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 29 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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 2,534 | $233.8K | 0.01% | −570−18.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,533 | $233.7K | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,531 | $233.6K | 0.01% | −81−3.1% | Reduced |
| ZRC Wealth Management, LLC | 2,531 | $233.5K | 0.07% | −42−1.6% | Reduced |
| Papp L Roy & Associates | 2,528 | $233.2K | 0.02% | +3+0.1% | Added |
| Northside Capital Management, LLC | 2,506 | $231.2K | 0.02% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 2,500 | $230.7K | 0.01% | 00.0% | Unchanged |
| Clearwave Capital, LLC | 2,483 | $229.1K | 0.13% | −1,501−37.7% | Reduced |
| Private Advisory Group LLC | 2,482 | $229.0K | 0.01% | +2,482 | New |
| Laurion Capital Management LP | 2,471 | $228.0K | 0.02% | −30,762−92.6% | Reduced |
| Capital Investment Management, Inc. | 2,461 | $227.1K | 0.07% | −2−0.1% | Reduced |
| NBZ Investment Advisors LLC | 2,455 | $226.5K | 0.09% | +10+0.4% | Added |
| D.B. Root & Company, LLC | 2,439 | $225.0K | 0.05% | −8−0.3% | Reduced |
| Silverlake Wealth Management LLC | 2,436 | $224.8K | 0.04% | +2+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 2,433 | $224.5K | 0.00% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 2,423 | $223.6K | 0.02% | +1,365+129.0% | Added |
| VisionPoint Advisory Group, LLC | 2,408 | $222.2K | 0.04% | +22+0.9% | Added |
| Stock Yards Bank & Trust Co | 2,408 | $222.2K | 0.01% | +65+2.8% | Added |
| Marest Capital, LLC | 2,398 | $221.3K | 0.11% | +2,398 | New |
| Banco BTG Pactual S.A. | 2,397 | $221.2K | 0.03% | +2,397 | New |
| My Purposeful Wealth Corp. | 2,397 | $221.1K | 0.04% | +2,397 | New |
| MQS Management LLC | 2,395 | $221.0K | 0.27% | +2,395 | New |
| ZWJ Investment Counsel Inc | 2,387 | $220.2K | 0.01% | +10.0% | Added |
| Segment Wealth Management, LLC | 2,376 | $219.2K | 0.01% | −88−3.6% | Reduced |
| Pine Harbor Wealth Management, LLC | 2,364 | $218.1K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,361 | $218.0K | 0.00% | −236−9.1% | Reduced |
| Liberty Wealth Management LLC | 2,320 | $218.0K | 0.03% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,360 | $217.8K | 0.06% | +185+8.5% | Added |
| Capital International Sarl | 2,359 | $217.7K | 0.00% | −249−9.5% | Reduced |
| Sather Financial Group Inc | 2,351 | $216.9K | 0.01% | −667−22.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,349 | $216.7K | 0.09% | +3+0.1% | Added |
| Manchester Capital Management LLC | 2,341 | $216.0K | 0.03% | −140−5.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,339 | $215.8K | 0.02% | +41+1.8% | Added |
| McLean Asset Management Corp | 2,050 | $215.7K | 0.03% | +2,050 | New |
| Whalen Wealth Management Inc. | 2,329 | $214.9K | 0.10% | +2,329 | New |
| J.M. Arbour, LLC | 2,324 | $214.4K | 0.18% | +20+0.9% | Added |
| Cardiff Park Advisors, LLC | 2,320 | $214.1K | 0.02% | +3+0.1% | Added |
| LeConte Wealth Management, LLC | 2,310 | $213.1K | 0.12% | +76+3.4% | Added |
| Morling Financial Advisors, LLC | 2,305 | $212.7K | 0.06% | +5+0.2% | Added |
| FourThought Financial Partners, LLC | 2,302 | $212.4K | 0.02% | +2,302 | New |
| Jacobsen Capital Management | 2,297 | $211.9K | 0.06% | −39−1.7% | Reduced |
| Bellwether Advisors, LLC | 2,288 | $211.1K | 0.03% | −84−3.5% | Reduced |
| SOA Wealth Advisors, LLC. | 2,283 | $210.6K | 0.04% | −348−13.2% | Reduced |
| Ignite Planners, LLC | 2,283 | $210.6K | 0.03% | −36−1.6% | Reduced |
| Three Bridge Wealth Advisors, LLC | 2,274 | $209.8K | 0.05% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,266 | $209.1K | 0.07% | +2,266 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,256 | $208.2K | 0.01% | +46+2.1% | Added |
| Ewa, LLC | 2,256 | $208.1K | 0.04% | −366−14.0% | Reduced |
| WestHill Financial Advisors, Inc. | 2,250 | $207.6K | 0.04% | −436−16.2% | Reduced |
| Fell Capital Management | 2,250 | $207.6K | 0.17% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,239 | $206.6K | 0.16% | +2,239 | New |
| BankPlus Trust Department | 2,234 | $206.1K | 0.05% | 00.0% | Unchanged |
| Vanguard National Trust Co | 2,233 | $206.0K | 0.01% | −143−6.0% | Reduced |
| Main Street Financial Solutions, LLC | 2,232 | $206.0K | 0.01% | −317−12.4% | Reduced |
| Tumwater Wealth Management, LLC | 2,228 | $205.6K | 0.07% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 2,225 | $205.3K | 0.03% | −72−3.1% | Reduced |
| Teamwork Financial Advisors, LLC | 2,223 | $205.1K | 0.02% | 00.0% | Unchanged |
| WorthPointe, LLC | 2,212 | $204.1K | 0.05% | −3−0.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,208 | $203.7K | 0.05% | +5+0.2% | Added |
| Aspire Capital Advisors LLC | 2,207 | $203.7K | 0.04% | +7+0.3% | Added |
| Granite Harbor Advisors, Inc. | 2,207 | $203.6K | 0.08% | +8+0.4% | Added |
| Rydar Equities, Inc. | 2,015 | $203.5K | 0.11% | +2,015 | New |
| Grey Fox Wealth Advisors, LLC | 2,204 | $203.4K | 0.03% | +7+0.3% | Added |
| Mach-1 Financial Group, Inc. | 2,202 | $203.2K | 0.08% | −9,392−81.0% | Reduced |
| Meyer Handelman Co | 2,200 | $203.0K | 0.01% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,200 | $203.0K | 0.29% | +2,200 | New |
| Flagship Harbor Advisors, LLC | 2,198 | $202.8K | 0.01% | −401−15.4% | Reduced |
| Blue Edge Capital, LLC | 2,198 | $202.8K | 0.02% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,186 | $201.7K | 0.00% | −87−3.8% | Reduced |
| Revolve Wealth Partners, LLC | 2,171 | $200.3K | 0.02% | −8−0.4% | Reduced |
| R. W. Roge & Company, Inc. | 2,170 | $200.0K | 0.08% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,167 | $200.0K | 0.09% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 2,165 | $199.8K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,158 | $199.1K | 0.02% | −2,498−53.7% | Reduced |
| Gilpin Wealth Management, LLC | 2,146 | $198.0K | 0.14% | −34−1.6% | Reduced |
| Cito Capital Group, LLC | 2,125 | $196.0K | 0.05% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,101 | $193.9K | 0.00% | −113−5.1% | Reduced |
| TrustBank | 2,088 | $192.7K | 0.07% | −150−6.7% | Reduced |
| Evelyn Partners Group Ltd | 2,047 | $188.9K | 0.00% | +2,047 | New |
| Principia Wealth Advisory, LLC | 2,019 | $186.3K | 0.09% | −71−3.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,974 | $182.1K | 0.05% | −56−2.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,957 | $180.6K | 0.07% | −317−13.9% | Reduced |
| Medallion Wealth Advisors, LLC | 1,957 | $179.6K | 0.06% | −246−11.2% | Reduced |
| Ulland Investment Advisors, LLC | 1,936 | $179.0K | 0.13% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,784 | $164.6K | 0.10% | −2−0.1% | Reduced |
| Aberdeen Wealth Management LLC | 1,771 | $163.4K | 0.08% | −2,584−59.3% | Reduced |
| Rossby Financial, LCC | 1,744 | $160.9K | 0.03% | +415+31.2% | Added |
| Hartford Financial Management Inc. | 1,742 | $160.7K | 0.04% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 1,726 | $159.3K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,720 | $158.7K | 0.02% | −14,307−89.3% | Reduced |
| Longview Financial Advisors LLC | 1,706 | $157.4K | 0.08% | +2+0.1% | Added |
| Tower View Investment Management & Research LLC | 1,700 | $156.9K | 0.07% | −300−15.0% | Reduced |
| Pflug Koory, LLC | 1,662 | $153.3K | 0.06% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,655 | $152.7K | 0.04% | 00.0% | Unchanged |
| Rexford Capital Inc | 1,651 | $152.3K | 0.09% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,631 | $150.5K | 0.11% | +26+1.6% | Added |
| Bell Investment Advisors, Inc | 1,597 | $147.4K | 0.02% | −117−6.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,587 | $146.4K | 0.03% | +1,587 | New |
| Truvestments Capital LLC | 1,550 | $143.0K | 0.02% | −572−27.0% | Reduced |
| MTM Investment Management, LLC | 1,545 | $142.6K | 0.04% | 00.0% | Unchanged |