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 |
|---|---|---|---|---|---|
| IAG Wealth Partners, LLC | 705 | $52.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 715 | $52.9K | 0.05% | +715 | New |
| Founders Financial Alliance, LLC | 723 | $53.5K | 0.01% | +1+0.1% | Added |
| Coastal Investment Advisors, Inc. | 725 | $54.0K | 0.02% | +694+2,238.7% | Added |
| Washington Trust Co | 732 | $54.2K | 0.00% | −109−13.0% | Reduced |
| Missouri Trust & Investment Co | 774 | $57.3K | 0.02% | +396+104.8% | Added |
| Painted Porch Advisors LLC | 775 | $57.4K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 786 | $58.0K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 798 | $58.8K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 800 | $59.2K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 810 | $59.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 812 | $60.1K | 0.03% | −8−1.0% | Reduced |
| AdvisorNet Financial, Inc | 820 | $60.7K | 0.01% | −84−9.3% | Reduced |
| Golden State Wealth Management, LLC | 834 | $61.7K | 0.01% | +834 | New |
| Venturi Wealth Management, LLC | 855 | $63.3K | 0.00% | +248+40.9% | Added |
| Synergy Investment Management, LLC | 857 | $63.4K | 0.03% | +857 | New |
| Toth Financial Advisory Corp | 870 | $64.4K | 0.01% | −5,732−86.8% | Reduced |
| Raleigh Capital Management Inc. | 894 | $66.2K | 0.03% | −116−11.5% | Reduced |
| Acadian Asset Management LLC | 913 | $67.0K | 0.00% | −1,292−58.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 909 | $67.3K | 0.05% | 00.0% | Unchanged |
| Wintrust Investments LLC | 927 | $68.0K | 0.06% | −44−4.5% | Reduced |
| Graney & King, LLC | 928 | $68.7K | 0.05% | +928 | New |
| WR Wealth Planners, LLC | 929 | $68.7K | 0.02% | −18−1.9% | Reduced |
| Logan Capital Management Inc | 959 | $71.0K | 0.00% | −8,770−90.1% | Reduced |
| VSM Wealth Advisory, LLC | 978 | $72.4K | 0.03% | +978 | New |
| Zions Bancorporation, N.A. | 988 | $73.1K | 0.00% | +326+49.2% | Added |
| One River Asset Management, LLC | 1,004 | $74.2K | 0.11% | −2,077−67.4% | Reduced |
| Darwin Advisors, LLC | 1,039 | $76.9K | 0.03% | +1,039 | New |
| Sound Income Strategies, LLC | 1,064 | $78.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,092 | $81.0K | 0.01% | −30−2.7% | Reduced |
| Human Investing LLC | 1,096 | $81.1K | 0.01% | +1,096 | New |
| Pacifica Partners Inc. | 1,110 | $81.9K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,123 | $83.1K | 0.01% | +1,123 | New |
| Richards, Merrill & Peterson, Inc. | 1,202 | $89.0K | 0.05% | +1,202 | New |
| Optimum Investment Advisors | 1,227 | $90.8K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,231 | $91.1K | 0.01% | +1,231 | New |
| Millstone Evans Group, LLC | 1,233 | $91.3K | 0.06% | +1,233 | New |
| Northwest Capital Management Inc | 1,242 | $92.0K | 0.04% | −18−1.4% | Reduced |
| Wesleyan Assurance Society | 1,250 | $92.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,275 | $94.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,278 | $95.0K | 0.06% | +348+37.4% | Added |
| Medallion Wealth Advisors, LLC | 1,261 | $95.2K | 0.05% | +1,261 | New |
| Providence First Trust Co | 1,301 | $96.3K | 0.04% | +1,301 | New |
| Heritage Wealth Advisors | 1,313 | $97.2K | 0.00% | +4+0.3% | Added |
| Atticus Wealth Management, LLC | 1,327 | $98.2K | 0.03% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,342 | $99.4K | 0.08% | +1,342 | New |
| Lee Danner & Bass Inc | 1,360 | $100.7K | 0.01% | +1,360 | New |
| Truvestments Capital LLC | 1,364 | $100.9K | 0.03% | +2+0.1% | Added |
| Hemington Wealth Management | 1,370 | $101.0K | 0.03% | +114+9.1% | Added |
