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 |
|---|---|---|---|---|---|
| Saudi Central Bank | 115,584 | $10.7M | 0.14% | +53,275+85.5% | Added |
| Allen Capital Group, LLC | 115,181 | $10.6M | 0.87% | +2,570+2.3% | Added |
| Nicholas Company, Inc. | 114,667 | $10.6M | 0.19% | +200+0.2% | Added |
| Crestwood Advisors Group LLC | 114,586 | $10.6M | 0.16% | −18,808−14.1% | Reduced |
| Investment Management Corp of Ontario | 114,067 | $10.5M | 0.13% | −15,500−12.0% | Reduced |
| Illinois Municipal Retirement Fund | 113,803 | $10.5M | 0.12% | +10,146+9.8% | Added |
| Manchester Global Management (UK) Ltd | 113,000 | $10.4M | 1.15% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 112,739 | $10.4M | 0.23% | +85,109+308.0% | Added |
| Burney Co | 111,652 | $10.3M | 0.28% | −4,413−3.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 111,145 | $10.3M | 0.10% | +2,805+2.6% | Added |
| Generali Asset Management SPA SGR | 110,326 | $10.2M | 0.18% | +6,389+6.1% | Added |
| Norinchukin Bank, The | 107,701 | $9.94M | 0.10% | +6,706+6.6% | Added |
| Sig Brokerage, LP | 107,681 | $9.94M | 1.59% | +58+0.1% | Added |
| Cullen Investment Group, Ltd. | 106,747 | $9.85M | 1.19% | +7,263+7.3% | Added |
| Clarkston Capital Partners, LLC | 106,637 | $9.84M | 0.83% | −15,720−12.8% | Reduced |
| Oppenheimer Asset Management Inc. | 106,500 | $9.83M | 0.10% | −20,865−16.4% | Reduced |
| MidFirst Bank | 105,826 | $9.76M | 0.69% | +390+0.4% | Added |
| Kentucky Retirement Systems | 105,429 | $9.73M | 0.24% | +9,633+10.1% | Added |
| Allstate Corp | 105,334 | $9.72M | 0.10% | −25,741−19.6% | Reduced |
| Dana Investment Advisors, Inc. | 105,228 | $9.71M | 0.25% | +7,855+8.1% | Added |
| Morningstar Investment Management LLC | 102,422 | $9.63M | 0.59% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 103,265 | $9.53M | 1.94% | −2,480−2.3% | Reduced |
| RSM US Wealth Management LLC | 102,186 | $9.43M | 0.10% | −1,800−1.7% | Reduced |
| GCM Grosvenor Holdings, LLC | 101,819 | $9.39M | 0.41% | 00.0% | Unchanged |
| Nomura Holdings Inc | 101,417 | $9.36M | 0.04% | +46,071+83.2% | Added |
| Formuepleje A/S | 101,262 | $9.34M | 0.73% | +22,842+29.1% | Added |
| Evergreen Capital Management LLC | 99,476 | $9.18M | 0.16% | −4,069−3.9% | Reduced |
| Aptus Capital Advisors, LLC | 98,727 | $9.11M | 0.07% | +2,301+2.4% | Added |
| Univest Financial Corp | 98,042 | $9.05M | 0.44% | +791+0.8% | Added |
| First National Trust Co | 97,349 | $8.98M | 0.30% | −12,693−11.5% | Reduced |
| GHP Investment Advisors, Inc. | 97,007 | $8.95M | 0.33% | +13,039+15.5% | Added |
| Geneos Wealth Management Inc. | 96,731 | $8.93M | 0.18% | +263+0.3% | Added |
| Caisse des Depots Et Consignations | 96,292 | $8.88M | 0.15% | 00.0% | Unchanged |
| Advocate Group LLC | 95,814 | $8.84M | 1.33% | −2,459−2.5% | Reduced |
| Lafayette Investments, Inc. | 95,470 | $8.81M | 1.62% | +610+0.6% | Added |
| Ci Investments Inc. | 95,338 | $8.80M | 0.03% | +35,261+58.7% | Added |
| Warren Averett Asset Management, LLC | 93,682 | $8.64M | 0.05% | −33,895−26.6% | Reduced |
| KCM Investment Advisors LLC | 93,216 | $8.60M | 0.26% | −127−0.1% | Reduced |
| Aviance Capital Partners, LLC | 92,462 | $8.53M | 0.89% | +751+0.8% | Added |
| SRS Capital Advisors, Inc. | 92,395 | $8.53M | 0.06% | +67,701+274.2% | Added |
| Colonial Trust Advisors | 91,978 | $8.49M | 0.59% | +2,024+2.3% | Added |
| Allianz SE | 91,848 | $8.47M | 0.09% | +1,370+1.5% | Added |
| Hartford Investment Management Co | 90,623 | $8.36M | 0.24% | −4,932−5.2% | Reduced |
| Southeast Asset Advisors Inc. | 90,283 | $8.33M | 0.85% | +12,945+16.7% | Added |
| Commerce Bank | 88,912 | $8.20M | 0.04% | +1,395+1.6% | Added |
| Pring Turner Capital Group Inc | 75,036 | $8.08M | 4.63% | +211+0.3% | Added |
| Maryland State Retirement & Pension System | 87,258 | $8.05M | 0.14% | +2,931+3.5% | Added |
| Mark Asset Management LP | 87,107 | $8.04M | 0.81% | +17,661+25.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 86,812 | $8.01M | 0.36% | +4,068+4.9% | Added |
