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 |
|---|---|---|---|---|---|
| IMS Capital Management | 14,201 | $1.05M | 0.49% | −84−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 14,219 | $1.05M | 0.08% | +376+2.7% | Added |
| Sumitomo Life Insurance Co | 14,233 | $1.05M | 0.02% | −433−3.0% | Reduced |
| Intact Investment Management Inc. | 14,300 | $1.06M | 0.04% | +2,560+21.8% | Added |
| Destination Wealth Management | 14,306 | $1.06M | 0.03% | −2,524−15.0% | Reduced |
| Wedmont Private Capital | 14,568 | $1.06M | 0.06% | +1,751+13.7% | Added |
| VCI Wealth Management LLC | 14,372 | $1.06M | 0.45% | −8,469−37.1% | Reduced |
| Uncommon Cents Investing LLC | 14,381 | $1.06M | 0.32% | −175−1.2% | Reduced |
| Greenwood Gearhart Inc | 14,398 | $1.07M | 0.07% | −148,487−91.2% | Reduced |
| Tranquilli Financial Advisor LLC | 14,415 | $1.07M | 0.68% | −235−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 41,089 | $1.07M | 0.19% | −3,141−7.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,523 | $1.07M | 0.00% | −3,776−20.6% | Reduced |
| Smartleaf Asset Management LLC | 14,580 | $1.08M | 0.11% | +3,228+28.4% | Added |
| Ameritas Investment Partners, Inc. | 14,566 | $1.08M | 0.04% | −565−3.7% | Reduced |
| Nicolet Bankshares Inc | 14,623 | $1.08M | 0.26% | +832+6.0% | Added |
| Smith, Moore & Co. | 14,695 | $1.09M | 0.10% | −1,001−6.4% | Reduced |
| Fruth Investment Management | 14,756 | $1.09M | 0.30% | 00.0% | Unchanged |
| Scharf Investments, LLC | 14,765 | $1.09M | 0.03% | +14,765 | New |
| Integrated Advisors Network LLC | 14,792 | $1.09M | 0.05% | −2,171−12.8% | Reduced |
| LexAurum Advisors, LLC | 14,876 | $1.10M | 0.22% | +1,404+10.4% | Added |
| Ridgewood Investments LLC | 14,888 | $1.10M | 0.53% | −6,404−30.1% | Reduced |
| Hennessy Advisors Inc | 14,900 | $1.10M | 0.03% | −2,100−12.4% | Reduced |
| Davis R M Inc | 15,002 | $1.11M | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 15,007 | $1.11M | 0.26% | −2,036−11.9% | Reduced |
| Greystone Financial Group, LLC | 15,063 | $1.11M | 0.19% | −1,092−6.8% | Reduced |
| Neumann Capital Management, LLC | 15,065 | $1.11M | 0.37% | +15+0.1% | Added |
| Postrock Partners LLC | 15,078 | $1.12M | 0.54% | +15,078 | New |
| First National Advisers, LLC | 15,100 | $1.12M | 0.18% | −9,319−38.2% | Reduced |
| Optiver Holding B.V. | 15,113 | $1.12M | 0.04% | +12,883+577.7% | Added |
| Dana Investment Advisors, Inc. | 15,138 | $1.12M | 0.04% | −446−2.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,188 | $1.12M | 0.03% | −406−2.6% | Reduced |
| Atomi Financial Group, Inc. | 15,202 | $1.13M | 0.06% | +2,457+19.3% | Added |
| Frisch Financial Group, Inc. | 15,224 | $1.13M | 0.34% | −1,170−7.1% | Reduced |
| JNBA Financial Advisors | 15,268 | $1.13M | 0.12% | −107−0.7% | Reduced |
| Gsa Capital Partners LLP | 15,323 | $1.13M | 0.08% | +15,323 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,346 | $1.13M | 0.04% | +13,794+888.8% | Added |
| Cigna Investments Inc | 15,468 | $1.15M | 0.20% | +58+0.4% | Added |
| Chicago Capital, LLC | 15,529 | $1.15M | 0.03% | +880+6.0% | Added |
| Inceptionr LLC | 15,543 | $1.15M | 0.26% | +11,806+315.9% | Added |
| Wedbush Securities Inc | 15,601 | $1.16M | 0.04% | +975+6.7% | Added |
| Meriwether Wealth & Planning, LLC | 15,856 | $1.17M | 0.84% | +15,856 | New |
| Howard Financial Services, Ltd. | 15,864 | $1.17M | 0.16% | +83+0.5% | Added |
| RiverPark Advisors, LLC | 15,881 | $1.18M | 0.94% | −1,036−6.1% | Reduced |
| Independence Bank of Kentucky | 15,915 | $1.18M | 0.18% | −515−3.1% | Reduced |
| Mainstream Capital Management LLC | 16,031 | $1.19M | 0.83% | +162+1.0% | Added |
| Embree Financial Group | 16,037 | $1.19M | 0.20% | −724−4.3% | Reduced |
| Birmingham Capital Management Co Inc | 16,175 | $1.20M | 0.44% | −500−3.0% | Reduced |
| Canopy Partners, LLC | 16,219 | $1.20M | 0.46% | +6,615+68.9% | Added |
| Aspen Investment Management Inc | 16,257 | $1.20M | 0.56% | +1,886+13.1% | Added |
| Banco Santander, S.A. | 16,316 | $1.21M | 0.01% | +5,413+49.6% | Added |
| New Century Financial Group, LLC | 16,225 | $1.21M | 0.51% | +16,225 | New |
| Root Financial Partners, LLC | 16,346 | $1.21M | 0.15% | +16,346 | New |
| TLWM | 16,461 | $1.22M | 0.24% | +695+4.4% | Added |
| Quadrant Capital Group LLC | 16,466 | $1.22M | 0.08% | −75−0.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 16,481 | $1.22M | 0.47% | +16,481 | New |
| Providence Wealth Advisors, LLC | 16,364 | $1.22M | 0.93% | −443−2.6% | Reduced |
| Nine Masts Capital Ltd | 16,569 | $1.23M | 0.23% | +16,569 | New |
| Brown, Lisle/Cummings, Inc. | 16,575 | $1.23M | 0.37% | 00.0% | Unchanged |
| AXS Investments LLC | 16,653 | $1.23M | 0.34% | −3,403−17.0% | Reduced |
| Fox Run Management, L.L.C. | 16,662 | $1.23M | 0.22% | +16,662 | New |
| Montecito Bank & Trust | 16,697 | $1.24M | 0.21% | 00.0% | Unchanged |
| Crux Wealth Advisors | 16,888 | $1.25M | 0.70% | +16,888 | New |
| Garner Asset Management Corp | 17,127 | $1.27M | 0.59% | −857−4.8% | Reduced |
| Aaron Wealth Advisors | 17,151 | $1.27M | 0.15% | +2,096+13.9% | Added |
| Quantitative Investment Management, LLC | 17,302 | $1.28M | 0.10% | +10,113+140.7% | Added |
| Elmwood Wealth Management, Inc. | 17,346 | $1.28M | 0.52% | +2,405+16.1% | Added |
| Tranquility Partners, LLC | 17,364 | $1.29M | 0.48% | −911−5.0% | Reduced |
| FineMark National Bank & Trust | 17,450 | $1.29M | 0.05% | +14+0.1% | Added |
| Nomura Holdings Inc | 17,454 | $1.29M | 0.01% | −143,912−89.2% | Reduced |
| Clear Harbor Asset Management, LLC | 17,521 | $1.30M | 0.10% | −10−0.1% | Reduced |
| Guardian Asset Advisors, LLC | 17,545 | $1.30M | 0.83% | −885−4.8% | Reduced |
| Ritholtz Wealth Management | 17,573 | $1.30M | 0.04% | +1,429+8.9% | Added |
| StoneX Group Inc. | 17,581 | $1.30M | 0.07% | +3,939+28.9% | Added |
| Hickory Asset Management, Inc. | 17,584 | $1.30M | 1.11% | +17,584 | New |
| MBM Wealth Consultants, LLC | 17,677 | $1.31M | 0.39% | +625+3.7% | Added |
| Advisors Asset Management, Inc. | 17,638 | $1.31M | 0.02% | −1,185−6.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 17,713 | $1.31M | 0.12% | −50−0.3% | Reduced |
| Shell Asset Management Co | 17,786 | $1.32M | 0.06% | −245−1.4% | Reduced |
| Stenger Family Office, LLC | 17,813 | $1.32M | 0.45% | +17,813 | New |
| BIP Wealth, LLC | 18,258 | $1.35M | 0.09% | +197+1.1% | Added |
| Cidel Asset Management Inc | 18,297 | $1.35M | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 18,300 | $1.35M | 0.01% | −3,590−16.4% | Reduced |
| Caldwell Trust Co | 18,326 | $1.36M | 0.14% | +129+0.7% | Added |
| Next Capital Management LLC | 18,342 | $1.36M | 0.56% | −10,054−35.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 18,417 | $1.36M | 0.07% | +3,789+25.9% | Added |
| Trust Asset Management LLC | 18,455 | $1.37M | 0.11% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 18,522 | $1.37M | 0.05% | −1,394−7.0% | Reduced |
| Bokf, NA | 18,949 | $1.38M | 0.02% | −5,535−22.6% | Reduced |
| Keystone Financial Services | 18,685 | $1.38M | 0.53% | +310+1.7% | Added |
| First Dallas Securities Inc. | 18,815 | $1.39M | 0.57% | +352+1.9% | Added |
| MidWestOne Financial Group, Inc. | 18,941 | $1.40M | 0.20% | −3,958−17.3% | Reduced |
| RMR Capital Management, LLC | 18,976 | $1.40M | 1.05% | −2,856−13.1% | Reduced |
| GeoWealth Management, LLC | 18,987 | $1.41M | 0.05% | +3,134+19.8% | Added |
| River & Mercantile Asset Management LLP | 19,017 | $1.41M | 0.27% | −13,808−42.1% | Reduced |
| HM Payson & Co | 19,141 | $1.42M | 0.02% | −1,934−9.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,181 | $1.42M | 0.02% | +174+0.9% | Added |
| Krilogy Financial LLC | 19,281 | $1.43M | 0.10% | +364+1.9% | Added |
| Savvy Advisors, Inc. | 19,397 | $1.44M | 0.17% | +13,879+251.5% | Added |
| City Holding Co | 19,470 | $1.44M | 0.20% | −5,069−20.7% | Reduced |
| BayBridge Capital Group, LLC | 19,541 | $1.45M | 1.05% | +309+1.6% | Added |