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 |
|---|---|---|---|---|---|
| Capital Investment Counsel, Inc | 89,991 | $6.66M | 1.00% | −2,550−2.8% | Reduced |
| Aviance Capital Partners, LLC | 90,932 | $6.73M | 0.93% | +1,455+1.6% | Added |
| Shelton Capital Management | 90,959 | $6.73M | 0.17% | +13,542+17.5% | Added |
| Oppenheimer & Co Inc | 91,477 | $6.77M | 0.10% | −8,831−8.8% | Reduced |
| Point72 Europe (London) LLP | 91,700 | $6.79M | 0.39% | +91,700 | New |
| Hartford Investment Management Co | 92,409 | $6.84M | 0.22% | −1,601−1.7% | Reduced |
| Ascent Group, LLC | 92,787 | $6.87M | 0.52% | +5,511+6.3% | Added |
| Intech Investment Management LLC | 93,241 | $6.90M | 0.07% | +56,960+157.0% | Added |
| Argent Trust Co | 93,429 | $6.91M | 0.28% | +5,094+5.8% | Added |
| 1248 Management, LLC | 93,729 | $6.94M | 2.99% | +93,729 | New |
| Teacher Retirement System of Texas | 94,412 | $6.99M | 0.03% | +84,297+833.4% | Added |
| UniSuper Management Pty Ltd | 95,398 | $7.06M | 0.05% | +17,830+23.0% | Added |
| Quantinno Capital Management LP | 97,562 | $7.22M | 0.07% | +43,605+80.8% | Added |
| GWM Advisors LLC | 97,764 | $7.24M | 0.04% | +5,067+5.5% | Added |
| Private Advisor Group, LLC | 98,159 | $7.26M | 0.04% | +4,317+4.6% | Added |
| Lafayette Investments, Inc. | 98,230 | $7.27M | 1.56% | +480+0.5% | Added |
| Clough Capital Partners L P | 98,690 | $7.30M | 0.84% | −31,410−24.1% | Reduced |
| Redmond Asset Management, LLC | 98,828 | $7.31M | 1.83% | −6,151−5.9% | Reduced |
| Geneos Wealth Management Inc. | 98,978 | $7.33M | 0.26% | +151+0.2% | Added |
| First Hawaiian Bank | 99,050 | $7.33M | 0.24% | −330.0% | Reduced |
| Nearwater Capital Markets, Ltd | 100,000 | $7.40M | 0.21% | +100,000 | New |
| Roundview Capital LLC | 100,092 | $7.41M | 0.52% | +911+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 99,934 | $7.45M | 0.09% | +37,285+59.5% | Added |
| Citizens Financial Group Inc | 100,967 | $7.47M | 0.15% | +1,490+1.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 101,474 | $7.51M | 0.90% | −7,387−6.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 102,313 | $7.57M | 0.42% | −640−0.6% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 102,376 | $7.58M | 2.63% | −4,779−4.5% | Reduced |
| Kentucky Retirement Systems | 102,659 | $7.60M | 0.22% | −1,414−1.4% | Reduced |
| Glenview Trust Co | 103,034 | $7.63M | 0.14% | +358+0.3% | Added |
| KCM Investment Advisors LLC | 103,799 | $7.68M | 0.26% | −1,184−1.1% | Reduced |
| Baldwin Brothers Inc | 103,838 | $7.69M | 0.53% | −9,394−8.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 104,832 | $7.76M | 0.21% | +3,587+3.5% | Added |
| Avanza Fonder AB | 104,890 | $7.76M | 0.23% | +104,890 | New |
| Americana Partners, LLC | 105,159 | $7.78M | 0.32% | +97,244+1,228.6% | Added |
| Kinsale Capital Group, Inc. | 105,487 | $7.81M | 2.10% | +10,976+11.6% | Added |
| Patten & Patten Inc | 105,973 | $7.84M | 0.52% | +1,805+1.7% | Added |
| Wealthfront Advisers LLC | 106,055 | $7.85M | 0.02% | +14,432+15.8% | Added |
| Tower Research Capital LLC (TRC) | 106,243 | $7.86M | 0.16% | +69,720+190.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 106,811 | $7.90M | 0.08% | −51,299−32.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 107,693 | $7.97M | 0.02% | +22,802+26.9% | Added |
| Means Investment Co., Inc. | 107,759 | $7.98M | 0.83% | −312−0.3% | Reduced |
| Great Lakes Advisors, LLC | 107,762 | $7.98M | 0.07% | −2,932−2.6% | Reduced |
| Cornerstone Advisors, LLC | 107,800 | $7.98M | 0.32% | +1,600+1.5% | Added |
| Sendero Wealth Management, LLC | 108,810 | $8.05M | 1.20% | −18,202−14.3% | Reduced |
| Martingale Asset Management L P | 110,445 | $8.17M | 0.20% | +100,290+987.6% | Added |
| Teachers Retirement System of the State of Kentucky | 110,567 | $8.18M | 0.07% | −1,417−1.3% | Reduced |
| Graham Capital Management, L.P. | 112,376 | $8.32M | 0.26% | +80,112+248.3% | Added |
| Engineers Gate Manager LP | 113,246 | $8.38M | 0.15% | −38,719−25.5% | Reduced |
| Advisors Capital Management, LLC | 116,336 | $8.61M | 0.14% | +17,483+17.7% | Added |
| Candriam Luxembourg S.C.A. | 116,468 | $8.62M | 0.05% | +14,022+13.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 116,583 | $8.63M | 0.24% | +7,182+6.6% | Added |
| Timber Creek Capital Management LLC | 117,923 | $8.73M | 2.52% | +673+0.6% | Added |
| Grassi Investment Management | 118,718 | $8.79M | 0.75% | −900−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 119,453 | $8.84M | 0.22% | +1,025+0.9% | Added |
| Pacer Advisors, Inc. | 119,588 | $8.85M | 0.02% | +8,223+7.4% | Added |
| Advocate Group LLC | 121,166 | $8.97M | 1.69% | −223−0.2% | Reduced |
| Baker Avenue Asset Management, LP | 121,194 | $8.97M | 0.27% | +1,678+1.4% | Added |
| Tower Bridge Advisors | 121,543 | $9.00M | 0.96% | −6,316−4.9% | Reduced |
| Sandy Spring Bank | 122,113 | $9.04M | 0.37% | −5,321−4.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 122,887 | $9.09M | 0.70% | +79,821+185.3% | Added |
| Motco | 123,269 | $9.12M | 0.94% | −574−0.5% | Reduced |
| RSM US Wealth Management LLC | 123,458 | $9.13M | 0.13% | +6,047+5.2% | Added |
| JustInvest LLC | 123,698 | $9.15M | 0.14% | +13,415+12.2% | Added |
| Westbourne Investment Advisors, Inc. | 123,731 | $9.16M | 3.13% | +2,042+1.7% | Added |
| Hanson & Doremus Investment Management | 124,562 | $9.22M | 1.44% | −393−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 125,067 | $9.26M | 0.08% | +29,083+30.3% | Added |
| Terry L. Blaker | 125,255 | $9.27M | 0.36% | −3,364−2.6% | Reduced |
| Thompson Investment Management, Inc. | 126,446 | $9.36M | 1.34% | +4,403+3.6% | Added |
| Country Club Bank | 126,856 | $9.38M | 0.63% | −3,324−2.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 127,313 | $9.42M | 1.39% | +892+0.7% | Added |
| Oregon Public Employees Retirement Fund | 128,112 | $9.48M | 0.17% | +270+0.2% | Added |
| Ironwood Investment Counsel, LLC | 129,310 | $9.57M | 1.64% | −230.0% | Reduced |
| Nordea Investment Management AB | 129,431 | $9.57M | 0.01% | +7,499+6.2% | Added |
| MAI Capital Management | 130,295 | $9.64M | 0.07% | −10,729−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 130,560 | $9.66M | 0.01% | +11,746+9.9% | Added |
| Parallax Volatility Advisers, L.P. | 130,757 | $9.68M | 0.21% | +130,757 | New |
| McGuire Investment Group, LLC | 132,593 | $9.81M | 1.42% | −550.0% | Reduced |
| Citizens Business Bank | 94,406 | $9.86M | 1.84% | +29,458+45.4% | Added |
| Principal Securities, Inc. | 133,843 | $9.91M | 0.22% | +5,663+4.4% | Added |
| M&G Plc | 134,213 | $9.93M | 0.06% | −11,916−8.2% | Reduced |
| Oppenheimer Asset Management Inc. | 134,253 | $9.94M | 0.12% | +6,256+4.9% | Added |
| Hyperion Capital Advisors LP | 134,294 | $9.94M | 5.11% | −8,677−6.1% | Reduced |
| Nicholas Company, Inc. | 136,737 | $10.1M | 0.16% | −9,018−6.2% | Reduced |
| Exchange Traded Concepts, LLC | 136,828 | $10.1M | 0.21% | +117,055+592.0% | Added |
| TCG Advisory Services, LLC | 137,065 | $10.1M | 0.43% | +9,961+7.8% | Added |
| Univest Financial Corp | 137,526 | $10.2M | 0.64% | −552−0.4% | Reduced |
| Toroso Investments, LLC | 138,097 | $10.2M | 0.08% | +18,912+15.9% | Added |
| Mesirow Financial Investment Management, Inc. | 138,844 | $10.3M | 0.20% | +310.0% | Added |
| Parthenon LLC | 141,165 | $10.4M | 1.26% | −365−0.3% | Reduced |
| Atria Investments LLC | 141,169 | $10.4M | 0.13% | −16,543−10.5% | Reduced |
| Mizuho Securities USA LLC | 141,684 | $10.5M | 0.19% | +44,813+46.3% | Added |
| Great Lakes Retirement, Inc. | 142,045 | $10.5M | 1.36% | −405−0.3% | Reduced |
| Van Cleef Asset Management,Inc | 143,969 | $10.7M | 1.17% | −599−0.4% | Reduced |
| Fifth Third Bancorp | 144,958 | $10.7M | 0.04% | −20,993−12.7% | Reduced |
| Addenda Capital Inc. | 145,128 | $10.7M | 0.38% | +1,237+0.9% | Added |
| Elo Mutual Pension Insurance Co | 146,067 | $10.8M | 0.23% | +2,492+1.7% | Added |
| Elgethun Capital Management | 147,774 | $10.9M | 2.65% | +2,027+1.4% | Added |
| Evergreen Capital Management LLC | 150,519 | $11.1M | 0.36% | +164+0.1% | Added |
| Kestra Advisory Services, LLC | 150,793 | $11.2M | 0.06% | −185,496−55.2% | Reduced |
| Snowden Capital Advisors LLC | 151,360 | $11.2M | 0.35% | +3,132+2.1% | Added |