Skip to main content

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.

Other share classesSCHW.PDSCHW.PJ

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.

Institutional holdersQ4 2024: 1,993 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ4 2024: $110.8B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2024.

Institutions holding SCHW in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
EnRich Financial Partners LLC175$13.0K0.00%00.0%Unchanged
Stephenson National Bank & Trust179$13.2K0.00%−184−50.7%Reduced
Clear Investment Research, LLC180$13.3K0.02%00.0%Unchanged
NCP Inc.181$13.4K0.01%−87−32.5%Reduced
McIlrath & Eck, LLC181$13.4K0.00%+50+38.2%Added
CoreFirst Bank & Trust182$13.5K0.01%00.0%Unchanged
Arcadia Investment Management Corp182$13.5K0.00%+182New
Vision Financial Markets LLC185$13.7K0.01%+185New
Tradewinds Capital Management, LLC186$13.8K0.00%00.0%Unchanged
First Community Trust NA188$13.9K0.01%00.0%Unchanged
South State Corp.191$14.1K0.00%+139+267.3%Added
Gleason Group, Inc.192$14.2K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC195$14.4K0.00%+25+14.7%Added
Minot DeBlois Advisors LLC195$14.4K0.01%+195New
Silicon Valley Capital Partners197$14.6K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC200$14.8K0.00%−77−27.8%Reduced
Westside Investment Management, Inc.200$14.8K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.200$14.8K0.01%+200New
Fourth Dimension Wealth, LLC200$14.8K0.01%+200New
Murphy & Mullick Capital Management Corp201$14.9K0.01%+201New
Pin Oak Investment Advisors Inc224$15.0K0.01%00.0%Unchanged
Arlington Trust Co LLC211$15.6K0.00%00.0%Unchanged
Mascoma Wealth Management LLC217$16.1K0.00%−66−23.3%Reduced
Glen Eagle Advisors, LLC217$16.1K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.217$16.1K0.00%+3+1.4%Added
Hurley Capital, LLC221$16.5K0.01%+221New
Transce3nd, LLC224$16.6K0.01%+224New
FPC Investment Advisory, Inc.217$18.0K0.01%+217New
Roxbury Financial LLC225$18.6K0.02%+225New
Sierra Ocean, LLC262$19.4K0.02%+262New
Pathway Financial Advisers, LLC268$19.8K0.01%+1+0.4%Added
Frazier Financial Advisors, LLC269$19.9K0.02%−128−32.2%Reduced
Financial Connections Group, Inc.271$20.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC243$20.1K0.00%+16+7.0%Added
Sugarloaf Wealth Management, LLC275$20.4K0.00%00.0%Unchanged
Bogart Wealth, LLC276$20.4K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC282$20.9K0.00%00.0%Unchanged
Valued Wealth Advisors LLC282$20.9K0.01%−5−1.7%Reduced
Abound Wealth Management284$21.0K0.01%−8−2.7%Reduced
Bellevue Asset Management, LLC291$21.6K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC292$21.6K0.00%00.0%Unchanged
Battery Global Advisors, LLC298$22.1K0.01%+1+0.3%Added
Ransom Advisory, Ltd300$22.2K0.01%00.0%Unchanged
Park Square Financial Group, LLC300$22.2K0.02%+300New
Bear Mountain Capital, Inc.278$22.8K0.01%−37−11.7%Reduced
Cassady Schiller Wealth Management, LLC314$23.2K0.01%+55+21.2%Added
Beacon Capital Management, LLC318$23.6K0.00%−20−5.9%Reduced
Investors Research Corp319$23.6K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC320$23.7K0.00%00.0%Unchanged
Sachetta, LLC327$24.2K0.01%+14+4.5%Added
Private Wealth Management Group, LLC331$24.5K0.01%00.0%Unchanged
Dunhill Financial, LLC333$24.7K0.01%+120+56.3%Added
Raffa Wealth Management, LLC337$24.9K0.01%+47+16.2%Added
Kestra Investment Management, LLC346$25.6K0.00%−2,770−88.9%Reduced
Country Trust Bank350$25.9K0.00%00.0%Unchanged
Main Street Group, LTD352$26.1K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.354$26.2K0.01%00.0%Unchanged
Evelyn Partners Asset Management Ltd364$26.9K0.01%+364New
Kayne Anderson Rudnick Investment Management LLC378$28.0K0.00%−429−53.2%Reduced
Washington Trust Advisors, Inc.387$28.6K0.00%00.0%Unchanged
Meeder Asset Management Inc388$28.7K0.00%−22−5.4%Reduced
American Capital Advisory, LLC395$29.2K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC396$29.3K0.01%+1+0.3%Added
BFSG, LLC398$29.5K0.00%+25+6.7%Added
CGC Financial Services, LLC400$29.6K0.01%00.0%Unchanged
Salomon & Ludwin, LLC415$30.7K0.00%−45−9.8%Reduced
Your Advocates Ltd., LLP434$31.4K0.01%00.0%Unchanged
Tributary Capital Management, LLC431$31.9K0.00%00.0%Unchanged
Costello Asset Management, INC435$32.2K0.02%−175−28.7%Reduced
Richard W. Paul & Associates, LLC435$32.2K0.01%00.0%Unchanged
First PREMIER Bank450$33.0K0.01%00.0%Unchanged
Albion Financial Group451$33.4K0.00%−7,500−94.3%Reduced
Key Financial Inc462$34.2K0.01%00.0%Unchanged
North Star Investment Management Corp.500$37.0K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC500$37.0K0.03%00.0%Unchanged
J.Safra Asset Management Corp502$37.1K0.00%00.0%Unchanged
PSI Advisors, LLC509$37.7K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC509$37.7K0.07%+509New
Wiser Advisor Group LLC512$37.9K0.06%+2+0.4%Added
Hazlett, Burt & Watson, Inc.515$38.0K0.02%+1+0.2%Added
Clark Wealth Partners540$40.0K0.03%+540New
Atala Financial Inc556$41.1K0.03%+556New
Fairfield Financial Advisors, LTD564$41.7K0.01%−386−40.6%Reduced
Carolina Wealth Advisors, LLC565$41.8K0.02%00.0%Unchanged
Byrne Asset Management LLC567$42.0K0.03%−100−15.0%Reduced
Gould Capital, LLC600$44.4K0.03%00.0%Unchanged
Fortitude Family Office, LLC604$44.7K0.02%+46+8.2%Added
Gen-Wealth Partners Inc605$44.8K0.02%−420−41.0%Reduced
Knuff & Co LLC606$44.8K0.01%+563+1,309.3%Added
Arrowpoint Investment Partners (Singapore) Pte. Ltd.610$45.1K0.03%+610New
TD Waterhouse Canada Inc.611$45.2K0.00%+50+8.9%Added
Financial Life Planners615$45.5K0.04%+615New
Glass Jacobson Investment Advisors llc616$45.6K0.01%00.0%Unchanged
Whipplewood Advisors, LLC623$46.1K0.03%+623New
Crewe Advisors LLC629$46.6K0.01%−232−26.9%Reduced
Signature Resources Capital Management, LLC635$47.0K0.04%00.0%Unchanged
West Paces Advisors Inc.655$48.5K0.01%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.659$48.8K0.03%00.0%Unchanged
Field & Main Bank700$51.8K0.02%00.0%Unchanged
Promus Capital, LLC700$51.8K0.04%+700New