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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 19,636 | $1.45M | 0.02% | +2,336+13.5% | Added |
| Cary Street Partners Financial LLC | 19,654 | $1.45M | 0.05% | +19,654 | New |
| Hills Bank & Trust Co | 19,662 | $1.46M | 0.11% | +1,308+7.1% | Added |
| Jeppson Wealth Management, LLC | 19,672 | $1.46M | 0.53% | −350−1.7% | Reduced |
| Jones Financial Companies LLLP | 19,767 | $1.46M | 0.00% | +4,230+27.2% | Added |
| Inspire Advisors, LLC | 19,808 | $1.47M | 0.18% | +678+3.5% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.48M | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 20,077 | $1.49M | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,144 | $1.49M | 0.03% | −7,664−27.6% | Reduced |
| Vista Investment Partners LLC | 20,150 | $1.49M | 0.47% | −250−1.2% | Reduced |
| Riverpark Capital Management LLC | 20,219 | $1.50M | 2.62% | −1,257−5.9% | Reduced |
| Edgestream Partners, L.P. | 20,225 | $1.50M | 0.06% | −99,044−83.0% | Reduced |
| South Dakota Investment Council | 20,256 | $1.50M | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 20,279 | $1.50M | 0.25% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 20,385 | $1.51M | 0.61% | −311−1.5% | Reduced |
| Professional Financial Advisors, LLC | 20,637 | $1.53M | 0.39% | +646+3.2% | Added |
| Clifford Swan Investment Counsel LLC | 20,682 | $1.53M | 0.06% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 20,736 | $1.53M | 0.08% | +750+3.8% | Added |
| VisionPoint Advisory Group, LLC | 20,846 | $1.54M | 0.53% | +768+3.8% | Added |
| David Loasby | 21,174 | $1.54M | 0.14% | +1,019+5.1% | Added |
| Park Avenue Securities LLC | 20,815 | $1.54M | 0.02% | −2,970−12.5% | Reduced |
| Rothschild Investment LLC | 20,845 | $1.54M | 0.10% | +168+0.8% | Added |
| Bank of Hawaii | 20,900 | $1.55M | 0.09% | +2,331+12.6% | Added |
| Wilson & Boucher Capital Management, LLC | 20,900 | $1.55M | 1.10% | −300−1.4% | Reduced |
| Coldstream Capital Management Inc | 20,918 | $1.55M | 0.03% | +1,641+8.5% | Added |
| Profund Advisors LLC | 20,960 | $1.55M | 0.06% | −3,696−15.0% | Reduced |
| Hedges Asset Management LLC | 21,000 | $1.55M | 1.03% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 21,008 | $1.55M | 0.06% | −344−1.6% | Reduced |
| GAMMA Investing LLC | 21,149 | $1.57M | 0.13% | +2,938+16.1% | Added |
| Meeder Advisory Services, Inc. | 21,239 | $1.57M | 0.10% | +39+0.2% | Added |
| Umb Bank N A | 21,285 | $1.58M | 0.02% | +964+4.7% | Added |
| Lebenthal Global Advisors, LLC | 21,336 | $1.58M | 0.29% | +4,733+28.5% | Added |
| Citizens & Northern Corp | 21,468 | $1.59M | 0.44% | +982+4.8% | Added |
| Covey Capital Advisors, LLC | 21,532 | $1.59M | 1.81% | −1,739−7.5% | Reduced |
| Plato Investment Management Ltd | 21,613 | $1.61M | 0.12% | +844+4.1% | Added |
| Alpha Cubed Investments, LLC | 21,843 | $1.62M | 0.07% | −182−0.8% | Reduced |
| Letko, Brosseau & Associates Inc | 21,846 | $1.62M | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 21,864 | $1.62M | 0.40% | −120−0.5% | Reduced |
| First Citizens Bank & Trust Co | 21,869 | $1.62M | 0.03% | +78+0.4% | Added |
| IFP Advisors, Inc | 21,963 | $1.63M | 0.05% | +78+0.4% | Added |
| Riverwater Partners LLC | 22,039 | $1.63M | 0.79% | −1,341−5.7% | Reduced |
| MUFG Securities Americas Inc. | 22,067 | $1.63M | 0.21% | +22,067 | New |
| Highland Capital Management, LLC | 22,133 | $1.64M | 0.09% | −6,386−22.4% | Reduced |
| Moors & Cabot, Inc. | 22,396 | $1.66M | 0.08% | −1,636−6.8% | Reduced |
| RBF Capital, LLC | 22,500 | $1.66M | 0.09% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 22,516 | $1.67M | 0.07% | +4,024+21.8% | Added |
| Tiaa Trust, National Association | 22,816 | $1.69M | 0.01% | +1,079+5.0% | Added |
| Copperleaf Capital, LLC | 22,923 | $1.70M | 1.07% | +37+0.2% | Added |
| Broyhill Asset Management | 22,989 | $1.70M | 1.50% | +22,989 | New |
| EverSource Wealth Advisors, LLC | 23,017 | $1.70M | 0.10% | +313+1.4% | Added |
| Ballentine Partners, LLC | 23,055 | $1.71M | 0.03% | +1,216+5.6% | Added |
| Foundations Investment Advisors, LLC | 23,074 | $1.71M | 0.03% | −454−1.9% | Reduced |
| Chesley Taft & Associates LLC | 23,148 | $1.71M | 0.08% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 23,226 | $1.72M | 0.03% | +23,006+10,457.3% | Added |
| Diversified Investment Strategies, LLC | 23,237 | $1.72M | 1.12% | +100+0.4% | Added |
| Roberts Wealth Advisors, LLC | 23,359 | $1.72M | 0.52% | +309+1.3% | Added |
| Machina Capital S.A.S. | 23,384 | $1.73M | 0.73% | +17,549+300.8% | Added |
| Avitas Wealth Management LLC | 23,387 | $1.73M | 0.24% | −101−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 23,525 | $1.74M | 0.32% | −593−2.5% | Reduced |
| Ascent Wealth Partners, LLC | 23,531 | $1.74M | 0.23% | −48−0.2% | Reduced |
| RNC Capital Management LLC | 23,616 | $1.75M | 0.09% | +23,616 | New |
| VELA Investment Management, LLC | 23,632 | $1.75M | 0.60% | −25−0.1% | Reduced |
| 1st Source Bank | 23,633 | $1.75M | 0.10% | −127−0.5% | Reduced |
| Cornercap Investment Counsel Inc | 23,724 | $1.76M | 0.57% | +23,724 | New |
| Watts Gwilliam & Co., LLC | 24,341 | $1.76M | 0.37% | −2,618−9.7% | Reduced |
| Chicago Partners Investment Group LLC | 24,316 | $1.78M | 0.06% | −3,220−11.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 24,051 | $1.78M | 0.03% | −793−3.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 24,072 | $1.78M | 0.12% | +710+3.0% | Added |
| Pinnacle Associates Ltd | 24,181 | $1.79M | 0.02% | −68,356−73.9% | Reduced |
| Brighton Jones LLC | 24,240 | $1.79M | 0.05% | +19,195+380.5% | Added |
| Garrison Bradford & Associates Inc | 24,269 | $1.80M | 1.88% | −336−1.4% | Reduced |
| EPG Wealth Management LLC | 24,292 | $1.80M | 0.47% | −1,282−5.0% | Reduced |
| Greenline Partners, LLC | 24,336 | $1.80M | 0.25% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 24,467 | $1.81M | 0.51% | +76+0.3% | Added |
| Texas Yale Capital Corp. | 24,890 | $1.84M | 0.07% | +4,090+19.7% | Added |
| Moody National Bank Trust Division | 24,932 | $1.85M | 0.19% | −1,243−4.7% | Reduced |
| Signature Wealth Management Group | 24,974 | $1.85M | 0.74% | +666+2.7% | Added |
| JFS Wealth Advisors, LLC | 25,025 | $1.85M | 0.13% | −100.0% | Reduced |
| Secure Asset Management, LLC | 25,065 | $1.86M | 0.28% | +2,298+10.1% | Added |
| Hodges Capital Management Inc. | 25,287 | $1.87M | 0.11% | −3,269−11.4% | Reduced |
| V-Square Quantitative Management LLC | 25,328 | $1.87M | 0.27% | +1,618+6.8% | Added |
| Bleakley Financial Group, LLC | 25,344 | $1.88M | 0.06% | +228+0.9% | Added |
| Signaturefd, LLC | 25,410 | $1.88M | 0.04% | +1,474+6.2% | Added |
| FSB Premier Wealth Management, Inc. | 25,416 | $1.88M | 0.75% | +980+4.0% | Added |
| Gamco Investors, Inc. Et Al | 25,475 | $1.89M | 0.02% | −1,150−4.3% | Reduced |
| Tealwood Asset Management Inc | 25,532 | $1.89M | 0.78% | −214−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,542 | $1.89M | 0.05% | +4,812+23.2% | Added |
| Columbia Asset Management | 25,563 | $1.89M | 0.36% | +54+0.2% | Added |
| Horizon Investments, LLC | 25,624 | $1.90M | 0.05% | +418+1.7% | Added |
| Cape Investment Advisory, Inc. | 25,653 | $1.90M | 0.74% | +238+0.9% | Added |
| King Luther Capital Management Corp | 25,671 | $1.90M | 0.01% | −1,393−5.1% | Reduced |
| Aspiriant, LLC | 25,740 | $1.91M | 0.07% | +422+1.7% | Added |
| Illinois Municipal Retirement Fund | 25,818 | $1.91M | 0.03% | −8,142−24.0% | Reduced |
| Salem Investment Counselors Inc | 25,822 | $1.91M | 0.06% | −407−1.6% | Reduced |
| Investment Advisory Services Inc | 25,837 | $1.91M | 0.67% | −567−2.1% | Reduced |
| Financial Partners Group, LLC | 26,183 | $1.94M | 0.80% | −4,294−14.1% | Reduced |
| CenterBook Partners LP | 26,424 | $1.96M | 0.12% | +7,647+40.7% | Added |
| Hager Investment Management Services, LLC | 26,491 | $1.96M | 1.22% | +26,491 | New |
| Palisade Asset Management, LLC | 26,660 | $1.97M | 0.20% | −75−0.3% | Reduced |
| QRG Capital Management, Inc. | 26,699 | $1.98M | 0.02% | +1,954+7.9% | Added |