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 |
|---|---|---|---|---|---|
| Flow Traders U.S. LLC | 3,327 | $246.0K | 0.01% | +3,327 | New |
| St. Nicholas Private Asset Management, Inc | 3,330 | $246.5K | 0.22% | +3,330 | New |
| SOA Wealth Advisors, LLC. | 3,337 | $247.0K | 0.05% | +62+1.9% | Added |
| Sentinus, LLC | 3,345 | $247.6K | 0.07% | +54+1.6% | Added |
| TrueWealth Advisors, LLC | 3,350 | $247.9K | 0.08% | +59+1.8% | Added |
| CWS Financial Advisors, LLC | 3,352 | $248.1K | 0.08% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,355 | $248.3K | 0.02% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,357 | $248.5K | 0.20% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 3,357 | $248.5K | 0.09% | 00.0% | Unchanged |
| WorthPointe, LLC | 3,363 | $248.9K | 0.10% | −102−2.9% | Reduced |
| MONECO Advisors, LLC | 3,372 | $249.6K | 0.03% | +279+9.0% | Added |
| Fielder Capital Group LLC | 3,377 | $249.9K | 0.08% | +237+7.5% | Added |
| Accurate Wealth Management, LLC | 3,439 | $250.3K | 0.05% | +28+0.8% | Added |
| Paragon Private Wealth Management, LLC | 3,382 | $250.3K | 0.12% | +3,382 | New |
| Moss Adams Wealth Advisors LLC | 3,412 | $252.5K | 0.03% | +3,412 | New |
| O'Dell Group, LLC | 3,417 | $252.9K | 0.06% | +10.0% | Added |
| Castleview Partners, LLC | 3,431 | $253.3K | 0.14% | +46+1.4% | Added |
| CRA Financial Services, LLC | 3,430 | $253.9K | 0.04% | −25−0.7% | Reduced |
| Wayfinding Financial, LLC | 3,439 | $254.0K | 0.14% | +3,439 | New |
| Affinity Capital Advisors, LLC | 3,521 | $254.5K | 0.05% | −975−21.7% | Reduced |
| Ibex Wealth Advisors | 3,448 | $255.2K | 0.03% | +3,448 | New |
| Williams Jones Wealth Management, LLC. | 3,453 | $255.6K | 0.00% | +81+2.4% | Added |
| Keystone Wealth Services, LLC | 3,462 | $256.2K | 0.07% | −48−1.4% | Reduced |
| Kathmere Capital Management, LLC | 3,479 | $257.5K | 0.02% | +3,479 | New |
| Childress Capital Advisors, LLC | 3,481 | $257.6K | 0.07% | +158+4.8% | Added |
| WealthPlan Investment Management, LLC | 3,488 | $258.1K | 0.03% | −1,925−35.6% | Reduced |
| LCM Capital Management Inc | 3,490 | $258.3K | 0.15% | 00.0% | Unchanged |
| Edgewood Management LLC | 3,500 | $259.0K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $259.0K | 0.14% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 3,502 | $259.2K | 0.05% | −376−9.7% | Reduced |
| Eqis Capital Management, Inc. | 3,510 | $259.8K | 0.02% | −933−21.0% | Reduced |
| Bullock Wealth Management Group | 3,530 | $261.3K | 0.15% | −4,849−57.9% | Reduced |
| Green Harvest Asset Management LLC | 3,543 | $262.2K | 0.01% | +3,543 | New |
| Harbour Trust & Investment Management Co | 3,564 | $263.8K | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,590 | $265.7K | 0.13% | +32+0.9% | Added |
| Private Client Services, LLC | 3,595 | $266.1K | 0.14% | +2+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 3,597 | $266.2K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,598 | $266.3K | 0.01% | −432−10.7% | Reduced |
| Front Row Advisors LLC | 3,604 | $266.7K | 0.09% | −11−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 3,619 | $267.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,663 | $268.0K | 0.01% | −718−16.4% | Reduced |
| Prosperitas Financial LLC | 3,623 | $268.1K | 0.14% | −125−3.3% | Reduced |
| Cohen Klingenstein LLC | 3,660 | $270.9K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,666 | $271.4K | 0.09% | −202−5.2% | Reduced |
| Cable Hill Partners, LLC | 3,669 | $271.5K | 0.03% | +6+0.2% | Added |
| Almanack Investment Partners, LLC. | 3,670 | $271.6K | 0.04% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 3,675 | $272.0K | 0.02% | +375+11.4% | Added |
| Founders Capital Management | 3,680 | $272.4K | 0.17% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,687 | $272.8K | 0.04% | 00.0% | Unchanged |
| AIA Group Ltd | 3,696 | $273.5K | 0.01% | +3,696 | New |
