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 |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 518 | $47.8K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 515 | $47.5K | 0.01% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 508 | $46.9K | 0.01% | +508 | New |
| Focused Wealth Management, Inc | 507 | $46.8K | 0.00% | +507 | New |
| Hallmark Capital Management Inc | 500 | $46.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 497 | $45.9K | 0.00% | −12−2.4% | Reduced |
| Trust Co | 492 | $45.4K | 0.00% | +25+5.4% | Added |
| Duncker Streett & Co Inc | 488 | $45.1K | 0.01% | −52−9.6% | Reduced |
| Investors Research Corp | 487 | $44.9K | 0.01% | −96−16.5% | Reduced |
| Private Wealth Management Group, LLC | 481 | $44.4K | 0.01% | +150+45.3% | Added |
| Key Financial Inc | 476 | $43.9K | 0.01% | −93−16.3% | Reduced |
| Boreal Capital Management LLC | 475 | $43.8K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 469 | $43.3K | 0.01% | +246+110.3% | Added |
| First PREMIER Bank | 450 | $42.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 455 | $42.0K | 0.00% | +178+64.3% | Added |
| Washington Trust Advisors, Inc. | 447 | $41.2K | 0.00% | +242+118.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 447 | $41.2K | 0.06% | 00.0% | Unchanged |
| Bayban | 443 | $40.9K | 0.03% | −134−23.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 436 | $40.2K | 0.02% | −50−10.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 435 | $40.2K | 0.02% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 431 | $39.8K | 0.03% | +1+0.2% | Added |
| J.Safra Asset Management Corp | 425 | $39.2K | 0.00% | −341−44.5% | Reduced |
| First Financial Corp | 418 | $38.6K | 0.01% | −55−11.6% | Reduced |
| Bullock Wealth Management Group | 397 | $38.0K | 0.02% | −11−2.7% | Reduced |
| Accordant Advisory Group Inc | 400 | $36.9K | 0.02% | −100−20.0% | Reduced |
| IAG Wealth Partners, LLC | 400 | $36.9K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 400 | $36.9K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 400 | $36.9K | 0.05% | +248+163.2% | Added |
| American Capital Advisory, LLC | 395 | $36.4K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 393 | $36.3K | 0.01% | +23+6.2% | Added |
| Raffa Wealth Management, LLC | 383 | $35.3K | 0.00% | +35+10.1% | Added |
| Clear Street Markets LLC | 379 | $35.0K | 0.01% | +104+37.8% | Added |
| Old Point Trust & Financial Services N A | 366 | $33.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 359 | $33.1K | 0.00% | −18−4.8% | Reduced |
| Axxion S.A. | 358 | $33.0K | 0.00% | +358 | New |
| Main Street Group, LTD | 352 | $32.5K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 350 | $32.3K | 0.00% | +26+8.0% | Added |
| Glen Eagle Advisors, LLC | 347 | $32.0K | 0.00% | +21+6.4% | Added |
| Valued Wealth Advisors LLC | 345 | $31.9K | 0.01% | −121−26.0% | Reduced |
| Byrne Asset Management LLC | 344 | $31.7K | 0.02% | −160−31.7% | Reduced |
| Frazier Financial Advisors, LLC | 342 | $31.6K | 0.02% | +70+25.7% | Added |
| Fourth Dimension Wealth, LLC | 342 | $31.6K | 0.01% | +142+71.0% | Added |
| Stephenson National Bank & Trust | 336 | $31.0K | 0.01% | −167−33.2% | Reduced |
| Northstar Asset Management LLC | 300 | $30.6K | 0.01% | +300 | New |
| Aventus Investment Advisors, Inc. | 330 | $30.4K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 333 | $30.0K | 0.01% | +27+8.8% | Added |
| Meeder Asset Management Inc | 325 | $30.0K | 0.00% | +48+17.3% | Added |
| UMA Financial Services, Inc. | 323 | $29.8K | 0.00% | −265−45.1% | Reduced |
| Albion Financial Group | 310 | $28.6K | 0.00% | −10−3.1% | Reduced |
