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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 3,622 | $334.2K | 0.02% | −282−7.2% | Reduced |
| Fulcrum Wealth Advisors, LLC | 3,616 | $333.7K | 0.25% | +11+0.3% | Added |
| Triumph Capital Management | 3,602 | $332.3K | 0.06% | −372−9.4% | Reduced |
| Fire Capital Management LLC | 3,600 | $332.2K | 0.14% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 3,589 | $331.2K | 0.08% | +30+0.8% | Added |
| Arwa LLC | 3,215 | $330.5K | 0.14% | −2,100−39.5% | Reduced |
| Founders Capital Management | 3,582 | $330.5K | 0.14% | 00.0% | Unchanged |
| New Hampshire Trust | 3,571 | $329.5K | 0.06% | −158−4.2% | Reduced |
| RAM Investment Partners, LLC | 3,550 | $327.6K | 0.05% | −15−0.4% | Reduced |
| Strategic Investment Advisors | 3,548 | $327.4K | 0.02% | −470−11.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,536 | $326.3K | 0.19% | +559+18.8% | Added |
| Perennial Investment Advisors, LLC | 3,532 | $325.9K | 0.02% | −417−10.6% | Reduced |
| Prosperitas Financial LLC | 3,530 | $325.7K | 0.10% | +28+0.8% | Added |
| Quent Capital, LLC | 3,529 | $325.6K | 0.02% | −105−2.9% | Reduced |
| Guardian Wealth Advisors, LLC | 3,524 | $325.2K | 0.02% | −375−9.6% | Reduced |
| Prosperity Consulting Group, LLC | 3,524 | $325.1K | 0.01% | +32+0.9% | Added |
| Hudson Bay Capital Management LP | 3,510 | $323.9K | 0.00% | −197,716−98.3% | Reduced |
| Wellington Shields Capital Management, LLC | 3,507 | $323.6K | 0.04% | +4+0.1% | Added |
| Brave Asset Management Inc | 3,505 | $323.4K | 0.07% | 00.0% | Unchanged |
| Edgewood Management LLC | 3,500 | $322.9K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $322.9K | 0.15% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 3,499 | $322.8K | 0.19% | −177−4.8% | Reduced |
| Delaney Capital Management Ltd. | 3,495 | $322.5K | 0.05% | 00.0% | Unchanged |
| Quattro Advisors LLC | 3,490 | $322.0K | 0.21% | +174+5.2% | Added |
| LCM Capital Management Inc | 3,490 | $322.0K | 0.14% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 3,489 | $322.0K | 0.05% | +11+0.3% | Added |
| Chilton Investment Co LLC | 3,488 | $321.8K | 0.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,471 | $320.3K | 0.04% | +56+1.6% | Added |
| Godsey & Gibb Associates | 3,455 | $318.8K | 0.03% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 3,453 | $318.6K | 0.09% | −807−18.9% | Reduced |
| OneAscent Wealth Management LLC | 3,439 | $317.3K | 0.09% | −1,385−28.7% | Reduced |
| Abacus Planning Group, Inc. | 3,434 | $316.9K | 0.04% | +65+1.9% | Added |
| Flywheel Private Wealth LLC | 3,425 | $316.0K | 0.16% | +400+13.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 3,424 | $315.9K | 0.09% | −87,851−96.2% | Reduced |
| Sagewood Asset Management LP | 3,421 | $315.7K | 0.07% | −110−3.1% | Reduced |
| TrueWealth Advisors, LLC | 3,415 | $315.1K | 0.07% | −4−0.1% | Reduced |
| Annex Advisory Services, LLC | 3,408 | $314.4K | 0.01% | +59+1.8% | Added |
| Fortune Financial Advisors, LLC | 3,400 | $313.7K | 0.13% | 00.0% | Unchanged |
| Thompson David Blair | 3,398 | $313.5K | 0.16% | +314+10.2% | Added |
| Howard Bailey Securities, LLC | 3,392 | $313.0K | 0.12% | −508−13.0% | Reduced |
| Brio Consultants, LLC | 3,391 | $312.9K | 0.04% | +54+1.6% | Added |
| Mendel Money Management | 3,390 | $312.8K | 0.11% | +3,390 | New |
| CWS Financial Advisors, LLC | 3,385 | $312.3K | 0.07% | +9+0.3% | Added |
| Harvest Fund Management Co., Ltd | 3,383 | $312.0K | 0.01% | −193−5.4% | Reduced |
| AlphaGrep UK Ltd | 3,370 | $310.9K | 0.09% | −5,375−61.5% | Reduced |
| Wellspring Financial Advisors, LLC | 3,382 | $310.5K | 0.02% | −1,222−26.5% | Reduced |
| Lantz Financial LLC | 3,364 | $310.4K | 0.06% | +23+0.7% | Added |
| Perfromance Wealth Partners, LLC | 3,364 | $310.4K | 0.01% | −15,665−82.3% | Reduced |
| Westshore Wealth, LLC | 3,342 | $308.4K | 0.10% | +58+1.8% | Added |
| Bull Harbor Capital LLC | 3,318 | $306.2K | 0.06% | −1,119−25.2% | Reduced |
