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 |
|---|---|---|---|---|---|
| HF Advisory Group, LLC | 37,869 | $2.80M | 1.29% | +492+1.3% | Added |
| EP Wealth Advisors, LLC | 38,564 | $2.85M | 0.02% | +11,888+44.6% | Added |
| Valeo Financial Advisors, LLC | 38,565 | $2.85M | 0.08% | +303+0.8% | Added |
| HighPoint Advisor Group LLC | 34,391 | $2.86M | 0.16% | −2,224−6.1% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 39,063 | $2.89M | 2.21% | +39,063 | New |
| Linscomb & Williams, Inc. | 39,479 | $2.92M | 0.15% | +1,383+3.6% | Added |
| Eagle Bluffs Wealth Management LLC | 39,866 | $2.95M | 1.58% | +1,058+2.7% | Added |
| Dakota Wealth Management | 39,927 | $2.96M | 0.07% | −858−2.1% | Reduced |
| AE Wealth Management LLC | 40,157 | $2.97M | 0.03% | −13,112−24.6% | Reduced |
| Warren Averett Asset Management, LLC | 40,169 | $2.97M | 0.05% | +2,433+6.4% | Added |
| Alpha DNA Investment Management LLC | 40,274 | $2.98M | 1.63% | +21,906+119.3% | Added |
| Sciencast Management LP | 40,290 | $2.98M | 0.82% | +4,013+11.1% | Added |
| Cramer Rosenthal McGlynn LLC | 40,493 | $3.00M | 0.17% | −8,130−16.7% | Reduced |
| Stonebridge Capital Advisors LLC | 40,602 | $3.00M | 0.24% | −2,717−6.3% | Reduced |
| Diversify Advisory Services, LLC | 41,314 | $3.01M | 0.17% | −983−2.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 41,368 | $3.06M | 0.23% | +5,576+15.6% | Added |
| Vontobel Holding Ltd. | 41,467 | $3.07M | 0.01% | −3,007−6.8% | Reduced |
| Horan Capital Advisors, LLC. | 41,661 | $3.08M | 1.04% | −389−0.9% | Reduced |
| Miracle Mile Advisors, LLC | 41,739 | $3.09M | 0.06% | +15,041+56.3% | Added |
| American Trust | 41,779 | $3.09M | 0.24% | −1,559−3.6% | Reduced |
| Gill Capital Partners, LLC | 41,793 | $3.09M | 1.11% | −3,100−6.9% | Reduced |
| Goelzer Investment Management, Inc. | 41,831 | $3.10M | 0.18% | −1,237−2.9% | Reduced |
| Sculati Wealth Management, LLC | 41,905 | $3.10M | 1.23% | −192−0.5% | Reduced |
| Red Spruce Capital, LLC | 42,031 | $3.11M | 1.38% | +2,828+7.2% | Added |
| 180 Wealth Advisors, LLC | 42,090 | $3.12M | 0.49% | +1,314+3.2% | Added |
| National Asset Management, Inc. | 42,154 | $3.12M | 0.10% | −1,630−3.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 42,309 | $3.13M | 2.57% | −227−0.5% | Reduced |
| Central Bank & Trust Co | 42,821 | $3.17M | 0.48% | −170.0% | Reduced |
| Lantern Wealth Advisors, LLC | 46,540 | $3.18M | 2.07% | +144+0.3% | Added |
| SGL Investment Advisors, Inc. | 38,680 | $3.18M | 1.60% | +641+1.7% | Added |
| Stratos Wealth Partners, LTD. | 43,280 | $3.20M | 0.05% | −1,694−3.8% | Reduced |
| Achmea Investment Management B.V. | 43,781 | $3.24M | 0.05% | −27,592−38.7% | Reduced |
| Victrix Investment Advisors | 43,889 | $3.25M | 2.34% | +43,889 | New |
| Patriot Financial Group Insurance Agency, LLC | 43,928 | $3.25M | 0.44% | +245+0.6% | Added |
| Fiduciary Group LLC | 43,965 | $3.25M | 0.33% | −4,026−8.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 44,019 | $3.26M | 1.43% | −468−1.1% | Reduced |
| Harfst & Associates, Inc. | 44,171 | $3.27M | 0.68% | −2,312−5.0% | Reduced |
| Pettee Investors, Inc. | 44,687 | $3.31M | 1.68% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 44,802 | $3.32M | 0.55% | +95+0.2% | Added |
| Greenup Street Wealth Management LLC | 44,804 | $3.32M | 0.66% | +3,946+9.7% | Added |
| Sepio Capital, LP | 44,914 | $3.32M | 0.27% | −3,886−8.0% | Reduced |
| Wolverine Trading, LLC | 45,045 | $3.33M | 0.07% | −46,346−50.7% | Reduced |
| Cabot Wealth Management Inc | 45,050 | $3.33M | 0.42% | −326−0.7% | Reduced |
| Courier Capital LLC | 45,108 | $3.34M | 0.23% | −497−1.1% | Reduced |
| Wealthspire Advisors, LLC | 45,308 | $3.35M | 0.03% | +1,232+2.8% | Added |
| HB Wealth Management, LLC | 45,556 | $3.37M | 0.03% | −1,589−3.4% | Reduced |
| Conscious Wealth Investments, LLC | 44,363 | $3.39M | 2.30% | +393+0.9% | Added |
| East Coast Asset Management, LLC. | 45,990 | $3.40M | 1.14% | −4,545−9.0% | Reduced |
