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 |
|---|---|---|---|---|---|
| MASTERINVEST Kapitalanlage GmbH | 32,732 | $3.02M | 0.26% | +5,934+22.1% | Added |
| Harfst & Associates, Inc. | 32,702 | $3.02M | 0.47% | +760+2.4% | Added |
| Finer Wealth Management, Inc. | 32,665 | $3.01M | 1.35% | +246+0.8% | Added |
| Decatur Capital Management, Inc. | 32,459 | $2.99M | 1.02% | +32,459 | New |
| CWA Asset Management Group, LLC | 32,141 | $2.97M | 0.09% | −958−2.9% | Reduced |
| Oakmont Investment Advisors, Inc. | 32,113 | $2.96M | 2.06% | +32,113 | New |
| Beacon Financial Group | 32,102 | $2.96M | 0.27% | −194−0.6% | Reduced |
| Strata Wealth Advisors, LLC | 31,904 | $2.94M | 0.72% | +73+0.2% | Added |
| Chaney Capital Management, Inc. | 31,840 | $2.94M | 0.92% | +133+0.4% | Added |
| Tema ETFs LLC | 31,695 | $2.92M | 0.09% | +3,045+10.6% | Added |
| Parsonex Advisory Services, Inc. | 31,672 | $2.92M | 2.54% | +1,874+6.3% | Added |
| Smithbridge Asset Management Inc | 31,655 | $2.92M | 0.40% | −416−1.3% | Reduced |
| Cary Street Partners Financial LLC | 31,648 | $2.92M | 0.06% | −780−2.4% | Reduced |
| Moneta Group Investment Advisors LLC | 31,637 | $2.92M | 0.02% | −3,939−11.1% | Reduced |
| Gill Capital Partners, LLC | 31,620 | $2.92M | 0.77% | −44−0.1% | Reduced |
| GPM Growth Investors, Inc. | 31,304 | $2.89M | 1.21% | −2,349−7.0% | Reduced |
| Signaturefd, LLC | 31,293 | $2.89M | 0.04% | −1,321−4.1% | Reduced |
| Alerus Financial NA | 31,269 | $2.89M | 0.13% | −13,749−30.5% | Reduced |
| Royal Palms Capital LLC | 31,257 | $2.88M | 2.54% | +3,223+11.5% | Added |
| Compass Wealth Management LLC | 30,946 | $2.86M | 0.54% | −1,023−3.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 30,923 | $2.85M | 0.41% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 30,862 | $2.85M | 0.94% | −2,052−6.2% | Reduced |
| Hager Investment Management Services, LLC | 30,840 | $2.85M | 1.31% | +1,143+3.8% | Added |
| Harbor Capital Advisors, Inc. | 30,794 | $2.84M | 0.19% | +65+0.2% | Added |
| Capital Advisors Inc | 30,710 | $2.83M | 0.04% | −942−3.0% | Reduced |
| John G Ullman & Associates Inc | 30,595 | $2.82M | 0.34% | +30,595 | New |
| Scott & Selber, Inc. | 30,562 | $2.82M | 0.60% | −110.0% | Reduced |
| Westview Management dba Westview Investment Advisors | 30,304 | $2.80M | 1.37% | −308−1.0% | Reduced |
| Iowa State Bank | 30,099 | $2.78M | 0.46% | −152−0.5% | Reduced |
| Resolute Capital Asset Partners LLC | 30,000 | $2.77M | 1.18% | −55,000−64.7% | Reduced |
| Savvy Advisors, Inc. | 29,938 | $2.76M | 0.06% | −7,769−20.6% | Reduced |
| Juno Financial Group LLC | 29,809 | $2.75M | 0.98% | +2,228+8.1% | Added |
| IFG Advisory, LLC | 29,741 | $2.74M | 0.10% | +29,741 | New |
| V-Square Quantitative Management LLC | 29,685 | $2.74M | 0.26% | −4,453−13.0% | Reduced |
| Capital Investment Advisory Services, LLC | 29,597 | $2.73M | 0.17% | +826+2.9% | Added |
| Kinneret Advisory, LLC | 29,547 | $2.73M | 0.22% | 00.0% | Unchanged |
| Capital International Inc | 29,528 | $2.72M | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 29,544 | $2.72M | 0.19% | +29,544 | New |
| Canandaigua National Bank & Trust Co | 29,489 | $2.72M | 0.23% | +29,489 | New |
| Texas Yale Capital Corp. | 29,459 | $2.72M | 0.06% | +4,635+18.7% | Added |
| Dempze Nancy E | 29,447 | $2.72M | 1.30% | +3,804+14.8% | Added |
| Sterling Investment Advisors, Ltd. | 29,271 | $2.70M | 0.45% | −2,150−6.8% | Reduced |
| JT Stratford LLC | 29,267 | $2.70M | 0.30% | +3,578+13.9% | Added |
| Ritholtz Wealth Management | 29,058 | $2.68M | 0.04% | −599−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 28,920 | $2.67M | 0.05% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 28,863 | $2.66M | 0.39% | +757+2.7% | Added |
| Bridgewater Associates, LP | 28,728 | $2.65M | 0.01% | +6,134+27.1% | Added |
| TCG Advisory Services, LLC | 28,612 | $2.64M | 0.05% | −12,887−31.1% | Reduced |
| Centaurus Financial, Inc. | 28,472 | $2.63M | 0.10% | +1,700+6.3% | Added |
| Dakota Wealth Management | 28,405 | $2.62M | 0.05% | −88−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 28,338 | $2.61M | 0.09% | +198+0.7% | Added |
| Wynn Capital, LLC | 28,315 | $2.61M | 1.17% | +195+0.7% | Added |
| Buckingham Strategic Partners | 28,312 | $2.61M | 0.02% | +9,476+50.3% | Added |
| Coldstream Capital Management Inc | 28,285 | $2.61M | 0.03% | +1,244+4.6% | Added |
| Norden Group LLC | 28,238 | $2.61M | 0.21% | +1,387+5.2% | Added |
| Vontobel Holding Ltd. | 28,129 | $2.60M | 0.01% | −10,193−26.6% | Reduced |
| Martin Capital Advisors, LLP | 28,119 | $2.59M | 1.36% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 28,087 | $2.59M | 0.05% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 28,000 | $2.58M | 1.68% | −1,800−6.0% | Reduced |
| Cypress Capital, LLC | 27,970 | $2.58M | 0.70% | −786−2.7% | Reduced |
| Valeo Financial Advisors, LLC | 27,938 | $2.58M | 0.05% | −407−1.4% | Reduced |
| Gs Investments, Inc. | 27,706 | $2.56M | 1.85% | −9,787−26.1% | Reduced |
| Global Retirement Partners, LLC | 27,556 | $2.54M | 0.04% | +27,556 | New |
| Roundview Capital LLC | 27,397 | $2.53M | 0.14% | −12,505−31.3% | Reduced |
| Garrison Bradford & Associates Inc | 27,360 | $2.52M | 2.74% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 27,340 | $2.52M | 0.07% | −1,520−5.3% | Reduced |
| Cetera Trust Company, N.A | 27,330 | $2.52M | 1.27% | −25−0.1% | Reduced |
| Hudson Canyon Capital Management | 27,139 | $2.50M | 1.34% | −913−3.3% | Reduced |
| Greenup Street Wealth Management LLC | 27,091 | $2.50M | 0.30% | −12,648−31.8% | Reduced |
| Roberts Wealth Advisors, LLC | 27,086 | $2.50M | 0.57% | +721+2.7% | Added |
| HBK Sorce Advisory LLC | 23,120 | $2.50M | 0.05% | −108−0.5% | Reduced |
| Kozak & Associates, Inc. | 25,933 | $2.48M | 0.43% | −1,762−6.4% | Reduced |
| Correct Capital Wealth Management | 26,854 | $2.48M | 0.43% | −1,398−4.9% | Reduced |
| L2 Asset Management, LLC | 26,792 | $2.47M | 0.26% | −1,452−5.1% | Reduced |
| Ascent Wealth Partners, LLC | 26,572 | $2.45M | 0.25% | +947+3.7% | Added |
| Ballentine Partners, LLC | 26,461 | $2.44M | 0.03% | −85−0.3% | Reduced |
| Coastline Trust Co | 26,421 | $2.44M | 0.22% | −77−0.3% | Reduced |
| iA Global Asset Management Inc. | 26,386 | $2.44M | 0.03% | −83,277−75.9% | Reduced |
| Banque Cantonale Vaudoise | 26,197 | $2.42M | 0.09% | +2,083+8.6% | Added |
| Advisory Services Network, LLC | 26,157 | $2.41M | 0.03% | −1,541−5.6% | Reduced |
| Insigneo Advisory Services, LLC | 26,043 | $2.40M | 0.09% | +7,289+38.9% | Added |
| LGT Fund Management Co Ltd. | 25,906 | $2.39M | 0.10% | −3,037−10.5% | Reduced |
| Cannon Capital Management, Inc. | 25,895 | $2.39M | 2.03% | +1,203+4.9% | Added |
| WealthPlan Investment Management, LLC | 25,881 | $2.39M | 0.12% | −2,962−10.3% | Reduced |
| Aspen Investment Management Inc | 25,797 | $2.38M | 0.64% | +520+2.1% | Added |
| Pinnacle Associates Ltd | 25,749 | $2.38M | 0.03% | +1,636+6.8% | Added |
| Trust Co of Vermont | 25,718 | $2.37M | 0.09% | +25,718 | New |
| Simmons Bank | 25,706 | $2.37M | 0.14% | −2,165−7.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 25,565 | $2.36M | 0.35% | +134+0.5% | Added |
| Westover Capital Advisors, LLC | 25,540 | $2.36M | 0.39% | −287−1.1% | Reduced |
| VCI Wealth Management LLC | 25,509 | $2.35M | 0.59% | +25,509 | New |
| Ancora Advisors, LLC | 25,476 | $2.35M | 0.05% | −372−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 25,348 | $2.34M | 0.07% | +2,982+13.3% | Added |
| Pine Valley Investments Ltd Liability Co | 25,306 | $2.34M | 0.10% | +3,236+14.7% | Added |
| TritonPoint Partners, LLC | 25,260 | $2.33M | 0.19% | +2,527+11.1% | Added |
| LOM Asset Management Ltd | 25,121 | $2.32M | 0.60% | +1,510+6.4% | Added |
| AustralianSuper Pty Ltd | 25,052 | $2.31M | 0.01% | −998,569−97.6% | Reduced |
| Anchor Bay Capital, Inc. | 21,366 | $2.31M | 1.25% | +21,366 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $2.31M | 1.07% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 24,941 | $2.30M | 0.43% | −292−1.2% | Reduced |