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: 26 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 |
|---|---|---|---|---|---|
| Tilson Financial Group, Inc. | 3,083 | $284.5K | 0.08% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,072 | $283.5K | 0.01% | +418+15.7% | Added |
| Lifeworks Advisors, LLC | 3,069 | $283.2K | 0.03% | +201+7.0% | Added |
| Swiss Re Ltd | 3,056 | $282.0K | 0.03% | +2,923+2,197.7% | Added |
| Manuka Financial, LLC | 3,040 | $280.5K | 0.15% | 00.0% | Unchanged |
| Cypress Capital Group | 3,029 | $279.5K | 0.03% | +84+2.9% | Added |
| Onyx Bridge Wealth Group LLC | 3,026 | $279.2K | 0.03% | −78−2.5% | Reduced |
| Cornerstone Planning, LLC | 3,024 | $279.0K | 0.06% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,018 | $278.5K | 0.03% | −102−3.3% | Reduced |
| First Business Financial Services, Inc. | 3,014 | $278.1K | 0.02% | +133+4.6% | Added |
| Plancorp, LLC | 2,709 | $277.3K | 0.01% | −98−3.5% | Reduced |
| BNB Wealth Management, LLC | 3,001 | $276.9K | 0.15% | +245+8.9% | Added |
| Sunflower Bank, N.A. | 2,998 | $276.6K | 0.07% | +266+9.7% | Added |
| Bernardo Wealth Planning LLC | 2,981 | $275.1K | 0.05% | +42+1.4% | Added |
| CFO4Life Group, LLC | 2,979 | $274.9K | 0.04% | −203−6.4% | Reduced |
| Core Alternative Capital | 2,973 | $274.3K | 0.08% | +435+17.1% | Added |
| Quantessence Capital LLC | 2,963 | $273.4K | 0.80% | +2,963 | New |
| Wealth Group, Ltd. | 2,950 | $272.0K | 0.07% | −902−23.4% | Reduced |
| Physicians Financial Services, Inc. | 2,950 | $272.0K | 0.07% | −100−3.3% | Reduced |
| Cornerstone Wealth, LLC | 2,645 | $271.9K | 0.14% | +2,645 | New |
| CRA Financial Services, LLC | 2,926 | $270.0K | 0.03% | +71+2.5% | Added |
| Trust Co of the South | 2,922 | $269.6K | 0.04% | +612+26.5% | Added |
| Beaumont Financial Advisors, LLC | 2,921 | $269.6K | 0.02% | −49−1.6% | Reduced |
| Tempo Wealth, LLC | 2,916 | $269.0K | 0.04% | +2,916 | New |
| Keynote Financial Services LLC | 2,913 | $268.8K | 0.13% | +2,913 | New |
| Baker Tilly Wealth Management, LLC | 2,910 | $268.5K | 0.06% | +2,910 | New |
| Arkfeld Wealth Strategies, L.L.C. | 2,664 | $268.1K | 0.08% | +7+0.3% | Added |
| Interchange Capital Partners, LLC | 2,893 | $267.0K | 0.05% | +2,893 | New |
| nVerses Capital, LLC | 2,889 | $266.6K | 0.41% | +2,889 | New |
| Mayfair Advisory Group, LLC | 2,610 | $266.1K | 0.08% | +385+17.3% | Added |
| New Wave Wealth Advisors LLC | 2,884 | $266.1K | 0.07% | +665+30.0% | Added |
| McAdam, LLC | 2,883 | $266.0K | 0.01% | −504−14.9% | Reduced |
| James J. Burns & Company, LLC | 2,882 | $265.9K | 0.03% | +2,882 | New |
| Pines Wealth Management, LLC | 2,881 | $265.8K | 0.08% | −143−4.7% | Reduced |
| Catalyst Investment Management LLC | 2,876 | $265.3K | 0.24% | +203+7.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,871 | $264.9K | 0.01% | −221−7.1% | Reduced |
| Basso Capital Management, L.P. | 2,850 | $263.0K | 0.06% | +2,850 | New |
| Argos Wealth Advisors, LLC | 2,849 | $262.9K | 0.07% | +2,849 | New |
| Central Valley Advisors, LLC | 2,838 | $261.9K | 0.07% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,833 | $261.4K | 0.01% | −2,443−46.3% | Reduced |
| Wedge Capital Management L L P | 2,830 | $261.1K | 0.00% | −441−13.5% | Reduced |
| Armis Advisers, LLC | 2,583 | $259.9K | 0.02% | −1,063−29.2% | Reduced |
| Pinnacle Bancorp, Inc. | 2,813 | $259.5K | 0.07% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,810 | $259.3K | 0.11% | −157−5.3% | Reduced |
| Traveka Wealth, LLC | 2,809 | $259.2K | 0.09% | −79−2.7% | Reduced |
| Financial Advisory Service, Inc. | 2,804 | $258.7K | 0.01% | +7+0.3% | Added |
| Stockman Wealth Management, Inc. | 2,800 | $258.4K | 0.03% | −100−3.4% | Reduced |
| Norway Savings Bank | 2,780 | $256.5K | 0.11% | −400−12.6% | Reduced |
| Second Line Capital, LLC | 2,773 | $255.9K | 0.05% | −217−7.3% | Reduced |
