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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 2,435 | $180.2K | 0.01% | +4+0.2% | Added |
| Cromwell Holdings LLC | 2,470 | $182.8K | 0.11% | 00.0% | Unchanged |
| Quarry LP | 2,475 | $183.2K | 0.04% | −543−18.0% | Reduced |
| Tobam | 2,505 | $185.0K | 0.06% | −1,147−31.4% | Reduced |
| ORG Partners LLC | 2,501 | $185.1K | 0.03% | +1,100+78.5% | Added |
| Horizon Bancorp Inc | 2,507 | $186.0K | 0.09% | +91+3.8% | Added |
| Wood Tarver Financial Group, LLC | 2,522 | $186.0K | 0.06% | +2,522 | New |
| ZRC Wealth Management, LLC | 2,520 | $186.5K | 0.08% | −2,050−44.9% | Reduced |
| Riverview Trust Co | 2,582 | $191.1K | 0.17% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,636 | $195.1K | 0.02% | −99−3.6% | Reduced |
| Forte Capital LLC | 2,705 | $200.2K | 0.02% | +2,705 | New |
| Waypoint Wealth Partners Inc. | 2,705 | $200.2K | 0.05% | +2,705 | New |
| Bernardo Wealth Planning LLC | 2,752 | $200.3K | 0.05% | −46−1.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,710 | $200.6K | 0.02% | +2,710 | New |
| Auxano Advisors, LLC | 2,715 | $200.9K | 0.05% | +2,715 | New |
| Aspire Capital Advisors LLC | 2,716 | $201.0K | 0.06% | +2,716 | New |
| Mainsail Asset Management, LLC | 2,725 | $201.6K | 0.14% | +2,725 | New |
| Collective Family Office LLC | 2,726 | $201.8K | 0.06% | +2,726 | New |
| Brio Consultants, LLC | 2,726 | $201.8K | 0.03% | +2,726 | New |
| Capital Asset Advisory Services LLC | 2,711 | $201.9K | 0.01% | +2,711 | New |
| Shum Financial Group, Inc. | 2,728 | $201.9K | 0.17% | +2,728 | New |
| Straight Path Wealth Management | 2,732 | $202.2K | 0.08% | +2,732 | New |
| Invenio Wealth Partners LLC | 2,737 | $202.6K | 0.08% | +2,737 | New |
| ARS Wealth Advisors Group, LLC | 2,739 | $202.7K | 0.03% | +2,739 | New |
| Manchester Capital Management LLC | 2,753 | $203.8K | 0.02% | +1,027+59.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,757 | $204.0K | 0.02% | +2,757 | New |
| Holderness Investments Co | 2,760 | $204.3K | 0.05% | +2,760 | New |
| Longview Financial Advisors LLC | 2,764 | $204.6K | 0.14% | +2,764 | New |
| Marion Wealth Management | 2,777 | $205.6K | 0.05% | +2,777 | New |
| Catalyst Funds Management Pty Ltd | 2,800 | $207.2K | 0.05% | +2,800 | New |
| LJI Wealth Management, LLC | 2,802 | $207.4K | 0.04% | +2,802 | New |
| Keystone Financial Group | 2,804 | $207.5K | 0.02% | +2,804 | New |
| Rocky Mountain Advisers, LLC | 2,855 | $211.3K | 0.06% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,856 | $211.4K | 0.02% | −464−14.0% | Reduced |
| Quent Capital, LLC | 2,862 | $211.8K | 0.02% | −140−4.7% | Reduced |
| HTLF Bank | 2,874 | $212.7K | 0.02% | +2,874 | New |
| Plancorp, LLC | 2,893 | $214.1K | 0.01% | +2,893 | New |
| Kathleen S. Wright Associates Inc. | 2,900 | $214.4K | 0.09% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,907 | $215.1K | 0.17% | −103−3.4% | Reduced |
| Financial Advocates Investment Management | 2,911 | $215.4K | 0.01% | −255−8.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,916 | $215.8K | 0.00% | −1,564−34.9% | Reduced |
| AA Financial Advisors, LLC | 2,917 | $215.9K | 0.06% | −381−11.6% | Reduced |
| Bremer Bank National Association | 2,918 | $216.0K | 0.04% | +2,918 | New |
| Three Bridge Wealth Advisors, LLC | 2,919 | $216.0K | 0.08% | +2,919 | New |
| Lantz Financial LLC | 2,921 | $216.2K | 0.06% | +2,921 | New |
| Carolinas Wealth Consulting LLC | 2,929 | $216.8K | 0.04% | +17+0.6% | Added |
| Stockman Wealth Management, Inc. | 2,935 | $217.2K | 0.03% | −211−6.7% | Reduced |
| Twinbeech Capital LP | 2,948 | $218.2K | 0.00% | +2,948 | New |
| Jacobs Levy Equity Management, Inc | 2,957 | $218.8K | 0.00% | −93,620−96.9% | Reduced |
| PFG Advisors | 2,971 | $219.9K | 0.01% | +2,971 | New |
