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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 27,683 | $1.98M | 0.05% | +27,683 | New |
| HBK Sorce Advisory LLC | 26,815 | $1.98M | 0.06% | +463+1.8% | Added |
| Centaurus Financial, Inc. | 26,908 | $1.99M | 0.12% | +1,512+6.0% | Added |
| 3Chopt Investment Partners, LLC | 27,072 | $2.00M | 0.69% | −2,370−8.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 24,963 | $2.04M | 0.17% | +1,497+6.4% | Added |
| Rossmore Private Capital | 27,569 | $2.04M | 0.25% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,616 | $2.04M | 0.07% | −2,140−7.2% | Reduced |
| Wynn Capital, LLC | 27,648 | $2.05M | 1.29% | +295+1.1% | Added |
| Guggenheim Capital LLC | 27,781 | $2.06M | 0.02% | −51,261−64.9% | Reduced |
| Valley National Advisers Inc | 27,938 | $2.07M | 0.37% | −2,217−7.4% | Reduced |
| Anchor Investment Management, LLC | 27,978 | $2.07M | 0.19% | −8,251−22.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 28,043 | $2.08M | 0.08% | −2,155−7.1% | Reduced |
| Cetera Trust Company, N.A | 28,130 | $2.08M | 1.35% | +175+0.6% | Added |
| Xcel Wealth Management, LLC | 28,195 | $2.09M | 0.58% | −1,000−3.4% | Reduced |
| Bridges Investment Management Inc | 28,196 | $2.09M | 0.03% | +56+0.2% | Added |
| Martin Capital Advisors, LLP | 28,210 | $2.09M | 1.35% | +100.0% | Added |
| Integrated Investment Consultants, LLC | 28,356 | $2.10M | 0.43% | −75,922−72.8% | Reduced |
| Lighthouse Investment Partners, LLC | 28,368 | $2.10M | 0.08% | +28,368 | New |
| Carmel Capital Partners, LLC | 28,451 | $2.11M | 0.85% | +1,784+6.7% | Added |
| IMC-Chicago, LLC | 28,452 | $2.11M | 0.06% | −153−0.5% | Reduced |
| Secured Retirement Advisors, LLC | 28,487 | $2.11M | 1.21% | +911+3.3% | Added |
| Savant Capital, LLC | 28,517 | $2.11M | 0.02% | +6,981+32.4% | Added |
| Mount Yale Investment Advisors, LLC | 28,797 | $2.13M | 0.17% | +4,154+16.9% | Added |
| CWA Asset Management Group, LLC | 28,943 | $2.14M | 0.11% | +279+1.0% | Added |
| Global Retirement Partners, LLC | 29,033 | $2.15M | 0.06% | +1,151+4.1% | Added |
| Finer Wealth Management, Inc. | 29,056 | $2.15M | 1.23% | +1,883+6.9% | Added |
| Argus Investors' Counsel, Inc. | 29,275 | $2.17M | 1.45% | −508−1.7% | Reduced |
| Ashburton (Jersey) Ltd | 29,341 | $2.17M | 0.96% | −115,470−79.7% | Reduced |
| Vestcor Inc | 29,432 | $2.18M | 0.07% | −17−0.1% | Reduced |
| Cove Street Capital, LLC | 29,824 | $2.21M | 2.58% | 00.0% | Unchanged |
| Capital Advisors Inc | 29,845 | $2.21M | 0.04% | −52−0.2% | Reduced |
| Iowa State Bank | 29,860 | $2.21M | 0.46% | +1,384+4.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 29,846 | $2.21M | 2.12% | −763−2.5% | Reduced |
| Hudson Canyon Capital Management | 30,050 | $2.22M | 1.45% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 30,100 | $2.23M | 1.74% | 00.0% | Unchanged |
| Jain Global LLC | 30,153 | $2.23M | 0.07% | +30,153 | New |
| Ancora Advisors, LLC | 30,332 | $2.24M | 0.05% | −704−2.3% | Reduced |
| Skylands Capital, LLC | 30,350 | $2.25M | 0.31% | −2,750−8.3% | Reduced |
| Gotham Asset Management, LLC | 30,613 | $2.27M | 0.02% | +718+2.4% | Added |
| Chaney Capital Management, Inc. | 30,730 | $2.27M | 1.08% | +70.0% | Added |
| Coastline Trust Co | 30,878 | $2.29M | 0.27% | −12,683−29.1% | Reduced |
| Silvercrest Asset Management Group LLC | 30,894 | $2.29M | 0.02% | +1,788+6.1% | Added |
| Ostrum Asset Management | 30,936 | $2.29M | 0.20% | +15,009+94.2% | Added |
| Mraz, Amerine & Associates, Inc. | 31,122 | $2.30M | 0.41% | −535−1.7% | Reduced |
| Correct Capital Wealth Management | 31,179 | $2.31M | 0.46% | +733+2.4% | Added |
| Bard Financial Services, Inc. | 31,275 | $2.31M | 0.28% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 31,330 | $2.32M | 0.22% | −557−1.7% | Reduced |
| LS Investment Advisors, LLC | 31,934 | $2.36M | 0.35% | −163−0.5% | Reduced |
| Kinneret Advisory, LLC | 32,000 | $2.37M | 0.22% | −1,491−4.5% | Reduced |
| Scott & Selber, Inc. | 32,063 | $2.37M | 0.71% | −725−2.2% | Reduced |
