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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 28 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.

Other share classesSCHW.PDSCHW.PJ

Q4 2024 vs. Q3 2024

How the institutions holding Schwab Charles Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of SCHW: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,857311,993+167
Shares1.49B4.16M1.50B+16.3M (+1.1%)
Value$96.3B$269.7M$110.8B+$14.8B (+15.4%)

31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (275)

Institutions that held Schwab Charles Corp at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 275 by value.

Institutions new to SCHW in Q4 2024
InstitutionSharesValue% of portfolio
Coatue Management LLCSuperinvestorCoatue Management4,510,020$333.8M1.12%
PointState Capital LP3,206,059$237.3M5.39%
Farallon Capital Management, L.L.C.3,169,000$234.5M1.24%
Raymond James Financial Inc2,564,401$189.8M0.07%
Veritas Asset Management LLP2,508,436$185.6M1.73%
Universal- Beteiligungs- und Servicegesellschaft mbH1,112,705$82.4M0.16%
Madison Investment Advisors, LLC961,439$71.2M0.80%
Point72 Asset Management, L.P.887,137$65.7M0.18%
Moore Capital Management, LP615,664$45.6M0.85%
Pinebridge Investments, L.P.564,608$41.8M0.32%
Delta Global Management LP547,682$40.5M3.36%
KLP Kapitalforvaltning AS538,572$39.9M0.19%
Lansforsakringar Fondforvaltning AB (publ)534,637$39.6M0.22%
Freestone Grove Partners LP339,286$25.1M0.31%
ExodusPoint Capital Management, LP266,115$19.7M0.20%
Canada Post Corp Registered Pension Plan239,129$17.7M1.05%
Vivaldi Capital Management, LLC200,589$16.5M2.54%
Maplelane Capital, LLC222,527$16.5M1.79%
Police & Firemen's Retirement System of New Jersey217,296$16.1M0.16%
Mizuho Markets Americas LLC204,496$15.1M0.29%
Walleye Trading LLC160,671$11.9M0.23%
Parallax Volatility Advisers, L.P.130,757$9.68M0.21%
Avanza Fonder AB104,890$7.76M0.23%
Nearwater Capital Markets, Ltd100,000$7.40M0.21%
1248 Management, LLC93,729$6.94M2.99%
Point72 Europe (London) LLP91,700$6.79M0.39%
Woodline Partners LP89,776$6.64M0.04%
Point72 (DIFC) Ltd89,378$6.61M0.60%
Beck Bode, LLC89,028$6.59M1.20%
Boston Private Wealth LLC86,750$6.42M0.12%
Caisse des Depots Et Consignations77,047$5.70M0.28%
Generali Asset Management SPA SGR72,284$5.35M0.14%
Callan Family Office, LLC69,919$5.17M0.33%
Interval Partners, LP69,226$5.12M0.13%
Crestline Management, LP68,152$5.04M0.18%
Virtu Financial LLC67,075$4.96M0.26%
Headlands Technologies LLC58,963$4.36M0.44%
Inkwell Capital LLC50,330$3.72M3.98%
La Banque Postale Asset Management SA48,584$3.60M0.05%
Allstate Corp47,483$3.51M0.10%
Victrix Investment Advisors43,889$3.25M2.34%
Fearless Solutions, LLC dba Best Invest39,063$2.89M2.21%
Eisler Capital Management Ltd.34,620$2.55M0.08%
Dynamic Technology Lab Private Ltd34,271$2.54M0.41%
111 Capital32,940$2.44M0.51%
Groupama Asset Managment32,781$2.42M0.05%
Jain Global LLC30,153$2.23M0.07%
Lighthouse Investment Partners, LLC28,368$2.10M0.08%
Ofi Invest Asset Management27,683$1.98M0.05%
Hager Investment Management Services, LLC26,491$1.96M1.22%
Cornercap Investment Counsel Inc23,724$1.76M0.57%
RNC Capital Management LLC23,616$1.75M0.09%
Broyhill Asset Management22,989$1.70M1.50%
MUFG Securities Americas Inc.22,067$1.63M0.21%
Cary Street Partners Financial LLC19,654$1.45M0.05%
Stenger Family Office, LLC17,813$1.32M0.45%
Hickory Asset Management, Inc.17,584$1.30M1.11%
Crux Wealth Advisors16,888$1.25M0.70%
Fox Run Management, L.L.C.16,662$1.23M0.22%
Nine Masts Capital Ltd16,569$1.23M0.23%
Investor's Fiduciary Advisor Network, LLC16,481$1.22M0.47%
Root Financial Partners, LLC16,346$1.21M0.15%
New Century Financial Group, LLC16,225$1.21M0.51%
Meriwether Wealth & Planning, LLC15,856$1.17M0.84%
Gsa Capital Partners LLP15,323$1.13M0.08%
Postrock Partners LLC15,078$1.12M0.54%
Scharf Investments, LLC14,765$1.09M0.03%
Disciplined Investors, L.L.C.13,994$1.02M0.98%
Nautilus Advisors LLC12,831$949.6K0.76%
Kanawha Capital Management LLC12,623$934.3K0.07%
Burling Wealth Partners, LLC12,080$894.0K0.18%
Stevens Capital Management LP11,844$877.0K0.35%
Blalock Williams, LLC11,664$863.3K1.00%
Davidson Kahn Capital Management, LLC11,601$858.6K0.80%
RFG - Bristol Wealth Advisors, LLC11,513$852.0K0.28%
BIT Capital GmbH11,296$836.0K0.07%
Bridgefront Capital, LLC10,781$797.9K0.27%
Capricorn Fund Managers Ltd10,665$788.5K0.35%
Jericho Financial, LLP10,548$780.7K0.57%
Variant Private Wealth, LLC10,452$773.6K0.74%
Mangrove Partners10,126$749.4K0.09%
Raiffeisen Bank International AG10,082$745.4K0.01%
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$740.0K0.33%
Oregon Pacific Wealth Management, LLC9,295$687.9K0.67%
Unique Wealth Strategies, LLC8,874$656.8K0.29%
Noble Wealth Management PBC8,725$645.7K0.45%
Sovereign's Capital Management, LLC8,503$629.3K0.40%
HMV Wealth Advisors, LLC8,491$628.4K0.63%
Unified Investment Management8,306$614.7K0.70%
Raab & Moskowitz Asset Management LLC8,201$607.0K0.15%
SkyView Investment Advisors, LLC8,171$605.0K0.10%
Caxton Associates LP8,147$603.0K0.02%
Capital Advantage, Inc.8,109$600.1K0.11%
MYDA Advisors LLC8,000$592.1K0.17%
Novem Group7,904$585.0K0.09%
Total Wealth Planning & Management, Inc.7,836$579.9K0.57%
Sherbrooke Park Advisers LLC7,711$570.7K0.18%
Thompson David Blair7,702$570.0K0.42%
Bryce Point Capital, LLC7,489$554.3K0.16%
Impact Capital Partners LLC7,276$538.5K0.19%

Sold out (108)

Institutions that held Schwab Charles Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 108 by value.

Institutions that sold out of SCHW in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Theleme Partners LLP4,202,505$272.4M
Alyeska Investment Group, L.P.3,619,657$234.6M
Darsana Capital Partners LP3,000,000$194.4M
Boston Partners730,537$47.4M
Prana Capital Management, LP609,737$39.5M
VGI Partners Ltd254,444$16.5M
Senvest Management, LLC206,515$13.4M
LFL Advisers, LLC199,665$12.9M
Susquehanna Portfolio Strategies, LLC154,318$10.0M
Parkwood LLC89,073$5.77M
Summit Trail Advisors, LLC67,351$4.37M
Financial Enhancement Group LLC65,479$3.28M
Investment Management Corp of Ontario50,252$3.26M
Banco BTG Pactual S.A.45,000$2.92M
Camden Capital, LLC43,299$2.81M
Veriti Management LLC42,492$2.75M
Epoch Investment Partners, Inc.35,642$2.31M
Anson Funds Management LP35,000$2.27M
Aurora Investment Counsel30,786$2.00M
Centiva Capital, LP28,066$1.82M
Bridgewater Associates, LP27,064$1.75M
Iat Reinsurance Co Ltd.25,000$1.62M
Bollard Group LLC24,246$1.57M
Ally Financial Inc.24,000$1.56M
DoubleLine ETF Adviser LP23,527$1.52M
Soapstone Management L.P.21,250$1.38M
Seven Eight Capital, LP19,870$1.29M
Dynamic Advisor Solutions LLC15,777$1.02M
Consolidated Portfolio Review Corp15,730$1.02M
Guidance Capital, Inc14,230$1.02M
Axq Capital, LP15,133$980.8K
Laurion Capital Management LP15,000$972.1K
Fosun International Ltd14,981$970.9K
Signet Investment Advisory Group, Inc.14,610$946.9K
Garda Capital Partners LP14,484$938.7K
Delphi Management Inc12,946$839.0K
New England Research & Management, Inc.11,900$771.0K
Donald L. Hagan, LLC11,583$750.7K
Bayview Asset Management, LLC10,000$648.1K
Winton Group Ltd9,957$645.3K
Cavalier Investments, LLC9,754$632.2K
Demars Financial Group, LLC9,500$615.7K
KG&L Capital Management,LLC9,061$587.2K
MQS Management LLC7,550$489.3K
Fullcircle Wealth LLC6,498$468.1K
Beach Investment Counsel Inc7,228$468.0K
Versor Investments LP6,995$453.3K
Paloma Partners Management Co6,695$433.9K
Powell Investment Advisors, LLC6,490$420.6K
Numerai GP LLC6,232$403.9K
Encompass Wealth Advisors, LLC6,200$401.8K
Zimmermann Investment Management & Planning LLC5,805$376.2K
Advisor Resource Council4,821$312.4K
Centric Wealth Management3,757$284.6K
Schrum Private Wealth Management LLC4,312$279.5K
Callan Capital, LLC4,287$277.8K
Welch Group, LLC4,286$277.8K
Heritage Oak Wealth Advisors LLC4,251$275.5K
Credit Capital Investments LLC4,200$272.2K
Calton & Associates, Inc.4,094$265.4K
Baron Wealth Management LLC4,079$264.4K
SFG Wealth Management, LLC.4,050$262.5K
MBB Public Markets I LLC4,050$262.5K
Transcend Wealth Collective, LLC3,753$243.3K
Portman Square Capital LLP3,663$237.4K
Quilter Plc3,626$235.0K
Hibernia Wealth Partners, LLC3,616$234.4K
Jackson Hole Capital Partners, LLC3,446$223.3K
Cypress Capital Group3,433$222.5K
Chicago Trust Co NA3,353$217.3K
Westwood Holdings Group Inc.3,326$215.6K
Corton Capital Inc.3,324$215.4K
Fiduciary Family Office, LLC3,269$211.9K
CMT Capital Markets Trading GmbH3,172$206.0K
WealthShield Partners, LLC3,174$205.7K
Magellan Asset Management Ltd2,921$189.3K
Dynamic Wealth Strategies, LLC1,535$99.0K
Northwest Financial Advisors1,309$84.8K
Ramirez Asset Management, Inc.1,300$84.3K
IMA Wealth, Inc.1,276$82.7K
Ashton Thomas Securities, LLC935$60.6K
Redmont Wealth Advisors LLC848$55.0K
Hobbs Group Advisors, LLC696$45.1K
Arrow Financial Corp625$40.5K
Partnership Wealth Management, LLC600$38.9K
Loomis Sayles & Co L P550$36.0K
FNY Investment Advisers, LLC500$32.0K
Reuter James Wealth Management, LLC482$31.2K
Jaffetilchin Investment Partners, LLC399$25.8K
Capital Performance Advisors LLP383$24.8K
Flaharty Asset Management, LLC293$19.0K
Stone House Investment Management, LLC269$17.4K
DSM Capital Partners LLC258$16.7K
Financial Network Wealth Advisors LLC211$13.7K
CarsonAllaria Wealth Management, Ltd.151$9.79K
Godsey & Gibb Associates139$9.01K
Reston Wealth Management LLC100$6.48K
Householder Group Estate & Retirement Specialist, LLC102$6.00K
Foster Dykema Cabot & Partners, LLC83$5.38K
First Command Advisory Services, Inc.55$3.56K

Not filed for Q4 2024 yet (31)

Institutions that held Schwab Charles Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates1,803,240$116.9M
Raymond James Financial Services Advisors, Inc.718,498$46.6M
Fort Pitt Capital Group, LLC353,404$22.9M
HST Ventures, LLC309,505$20.1M
B. Metzler seel. Sohn & Co. Holding AG220,261$14.3M
Biechele Royce Advisors210,531$13.6M
Vancity Investment Management Ltd210,048$13.6M
SpiderRock Advisors, LLC75,441$4.89M
Eisler Capital (UK) Ltd.73,052$4.73M
Northwest Investment Counselors, LLC64,421$4.18M
Raymond James Trust N.A.25,029$1.62M
BlueMar Capital Management, LLC18,773$1.22M
Vima LLC10,736$695.8K
FinTrust Capital Advisors, LLC9,663$627.2K
Brophy Wealth Management, LLC9,655$625.7K
Concentric Wealth Management, LLC7,893$511.5K
Sweeney & Michel, LLC6,529$465.9K
Alera Investment Advisors, LLC6,630$429.7K
Banque Cantonale Vaudoise5,662$367.0K
Sweet Financial Partners, LLC4,025$260.9K
Boston Mountain Money Management Inc3,689$239.1K
Source Financial Advisors LLC3,612$234.1K
First Trust Investment Solutions L.P.3,291$213.3K
New Potomac Partners, LLC2,700$175.0K
SYSTM Wealth Solutions LLC1,747$113.2K
WFA of San Diego, LLC1,602$103.8K
Peterson Financial Group, Inc.537$34.8K
Planning Capital Management Corp509$33.0K
Carmichael Hill & Associates, Inc.225$14.6K
Halpern Financial, Inc.202$12.8K
ClariVest Asset Management LLC14$1.03K