| J. Safra Sarasin Holding AG | 2,975 | $220.2K | 0.00% | +2,975 | New |
| Abacus Planning Group, Inc. | 2,975 | $220.2K | 0.04% | +2,975 | New |
| Chilton Capital Management LLC | 2,976 | $220.3K | 0.01% | −1,663−35.8% | Reduced |
| Congress Wealth Management LLC | 2,980 | $220.6K | 0.00% | +2,980 | New |
| Wimmer Associates 1, LLC | 2,984 | $220.8K | 0.11% | +2,984 | New |
| Flagship Harbor Advisors, LLC | 2,987 | $221.1K | 0.01% | +2,987 | New |
| Brave Asset Management Inc | 2,988 | $221.1K | 0.07% | +2,988 | New |
| Sierra Summit Advisors LLC | 3,000 | $222.0K | 0.04% | −200−6.3% | Reduced |
| Martel Wealth Advisors Inc | 3,000 | $222.0K | 0.04% | +3,000 | New |
| Manuka Financial, LLC | 3,000 | $222.0K | 0.15% | +3,000 | New |
| Weiss Asset Management LP | 3,011 | $222.8K | 0.01% | +3,011 | New |
| TRUE Private Wealth Advisors | 3,013 | $223.1K | 0.03% | +3,013 | New |
| Cardinal Strategic Wealth Guidance | 3,024 | $223.8K | 0.07% | +3,024 | New |
| Highline Wealth Partners LLC | 3,024 | $223.8K | 0.07% | −306−9.2% | Reduced |
| Stonegate Investment Group, LLC | 3,025 | $223.9K | 0.01% | +3,025 | New |
| Caitong International Asset Management Co., Ltd | 3,038 | $224.8K | 0.22% | +3,038 | New |
| SNS Financial Group, LLC | 3,041 | $225.1K | 0.02% | −340−10.1% | Reduced |
| State of Wyoming | 3,044 | $225.3K | 0.03% | +1,327+77.3% | Added |
| West Coast Financial LLC | 3,049 | $225.7K | 0.02% | −186−5.7% | Reduced |
| Verdence Capital Advisors LLC | 3,052 | $225.8K | 0.02% | −119−3.8% | Reduced |
| Perennial Investment Advisors, LLC | 3,054 | $226.0K | 0.03% | −178−5.5% | Reduced |
| First Horizon Advisors, Inc. | 3,061 | $226.5K | 0.01% | +96+3.2% | Added |
| Spartan Planning & Wealth Management | 3,066 | $226.9K | 0.21% | +3,066 | New |
| Red Door Wealth Management, LLC | 3,074 | $227.5K | 0.03% | −250−7.5% | Reduced |
| Pinnacle Bancorp, Inc. | 3,075 | $227.6K | 0.07% | +350+12.8% | Added |
| Hiley Hunt Wealth Management | 3,078 | $227.8K | 0.13% | +3,078 | New |
| Trust Co of Virginia | 3,082 | $228.1K | 0.02% | +3,082 | New |
| Acas, LLC | 2,801 | $229.3K | 0.17% | +2,801 | New |
| First Affirmative Financial Network | 3,111 | $230.2K | 0.13% | −108−3.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,127 | $231.5K | 0.03% | +5+0.2% | Added |
| Guardian Wealth Advisors, LLC | 3,133 | $231.9K | 0.02% | +3,133 | New |
| Asahi Life Asset Management Co., Ltd. | 3,140 | $232.4K | 0.14% | +3,140 | New |
| Redhawk Wealth Advisors, Inc. | 3,152 | $233.3K | 0.03% | +4+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 3,156 | $233.6K | 0.15% | −83,524−96.4% | Reduced |
| Whalerock Point Partners, LLC | 3,166 | $234.3K | 0.05% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,167 | $234.4K | 0.18% | 00.0% | Unchanged |
| CAP Partners, LLC | 3,167 | $234.4K | 0.17% | +45+1.4% | Added |
| Kolinsky Wealth Management, LLC | 3,175 | $235.0K | 0.14% | +2+0.1% | Added |
| Confluence Wealth Services, Inc. | 2,870 | $235.6K | 0.02% | +2,870 | New |
| Linden Thomas Advisory Services, LLC | 3,197 | $236.6K | 0.03% | −48−1.5% | Reduced |
| Sigma Investment Counselors Inc | 3,199 | $236.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,226 | $238.8K | 0.07% | −96−2.9% | Reduced |
| Little House Capital LLC | 3,229 | $239.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,992 | $240.4K | 0.03% | +2,992 | New |
| Magnetar Financial LLC | 3,250 | $240.5K | 0.01% | +3,250 | New |
| LongView Wealth Management | 3,288 | $243.4K | 0.07% | −251−7.1% | Reduced |
| RAM Investment Partners, LLC | 3,293 | $243.7K | 0.06% | +47+1.4% | Added |
| Silver Coast Investments LLC | 3,296 | $243.9K | 0.09% | −268−7.5% | Reduced |
| Gryphon Financial Partners LLC | 3,305 | $244.6K | 0.04% | −1,303−28.3% | Reduced |
| Clear Creek Financial Management, LLC | 3,318 | $245.6K | 0.03% | −33−1.0% | Reduced |