| Davis Capital Management | 1,408 | $104.2K | 0.08% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,417 | $104.9K | 0.02% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,440 | $106.6K | 0.06% | +1,440 | New |
| MV Capital Management, Inc. | 1,443 | $106.8K | 0.01% | −12−0.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,443 | $106.8K | 0.04% | +62+4.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,486 | $110.0K | 0.08% | +1,486 | New |
| Sherman Asset Management, Inc. | 1,512 | $111.9K | 0.10% | +1,512 | New |
| Barrett & Company, Inc. | 1,514 | $112.1K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 1,527 | $113.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,532 | $113.4K | 0.02% | +1,188+345.3% | Added |
| DT Investment Partners, LLC | 1,545 | $114.3K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,556 | $115.0K | 0.01% | +107+7.4% | Added |
| AllSquare Wealth Management LLC | 1,559 | $115.4K | 0.07% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,795 | $116.3K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 1,583 | $117.2K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,590 | $117.7K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,606 | $118.9K | 0.05% | +1,094+213.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,640 | $121.4K | 0.04% | +330+25.2% | Added |
| City State Bank | 1,695 | $125.4K | 0.04% | −15−0.9% | Reduced |
| Cranbrook Wealth Management, LLC | 1,740 | $128.8K | 0.03% | +380+27.9% | Added |
| ORG Wealth Partners, LLC | 1,744 | $129.1K | 0.04% | +1,107+173.8% | Added |
| Acropolis Investment Management, LLC | 1,781 | $131.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,791 | $132.6K | 0.01% | +212+13.4% | Added |
| Hartford Financial Management Inc. | 1,800 | $133.2K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,811 | $134.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,959 | $134.0K | 0.01% | −45−0.6% | Reduced |
| Catalyst Capital Advisors LLC | 1,814 | $134.3K | 0.00% | −1,090−37.5% | Reduced |
| Bayforest Capital Ltd | 1,886 | $139.6K | 0.17% | +1,886 | New |
| Estabrook Capital Management | 1,895 | $140.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,935 | $143.2K | 0.02% | −63−3.2% | Reduced |
| Pflug Koory, LLC | 1,955 | $144.7K | 0.07% | +1+0.1% | Added |
| Hilltop National Bank | 2,007 | $148.5K | 0.04% | −42−2.0% | Reduced |
| Ulland Investment Advisors, LLC | 2,100 | $155.0K | 0.10% | −75−3.4% | Reduced |
| Cito Capital Group, LLC | 2,125 | $157.0K | 0.06% | −750−26.1% | Reduced |
| Fedenia Advisers LLC | 2,126 | $157.3K | 0.09% | +2,126 | New |
| Coppell Advisory Solutions LLC | 2,139 | $158.7K | 0.02% | +563+35.7% | Added |
| Bell Investment Advisors, Inc | 2,215 | $163.9K | 0.03% | −12−0.5% | Reduced |
| BankPlus Trust Department | 2,234 | $165.3K | 0.05% | +2,234 | New |
| SRS Capital Advisors, Inc. | 2,248 | $166.4K | 0.01% | +865+62.5% | Added |
| SBI Securities Co., Ltd. | 2,254 | $166.8K | 0.01% | +2,254 | New |
| Oakworth Capital, Inc. | 2,259 | $167.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,271 | $168.1K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 2,317 | $171.5K | 0.00% | +628+37.2% | Added |
| Stance Capital LLC | 2,319 | $171.6K | 0.11% | +2,319 | New |
| Evelyn Partners Investment Management Services Ltd | 2,330 | $172.4K | 0.03% | +2,330 | New |
| Grove Bank & Trust | 2,340 | $173.2K | 0.02% | +163+7.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,350 | $174.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,401 | $177.7K | 0.01% | +12+0.5% | Added |
| Deseret Mutual Benefit Administrators | 2,408 | $178.2K | 0.09% | −164−6.4% | Reduced |
| Ethos Financial Group, LLC | 2,413 | $178.6K | 0.02% | +2,413 | New |
| Birchbrook, Inc. | 2,431 | $179.9K | 0.10% | −50−2.0% | Reduced |