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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1,534 | $141.5K | 0.01% | +31+2.1% | Added |
| City State Bank | 1,526 | $140.8K | 0.03% | +11+0.7% | Added |
| Riverview Trust Co | 1,524 | $140.6K | 0.17% | 00.0% | Unchanged |
| Corsicana & Co. | 1,500 | $138.4K | 0.07% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,440 | $132.9K | 0.05% | −23−1.6% | Reduced |
| Northwest & Ethical Investments L.P. | 1,455 | $131.8K | 0.00% | −10,549−87.9% | Reduced |
| Barrett & Company, Inc. | 1,407 | $129.8K | 0.04% | −107−7.1% | Reduced |
| Action Point Financial Planning, LLC | 1,389 | $127.5K | 0.01% | +1,389 | New |
| Crewe Advisors LLC | 1,371 | $126.5K | 0.01% | +212+18.3% | Added |
| ZEGA Investments, LLC | 1,362 | $125.7K | 0.02% | +1+0.1% | Added |
| Asset Planning,Inc | 1,349 | $124.4K | 0.08% | +2+0.1% | Added |
| DT Investment Partners, LLC | 1,348 | $124.4K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 1,340 | $123.6K | 0.00% | +202+17.8% | Added |
| Virtus ETF Advisers LLC | 1,320 | $121.8K | 0.05% | −55−4.0% | Reduced |
| Wilkerson Advisory Group LLC | 1,295 | $119.5K | 0.04% | −54−4.0% | Reduced |
| Proathlete Wealth Management LLC | 1,267 | $117.0K | 0.03% | +2+0.2% | Added |
| Indiana Trust & Investment Management CO | 1,267 | $116.9K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,264 | $116.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,250 | $115.3K | 0.01% | +332+36.2% | Added |
| Crews Bank & Trust | 1,221 | $112.7K | 0.01% | +46+3.9% | Added |
| Cranbrook Wealth Management, LLC | 1,220 | $112.6K | 0.02% | −315−20.5% | Reduced |
| Sherman Asset Management, Inc. | 1,214 | $112.0K | 0.09% | 00.0% | Unchanged |
| Essential Partners LLC | 1,209 | $111.6K | 0.05% | −1,971−62.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,202 | $110.9K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,192 | $110.0K | 0.03% | +157+15.2% | Added |
| Concord Wealth Partners | 1,186 | $109.4K | 0.01% | +1,186 | New |
| Harbor Investment Advisory, LLC | 1,178 | $108.7K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,173 | $108.2K | 0.04% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,136 | $108.1K | 0.03% | +216+23.5% | Added |
| Fedenia Advisers LLC | 1,170 | $108.0K | 0.03% | +1,170 | New |
| First Command Advisory Services, Inc. | 1,159 | $106.9K | 0.00% | +211+22.3% | Added |
| Silver Grove Financial Group, Inc. | 1,151 | $106.2K | 0.06% | +1,151 | New |
| Entrust Financial LLC | 1,139 | $105.1K | 0.07% | +1+0.1% | Added |
| Adkins Seale Capital Management LLC | 1,130 | $104.3K | 0.09% | 00.0% | Unchanged |
| Graney & King, LLC | 1,129 | $104.2K | 0.04% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 1,127 | $104.0K | 0.08% | +4+0.4% | Added |
| First National Bank | 1,125 | $103.8K | 0.04% | +1,125 | New |
| Security National Bank of So Dak | 1,105 | $102.0K | 0.05% | +1,105 | New |
| Eastern Bank | 1,096 | $101.1K | 0.00% | −448−29.0% | Reduced |
| Fortitude Family Office, LLC | 1,079 | $99.6K | 0.02% | +357+49.4% | Added |
| Covestor Ltd | 1,058 | $98.0K | 0.06% | −80−7.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1,067 | $98.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,056 | $97.4K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,043 | $96.2K | 0.01% | +4+0.4% | Added |
| Darwin Advisors, LLC | 1,040 | $96.0K | 0.03% | +1+0.1% | Added |
| Center for Financial Planning, Inc. | 1,020 | $94.1K | 0.01% | 00.0% | Unchanged |
| Toews Corp | 1,000 | $92.3K | 0.01% | +1,000 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,000 | $92.0K | 0.00% | +1,000 | New |
| VSM Wealth Advisory, LLC | 988 | $91.2K | 0.02% | +2+0.2% | Added |
