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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 4,541 | $419.0K | 0.05% | −354−7.2% | Reduced |
| Fielder Capital Group LLC | 4,540 | $418.9K | 0.09% | −433−8.7% | Reduced |
| Atwood & Palmer Inc | 4,529 | $417.9K | 0.02% | −25−0.5% | Reduced |
| Colonial River Wealth Management, LLC | 4,529 | $417.9K | 0.12% | −588−11.5% | Reduced |
| Gerald Baker Financial Group LLC | 4,507 | $415.9K | 0.12% | +12+0.3% | Added |
| Welch & Forbes LLC | 4,502 | $415.4K | 0.01% | −119−2.6% | Reduced |
| Octavia Wealth Advisors, LLC | 4,478 | $413.2K | 0.04% | −252−5.3% | Reduced |
| SmartHarvest Portfolios, LLC | 4,465 | $412.0K | 0.13% | −359−7.4% | Reduced |
| Cornerstone Wealth Group, LLC | 4,459 | $411.5K | 0.02% | +197+4.6% | Added |
| Onefund, LLC | 4,454 | $411.0K | 0.23% | −138−3.0% | Reduced |
| Waddell & Associates, LLC | 4,448 | $410.4K | 0.02% | −300−6.3% | Reduced |
| Noble Wealth Management PBC | 4,439 | $409.6K | 0.19% | −511−10.3% | Reduced |
| Hantz Financial Services, Inc. | 4,409 | $407.0K | 0.01% | −2,538−36.5% | Reduced |
| Kuhn & Co Investment Counsel | 4,396 | $405.6K | 0.23% | 00.0% | Unchanged |
| Davidson Trust Co | 4,379 | $404.1K | 0.16% | −155−3.4% | Reduced |
| Transcend Wealth Collective, LLC | 4,373 | $403.5K | 0.03% | −2,668−37.9% | Reduced |
| Capital Performance Advisors LLP | 4,371 | $403.3K | 0.03% | −2,996−40.7% | Reduced |
| Greenspring Advisors, LLC | 4,346 | $401.0K | 0.02% | +588+15.6% | Added |
| Peoples Bank | 4,331 | $399.6K | 0.39% | +113+2.7% | Added |
| Inscription Capital, LLC | 4,331 | $399.6K | 0.04% | −2,684−38.3% | Reduced |
| Heritage Wealth Advisors | 4,322 | $398.8K | 0.01% | −258−5.6% | Reduced |
| Acropolis Investment Management, LLC | 4,313 | $398.0K | 0.02% | −153−3.4% | Reduced |
| Capital Management Associates, Inc | 4,309 | $397.6K | 0.08% | +500+13.1% | Added |
| RDA Financial Network | 4,301 | $396.9K | 0.09% | +327+8.2% | Added |
| Trillium Asset Management, LLC | 4,292 | $396.0K | 0.01% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 4,282 | $395.1K | 0.06% | −416−8.9% | Reduced |
| Souders Financial Advisors | 4,278 | $394.8K | 0.04% | −352−7.6% | Reduced |
| Catalyst Private Wealth, LLC | 4,274 | $394.4K | 0.19% | −49−1.1% | Reduced |
| Broyhill Asset Management | 4,270 | $394.0K | 0.35% | 00.0% | Unchanged |
| Storgate, LLC | 4,264 | $393.4K | 0.08% | +4,264 | New |
| Athena Investment Management | 4,250 | $392.1K | 0.23% | −3,458−44.9% | Reduced |
| OneAscent Family Office, LLC | 4,248 | $392.0K | 0.20% | +329+8.4% | Added |
| MONECO Advisors, LLC | 4,214 | $388.8K | 0.02% | +751+21.7% | Added |
| Bradley Foster & Sargent Inc | 4,200 | $387.5K | 0.01% | +268+6.8% | Added |
| Violich Capital Management, Inc. | 4,200 | $387.5K | 0.04% | +1,800+75.0% | Added |
| Signature Estate & Investment Advisors LLC | 4,161 | $384.6K | 0.01% | −613−12.8% | Reduced |
| Peterson Wealth Services | 4,163 | $384.1K | 0.08% | +39+0.9% | Added |
| Telos Capital Management, Inc. | 4,162 | $384.0K | 0.03% | +10.0% | Added |
| Avantax Planning Partners, Inc. | 4,151 | $383.0K | 0.01% | −183−4.2% | Reduced |
| Abel Hall, LLC | 4,137 | $381.7K | 0.07% | −562−12.0% | Reduced |
| South State Corp. | 4,129 | $381.0K | 0.02% | −189−4.4% | Reduced |
| Sun Financial Inc | 3,514 | $379.4K | 0.18% | −214−5.7% | Reduced |
| HHM Wealth Advisors, LLC | 4,112 | $379.4K | 0.04% | −100−2.4% | Reduced |
| Smithfield Trust Co | 4,106 | $379.0K | 0.02% | −80−1.9% | Reduced |
| CoreCap Advisors, LLC | 4,104 | $378.7K | 0.01% | +434+11.8% | Added |
| Klingenstein Fields & Co LP | 4,093 | $377.7K | 0.01% | +390+10.5% | Added |
| Armstrong Henry H Associates Inc | 4,091 | $377.5K | 0.04% | −2,000−32.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,089 | $377.3K | 0.07% | +38+0.9% | Added |
| Opinicus Capital, Inc. | 4,086 | $377.0K | 0.20% | −46−1.1% | Reduced |
| Bernard Wealth Management Corp. | 4,075 | $376.0K | 0.14% | −1,009−19.8% | Reduced |
