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 |
|---|---|---|---|---|---|
| Legal Advantage Investments, Inc. | 65,960 | $6.09M | 2.13% | −700−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 65,440 | $6.04M | 0.04% | +37,821+136.9% | Added |
| Twin Lakes Capital Management, LLC | 65,320 | $6.03M | 2.30% | −386−0.6% | Reduced |
| Plato Investment Management Ltd | 65,701 | $6.03M | 0.35% | +8,662+15.2% | Added |
| American Trust Investment Advisors, LLC | 64,855 | $5.98M | 2.95% | +13,367+26.0% | Added |
| Siemens Fonds Invest GmbH | 64,494 | $5.95M | 0.29% | +297+0.5% | Added |
| MUFG Securities EMEA plc | 63,986 | $5.90M | 0.06% | −4,490−6.6% | Reduced |
| AMG National Trust Bank | 63,906 | $5.90M | 0.12% | −36,272−36.2% | Reduced |
| Scotia Capital Inc. | 63,745 | $5.88M | 0.02% | −675−1.0% | Reduced |
| Metis Global Partners, LLC | 63,624 | $5.87M | 0.13% | −8,162−11.4% | Reduced |
| Bokf, NA | 63,347 | $5.85M | 0.08% | +4,325+7.3% | Added |
| National Philanthropic Trust | 63,328 | $5.84M | 0.08% | −460−0.7% | Reduced |
| Conning Inc. | 63,081 | $5.82M | 0.17% | +6,672+11.8% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 62,936 | $5.81M | 0.02% | −3,165−4.8% | Reduced |
| Savant Capital, LLC | 61,009 | $5.80M | 0.02% | +31,874+109.4% | Added |
| IFP Advisors, Inc | 62,623 | $5.78M | 0.10% | −1,191−1.9% | Reduced |
| Private Advisor Group, LLC | 62,141 | $5.73M | 0.03% | −42,892−40.8% | Reduced |
| Raiffeisen Bank International AG | 63,127 | $5.72M | 0.07% | +31,442+99.2% | Added |
| Laird Norton Trust Company, LLC | 61,797 | $5.70M | 0.11% | −1,280−2.0% | Reduced |
| Gamco Investors, Inc. Et Al | 61,247 | $5.65M | 0.05% | +30,528+99.4% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 60,771 | $5.61M | 2.92% | +4,952+8.9% | Added |
| Lincoln Capital Corp | 59,949 | $5.53M | 1.80% | −127−0.2% | Reduced |
| Graham Capital Management, L.P. | 59,890 | $5.53M | 0.15% | +1,255+2.1% | Added |
| GAM Holding AG | 59,343 | $5.48M | 0.42% | −6,069−9.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 59,309 | $5.47M | 0.17% | 00.0% | Unchanged |
| BLI - Banque de Luxembourg Investments | 60,000 | $5.44M | 0.19% | +60,000 | New |
| Thompson Siegel & Walmsley LLC | 58,932 | $5.44M | 0.10% | −3,046−4.9% | Reduced |
| PEAK6 LLC | 58,780 | $5.42M | 0.13% | +58,780 | New |
| Commerzbank Aktiengesellschaft | 58,614 | $5.41M | 0.11% | −2,457−4.0% | Reduced |
| AlTi Global, Inc. | 58,184 | $5.37M | 0.11% | +251+0.4% | Added |
| William Allan, LLC | 57,834 | $5.34M | 2.61% | −466−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 57,815 | $5.33M | 0.06% | +51,154+768.0% | Added |
| Resources Investment Advisors, LLC. | 57,720 | $5.33M | 0.04% | +9,678+20.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 57,465 | $5.30M | 0.15% | +1,441+2.6% | Added |
| Lincoln Capital LLC | 57,109 | $5.27M | 0.94% | −1,049−1.8% | Reduced |
| Osmosis Investment Management UK Ltd | 57,016 | $5.26M | 0.24% | −55,347−49.3% | Reduced |
| Delaney Dennis R | 56,825 | $5.24M | 1.67% | +6,685+13.3% | Added |
| First American Bank | 56,704 | $5.23M | 0.29% | +61+0.1% | Added |
| Perkins Coie Trust Co | 56,704 | $5.23M | 0.87% | −1,009−1.7% | Reduced |
| Pittenger & Anderson Inc | 56,604 | $5.22M | 0.19% | −3,085−5.2% | Reduced |
| Somerville Kurt F | 56,560 | $5.22M | 1.25% | +3,046+5.7% | Added |
| Algert Global LLC | 55,892 | $5.16M | 0.06% | −279−0.5% | Reduced |
| GAMMA Investing LLC | 55,827 | $5.15M | 0.19% | +9,496+20.5% | Added |
| Provident Investment Management, Inc. | 55,700 | $5.14M | 0.50% | −454,793−89.1% | Reduced |
| Puzo Michael J | 55,627 | $5.13M | 1.32% | +6,070+12.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 55,437 | $5.12M | 0.10% | +40,140+262.4% | Added |
| Harrington Investments, INC | 55,368 | $5.11M | 2.47% | −1,387−2.4% | Reduced |
| Red Spruce Capital, LLC | 55,267 | $5.10M | 1.78% | +12,484+29.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 54,238 | $5.00M | 0.09% | −14,817−21.5% | Reduced |