| Commonwealth Retirement Investments LLC | 32,191 | $2.38M | 0.98% | +3,952+14.0% | Added |
| Power Wealth Management LLC | 32,275 | $2.39M | 1.00% | +19,870+160.2% | Added |
| Beacon Financial Group | 32,434 | $2.40M | 0.26% | −774−2.3% | Reduced |
| Resonant Capital Advisors, LLC | 32,471 | $2.40M | 0.18% | +580+1.8% | Added |
| Twin City Private Wealth, LLC | 32,577 | $2.41M | 2.13% | −735−2.2% | Reduced |
| Groupama Asset Managment | 32,781 | $2.42M | 0.05% | +32,781 | New |
| Oliver Luxxe Assets LLC | 37,468 | $2.43M | 0.44% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 32,827 | $2.43M | 0.05% | +2,599+8.6% | Added |
| Strata Wealth Advisors, LLC | 32,841 | $2.43M | 0.76% | +57+0.2% | Added |
| 111 Capital | 32,940 | $2.44M | 0.51% | +32,940 | New |
| Johnson Investment Counsel Inc | 33,031 | $2.44M | 0.02% | −46−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 33,176 | $2.46M | 0.24% | +2,092+6.7% | Added |
| Aigen Investment Management, LP | 33,317 | $2.47M | 0.43% | +3,744+12.7% | Added |
| IFG Advisory, LLC | 33,326 | $2.47M | 0.14% | −47−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 33,375 | $2.47M | 0.03% | +2,769+9.0% | Added |
| Merit Financial Group, LLC | 33,546 | $2.48M | 0.04% | +23,383+230.1% | Added |
| Sterling Investment Advisors, Ltd. | 33,662 | $2.49M | 0.60% | −2,789−7.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 33,800 | $2.50M | 0.30% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 33,962 | $2.51M | 1.06% | −1,881−5.2% | Reduced |
| Chemistry Wealth Management LLC | 33,995 | $2.52M | 0.59% | +844+2.5% | Added |
| Dynamic Technology Lab Private Ltd | 34,271 | $2.54M | 0.41% | +34,271 | New |
| Independent Advisor Alliance | 34,349 | $2.54M | 0.03% | −5,861−14.6% | Reduced |
| Kozak & Associates, Inc. | 34,148 | $2.54M | 0.58% | −91,819−72.9% | Reduced |
| Eisler Capital Management Ltd. | 34,620 | $2.55M | 0.08% | +34,620 | New |
| West Oak Capital, LLC | 34,612 | $2.56M | 0.91% | +40+0.1% | Added |
| United Services Automobile Association | 34,643 | $2.56M | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 31,867 | $2.57M | 0.01% | +6,521+25.7% | Added |
| Everence Capital Management Inc | 35,040 | $2.59M | 0.17% | +3,260+10.3% | Added |
| Stephens Inc | 35,072 | $2.60M | 0.04% | +1,774+5.3% | Added |
| Huntington National Bank | 35,148 | $2.60M | 0.02% | +13,957+65.9% | Added |
| Stableford Capital II LLC | 35,350 | $2.62M | 1.03% | −387−1.1% | Reduced |
| Grimes & Company, Inc. | 35,376 | $2.62M | 0.08% | −3,076−8.0% | Reduced |
| Summit Financial, LLC | 35,435 | $2.62M | 0.09% | +3,828+12.1% | Added |
| Webster Bank, N. A. | 35,591 | $2.63M | 0.28% | −475−1.3% | Reduced |
| Apollon Wealth Management, LLC | 35,734 | $2.64M | 0.06% | −2,484−6.5% | Reduced |
| Buckingham Capital Management, Inc. | 35,852 | $2.65M | 0.30% | +847+2.4% | Added |
| Compass Wealth Management LLC | 35,865 | $2.65M | 0.64% | −1,965−5.2% | Reduced |
| Parallel Advisors, LLC | 35,993 | $2.66M | 0.06% | −3,805−9.6% | Reduced |
| Choate Investment Advisors | 36,092 | $2.67M | 0.06% | −1,544−4.1% | Reduced |
| Main Street Research LLC | 36,240 | $2.68M | 0.17% | −384−1.0% | Reduced |
| D L Carlson Investment Group Inc | 36,386 | $2.69M | 0.48% | −191−0.5% | Reduced |
| Ci Investments Inc. | 36,890 | $2.73M | 0.01% | −43,593−54.2% | Reduced |
| Maven Securities LTD | 37,128 | $2.75M | 0.44% | +16,840+83.0% | Added |
| TCW Group Inc | 37,321 | $2.76M | 0.02% | −13,253−26.2% | Reduced |
| Nelson Capital Management, LLC | 37,361 | $2.77M | 0.46% | −149−0.4% | Reduced |
| Cascade Investment Advisors, Inc. | 37,365 | $2.77M | 1.77% | +110+0.3% | Added |
| GFG Capital, LLC | 37,501 | $2.78M | 0.76% | −809−2.1% | Reduced |
| Drucker Wealth 3.0, LLC | 37,525 | $2.78M | 0.64% | −2,592−6.5% | Reduced |
| Kampmann Melissa S. | 37,820 | $2.80M | 2.20% | −4,480−10.6% | Reduced |
| United Capital Financial Advisers, LLC | 37,853 | $2.80M | 0.02% | −528−1.4% | Reduced |