| Prestige Wealth Management Group LLC | 306 | $28.2K | 0.01% | +101+49.3% | Added |
| Battery Global Advisors, LLC | 304 | $28.0K | 0.01% | +1+0.3% | Added |
| Stone House Investment Management, LLC | 300 | $27.7K | 0.00% | +2+0.7% | Added |
| Princeton Global Asset Management LLC | 296 | $27.3K | 0.00% | +17+6.1% | Added |
| Bellevue Asset Management, LLC | 295 | $27.3K | 0.01% | +1+0.3% | Added |
| Compass Financial Management LLC | 293 | $27.0K | 0.00% | +293 | New |
| Dogwood Wealth Management LLC | 293 | $27.0K | 0.01% | −56−16.0% | Reduced |
| Beacon Financial Strategies CORP | 292 | $26.9K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 285 | $26.3K | 0.00% | +5+1.8% | Added |
| Park Place Capital Corp | 281 | $25.9K | 0.00% | −4−1.4% | Reduced |
| Arlington Trust Co LLC | 274 | $25.3K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 256 | $25.0K | 0.00% | +256 | New |
| Joseph Group Capital Management | 267 | $24.6K | 0.01% | −30−10.1% | Reduced |
| Robinswood Financial LLC | 264 | $24.4K | 0.01% | +1+0.4% | Added |
| MPWM Advisory Solutions, LLC | 263 | $24.3K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 256 | $23.6K | 0.00% | +256 | New |
| Vision Financial Markets LLC | 244 | $23.3K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 249 | $23.0K | 0.01% | 00.0% | Unchanged |
| Guardian Partners Inc. | 243 | $22.4K | 0.00% | +243 | New |
| Bay Harbor Wealth Management, LLC | 242 | $22.4K | 0.01% | +25+11.5% | Added |
| TD Capital Management LLC | 239 | $22.1K | 0.00% | −225−48.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 235 | $21.7K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 228 | $21.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 229 | $21.0K | 0.01% | +5+2.2% | Added |
| Hurley Capital, LLC | 227 | $20.9K | 0.01% | +1+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 226 | $20.9K | 0.00% | +112+98.2% | Added |
| Mascoma Wealth Management LLC | 218 | $20.1K | 0.00% | +1+0.5% | Added |
| Blue Bell Private Wealth Management, LLC | 215 | $19.8K | 0.00% | −21−8.9% | Reduced |
| Salomon & Ludwin, LLC | 204 | $19.5K | 0.00% | −11−5.1% | Reduced |
| Cornerstone Financial Management LLC | 211 | $19.5K | 0.02% | +44+26.3% | Added |
| Front Row Advisors LLC | 180 | $19.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 207 | $19.1K | 0.01% | −50−19.5% | Reduced |
| Osbon Capital Management LLC | 206 | $19.0K | 0.01% | +104+102.0% | Added |
| Vermillion Wealth Management, Inc. | 200 | $18.5K | 0.00% | −105−34.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $18.0K | 0.00% | −30−13.3% | Reduced |
| Bare Financial Services, Inc | 193 | $17.8K | 0.00% | +79+69.3% | Added |
| Sunrise Financial Services, LLC | 192 | $17.7K | 0.01% | −75−28.1% | Reduced |
| Manning & Napier Advisors LLC | 194 | $17.6K | 0.00% | −34−14.9% | Reduced |
| Financial Network Wealth Advisors LLC | 190 | $17.5K | 0.02% | +29+18.0% | Added |
| S&T Bank | 188 | $17.3K | 0.01% | −49−20.7% | Reduced |
| Kingdom Financial Group LLC. | 184 | $17.0K | 0.00% | +70+61.4% | Added |
| Horizon Financial Services, LLC | 182 | $16.8K | 0.01% | −32−15.0% | Reduced |
| Optiver Holding B.V. | 180 | $16.6K | 0.00% | +180 | New |
| Acumen Wealth Advisors, LLC | 176 | $16.2K | 0.00% | −527−75.0% | Reduced |
| Trifecta Capital Advisors, LLC | 175 | $16.2K | 0.00% | +4+2.3% | Added |
| Coston, McIsaac & Partners | 183 | $16.0K | 0.00% | +1+0.5% | Added |
| Matrix Trust Co | 175 | $16.0K | 0.00% | +158+929.4% | Added |
| First United Bank Trust | 173 | $16.0K | 0.00% | +80+86.0% | Added |
| Sittner & Nelson, LLC | 168 | $15.5K | 0.00% | −10−5.6% | Reduced |
| Kings Path Partners LLC | 167 | $15.4K | 0.00% | +167 | New |