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 |
|---|---|---|---|---|---|
| Community Financial Services Group, LLC | 43,565 | $4.17M | 0.61% | −3,027−6.5% | Reduced |
| First National Advisers, LLC | 45,087 | $4.16M | 0.58% | −2,155−4.6% | Reduced |
| Chatham Capital Group, Inc. | 44,927 | $4.15M | 0.53% | +240+0.5% | Added |
| 180 Wealth Advisors, LLC | 44,698 | $4.12M | 0.41% | +825+1.9% | Added |
| Park Avenue Securities LLC | 44,419 | $4.10M | 0.03% | −661−1.5% | Reduced |
| Lee Danner & Bass Inc | 44,074 | $4.07M | 0.23% | +29,255+197.4% | Added |
| Miracle Mile Advisors, LLC | 43,965 | $4.06M | 0.05% | −241−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 43,812 | $4.04M | 0.04% | +1,906+4.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 43,751 | $4.04M | 0.24% | −1,162−2.6% | Reduced |
| Brown Brothers Harriman & Co | 43,530 | $4.02M | 0.02% | +7,986+22.5% | Added |
| East Coast Asset Management, LLC. | 43,501 | $4.01M | 1.19% | −618−1.4% | Reduced |
| Sciencast Management LP | 43,468 | $4.01M | 0.83% | +43,468 | New |
| Fideuram Asset Management (Ireland) dac | 45,149 | $3.97M | 0.08% | +44,132+4,339.4% | Added |
| TD Private Client Wealth LLC | 43,007 | $3.97M | 0.07% | +150.0% | Added |
| Eagle Bluffs Wealth Management LLC | 42,958 | $3.96M | 1.32% | +411+1.0% | Added |
| LS Investment Advisors, LLC | 42,842 | $3.95M | 0.54% | −1,565−3.5% | Reduced |
| Sculati Wealth Management, LLC | 38,918 | $3.95M | 1.32% | −42−0.1% | Reduced |
| Gotham Asset Management, LLC | 42,753 | $3.94M | 0.01% | −1,740−3.9% | Reduced |
| AE Wealth Management LLC | 42,736 | $3.94M | 0.02% | −5,209−10.9% | Reduced |
| Anchor Investment Management, LLC | 42,549 | $3.93M | 0.30% | +3,917+10.1% | Added |
| Arkadios Wealth Advisors | 42,544 | $3.93M | 0.06% | −25,550−37.5% | Reduced |
| First Long Island Investors, LLC | 42,429 | $3.91M | 0.28% | +36,476+612.7% | Added |
| Elefante Mark B | 42,214 | $3.90M | 1.68% | +9,375+28.5% | Added |
| Ashton Thomas Private Wealth, LLC | 42,207 | $3.89M | 0.08% | −8,540−16.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 42,083 | $3.88M | 1.18% | −23−0.1% | Reduced |
| LGT Group Foundation | 41,986 | $3.87M | 0.04% | +2,819+7.2% | Added |
| Quadrant Capital Group LLC | 41,980 | $3.87M | 0.11% | +26+0.1% | Added |
| Destination Wealth Management | 41,976 | $3.87M | 0.09% | −2,839−6.3% | Reduced |
| Diversify Wealth Management, LLC | 37,110 | $3.87M | 0.06% | +3,546+10.6% | Added |
| Diversify Advisory Services, LLC | 37,110 | $3.87M | 0.06% | +37,110 | New |
| Goelzer Investment Management, Inc. | 41,758 | $3.85M | 0.17% | −582−1.4% | Reduced |
| Brighton Jones LLC | 41,755 | $3.85M | 0.07% | −2,562−5.8% | Reduced |
| E. Ohman J:or Asset Management AB | 41,700 | $3.85M | 0.09% | +2,000+5.0% | Added |
| Courier Capital LLC | 41,684 | $3.85M | 0.19% | +655+1.6% | Added |
| Apollon Wealth Management, LLC | 41,677 | $3.85M | 0.05% | −365−0.9% | Reduced |
| Conscious Wealth Investments, LLC | 38,151 | $3.81M | 1.96% | −689−1.8% | Reduced |
| HF Advisory Group, LLC | 41,262 | $3.81M | 1.18% | +2,890+7.5% | Added |
| Wesbanco Bank Inc | 41,170 | $3.80M | 0.09% | +35,074+575.4% | Added |
| Chicago Partners Investment Group LLC | 37,381 | $3.80M | 0.08% | +3,122+9.1% | Added |
| Mengis Capital Management, Inc. | 41,058 | $3.79M | 0.58% | −49−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 40,951 | $3.78M | 0.06% | +1,467+3.7% | Added |
| Lantern Wealth Advisors, LLC | 40,907 | $3.77M | 1.73% | −1,719−4.0% | Reduced |
| Verition Fund Management LLC | 40,859 | $3.77M | 0.03% | +38,643+1,743.8% | Added |
| Asio Capital, LLC | 40,827 | $3.77M | 0.48% | +3,600+9.7% | Added |
| Bleakley Financial Group, LLC | 40,794 | $3.76M | 0.05% | +4,698+13.0% | Added |
| TCW Group Inc | 40,500 | $3.74M | 0.03% | −5,048−11.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 40,379 | $3.73M | 2.50% | −397−1.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,174 | $3.71M | 1.03% | +136+0.3% | Added |
| Bryn Mawr Trust Co | 39,757 | $3.67M | 0.08% | −701−1.7% | Reduced |
| Community Trust & Investment Co | 39,709 | $3.66M | 0.19% | +39,709 | New |
| Dorsey & Whitney Trust CO LLC | 39,508 | $3.65M | 0.18% | −3,507−8.2% | Reduced |
| Montag A & Associates Inc | 39,480 | $3.64M | 0.15% | −4,500−10.2% | Reduced |
| Marble Wealth, LLC | 39,246 | $3.62M | 0.55% | +94+0.2% | Added |
| Fiduciary Group LLC | 38,870 | $3.59M | 0.28% | −1,232−3.1% | Reduced |
| Kidder Stephen W | 38,865 | $3.59M | 0.91% | +555+1.4% | Added |
| Nelson Capital Management, LLC | 38,450 | $3.55M | 0.39% | +517+1.4% | Added |
| Means Investment Co., Inc. | 38,433 | $3.55M | 0.27% | −1,504−3.8% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 38,245 | $3.53M | 2.82% | −2,064−5.1% | Reduced |
| Stableford Capital II LLC | 37,961 | $3.50M | 1.21% | −470−1.2% | Reduced |
| GeoWealth Management, LLC | 37,919 | $3.50M | 0.11% | −1,779−4.5% | Reduced |
| Johnson Investment Counsel Inc | 37,835 | $3.49M | 0.03% | +3,357+9.7% | Added |
| Summit Financial, LLC | 37,802 | $3.49M | 0.04% | −77−0.2% | Reduced |
| Rothschild Investment LLC | 37,778 | $3.49M | 0.13% | +22,557+148.2% | Added |
| Twin Capital Management Inc | 37,773 | $3.49M | 0.38% | −150.0% | Reduced |
| Parallel Advisors, LLC | 37,553 | $3.47M | 0.05% | −5,233−12.2% | Reduced |
| Rathbone Brothers plc | 37,504 | $3.46M | 0.01% | −63,296−62.8% | Reduced |
| Stonebridge Capital Advisors LLC | 37,354 | $3.45M | 0.22% | −572−1.5% | Reduced |
| Vestcor Inc | 37,205 | $3.43M | 0.08% | −1,881−4.8% | Reduced |
| Fiduciary Financial Group, LLC | 37,152 | $3.43M | 0.39% | −2,088−5.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 36,912 | $3.41M | 0.02% | −380−1.0% | Reduced |
| Concurrent Investment Advisors, LLC | 36,843 | $3.40M | 0.03% | −5,742−13.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 36,736 | $3.39M | 1.79% | −770−2.1% | Reduced |
| Inkwell Capital LLC | 36,570 | $3.37M | 3.51% | −40−0.1% | Reduced |
| Linscomb & Williams, Inc. | 36,567 | $3.37M | 0.15% | +727+2.0% | Added |
| Notis-McConarty Edward | 36,470 | $3.37M | 1.45% | +6,285+20.8% | Added |
| Central Bank & Trust Co | 36,272 | $3.35M | 0.47% | +218+0.6% | Added |
| Sepio Capital, LP | 36,204 | $3.34M | 0.17% | −3,356−8.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 35,941 | $3.32M | 0.93% | −4,835−11.9% | Reduced |
| Kestra Investment Management, LLC | 35,882 | $3.31M | 0.06% | −5,617−13.5% | Reduced |
| Annandale Capital, LLC | 35,848 | $3.31M | 0.49% | 00.0% | Unchanged |
| Everence Capital Management Inc | 35,800 | $3.30M | 0.17% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 35,009 | $3.23M | 0.06% | −6,419−15.5% | Reduced |
| Ally Financial Inc. | 35,000 | $3.23M | 0.42% | +19,000+118.8% | Added |
| Resonant Capital Advisors, LLC | 34,666 | $3.20M | 0.15% | −1,025−2.9% | Reduced |
| Signal Advisors Wealth, LLC | 34,464 | $3.18M | 0.17% | +7,519+27.9% | Added |
| Twin City Private Wealth, LLC | 34,446 | $3.18M | 2.23% | +264+0.8% | Added |
| Cascade Investment Advisors, Inc. | 34,445 | $3.18M | 1.73% | +545+1.6% | Added |
| American Trust | 34,292 | $3.16M | 0.24% | −3,170−8.5% | Reduced |
| Broderick Brian C | 34,152 | $3.15M | 0.49% | +2,890+9.2% | Added |
| Financial Advisory Partners, LLC | 33,906 | $3.13M | 0.82% | −135−0.4% | Reduced |
| LRT Capital Management, LLC | 33,756 | $3.11M | 2.02% | +13,880+69.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 33,715 | $3.11M | 0.18% | 00.0% | Unchanged |
| Webster Bank, N. A. | 33,435 | $3.09M | 0.27% | −1,441−4.1% | Reduced |
| Meeder Advisory Services, Inc. | 33,408 | $3.08M | 0.11% | −627−1.8% | Reduced |
| Agf Management Ltd | 33,386 | $3.08M | 0.01% | +33,386 | New |
| Chemistry Wealth Management LLC | 33,326 | $3.07M | 0.49% | −183−0.5% | Reduced |
| Partners Capital Investment Group, LLP | 32,995 | $3.04M | 0.11% | −5,628−14.6% | Reduced |
| Crux Wealth Advisors | 32,981 | $3.04M | 1.05% | −1,137−3.3% | Reduced |
| Choate Investment Advisors | 32,941 | $3.04M | 0.05% | −1,128−3.3% | Reduced |
| Lakehouse Capital Pty Ltd | 32,894 | $3.04M | 3.35% | 00.0% | Unchanged |