| Modus Advisors, LLC | 46,255 | $3.42M | 1.07% | +993+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 46,301 | $3.43M | 0.12% | +3,899+9.2% | Added |
| Hamilton Capital Partners Inc. | 46,909 | $3.47M | 0.26% | +5,418+13.1% | Added |
| Permanens Capital L.P. | 46,967 | $3.48M | 0.66% | 00.0% | Unchanged |
| Vident Advisory, LLC | 47,194 | $3.49M | 0.06% | +14,987+46.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 47,465 | $3.51M | 0.08% | +117+0.2% | Added |
| Allstate Corp | 47,483 | $3.51M | 0.10% | +47,483 | New |
| Resources Investment Advisors, LLC. | 47,591 | $3.52M | 0.04% | +6,636+16.2% | Added |
| Malaga Cove Capital, LLC | 47,721 | $3.53M | 1.39% | −220−0.5% | Reduced |
| Maia Wealth LLC | 43,172 | $3.56M | 0.77% | +4,450+11.5% | Added |
| Paradigm Asset Management Co LLC | 48,350 | $3.58M | 0.98% | +33,100+217.0% | Added |
| SAM Advisors, LLC | 48,408 | $3.58M | 1.30% | +195+0.4% | Added |
| La Banque Postale Asset Management SA | 48,584 | $3.60M | 0.05% | +48,584 | New |
| Left Brain Wealth Management, LLC | 48,676 | $3.60M | 1.36% | −6,565−11.9% | Reduced |
| Bayesian Capital Management, LP | 48,900 | $3.62M | 0.44% | −52,200−51.6% | Reduced |
| SOL Capital Management CO | 48,926 | $3.62M | 0.40% | −6,185−11.2% | Reduced |
| We Are One Seven, LLC | 48,978 | $3.62M | 0.14% | −68−0.1% | Reduced |
| Southeast Asset Advisors Inc. | 49,060 | $3.63M | 0.45% | −8,666−15.0% | Reduced |
| Empowered Funds, LLC | 49,073 | $3.63M | 0.05% | +26,231+114.8% | Added |
| Empirical Finance, LLC | 49,364 | $3.65M | 0.21% | −571−1.1% | Reduced |
| Bailard, Inc. | 49,454 | $3.66M | 0.09% | +230+0.5% | Added |
| JB Capital LLC | 49,513 | $3.66M | 0.21% | +1,303+2.7% | Added |
| Tandem Capital Management Corp | 49,551 | $3.67M | 1.96% | +140.0% | Added |
| Capital Analysts, LLC | 49,795 | $3.69M | 0.15% | +1,899+4.0% | Added |
| William Allan, LLC | 49,936 | $3.70M | 2.27% | +781+1.6% | Added |
| Daymark Wealth Partners, LLC | 49,983 | $3.70M | 0.16% | −1,344−2.6% | Reduced |
| Hixon Zuercher, LLC | 50,001 | $3.70M | 1.42% | +567+1.1% | Added |
| Lecap Asset Management Ltd | 50,029 | $3.70M | 1.00% | +35,399+242.0% | Added |
| Inkwell Capital LLC | 50,330 | $3.72M | 3.98% | +50,330 | New |
| Vaughan David Investments LLC | 50,349 | $3.73M | 0.09% | −5,359−9.6% | Reduced |
| Colonial Trust Co | 50,439 | $3.73M | 0.55% | +11,677+30.1% | Added |
| Vestmark Advisory Solutions, Inc. | 50,506 | $3.74M | 0.13% | +1,158+2.3% | Added |
| Fiduciary Financial Group, LLC | 51,503 | $3.75M | 0.82% | −3,357−6.1% | Reduced |
| Prospera Financial Services Inc | 50,909 | $3.77M | 0.09% | +29,964+143.1% | Added |
| First Trust Advisors LP | 51,065 | $3.78M | 0.00% | −402,207−88.7% | Reduced |
| Pittenger & Anderson Inc | 52,440 | $3.88M | 0.14% | −229−0.4% | Reduced |
| First American Bank | 52,738 | $3.90M | 0.27% | +1,341+2.6% | Added |
| SG Americas Securities, LLC | 52,826 | $3.91M | 0.02% | −5,887−10.0% | Reduced |
| CAPROCK Group, Inc. | 52,841 | $3.91M | 0.13% | +4,234+8.7% | Added |
| AlTi Global, Inc. | 52,617 | $3.92M | 0.09% | +32,531+162.0% | Added |
| Synovus Financial Corp | 53,107 | $3.93M | 0.05% | −14,782−21.8% | Reduced |
| Montag A & Associates Inc | 53,156 | $3.93M | 0.19% | −589−1.1% | Reduced |
| Greenleaf Trust | 54,309 | $4.02M | 0.04% | −1,249−2.2% | Reduced |
| Intrinsic Value Partners, LLC | 54,333 | $4.02M | 4.04% | −1,050−1.9% | Reduced |
| Delta Capital Management LLC | 54,510 | $4.03M | 2.30% | −80−0.1% | Reduced |
| Private Wealth Partners, LLC | 54,528 | $4.04M | 0.31% | +11,583+27.0% | Added |
| Mengis Capital Management, Inc. | 54,825 | $4.06M | 0.83% | −6,904−11.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 55,040 | $4.07M | 0.86% | −2,005−3.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 55,463 | $4.10M | 0.27% | +34,735+167.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 55,661 | $4.12M | 0.19% | +3,354+6.4% | Added |
| Gs Investments, Inc. | 56,103 | $4.15M | 1.88% | −1,331−2.3% | Reduced |
| Prentiss Smith & Co Inc | 56,630 | $4.19M | 2.74% | +79+0.1% | Added |