| Marshall Financial Group LLC | 3,699 | $273.7K | 0.07% | +35+1.0% | Added |
| E Fund Management Co., Ltd. | 3,700 | $273.8K | 0.01% | +3,700 | New |
| Bernard Wealth Management Corp. | 3,719 | $275.2K | 0.13% | +3,719 | New |
| Tompkins Financial Corp | 3,753 | $277.8K | 0.03% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 3,760 | $278.3K | 0.28% | +155+4.3% | Added |
| Westshore Wealth, LLC | 3,782 | $279.9K | 0.11% | 00.0% | Unchanged |
| Norway Savings Bank | 3,785 | $280.1K | 0.16% | −50−1.3% | Reduced |
| Thrive Wealth Management, LLC | 3,787 | $280.2K | 0.05% | +39+1.0% | Added |
| Sound View Wealth Advisors Group, LLC | 3,787 | $280.3K | 0.02% | −178−4.5% | Reduced |
| Peterson Wealth Services | 3,790 | $280.5K | 0.08% | +19+0.5% | Added |
| Lodestar Private Asset Management LLC | 3,811 | $282.0K | 0.04% | −1,289−25.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,825 | $283.1K | 0.21% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 3,844 | $284.5K | 0.22% | +3,844 | New |
| Biltmore Family Office, LLC | 3,844 | $284.5K | 0.05% | −1,373−26.3% | Reduced |
| Berger Financial Group, Inc | 3,845 | $284.5K | 0.02% | −114−2.9% | Reduced |
| Sara-Bay Financial | 3,854 | $284.9K | 0.11% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 3,852 | $285.0K | 0.04% | −39−1.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,862 | $285.9K | 0.14% | −733−16.0% | Reduced |
| Brown Capital Management LLC | 3,879 | $287.1K | 0.01% | −2,769−41.7% | Reduced |
| BCJ Capital Management, LLC | 3,881 | $287.2K | 0.02% | −181−4.5% | Reduced |
| Klingenstein Fields & Co LP | 3,890 | $287.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,903 | $288.0K | 0.01% | +3,786+3,235.9% | Added |
| Purus Wealth Management, LLC | 3,898 | $288.5K | 0.11% | −285−6.8% | Reduced |
| Noesis Capital Mangement Corp | 3,898 | $288.5K | 0.06% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,908 | $289.2K | 0.17% | −2−0.1% | Reduced |
| First Business Financial Services, Inc. | 3,931 | $290.9K | 0.03% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 3,936 | $291.3K | 0.15% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 3,947 | $292.1K | 0.02% | −470−10.6% | Reduced |
| Boyar Asset Management Inc. | 3,950 | $292.3K | 0.19% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,950 | $292.3K | 0.10% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 3,952 | $292.5K | 0.07% | +3,952 | New |
| Onefund, LLC | 3,956 | $292.8K | 0.28% | +32+0.8% | Added |
| Ariston Services Group | 3,958 | $292.9K | 0.25% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 3,959 | $293.0K | 0.25% | +3,959 | New |
| Romano Brothers and Company | 3,974 | $294.1K | 0.04% | +59+1.5% | Added |
| Principia Wealth Advisory, LLC | 3,990 | $295.3K | 0.28% | +3,990 | New |
| Souders Financial Advisors | 3,994 | $295.6K | 0.04% | +30+0.8% | Added |
| Triumph Capital Management | 3,997 | $295.8K | 0.10% | −7,177−64.2% | Reduced |
| Benin Management CORP | 4,000 | $296.0K | 0.08% | −100−2.4% | Reduced |
| Court Place Advisors, LLC | 4,000 | $296.0K | 0.10% | −100−2.4% | Reduced |
| Sanders Morris Harris LLC | 4,000 | $296.0K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 4,025 | $297.9K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,026 | $298.0K | 0.01% | +321+8.7% | Added |
| Essex LLC | 4,050 | $299.7K | 0.06% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 4,054 | $300.0K | 0.12% | −197−4.6% | Reduced |
| WealthPLAN Partners, LLC | 4,057 | $300.3K | 0.04% | −2,073−33.8% | Reduced |
| Marathon Trading Investment Management LLC | 4,059 | $300.4K | 0.05% | −7,341−64.4% | Reduced |
| Capital Management Associates, Inc | 4,062 | $300.6K | 0.11% | +451+12.5% | Added |
| Studio Investment Management LLC | 4,071 | $301.3K | 0.06% | −107−2.6% | Reduced |
| Maridea Wealth Management LLC | 4,074 | $301.5K | 0.10% | +4,074 | New |