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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| LFL Advisers, LLC | 0 | $0 | 0.00% | −199,665−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −154,318−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −89,073−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −67,351−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −65,479−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −50,252−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −43,299−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −42,492−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −35,642−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −30,786−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −28,066−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −27,064−100.0% | Sold out |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −24,246−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −23,527−100.0% | Sold out |
| Soapstone Management L.P. | 0 | $0 | 0.00% | −21,250−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −19,870−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −15,777−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −15,730−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −14,230−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −15,133−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −14,981−100.0% | Sold out |
| Signet Investment Advisory Group, Inc. | 0 | $0 | 0.00% | −14,610−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −14,484−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −12,946−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Donald L. Hagan, LLC | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,957−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −9,754−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −9,061−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| Fullcircle Wealth LLC | 0 | $0 | 0.00% | −6,498−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −7,228−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,995−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,695−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −6,490−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −6,232−100.0% | Sold out |
| Encompass Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −4,821−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −3,757−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −4,312−100.0% | Sold out |
| Callan Capital, LLC | 0 | $0 | 0.00% | −4,287−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −4,286−100.0% | Sold out |
| Heritage Oak Wealth Advisors LLC | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −4,094−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −4,079−100.0% | Sold out |
| SFG Wealth Management, LLC. | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −3,753−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −3,663−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −3,433−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −3,353−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,324−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Magellan Asset Management Ltd | 0 | $0 | 0.00% | −2,921−100.0% | Sold out |
| Dynamic Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,535−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −848−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Evergreen Private Wealth LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |