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 |
|---|---|---|---|---|---|
| Harrington Investments, INC | 57,208 | $4.23M | 2.33% | +681+1.2% | Added |
| Voya Financial Advisors, Inc. | 57,448 | $4.25M | 0.46% | +1,812+3.3% | Added |
| Baxter Bros Inc | 57,618 | $4.26M | 0.56% | +11,904+26.0% | Added |
| Siemens Fonds Invest GmbH | 58,019 | $4.29M | 0.45% | +16,203+38.7% | Added |
| Hudson Valley Investment Advisors Inc | 58,113 | $4.30M | 0.49% | +8,156+16.3% | Added |
| DLK Investment Management, LLC | 58,669 | $4.34M | 1.82% | −300−0.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 58,798 | $4.35M | 3.52% | +2,229+3.9% | Added |
| K.J. Harrison & Partners Inc | 58,943 | $4.35M | 0.68% | +16,600+39.2% | Added |
| Headlands Technologies LLC | 58,963 | $4.36M | 0.44% | +58,963 | New |
| Community Financial Services Group, LLC | 59,781 | $4.42M | 0.88% | −6,238−9.4% | Reduced |
| Annandale Capital, LLC | 59,848 | $4.43M | 0.88% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 60,692 | $4.49M | 0.03% | −327−0.5% | Reduced |
| Gabelli Funds LLC | 61,237 | $4.53M | 0.03% | +162+0.3% | Added |
| TownSquare Capital, LLC | 61,886 | $4.58M | 0.05% | +1,373+2.3% | Added |
| Condor Capital Management | 62,352 | $4.61M | 0.41% | −1,112−1.8% | Reduced |
| Lincoln Capital LLC | 62,917 | $4.66M | 0.98% | −723−1.1% | Reduced |
| Omers Administration Corp | 62,943 | $4.66M | 0.04% | +10,690+20.5% | Added |
| Westpac Banking Corp | 63,018 | $4.66M | 0.31% | −44,022−41.1% | Reduced |
| Keybank National Association | 63,062 | $4.67M | 0.02% | −554−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 63,235 | $4.68M | 0.07% | −14,442−18.6% | Reduced |
| Wetherby Asset Management Inc | 63,366 | $4.69M | 0.22% | −23,915−27.4% | Reduced |
| Legal Advantage Investments, Inc. | 63,900 | $4.73M | 2.50% | −500−0.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 63,931 | $4.73M | 1.98% | −405−0.6% | Reduced |
| Lincoln Capital Corp | 64,255 | $4.76M | 1.95% | +113+0.2% | Added |
| Trajan Wealth LLC | 64,745 | $4.79M | 0.27% | +6,497+11.2% | Added |
| Natixis | 65,023 | $4.81M | 0.03% | −150,149−69.8% | Reduced |
| GHP Investment Advisors, Inc. | 65,159 | $4.82M | 0.23% | +1,082+1.7% | Added |
| Colonial Trust Advisors | 65,262 | $4.83M | 0.43% | −7,873−10.8% | Reduced |
| Prudential PLC | 65,487 | $4.85M | 0.02% | +18,223+38.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 65,631 | $4.86M | 2.18% | +464+0.7% | Added |
| Conning Inc. | 66,355 | $4.91M | 0.17% | −12,273−15.6% | Reduced |
| LGT Group Foundation | 66,835 | $4.95M | 0.08% | −122−0.2% | Reduced |
| Perkins Coie Trust Co | 66,916 | $4.95M | 1.09% | −279−0.4% | Reduced |
| Gilman Hill Asset Management, LLC | 67,003 | $4.96M | 0.86% | −1,834−2.7% | Reduced |
| American Trust Investment Advisors, LLC | 67,017 | $4.96M | 2.03% | +4,140+6.6% | Added |
| Virtu Financial LLC | 67,075 | $4.96M | 0.26% | +67,075 | New |
| Norinchukin Bank, The | 67,364 | $4.99M | 0.11% | +5,770+9.4% | Added |
| Teza Capital Management LLC | 67,888 | $5.02M | 0.76% | +35,720+111.0% | Added |
| Crestline Management, LP | 68,152 | $5.04M | 0.18% | +68,152 | New |
| Schwerin Boyle Capital Management Inc | 69,025 | $5.11M | 0.52% | −1,600−2.3% | Reduced |
| Interval Partners, LP | 69,226 | $5.12M | 0.13% | +69,226 | New |
| Marietta Wealth Management, LLC | 69,247 | $5.12M | 0.74% | +1,300+1.9% | Added |
| Entropy Technologies, LP | 69,281 | $5.13M | 0.53% | −25,920−27.2% | Reduced |
| Rathbone Brothers plc | 69,415 | $5.14M | 0.02% | −1,009,332−93.6% | Reduced |
| Fagan Associates, Inc. | 69,628 | $5.15M | 0.82% | +3,535+5.3% | Added |
| Callan Family Office, LLC | 69,919 | $5.17M | 0.33% | +69,919 | New |
| Twin Lakes Capital Management, LLC | 69,978 | $5.18M | 3.32% | +47+0.1% | Added |
| Stony Point Wealth Management Inc. | 70,791 | $5.24M | 2.08% | −8,433−10.6% | Reduced |
| New Mexico Educational Retirement Board | 71,187 | $5.27M | 0.18% | −1,800−2.5% | Reduced |
| Kavar Capital Partners Group, LLC | 71,463 | $5.29M | 0.89% | +505+0.7% | Added |
| Naples Global Advisors, LLC | 71,789 | $5.31M | 0.50% | +1,608+2.3% | Added |
| Generali Asset Management SPA SGR | 72,284 | $5.35M | 0.14% | +72,284 | New |
| Bryn Mawr Trust Co | 72,363 | $5.36M | 0.10% | −1,710−2.3% | Reduced |
| BNP Paribas | 72,710 | $5.38M | 0.22% | +18,900+35.1% | Added |
| Vinva Investment Management Ltd | 72,932 | $5.39M | 0.21% | +26,104+55.7% | Added |
| Abn Amro Investment Solutions | 72,937 | $5.40M | 0.10% | −4,141−5.4% | Reduced |
| Semmax Financial Advisors Inc. | 67,040 | $5.47M | 1.46% | −267−0.4% | Reduced |
| Birch Capital Management, LLC | 74,279 | $5.50M | 2.77% | −2,180−2.9% | Reduced |
| NewEdge Wealth, LLC | 74,352 | $5.50M | 0.10% | −7,328−9.0% | Reduced |
| Salvus Wealth Management, LLC | 74,433 | $5.51M | 3.51% | −385−0.5% | Reduced |
| Capitolis Liquid Global Markets LLC | 75,300 | $5.57M | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 76,356 | $5.65M | 0.06% | +36,476+91.5% | Added |
| Marshall & Sullivan Inc | 76,397 | $5.65M | 2.76% | +403+0.5% | Added |
| Central Pacific Bank - Trust Division | 76,944 | $5.69M | 0.75% | +2,804+3.8% | Added |
| Allen Capital Group, LLC | 77,035 | $5.70M | 0.70% | +6,067+8.5% | Added |
| Caisse des Depots Et Consignations | 77,047 | $5.70M | 0.28% | +77,047 | New |
| Marco Investment Management LLC | 77,139 | $5.71M | 0.49% | 00.0% | Unchanged |
| Commerce Bank | 77,289 | $5.72M | 0.04% | +147+0.2% | Added |
| Qsemble Capital Management, LP | 77,422 | $5.73M | 0.76% | +66,895+635.5% | Added |
| Steel Peak Wealth Management LLC | 77,471 | $5.73M | 0.24% | +1,710+2.3% | Added |
| Ieq Capital, LLC | 77,685 | $5.75M | 0.06% | +19,020+32.4% | Added |
| Scotia Capital Inc. | 78,361 | $5.80M | 0.03% | +9,415+13.7% | Added |
| Mediolanum International Funds Ltd | 79,008 | $5.83M | 0.08% | −177,185−69.2% | Reduced |
| AMG National Trust Bank | 79,393 | $5.87M | 0.16% | −1,103−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 79,759 | $5.90M | 0.22% | +3,750+4.9% | Added |
| Maryland State Retirement & Pension System | 80,053 | $5.92M | 0.13% | −5,946−6.9% | Reduced |
| Securian Asset Management, Inc | 80,344 | $5.95M | 0.17% | −2,280−2.8% | Reduced |
| Louisiana State Employees Retirement System | 80,400 | $5.95M | 0.11% | −3,700−4.4% | Reduced |
| Pring Turner Capital Group Inc | 80,655 | $5.97M | 4.00% | +5,314+7.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 81,080 | $6.00M | 0.66% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 81,292 | $6.02M | 0.18% | +4,990+6.5% | Added |
| Cloverfields Capital Group, LP | 83,149 | $6.15M | 1.98% | −666−0.8% | Reduced |
| Motley Fool Asset Management LLC | 83,316 | $6.17M | 0.32% | +9,700+13.2% | Added |
| Mezzasalma Advisors, LLC | 84,439 | $6.25M | 2.02% | +890+1.1% | Added |
| WCG Wealth Advisors LLC | 84,847 | $6.28M | 0.42% | +4,878+6.1% | Added |
| Skba Capital Management LLC | 84,900 | $6.28M | 0.99% | −30,400−26.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 85,310 | $6.31M | 1.28% | +5,793+7.3% | Added |
| Private Advisory Group LLC | 85,931 | $6.36M | 0.71% | +3,887+4.7% | Added |
| LaFleur & Godfrey LLC | 86,486 | $6.40M | 0.88% | −805−0.9% | Reduced |
| 1832 Asset Management L.P. | 86,640 | $6.41M | 0.01% | −18,360−17.5% | Reduced |
| American Assets Investment Management, LLC | 86,674 | $6.41M | 0.52% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 86,750 | $6.42M | 0.12% | +86,750 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 87,013 | $6.44M | 0.07% | +48,435+125.6% | Added |
| Thompson Siegel & Walmsley LLC | 87,089 | $6.45M | 0.10% | −41,614−32.3% | Reduced |
| Radnor Capital Management, LLC | 88,379 | $6.54M | 1.09% | −5,448−5.8% | Reduced |
| NEOS Investment Management LLC | 88,576 | $6.56M | 0.15% | +21,152+31.4% | Added |
| Beck Bode, LLC | 89,028 | $6.59M | 1.20% | +89,028 | New |
| Point72 (DIFC) Ltd | 89,378 | $6.61M | 0.60% | +89,378 | New |
| Spire Wealth Management | 89,650 | $6.63M | 0.21% | +1,355+1.5% | Added |
| Woodline Partners LP | 89,776 | $6.64M | 0.04% | +89,776 | New |