| Wayfinding Financial, LLC | 3,323 | $306.0K | 0.12% | +25+0.8% | Added |
| Veratis Advisors, Inc. | 3,314 | $305.8K | 0.22% | +3,314 | New |
| IMA Wealth, Inc. | 3,313 | $305.7K | 0.02% | +2,084+169.6% | Added |
| Kovack Advisors, Inc. | 3,222 | $304.7K | 0.01% | −507−13.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,301 | $304.6K | 0.02% | −689−17.3% | Reduced |
| McMillan Office, Inc. | 3,300 | $304.5K | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,298 | $304.3K | 0.00% | +742+29.0% | Added |
| Boothbay Fund Management, LLC | 3,298 | $304.3K | 0.01% | −8,052−70.9% | Reduced |
| Range Advisory, LLC | 3,295 | $304.0K | 0.04% | −456−12.2% | Reduced |
| Integrity Financial Corp | 3,281 | $302.7K | 0.14% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3,261 | $300.9K | 0.11% | +3,261 | New |
| BOS Asset Management, LLC | 3,257 | $300.5K | 0.07% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,255 | $300.3K | 0.04% | −42−1.3% | Reduced |
| Fort Point Capital Partners LLC | 3,249 | $299.8K | 0.03% | −132−3.9% | Reduced |
| Sunpointe, LLC | 3,246 | $299.5K | 0.09% | −2,729−45.7% | Reduced |
| Financial Management Professionals, Inc. | 3,236 | $298.6K | 0.03% | −51−1.6% | Reduced |
| Stokes Family Office, LLC | 3,232 | $298.2K | 0.03% | −3,476−51.8% | Reduced |
| Axiom Investment Management LLC | 3,229 | $297.9K | 0.20% | +10.0% | Added |
| AdvisorNet Financial, Inc | 3,228 | $297.8K | 0.01% | +1,677+108.1% | Added |
| Paradigm Financial Partners, LLC | 3,227 | $297.7K | 0.03% | +735+29.5% | Added |
| Marshall Financial Group LLC | 3,225 | $297.5K | 0.04% | +110+3.5% | Added |
| Thrive Wealth Management, LLC | 3,223 | $297.4K | 0.04% | −207−6.0% | Reduced |
| LM Advisors LLC | 3,280 | $297.0K | 0.03% | +2,963+934.7% | Added |
| Legacy Private Trust Co. | 3,210 | $296.2K | 0.02% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 3,210 | $296.0K | 0.00% | +519+19.3% | Added |
| Voisard Asset Management Group, Inc. | 3,202 | $295.4K | 0.06% | −249−7.2% | Reduced |
| SeaCrest Wealth Management, LLC | 3,193 | $294.6K | 0.03% | −4,868−60.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,190 | $294.3K | 0.02% | −102−3.1% | Reduced |
| Johnson Financial Group, LLC | 3,182 | $293.6K | 0.02% | +3,182 | New |
| Tradition Wealth Management, LLC | 3,180 | $293.4K | 0.02% | +92+3.0% | Added |
| Oarsman Capital, Inc. | 3,179 | $293.3K | 0.03% | −123−3.7% | Reduced |
| Werba Rubin Papier Wealth Management | 3,168 | $292.3K | 0.04% | −751−19.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,167 | $292.2K | 0.20% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,166 | $292.1K | 0.05% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 3,163 | $291.9K | 0.02% | +3,163 | New |
| Raab & Moskowitz Asset Management LLC | 3,159 | $291.5K | 0.06% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,856 | $291.2K | 0.00% | −8−0.3% | Reduced |
| Alteri Wealth LLC | 3,155 | $291.1K | 0.08% | −69−2.1% | Reduced |
| SeaBridge Investment Advisors LLC | 3,153 | $290.9K | 0.04% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 3,142 | $289.9K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,140 | $289.7K | 0.19% | +11+0.4% | Added |
| BKD Wealth Advisors, LLC | 3,138 | $289.6K | 0.00% | −204−6.1% | Reduced |
| Curated Wealth Partners LLC | 3,120 | $287.9K | 0.03% | +790+33.9% | Added |
| Legacy Wealth Advisors, LLC | 3,117 | $287.6K | 0.12% | +756+32.0% | Added |
| LJI Wealth Management, LLC | 3,112 | $287.1K | 0.04% | +49+1.6% | Added |
| Benin Management CORP | 3,103 | $286.3K | 0.06% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,103 | $286.3K | 0.04% | −394−11.3% | Reduced |
| Vanguard Capital Wealth Advisors | 3,100 | $286.0K | 0.19% | +3,100 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,093 | $285.4K | 0.01% | +15+0.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,092 | $285.3K | 0.03% | +3+0.1% | Added |