| Prosperity Bancshares Inc | 4,067 | $375.3K | 0.25% | +265+7.0% | Added |
| Ashton Thomas Securities, LLC | 4,063 | $373.0K | 0.06% | −33−0.8% | Reduced |
| Impact Capital Partners LLC | 4,036 | $372.4K | 0.10% | −144−3.4% | Reduced |
| 55 North Private Wealth, LLC | 4,032 | $372.0K | 0.07% | −4−0.1% | Reduced |
| Broadway Wealth Solutions, Inc. | 4,025 | $371.4K | 0.17% | +165+4.3% | Added |
| Muirfield Wealth Advisors LLC | 4,024 | $371.3K | 0.24% | +196+5.1% | Added |
| Evermay Wealth Management LLC | 4,016 | $370.6K | 0.04% | −600−13.0% | Reduced |
| Romano Brothers and Company | 4,015 | $370.5K | 0.04% | +50+1.3% | Added |
| Aristotle Atlantic Partners, LLC | 4,000 | $369.1K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,995 | $368.6K | 0.04% | +49+1.2% | Added |
| Childress Capital Advisors, LLC | 3,968 | $366.1K | 0.06% | −1,105−21.8% | Reduced |
| Vista Private Wealth Partners. LLC | 3,289 | $365.4K | 0.12% | −79−2.3% | Reduced |
| Ariston Services Group | 3,958 | $365.2K | 0.20% | +3,958 | Added |
| Ambassador Advisors, LLC | 3,956 | $365.1K | 0.04% | −8−0.2% | Reduced |
| Purus Wealth Management, LLC | 3,955 | $364.9K | 0.10% | +37+0.9% | Added |
| Van Strum & Towne Inc. | 3,950 | $364.5K | 0.10% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 3,950 | $364.0K | 0.04% | −167−4.1% | Reduced |
| Cambient Family Office, LLC | 3,932 | $362.8K | 0.04% | −1,020−20.6% | Reduced |
| Nova R Wealth, Inc. | 3,930 | $362.6K | 0.11% | +40+1.0% | Added |
| Prelude Capital Management, LLC | 3,914 | $361.1K | 0.03% | +3,914 | New |
| Alliance Wealth Advisors, LLC | 3,913 | $361.1K | 0.07% | −197−4.8% | Reduced |
| KMG Fiduciary Partners, LLC | 3,912 | $361.0K | 0.03% | −1,947−33.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,868 | $356.9K | 0.13% | +92+2.4% | Added |
| Red Door Wealth Management, LLC | 3,848 | $355.1K | 0.03% | +375+10.8% | Added |
| Horizon Bancorp Inc | 3,834 | $354.0K | 0.17% | −104−2.6% | Reduced |
| Semus Wealth Partners LLC | 3,832 | $353.5K | 0.17% | +13+0.3% | Added |
| Wrapmanager Inc | 3,830 | $353.4K | 0.11% | −248−6.1% | Reduced |
| Professional Financial Advisors, LLC | 3,829 | $353.3K | 0.06% | −17,962−82.4% | Reduced |
| Foresight Capital Management Advisors, Inc. | 3,815 | $352.0K | 0.17% | −482−11.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,812 | $351.7K | 0.05% | +71+1.9% | Added |
| Baron Wealth Management LLC | 3,783 | $349.1K | 0.09% | −27−0.7% | Reduced |
| Forum Financial Management, LP | 3,782 | $348.9K | 0.00% | +26+0.7% | Added |
| Cornerstone Advisory, LLC | 3,745 | $345.6K | 0.03% | +69+1.9% | Added |
| First Horizon Corp | 3,740 | $345.1K | 0.01% | −141−3.6% | Reduced |
| Southern Financial Group, LLC | 3,739 | $345.1K | 0.09% | −30−0.8% | Reduced |
| River Wealth Advisors LLC | 3,737 | $344.8K | 0.04% | −125−3.2% | Reduced |
| Gemmer Asset Management LLC | 3,733 | $344.4K | 0.02% | −57−1.5% | Reduced |
| Florida Financial Advisors, LLC | 3,723 | $343.6K | 0.06% | −498−11.8% | Reduced |
| First Western Trust Bank | 3,703 | $341.7K | 0.02% | −3,625−49.5% | Reduced |
| OneAscent Investment Solutions LLC | 3,699 | $341.3K | 0.32% | −1,262−25.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,693 | $340.8K | 0.20% | 00.0% | Unchanged |
| Sym Financial Corp | 3,693 | $340.8K | 0.03% | +45+1.2% | Added |
| Private Client Services, LLC | 3,691 | $340.5K | 0.09% | +61+1.7% | Added |
| Diversified Enterprises, LLC | 3,689 | $340.4K | 0.02% | −269−6.8% | Reduced |
| Studio Investment Management LLC | 3,687 | $340.2K | 0.06% | +12+0.3% | Added |
| TriaGen Wealth Management LLC | 3,677 | $339.3K | 0.09% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,660 | $337.7K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,654 | $337.2K | 0.03% | −15−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,645 | $336.3K | 0.01% | +3,645 | New |
| Dala Group, LLC | 3,625 | $334.5K | 0.28% | −394−9.8% | Reduced |