| American Assets Investment Management, LLC | 86,674 | $8.00M | 0.48% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 85,893 | $7.93M | 0.74% | −44,048−33.9% | Reduced |
| Balyasny Asset Management LLC | 85,847 | $7.92M | 0.01% | −727,602−89.4% | Reduced |
| Fagan Associates, Inc. | 85,286 | $7.87M | 0.97% | +1,740+2.1% | Added |
| Sendero Wealth Management, LLC | 84,898 | $7.83M | 0.78% | +17,585+26.1% | Added |
| Hamilton Capital Partners Inc. | 84,573 | $7.80M | 0.23% | +28,438+50.7% | Added |
| Redmond Asset Management, LLC | 83,966 | $7.75M | 1.93% | −1,218−1.4% | Reduced |
| Xcel Wealth Management, LLC | 83,623 | $7.72M | 1.84% | +56,952+213.5% | Added |
| Krilogy Financial LLC | 83,505 | $7.70M | 0.23% | +14,765+21.5% | Added |
| Louisiana State Employees Retirement System | 83,500 | $7.70M | 0.11% | −1,600−1.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 83,125 | $7.67M | 0.89% | +29,810+55.9% | Added |
| New Mexico Educational Retirement Board | 83,087 | $7.67M | 0.19% | +4,400+5.6% | Added |
| Oppenheimer & Co Inc | 82,536 | $7.62M | 0.08% | −1,138−1.4% | Reduced |
| NewEdge Wealth, LLC | 81,949 | $7.56M | 0.08% | +499+0.6% | Added |
| 1832 Asset Management L.P. | 81,760 | $7.54M | 0.01% | −65,899−44.6% | Reduced |
| Baldwin Brothers Inc | 81,615 | $7.53M | 0.49% | −11,345−12.2% | Reduced |
| Naples Global Advisors, LLC | 81,562 | $7.53M | 0.46% | +6,021+8.0% | Added |
| Capital Investment Counsel, Inc | 81,255 | $7.50M | 0.81% | −1,699−2.0% | Reduced |
| Wealthspire Advisors, LLC | 80,222 | $7.40M | 0.04% | +38,125+90.6% | Added |
| Spectrum Financial Alliance Ltd LLC | 79,758 | $7.36M | 1.08% | −2,661−3.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 76,969 | $7.10M | 0.06% | −5,806−7.0% | Reduced |
| Marco Investment Management LLC | 76,668 | $7.07M | 0.47% | −210.0% | Reduced |
| Farther Finance Advisors, LLC | 76,446 | $7.05M | 0.06% | +3,509+4.8% | Added |
| Gilman Hill Asset Management, LLC | 75,825 | $7.00M | 0.96% | +1,477+2.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 75,780 | $6.99M | 0.77% | +28,700+61.0% | Added |
| Radnor Capital Management, LLC | 75,710 | $6.99M | 0.98% | −7,300−8.8% | Reduced |
| Birch Capital Management, LLC | 74,765 | $6.90M | 3.37% | +4,132+5.8% | Added |
| Wright Investors Service Inc | 74,625 | $6.89M | 1.88% | +2,841+4.0% | Added |
| We Are One Seven, LLC | 74,619 | $6.89M | 0.11% | −7,221−8.8% | Reduced |
| Kavar Capital Partners Group, LLC | 74,442 | $6.87M | 0.85% | +2,004+2.8% | Added |
| Advisory Resource Group | 74,203 | $6.85M | 1.03% | +4,206+6.0% | Added |
| CAPROCK Group, Inc. | 73,931 | $6.82M | 0.13% | −6,356−7.9% | Reduced |
| Capricorn Fund Managers Ltd | 73,700 | $6.80M | 0.54% | +73,700 | New |
| Integrated Advisors Network LLC | 73,637 | $6.79M | 0.31% | +36,179+96.6% | Added |
| Ravenswood Partners LP | 73,282 | $6.76M | 2.16% | +16,200+28.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 73,190 | $6.75M | 0.25% | +5,190+7.6% | Added |
| Cloverfields Capital Group, LP | 72,957 | $6.73M | 2.04% | +1,862+2.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 72,757 | $6.71M | 0.57% | +230.0% | Added |
| Landscape Capital Management, L.L.C. | 72,127 | $6.66M | 0.43% | +57,410+390.1% | Added |
| Oliver Luxxe Assets LLC | 71,774 | $6.62M | 0.98% | +8,821+14.0% | Added |
| Merit Financial Group, LLC | 70,252 | $6.48M | 0.04% | −3,032−4.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 68,834 | $6.35M | 0.15% | −4,300−5.9% | Reduced |
| Salvus Wealth Management, LLC | 67,597 | $6.24M | 3.49% | −4,084−5.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 67,427 | $6.23M | 1.94% | +503+0.8% | Added |
| Citizens Business Bank | 67,276 | $6.21M | 0.93% | −2,644−3.8% | Reduced |
| Americana Partners, LLC | 67,179 | $6.20M | 0.14% | −2,390−3.4% | Reduced |
| Pacific Capital Partners Ltd | 67,044 | $6.19M | 5.35% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 66,848 | $6.17M | 0.63% | −3,339−4.8% | Reduced |
| Condor Capital Management | 66,818 | $6.17M | 0.46% | +66+0.1% | Added |
| Prentiss Smith & Co Inc | 66,695 | $6.15M | 3.38% | −933−1.4% | Reduced |
| LaFleur & Godfrey LLC | 66,139 | $6.10M | 0.72% | −1,773−2.6% | Reduced |