K | 0.12% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5,162 | $489.0K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5,267 | $486.0K | 0.02% | +398+8.2% | Added |
| Addison Advisors LLC | 5,255 | $484.9K | 0.23% | −219−4.0% | Reduced |
| Ledyard National Bank | 5,240 | $483.5K | 0.04% | −986−15.8% | Reduced |
| CNB Bank | 5,228 | $482.4K | 0.19% | −12−0.2% | Reduced |
| Keel Point, LLC | 5,216 | $481.2K | 0.03% | +39+0.8% | Added |
| Smith, Moore & Co. | 5,207 | $480.5K | 0.03% | −2,804−35.0% | Reduced |
| FSM Wealth Advisors, LLC | 5,204 | $480.2K | 0.05% | −156−2.9% | Reduced |
| Trace Wealth Advisors, LLC | 5,200 | $479.8K | 0.31% | 00.0% | Unchanged |
| Income Insurance Ltd | 5,166 | $476.7K | 0.28% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,160 | $476.1K | 0.05% | −109−2.1% | Reduced |
| Ridgewood Investments LLC | 5,145 | $474.7K | 0.18% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,143 | $474.5K | 0.01% | −5,340−50.9% | Reduced |
| David R. Rahn & Associates Inc. | 5,108 | $471.4K | 0.11% | −20.0% | Reduced |
| Keystone Wealth Services, LLC | 5,095 | $470.1K | 0.09% | +2,122+71.4% | Added |
| Versant Capital Management, Inc | 5,058 | $466.7K | 0.04% | −2,212−30.4% | Reduced |
| Advisor OS, LLC | 5,053 | $466.3K | 0.03% | −284−5.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,050 | $466.0K | 0.03% | −127−2.5% | Reduced |
| New Republic Capital, LLC | 5,046 | $465.6K | 0.11% | +956+23.4% | Added |
| BBR Partners, LLC | 5,002 | $461.5K | 0.02% | −10.0% | Reduced |
| Viewpoint Capital Management LLC | 5,000 | $461.4K | 0.24% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,980 | $459.8K | 0.01% | +1,039+26.4% | Added |
| Keyvantage Wealth, LLC | 4,980 | $459.5K | 0.17% | −826−14.2% | Reduced |
| Continuum Advisory, LLC | 4,966 | $458.2K | 0.04% | +4,966 | New |
| Operose Advisors LLC | 4,964 | $458.0K | 0.09% | −121−2.4% | Reduced |
| Azimuth Capital Investment Management LLC | 4,949 | $456.6K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 4,949 | $456.6K | 0.01% | +4,949 | New |
| Ocean Capital Management, LLC | 4,906 | $452.7K | 0.08% | +6+0.1% | Added |
| Centiva Capital, LP | 4,895 | $451.7K | 0.02% | −11,942−70.9% | Reduced |
| Westmount Partners, LLC | 4,894 | $451.5K | 0.10% | +169+3.6% | Added |
| Orrstown Financial Services Inc | 4,875 | $449.8K | 0.07% | +602+14.1% | Added |
| Quantum Financial Advisors, LLC | 4,874 | $449.7K | 0.04% | −93−1.9% | Reduced |
| ING Groep NV | 4,863 | $448.7K | 0.00% | −15,268−75.8% | Reduced |
| Facet Wealth, Inc. | 4,858 | $448.3K | 0.01% | −318−6.1% | Reduced |
| Lountzis Asset Management, LLC | 4,845 | $447.0K | 0.14% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,832 | $445.8K | 0.09% | −791−14.1% | Reduced |
| Princeton Capital Management LLC | 4,831 | $445.8K | 0.10% | +10+0.2% | Added |
| Anchyra Partners LLC | 4,828 | $445.5K | 0.11% | −172−3.4% | Reduced |
| Affinity Capital Advisors, LLC | 4,419 | $444.7K | 0.05% | −627−12.4% | Reduced |
| Clear Creek Financial Management, LLC | 4,810 | $443.8K | 0.03% | −165−3.3% | Reduced |
| West Family Investments, Inc. | 4,809 | $443.7K | 0.13% | +272+6.0% | Added |
| DRW Securities, LLC | 4,803 | $443.2K | 0.03% | −6,389−57.1% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 4,078 | $440.5K | 0.26% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,763 | $439.5K | 0.01% | −141−2.9% | Reduced |
| Eagle Wealth Strategies LLC | 4,755 | $438.7K | 0.17% | +182+4.0% | Added |
| Principle Wealth Partners LLC | 4,753 | $438.6K | 0.02% | −1,513−24.1% | Reduced |
| Clark Capital Management Group, Inc. | 4,752 | $438.4K | 0.00% | −123−2.5% | Reduced |
| Brookwood Investment Group LLC | 4,744 | $437.7K | 0.05% | +4,744 | New |
| Commonwealth Retirement Investments LLC | 4,735 | $436.9K | 0.12% | −126−2.6% | Reduced |
| LBMC Investment Advisors, LLC | 4,728 | $436.3K | 0.02% | +256+5.7% | Added |
| Hopwood Financial Services, Inc. | 4,717 | $435.2K | 0.25% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,715 | $435.1K | 0.09% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,684 | $432.2K | 0.02% | +311+7.1% | Added |
| Aviso Financial Inc. | 4,680 | $431.8K | 0.02% | −138−2.9% | Reduced |
| Zacks Investment Management | 4,631 | $427.4K | 0.00% | +1,765+61.6% | Added |
| Oak Harbor Wealth Partners, LLC | 4,627 | $426.9K | 0.16% | −6,799−59.5% | Reduced |
| Gateway Wealth Partners, LLC | 4,591 | $423.6K | 0.03% | −5,271−53.4% | Reduced |
| Orca Investment Management, LLC | 4,569 | $421.6K | 0.31% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,568 | $421.5K | 0.12% | +39+0.9% | Added |
| TRB Wealth Management, LLC | 4,562 | $420.9K | 0.06% | +312+7.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,544 | $419.3K | 0.09% | −170−3.6% | Reduced |