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 |
|---|---|---|---|---|---|
| Broadway Wealth Solutions, Inc. | 4,077 | $301.8K | 0.23% | +4,077 | New |
| Oxinas Partners Wealth Management LLC | 4,082 | $302.1K | 0.18% | −114−2.7% | Reduced |
| Klingman & Associates, LLC | 4,083 | $302.2K | 0.02% | +125+3.2% | Added |
| Trust Co of the South | 4,088 | $302.6K | 0.06% | −917−18.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,106 | $303.9K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,114 | $304.5K | 0.01% | −20−0.5% | Reduced |
| Waddell & Associates, LLC | 4,128 | $305.5K | 0.03% | −12−0.3% | Reduced |
| Vista Private Wealth Partners. LLC | 4,145 | $306.8K | 0.12% | −221−5.1% | Reduced |
| Kovack Advisors, Inc. | 4,156 | $307.6K | 0.03% | −119−2.8% | Reduced |
| Trillium Asset Management, LLC | 4,156 | $308.0K | 0.01% | +59+1.4% | Added |
| Fiduciary Alliance LLC | 4,168 | $308.5K | 0.03% | −30−0.7% | Reduced |
| Catalyst Private Wealth, LLC | 4,184 | $309.7K | 0.14% | −284−6.4% | Reduced |
| Aberdeen Wealth Management LLC | 4,195 | $310.5K | 0.21% | −49−1.2% | Reduced |
| Forbes J M & Co LLP | 4,200 | $310.8K | 0.03% | +4,200 | New |
| Aviso Financial Inc. | 4,207 | $311.4K | 0.02% | −132−3.0% | Reduced |
| Proequities, Inc. | 3,884 | $313.1K | 0.02% | −761−16.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,238 | $313.7K | 0.09% | +10.0% | Added |
| TFG Advisers LLC | 4,238 | $313.7K | 0.11% | −105−2.4% | Reduced |
| KLCM Advisors, Inc. | 4,258 | $315.1K | 0.04% | −200−4.5% | Reduced |
| Apexium Financial, LP | 4,278 | $316.6K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,280 | $316.8K | 0.01% | +16+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 4,380 | $316.8K | 0.11% | −121−2.7% | Reduced |
| Wolff Wiese Magana LLC | 4,297 | $318.1K | 0.21% | +4,235+6,830.6% | Added |
| Client 1st Advisory Group, LLC | 4,322 | $319.9K | 0.12% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,331 | $320.5K | 0.01% | +17+0.4% | Added |
| Journey Strategic Wealth LLC | 4,351 | $322.0K | 0.01% | +66+1.5% | Added |
| Ledyard National Bank | 4,352 | $322.1K | 0.03% | +52+1.2% | Added |
| Smith Thornton Advisors LLC | 4,356 | $322.4K | 0.20% | +4,356 | New |
| Icon Wealth Advisors, LLC | 4,357 | $322.5K | 0.03% | −1,157−21.0% | Reduced |
| LBMC Investment Advisors, LLC | 4,388 | $324.8K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,407 | $326.1K | 0.04% | −206−4.5% | Reduced |
| Clearview Wealth Advisors LLC | 4,413 | $326.6K | 0.25% | −31−0.7% | Reduced |
| Semus Wealth Partners LLC | 4,421 | $327.2K | 0.22% | +13+0.3% | Added |
| West Family Investments, Inc. | 4,421 | $327.2K | 0.11% | −79−1.8% | Reduced |
| Delta Financial Advisors LLC | 4,423 | $327.4K | 0.12% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 4,435 | $328.2K | 0.07% | +4,435 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 4,480 | $331.5K | 0.12% | +237+5.6% | Added |
| Lester Murray Antman dba SimplyRich | 4,510 | $333.0K | 0.10% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 4,500 | $333.0K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,500 | $333.0K | 0.01% | 00.0% | Unchanged |
| WBI Investments | 4,544 | $336.3K | 0.08% | −9,643−68.0% | Reduced |
| Welch & Forbes LLC | 4,557 | $337.3K | 0.00% | +98+2.2% | Added |
| Oarsman Capital, Inc. | 4,583 | $339.2K | 0.06% | −50−1.1% | Reduced |
| Maiden Cove Capital, LLC | 4,591 | $339.8K | 0.52% | −21−0.5% | Reduced |
| Eagle Wealth Strategies LLC | 4,592 | $339.9K | 0.25% | +217+5.0% | Added |
| CKW Financial Group | 4,600 | $340.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,616 | $341.7K | 0.05% | −332−6.7% | Reduced |
| Old Mission Investment Co LLC | 4,643 | $343.6K | 0.10% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,646 | $343.9K | 0.32% | −635−12.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,661 | $345.0K | 0.01% | +1,566+50.6% | Added |
| Optas, LLC | 4,708 | $348.4K | 0.08% | +964+25.7% | Added |
| ISAM Funds (UK) Ltd | 4,709 | $348.5K | 0.26% | −605−11.4% | Reduced |
| Buckingham Strategic Partners | 4,735 | $350.5K | 0.01% | +4,735 | New |
| Family Wealth Group, LLC | 4,745 | $351.2K | 0.27% | +56+1.2% | Added |
| Investors Asset Management of Georgia Inc | 4,763 | $352.5K | 0.17% | +127+2.7% | Added |
| Bellwether Advisors, LLC | 4,770 | $353.0K | 0.06% | +4,770 | New |
| Horan Securities, Inc. | 4,781 | $353.8K | 0.13% | +65+1.4% | Added |
| GW&K Investment Management, LLC | 4,779 | $354.0K | 0.00% | −10,613−69.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,803 | $355.5K | 0.10% | +4,803 | New |
| WSFS Capital Management, LLC | 4,806 | $355.7K | 0.02% | +4,806 | New |
| Sonora Investment Management Group, LLC | 4,809 | $355.9K | 0.03% | −160−3.2% | Reduced |
| Peoples Bank | 4,830 | $357.5K | 0.25% | −100−2.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,848 | $358.8K | 0.02% | +1,411+41.1% | Added |
| TD Private Client Wealth LLC | 4,865 | $360.1K | 0.01% | −736−13.1% | Reduced |
| Ocean Capital Management, LLC | 4,871 | $360.5K | 0.08% | +5+0.1% | Added |
| HHM Wealth Advisors, LLC | 4,880 | $361.2K | 0.05% | +2,000+69.4% | Added |
| Hopwood Financial Services, Inc. | 4,906 | $363.1K | 0.28% | +4,906 | New |
| Operose Advisors LLC | 4,913 | $363.6K | 0.12% | −8,389−63.1% | Reduced |
| