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, Q4 2024
Institutional positions in Schwab Charles Corp as of Dec 31, 2024. 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
- 1,993
- +167 vs. Q3 2024
- Shares held
- 1.50B
- +16.3M (+1.1%) vs. Q3 2024
- Total value
- $110.8B
- +$14.8B (+15.4%) vs. Q3 2024
- New holders
- 275
- 705 more added
- Sold out
- 108
- 756 more reduced
31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shira Ridge Wealth Management | 10,974 | $812.2K | 0.40% | 00.0% | Unchanged |
| Cynosure Management, LLC | 10,987 | $813.1K | 0.12% | −493−4.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 11,008 | $814.7K | 0.62% | −94−0.8% | Reduced |
| Navellier & Associates Inc | 11,055 | $818.2K | 0.10% | +2,955+36.5% | Added |
| Farther Finance Advisors, LLC | 11,076 | $819.7K | 0.03% | −16,274−59.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 11,122 | $823.1K | 0.15% | +1,735+18.5% | Added |
| Commerzbank Aktiengesellschaft | 11,134 | $824.0K | 0.02% | −7,374−39.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 11,141 | $824.5K | 0.45% | −948−7.8% | Reduced |
| Mutual Advisors, LLC | 10,938 | $825.9K | 0.02% | −566−4.9% | Reduced |
| Enterprise Bank & Trust Co | 11,213 | $829.9K | 0.27% | +1,231+12.3% | Added |
| Hilltop Holdings Inc. | 11,233 | $831.3K | 0.05% | −1,414−11.2% | Reduced |
| Personal Cfo Solutions, LLC | 11,236 | $831.6K | 0.16% | +130+1.2% | Added |
| Novare Capital Management LLC | 11,238 | $831.7K | 0.07% | −2,286−16.9% | Reduced |
| Institute for Wealth Management, LLC. | 11,288 | $835.4K | 0.10% | −173−1.5% | Reduced |
| BIT Capital GmbH | 11,296 | $836.0K | 0.07% | +11,296 | New |
| U.S. Capital Wealth Advisors, LLC | 11,328 | $838.4K | 0.03% | −2,607−18.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,361 | $840.8K | 0.23% | −25−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 11,390 | $843.0K | 0.23% | −7,072−38.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,411 | $844.3K | 0.04% | −500−4.2% | Reduced |
| WoodTrust Financial Corp | 11,412 | $845.0K | 0.12% | −5,060−30.7% | Reduced |
| Navalign, LLC | 11,431 | $846.0K | 0.25% | −374−3.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 11,443 | $846.9K | 0.18% | −984−7.9% | Reduced |
| Northcape Wealth Management, LLC | 11,497 | $850.9K | 0.28% | 00.0% | Unchanged |
| Cullinan Associates Inc | 11,500 | $851.1K | 0.05% | −1,800−13.5% | Reduced |
| Central Trust Co | 11,509 | $851.7K | 0.02% | +991+9.4% | Added |
| Integrated Wealth Concepts LLC | 11,511 | $851.9K | 0.01% | −381−3.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 11,513 | $852.0K | 0.28% | +11,513 | New |
| Whitener Capital Management, Inc. | 11,530 | $853.3K | 0.24% | +680+6.3% | Added |
| Thomasville National Bank | 11,573 | $856.5K | 0.06% | +67+0.6% | Added |
| Davidson Kahn Capital Management, LLC | 11,601 | $858.6K | 0.80% | +11,601 | New |
| Lindbrook Capital, LLC | 11,647 | $862.0K | 0.08% | +675+6.2% | Added |
| Lodestone Wealth Management LLC | 11,648 | $862.0K | 0.43% | +36+0.3% | Added |
| Blalock Williams, LLC | 11,664 | $863.3K | 1.00% | +11,664 | New |
| Nilsine Partners, LLC | 11,666 | $863.4K | 0.09% | −3,154−21.3% | Reduced |
| SeaCrest Wealth Management, LLC | 11,760 | $870.4K | 0.09% | −1,788−13.2% | Reduced |
| Leavell Investment Management, Inc. | 11,823 | $875.0K | 0.04% | −203−1.7% | Reduced |
| Stevens Capital Management LP | 11,844 | $877.0K | 0.35% | +11,844 | New |
| Arkadios Wealth Advisors | 11,864 | $878.1K | 0.05% | +1,099+10.2% | Added |
| Oder Investment Management, LLC | 11,966 | $885.6K | 0.74% | −37−0.3% | Reduced |
| Lummis Asset Management, LP | 11,969 | $885.8K | 1.12% | 00.0% | Unchanged |
| Fusion Capital, LLC | 12,075 | $893.7K | 0.36% | +37+0.3% | Added |
| Burling Wealth Partners, LLC | 12,080 | $894.0K | 0.18% | +12,080 | New |
| GTS Securities LLC | 12,091 | $894.9K | 0.04% | −16,308−57.4% | Reduced |
| Peak Planning Group, LLC | 12,132 | $897.9K | 0.37% | +10+0.1% | Added |
| Vise Technologies, Inc. | 12,146 | $898.9K | 0.07% | +7,261+148.6% | Added |
| Golden State Equity Partners | 12,207 | $903.4K | 0.17% | −1,658−12.0% | Reduced |
| H&H Retirement Design & Management INC | 11,237 | $903.9K | 0.55% | −999−8.2% | Reduced |
| Catalyst Financial Partners LLC | 12,268 | $908.0K | 0.17% | +70+0.6% | Added |
| Stablepoint Partners, LLC | 12,486 | $924.1K | 0.17% | +141+1.1% | Added |
| Uhlmann Price Securities, LLC | 12,578 | $930.8K | 0.70% | +35+0.3% | Added |
| Herold Advisors, Inc. | 12,597 | $932.3K | 0.20% | +138+1.1% | Added |
| West Financial Advisors, LLC | 12,600 | $932.5K | 0.18% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 12,602 | $932.7K | 0.16% | 00.0% | Unchanged |
| United Bank | 12,606 | $933.0K | 0.39% | +1,254+11.0% | Added |
| Kanawha Capital Management LLC | 12,623 | $934.3K | 0.07% | +12,623 | New |
| Panoramic Investment Advisors, LLC | 12,633 | $935.0K | 0.61% | +365+3.0% | Added |
| Kingsview Wealth Management, LLC | 12,786 | $946.3K | 0.02% | +6,039+89.5% | Added |
| Granite Investment Partners, LLC | 12,791 | $946.7K | 0.04% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 12,810 | $948.1K | 0.10% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 12,813 | $948.3K | 0.16% | −29−0.2% | Reduced |
| FLC Capital Advisors | 12,817 | $948.6K | 0.22% | −559−4.2% | Reduced |
| Nautilus Advisors LLC | 12,831 | $949.6K | 0.76% | +12,831 | New |
| HCR Wealth Advisors | 12,843 | $950.6K | 0.12% | −131−1.0% | Reduced |
| DRW Securities, LLC | 12,896 | $954.4K | 0.06% | +5,891+84.1% | Added |
| Johnson Financial Group, Inc. | 11,583 | $958.1K | 0.05% | −6,080−34.4% | Reduced |
| O'Rourke & Company, Inc | 12,958 | $959.0K | 0.47% | +142+1.1% | Added |
| First Commonwealth Financial Corp | 12,978 | $960.5K | 0.23% | +519+4.2% | Added |
| Essex Financial Services, Inc. | 12,979 | $960.6K | 0.07% | −473−3.5% | Reduced |
| Regions Financial Corp | 13,035 | $964.7K | 0.01% | −916−6.6% | Reduced |
| Canandaigua National Trust Co of Florida | 13,091 | $968.9K | 0.76% | −125−0.9% | Reduced |
| Franklin Street Advisors Inc | 13,140 | $972.0K | 0.06% | −844−6.0% | Reduced |
| Aptus Capital Advisors, LLC | 13,144 | $972.8K | 0.01% | +2,416+22.5% | Added |
| Waldron Private Wealth LLC | 13,181 | $975.5K | 0.04% | +88+0.7% | Added |
| Lake Street Advisors Group, LLC | 13,183 | $975.7K | 0.04% | +317+2.5% | Added |
| Old National Bancorp | 13,203 | $977.2K | 0.02% | +749+6.0% | Added |
| Axxcess Wealth Management, LLC | 13,205 | $977.4K | 0.02% | +5,483+71.0% | Added |
| Patrick M Sweeney & Associates, Inc | 13,219 | $978.4K | 0.73% | 00.0% | Unchanged |
| Hardy Reed LLC | 13,225 | $978.8K | 0.09% | +166+1.3% | Added |
| Burns Matteson Capital Management, LLC | 13,337 | $987.1K | 0.55% | −639−4.6% | Reduced |
| Hamel Associates, Inc. | 13,395 | $991.4K | 0.32% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,415 | $992.8K | 0.03% | −50.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,421 | $993.3K | 0.00% | −148,750−91.7% | Reduced |
| First Financial Corp | 13,433 | $994.2K | 0.46% | −373−2.7% | Reduced |
| TCI Wealth Advisors, Inc. | 13,487 | $998.2K | 0.08% | −2,343−14.8% | Reduced |
| Equitable Trust Co | 13,504 | $999.4K | 0.06% | +11+0.1% | Added |
| Matisse Capital | 13,520 | $1.00M | 0.51% | −1,339−9.0% | Reduced |
| Aviso Wealth Management | 13,590 | $1.01M | 0.51% | −1,054−7.2% | Reduced |
| Schechter Investment Advisors, LLC | 13,614 | $1.01M | 0.08% | +1,058+8.4% | Added |
| Leisure Capital Management | 13,630 | $1.01M | 0.40% | −122−0.9% | Reduced |
| Koshinski Asset Management, Inc. | 13,651 | $1.01M | 0.09% | −162−1.2% | Reduced |
| Qtron Investments LLC | 13,698 | $1.01M | 0.14% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 13,994 | $1.02M | 0.98% | +13,994 | New |
| CMG Global Holdings, LLC | 12,619 | $1.02M | 0.56% | −3,612−22.3% | Reduced |
| JT Stratford LLC | 13,743 | $1.02M | 0.17% | −400−2.8% | Reduced |
| iA Global Asset Management Inc. | 13,812 | $1.02M | 0.02% | +6,017+77.2% | Added |
| Sage Rhino Capital LLC | 13,884 | $1.03M | 0.22% | −233−1.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,913 | $1.03M | 0.31% | +40+0.3% | Added |
| Cooper Financial Group | 13,950 | $1.03M | 0.12% | +1,566+12.6% | Added |
| Stratos Wealth Advisors, LLC | 14,009 | $1.04M | 0.05% | −287−2.0% | Reduced |
| Frank, Rimerman Advisors LLC | 14,062 | $1.04M | 0.08% | −70.0% | Reduced |