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
- 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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 181,701 | $16.7M | 0.07% | +8,357+4.8% | Added |
| Pinnacle Financial Partners, Inc. | 180,572 | $16.7M | 0.11% | −4,831−2.6% | Reduced |
| Poehling Capital Management, LLC | 179,671 | $16.6M | 3.56% | +3,421+1.9% | Added |
| UniSuper Management Pty Ltd | 178,691 | $16.5M | 0.09% | +51,252+40.2% | Added |
| Asset Advisors Investment Management, LLC | 175,731 | $16.2M | 1.49% | −663−0.4% | Reduced |
| North Reef Capital Management LP | 175,000 | $16.1M | 0.62% | −175,000−50.0% | Reduced |
| Venturi Wealth Management, LLC | 174,703 | $16.1M | 0.62% | +256+0.1% | Added |
| Baker Avenue Asset Management, LP | 174,367 | $16.1M | 0.31% | +47,739+37.7% | Added |
| Goodman Financial Corp | 172,783 | $15.9M | 2.46% | +4,717+2.8% | Added |
| Atlantic Union Bankshares Corp | 172,406 | $15.9M | 0.27% | +6,787+4.1% | Added |
| PDT Partners, LLC | 172,200 | $15.9M | 0.83% | +172,200 | New |
| Ascent Group, LLC | 171,658 | $15.8M | 0.47% | +42,869+33.3% | Added |
| SNS Financial Group, LLC | 170,873 | $15.8M | 0.30% | +167,820+5,496.9% | Added |
| Wealthfront Advisers LLC | 170,462 | $15.7M | 0.03% | −12,281−6.7% | Reduced |
| Empower Advisory Group, LLC | 169,932 | $15.7M | 0.04% | +6,089+3.7% | Added |
| Blume Capital Management, Inc. | 169,578 | $15.6M | 2.32% | +1,623+1.0% | Added |
| Baxter Bros Inc | 168,229 | $15.5M | 1.80% | +17,458+11.6% | Added |
| GenTrust, LLC | 167,924 | $15.5M | 0.60% | +4,120+2.5% | Added |
| HFR Wealth Management, LLC | 167,634 | $15.5M | 3.78% | −2,632−1.5% | Reduced |
| Kinsale Capital Group, Inc. | 167,370 | $15.4M | 2.05% | +16,900+11.2% | Added |
| Trajan Wealth LLC | 166,044 | $15.3M | 0.58% | +15,581+10.4% | Added |
| GWM Advisors LLC | 165,885 | $15.3M | 0.05% | +36,051+27.8% | Added |
| Yousif Capital Management, LLC | 164,935 | $15.2M | 0.17% | −14,950−8.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 161,596 | $14.9M | 0.02% | −5,964−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 161,254 | $14.9M | 0.03% | −11,632−6.7% | Reduced |
| Elgethun Capital Management | 161,024 | $14.9M | 2.07% | +5,448+3.5% | Added |
| State of Alaska, Department of Revenue | 160,179 | $14.8M | 0.15% | −5,424−3.3% | Reduced |
| IMC-Chicago, LLC | 159,940 | $14.8M | 0.14% | +69,277+76.4% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 159,656 | $14.7M | 0.32% | +14,246+9.8% | Added |
| Elo Mutual Pension Insurance Co | 158,660 | $14.6M | 0.19% | +90,427+132.5% | Added |
| Lighthouse Investment Partners, LLC | 158,043 | $14.6M | 0.45% | +139,814+767.0% | Added |
| Brevan Howard Capital Management LP | 156,731 | $14.5M | 0.20% | −624,924−79.9% | Reduced |
| Walleye Trading LLC | 157,053 | $14.5M | 0.20% | +93,765+148.2% | Added |
| Silicon Valley Capital Partners | 156,949 | $14.5M | 1.17% | +30,981+24.6% | Added |
| Picton Mahoney Asset Management | 156,808 | $14.5M | 0.13% | −196,821−55.7% | Reduced |
| Jacobs & Co | 156,494 | $14.4M | 1.24% | −2,589−1.6% | Reduced |
| AIA Group Ltd | 156,431 | $14.4M | 0.18% | −26,034−14.3% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 155,449 | $14.3M | 2.34% | −4,398−2.8% | Reduced |
| Atria Investments LLC | 153,187 | $14.1M | 0.14% | −16,584−9.8% | Reduced |
| Great Lakes Retirement, Inc. | 152,299 | $14.1M | 1.25% | +3,074+2.1% | Added |
| Horizon Investments, LLC | 149,606 | $13.8M | 0.15% | +11,646+8.4% | Added |
| Perigon Wealth Management, LLC | 149,554 | $13.8M | 0.22% | +36,835+32.7% | Added |
| Advocacy Wealth Management Services, LLC | 147,436 | $13.6M | 0.49% | −4,771−3.1% | Reduced |
| United Capital Financial Advisers, LLC | 147,353 | $13.6M | 0.08% | +1,643+1.1% | Added |
| Winslow Asset Management Inc | 147,075 | $13.6M | 2.36% | −999−0.7% | Reduced |
| 1248 Management, LLC | 146,646 | $13.5M | 5.29% | +380+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 145,478 | $13.4M | 2.04% | −5,307−3.5% | Reduced |
| Polar Asset Management Partners Inc. | 144,804 | $13.4M | 0.24% | +106,119+274.3% | Added |