| Golden State Wealth Management, LLC | 936 | $86.4K | 0.01% | +231+32.8% | Added |
| Catalyst Capital Advisors LLC | 935 | $86.3K | 0.00% | −16−1.7% | Reduced |
| Align Financial, LLC | 931 | $85.9K | 0.04% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 917 | $84.6K | 0.01% | +917 | New |
| Highline Wealth Partners LLC | 895 | $82.6K | 0.02% | +487+119.4% | Added |
| Cornerstone Planning Group LLC | 796 | $80.2K | 0.01% | −28−3.4% | Reduced |
| Buck Wealth Strategies, LLC | 835 | $77.0K | 0.01% | +835 | New |
| Hollencrest Capital Management | 810 | $74.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 802 | $74.0K | 0.00% | +399+99.0% | Added |
| Signature Equity Partners, LLC | 782 | $72.2K | 0.03% | −119−13.2% | Reduced |
| CoreFirst Bank & Trust | 782 | $72.2K | 0.04% | −80−9.3% | Reduced |
| Signature Resources Capital Management, LLC | 781 | $72.1K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 720 | $71.0K | 0.06% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 767 | $70.8K | 0.05% | +3+0.4% | Added |
| Disciplina Capital Management LLC | 766 | $70.7K | 0.01% | +3+0.4% | Added |
| GGM Financials LLC | 747 | $69.0K | 0.03% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 742 | $68.5K | 0.01% | +112+17.8% | Added |
| SHP Wealth Management | 727 | $67.0K | 0.00% | −233−24.3% | Reduced |
| Godfrey Financial Associates, Inc. | 719 | $66.3K | 0.05% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 719 | $66.3K | 0.07% | +2+0.3% | Added |
| Hilltop National Bank | 715 | $66.0K | 0.01% | −3,134−81.4% | Reduced |
| Persistent Asset Partners Ltd | 711 | $65.6K | 0.02% | +711 | New |
| Ankerstar Wealth, LLC | 701 | $64.7K | 0.05% | +150+27.2% | Added |
| Field & Main Bank | 700 | $64.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 692 | $63.9K | 0.20% | −1,293−65.1% | Reduced |
| Private Wealth Asset Management, LLC | 685 | $63.2K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 667 | $61.5K | 0.02% | +667 | New |
| Millstone Evans Group, LLC | 659 | $60.8K | 0.03% | −435−39.8% | Reduced |
| One River Asset Management, LLC | 652 | $60.2K | 0.29% | −173−21.0% | Reduced |
| Monetary Management Group Inc | 650 | $60.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 645 | $59.5K | 0.01% | +645 | New |
| Index Technologies Group LLC | 637 | $58.8K | 0.05% | +637 | New |
| Kemnay Advisory Services Inc. | 629 | $58.0K | 0.01% | +71+12.7% | Added |
| Financial Life Planners | 627 | $57.9K | 0.04% | +2+0.3% | Added |
| Owl Creek Wealth Partners LLC | 626 | $57.8K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 623 | $57.5K | 0.01% | +1+0.2% | Added |
| Cedar Mountain Advisors, LLC | 617 | $57.0K | 0.01% | +1+0.2% | Added |
| Westfuller Advisors, LLC | 605 | $55.8K | 0.02% | −37−5.8% | Reduced |
| Hughes Financial Services, LLC | 605 | $55.8K | 0.01% | +67+12.5% | Added |
| Glass Jacobson Investment Advisors llc | 602 | $55.6K | 0.02% | +101+20.2% | Added |
| Gould Capital, LLC | 600 | $55.4K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 594 | $54.8K | 0.00% | −32−5.1% | Reduced |
| Wiser Advisor Group LLC | 577 | $53.2K | 0.06% | +27+4.9% | Added |
| Roble, Belko & Company, Inc | 575 | $53.0K | 0.01% | −275−32.4% | Reduced |
| Delta Asset Management LLC | 566 | $52.2K | 0.00% | −100−15.0% | Reduced |
| Carolina Wealth Advisors, LLC | 565 | $52.1K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 565 | $52.1K | 0.01% | +50+9.7% | Added |
| True Wealth Design, LLC | 560 | $51.7K | 0.01% | +90+19.1% | Added |
| Clark Wealth Partners | 552 | $50.9K | 0.03% | −1−0.2% | Reduced |
| WPG Advisers, LLC | 545 | $50.3K | 0.03% | −17−3.0% | Reduced |
| Fairscale Capital, LLC | 544 | $50.2K | 0.03% | 00.0% | Unchanged |