| Equitable Holdings, Inc. | 54,020 | $4.98M | 0.03% | −17,620−24.6% | Reduced |
| NBC Securities, Inc. | 54,015 | $4.98M | 0.34% | +691+1.3% | Added |
| Brookstone Capital Management | 53,915 | $4.97M | 0.05% | +2,202+4.3% | Added |
| Hudson Valley Investment Advisors Inc | 53,830 | $4.97M | 0.60% | +3,285+6.5% | Added |
| HB Wealth Management, LLC | 53,661 | $4.95M | 0.03% | −10,670−16.6% | Reduced |
| Leelyn Smith, LLC | 53,425 | $4.93M | 0.60% | +2,086+4.1% | Added |
| Stenger Family Office, LLC | 52,772 | $4.87M | 0.79% | +19,982+60.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 52,415 | $4.84M | 0.06% | −1,031−1.9% | Reduced |
| Daymark Wealth Partners, LLC | 52,332 | $4.83M | 0.12% | +1,838+3.6% | Added |
| Intrinsic Value Partners, LLC | 52,280 | $4.82M | 3.30% | −90−0.2% | Reduced |
| Dark Forest Capital Management LP | 52,214 | $4.82M | 0.31% | +52,214 | New |
| Independent Advisor Alliance | 52,052 | $4.80M | 0.11% | +1,923+3.8% | Added |
| Allworth Financial LP | 51,751 | $4.78M | 0.02% | +727+1.4% | Added |
| Bailard, Inc. | 51,322 | $4.74M | 0.10% | −1,575−3.0% | Reduced |
| Prospera Financial Services Inc | 51,294 | $4.73M | 0.07% | +845+1.7% | Added |
| Empirical Finance, LLC | 51,146 | $4.72M | 0.20% | +2,009+4.1% | Added |
| Colonial Trust Co | 51,070 | $4.71M | 0.60% | −228−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 50,809 | $4.69M | 0.05% | −8,545−14.4% | Reduced |
| RNC Capital Management LLC | 50,724 | $4.68M | 0.19% | +114+0.2% | Added |
| Citizens Financial Group Inc | 50,667 | $4.68M | 0.06% | −57,741−53.3% | Reduced |
| Keybank National Association | 50,459 | $4.66M | 0.02% | −2,576−4.9% | Reduced |
| Coppell Advisory Solutions LLC | 82,321 | $4.65M | 1.37% | +82,321 | New |
| Natixis | 50,350 | $4.65M | 0.02% | −329,914−86.8% | Reduced |
| Arini Captial Management Ltd | 50,000 | $4.61M | 0.47% | +50,000 | New |
| Vise Technologies, Inc. | 49,754 | $4.59M | 0.05% | +18,671+60.1% | Added |
| Greenleaf Trust | 49,653 | $4.58M | 0.04% | −653−1.3% | Reduced |
| Clean Yield Group | 49,314 | $4.55M | 1.13% | +2,043+4.3% | Added |
| MUFG Securities Americas Inc. | 49,238 | $4.54M | 0.23% | +3,020+6.5% | Added |
| Voya Financial Advisors, Inc. | 49,992 | $4.53M | 0.40% | −3,377−6.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 48,934 | $4.52M | 0.46% | −40,564−45.3% | Reduced |
| Nicolet Bankshares Inc | 46,455 | $4.50M | 0.14% | −2,158−4.4% | Reduced |
| Arq Wealth Advisors, LLC | 44,613 | $4.50M | 0.56% | −4,097−8.4% | Reduced |
| Hixon Zuercher, LLC | 48,603 | $4.48M | 1.32% | −282−0.6% | Reduced |
| Capital Analysts, LLC | 48,221 | $4.45M | 0.10% | −2,276−4.5% | Reduced |
| Strategic Global Advisors, LLC | 48,208 | $4.45M | 0.63% | +1,650+3.5% | Added |
| North Dakota State Investment Board | 48,181 | $4.45M | 0.18% | −1,272−2.6% | Reduced |
| Victrix Investment Advisors | 48,070 | $4.44M | 1.86% | +2,807+6.2% | Added |
| Hunter Perkins Capital Management, LLC | 47,856 | $4.42M | 0.99% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 43,441 | $4.41M | 0.16% | −1,872−4.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 47,751 | $4.41M | 0.11% | −1,630−3.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 47,634 | $4.40M | 0.14% | −700−1.4% | Reduced |
| Secure Asset Management, LLC | 47,530 | $4.39M | 0.62% | +4,544+10.6% | Added |
| Malaga Cove Capital, LLC | 47,451 | $4.38M | 1.39% | −525−1.1% | Reduced |
| SGL Investment Advisors, Inc. | 40,332 | $4.36M | 1.50% | +968+2.5% | Added |
| Tandem Capital Management Corp | 46,778 | $4.32M | 1.82% | −270−0.6% | Reduced |
| Rossmore Private Capital | 46,454 | $4.29M | 0.35% | 00.0% | Unchanged |
| Delta Capital Management LLC | 46,425 | $4.28M | 1.97% | +1,080+2.4% | Added |
| SAM Advisors, LLC | 46,059 | $4.25M | 1.16% | +1,388+3.1% | Added |
| Huntington National Bank | 45,955 | $4.24M | 0.02% | +1,126+2.5% | Added |
| Main Street Research LLC | 45,887 | $4.23M | 0.20% | −473−1.0% | Reduced |
| DLK Investment Management, LLC | 57,186 | $4.21M | 1.81% | +972+1.7% | Added |