| M&G Plc | 145,187 | $13.4M | 0.07% | +25,006+20.8% | Added |
| Snowden Capital Advisors LLC | 144,587 | $13.3M | 0.32% | −2,907−2.0% | Reduced |
| Soapstone Management L.P. | 143,750 | $13.3M | 9.65% | +143,750 | New |
| Hancock Whitney Corp | 143,134 | $13.2M | 0.22% | +1,812+1.3% | Added |
| Avanza Fonder AB | 142,386 | $13.1M | 0.29% | +8,927+6.7% | Added |
| Abn Amro Investment Solutions | 142,245 | $13.1M | 0.11% | +4,971+3.6% | Added |
| Van Cleef Asset Management,Inc | 141,930 | $13.1M | 1.33% | −2,904−2.0% | Reduced |
| Banque Pictet & Cie SA | 140,236 | $12.9M | 0.13% | −5,015−3.5% | Reduced |
| Peapack Gladstone Financial Corp | 140,026 | $12.9M | 0.15% | −57,398−29.1% | Reduced |
| Skylands Capital, LLC | 139,835 | $12.9M | 1.59% | +40,185+40.3% | Added |
| Financial Avengers, Inc. | 139,334 | $12.9M | 5.33% | −1,065−0.8% | Reduced |
| Aquatic Capital Management LLC | 138,025 | $12.7M | 0.44% | +138,025 | New |
| Modera Wealth Management, LLC | 137,947 | $12.7M | 0.14% | −7,008−4.8% | Reduced |
| Tocqueville Asset Management L.P. | 137,307 | $12.7M | 0.17% | +1,899+1.4% | Added |
| Cornerstone Capital, Inc. | 135,580 | $12.5M | 1.12% | −600−0.4% | Reduced |
| Principal Securities, Inc. | 135,377 | $12.5M | 0.15% | −1,765−1.3% | Reduced |
| Omers Administration Corp | 134,547 | $12.4M | 0.07% | +5,282+4.1% | Added |
| McGuire Investment Group, LLC | 133,809 | $12.3M | 1.08% | +200+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 133,461 | $12.3M | 0.08% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 133,408 | $12.3M | 0.19% | +776+0.6% | Added |
| Fishman Jay A Ltd | 133,287 | $12.3M | 0.98% | +71,167+114.6% | Added |
| Whittier Trust Co of Nevada Inc | 120,385 | $12.3M | 0.23% | −3,087−2.5% | Reduced |
| Parthenon LLC | 132,340 | $12.2M | 1.27% | +850+0.6% | Added |
| Advisors Capital Management, LLC | 132,224 | $12.2M | 0.13% | +951+0.7% | Added |
| RMB Capital Management, LLC | 131,889 | $12.2M | 0.19% | −6,886−5.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 131,823 | $12.2M | 1.26% | +740+0.6% | Added |
| CX Institutional | 131,640 | $12.1M | 0.35% | +79,621+153.1% | Added |
| Gabelli Funds LLC | 130,740 | $12.1M | 0.08% | −2,697−2.0% | Reduced |
| Los Angeles Capital Management LLC | 129,913 | $12.0M | 0.04% | −587,353−81.9% | Reduced |
| Gulf International Bank (UK) Ltd | 128,401 | $11.8M | 0.23% | −2,253−1.7% | Reduced |
| Mizuho Securities USA LLC | 127,985 | $11.8M | 0.19% | +27,007+26.7% | Added |
| BNP Paribas | 125,718 | $11.6M | 0.31% | +46,230+58.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125,674 | $11.6M | 0.17% | +9,373+8.1% | Added |
| Ironwood Investment Counsel, LLC | 125,392 | $11.6M | 1.52% | −1,206−1.0% | Reduced |
| Bright Rock Capital Management, LLC | 125,000 | $11.5M | 2.31% | 00.0% | Unchanged |
| Terry L. Blaker | 124,909 | $11.5M | 0.41% | +1,664+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 124,548 | $11.5M | 2.21% | +7,191+6.1% | Added |
| Motco | 124,117 | $11.5M | 0.98% | +815+0.7% | Added |
| Brinker Capital Investments, LLC | 123,183 | $11.4M | 0.09% | −7,556−5.8% | Reduced |
| Hanson & Doremus Investment Management | 122,781 | $11.3M | 1.15% | −3,803−3.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 122,466 | $11.3M | 3.12% | +515+0.4% | Added |
| Patten & Patten Inc | 122,344 | $11.3M | 0.60% | +12,856+11.7% | Added |
| ASR Vermogensbeheer N.V. | 122,174 | $11.3M | 0.12% | −44,872−26.9% | Reduced |
| Pacer Advisors, Inc. | 121,987 | $11.3M | 0.03% | +38,353+45.9% | Added |
| Vestor Capital, LLC | 47,192 | $11.2M | 0.95% | +45,883+3,505.2% | Added |
| Tower Bridge Advisors | 121,059 | $11.2M | 1.01% | −2,731−2.2% | Reduced |
| First National Bank of Omaha | 120,276 | $11.0M | 0.31% | +2,077+1.8% | Added |
| Glenview Trust Co | 118,279 | $10.9M | 0.15% | −2,271−1.9% | Reduced |
| Premier Fund Managers Ltd | 119,287 | $10.8M | 0.98% | −78,953−39.8% | Reduced |
| Boston Common Asset Management, LLC | 116,937 | $10.8M | 0.64% | +44,644+61.8% | Added |
| Thompson Investment Management, Inc. | 115,819 | $10.7M | 1.23% | +12,902+12.5% | Added |
| Argent Trust Co | 115,626 | $10.7M | 0.31% | −346−0.3% | Reduced |