| BWM Planning, LLC | 2,772 | $255.8K | 0.06% | +2,772 | New |
| TFR Capital, LLC. | 2,769 | $255.5K | 0.07% | +147+5.6% | Added |
| Jacobi Capital Management LLC | 2,767 | $255.3K | 0.01% | +197+7.7% | Added |
| Verdence Capital Advisors LLC | 2,764 | $255.1K | 0.01% | −207−7.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,764 | $255.0K | 0.01% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,732 | $252.1K | 0.14% | +9+0.3% | Added |
| Berger Financial Group, Inc | 2,720 | $251.0K | 0.01% | −15−0.5% | Reduced |
| 111 Capital | 2,715 | $250.5K | 0.04% | −1,085−28.6% | Reduced |
| Davis Capital Management | 2,713 | $250.3K | 0.15% | +1,695+166.5% | Added |
| Riversedge Advisors, LLC | 2,709 | $250.0K | 0.03% | +2,709 | New |
| Creative Financial Designs Inc | 2,704 | $249.5K | 0.01% | +114+4.4% | Added |
| Riverbend Wealth Management, LLC | 2,698 | $248.9K | 0.13% | +354+15.1% | Added |
| Redhawk Wealth Advisors, Inc. | 2,687 | $247.9K | 0.02% | −41−1.5% | Reduced |
| Grove Bank & Trust | 2,685 | $247.7K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 2,682 | $247.5K | 0.13% | +1,058+65.1% | Added |
| Lodestar Private Asset Management LLC | 2,681 | $247.4K | 0.02% | +10.0% | Added |
| Stonebrook Private Inc. | 2,679 | $247.2K | 0.05% | +450+20.2% | Added |
| Boyar Asset Management Inc. | 2,675 | $246.8K | 0.14% | −130−4.6% | Reduced |
| Cache Advisors, LLC | 2,675 | $246.8K | 0.02% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 2,672 | $246.5K | 0.10% | +3+0.1% | Added |
| Guyasuta Investment Advisors Inc | 2,668 | $246.2K | 0.01% | +196+7.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,665 | $245.9K | 0.05% | 00.0% | Unchanged |
| Convergence Financial, LLC | 2,662 | $245.6K | 0.02% | +2,662 | New |
| Leigh Baldwin & Co., LLC | 2,660 | $245.4K | 0.13% | −20−0.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,657 | $245.2K | 0.05% | −124−4.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,651 | $244.7K | 0.01% | +2,651 | New |
| GTS Securities LLC | 2,650 | $244.5K | 0.01% | −8,732−76.7% | Reduced |
| Greystone Financial Group, LLC | 2,647 | $244.2K | 0.07% | −418−13.6% | Reduced |
| Broadleaf Partners, LLC | 2,640 | $243.6K | 0.05% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 2,639 | $243.5K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,631 | $242.8K | 0.02% | −7−0.3% | Reduced |
| Birch Hill Investment Advisors LLC | 2,630 | $242.7K | 0.01% | +2,630 | New |
| Investment House LLC | 2,615 | $241.3K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 2,614 | $241.2K | 0.02% | +32+1.2% | Added |
| Asset Dedication, LLC | 2,611 | $240.9K | 0.02% | −439−14.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,606 | $240.5K | 0.02% | +218+9.1% | Added |
| MJP Associates Inc | 2,603 | $240.2K | 0.03% | −171−6.2% | Reduced |
| Knuff & Co LLC | 2,600 | $239.9K | 0.06% | +1,900+271.4% | Added |
| Olistico Wealth, LLC | 2,599 | $239.8K | 0.10% | +10.0% | Added |
| Grandfield & Dodd, LLC | 2,589 | $238.9K | 0.01% | +109+4.4% | Added |
| Burns Matteson Capital Management, LLC | 2,588 | $238.8K | 0.08% | −1,831−41.4% | Reduced |
| Almanack Investment Partners, LLC. | 2,586 | $238.6K | 0.03% | +50+2.0% | Added |
| Wimmer Associates 1, LLC | 2,585 | $238.5K | 0.11% | −325−11.2% | Reduced |
| SMART Wealth LLC | 2,584 | $238.4K | 0.05% | −6,176−70.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,581 | $238.1K | 0.03% | +47+1.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,580 | $238.0K | 0.06% | +73+2.9% | Added |
| Prospera Capital Management, LLC | 2,358 | $237.2K | 0.07% | +8+0.3% | Added |
| D'Orazio & Associates, Inc. | 2,570 | $237.1K | 0.03% | −59−2.2% | Reduced |
| Simon Quick Advisors, LLC | 2,565 | $236.7K | 0.01% | −152−5.6% | Reduced |
| Five Oceans Advisors | 2,556 | $235.8K | 0.08% | −9−0.4% | Reduced |
| Wood Tarver Financial Group, LLC | 2,543 | $234.0K | 0.06% | +4+0.2% | Added |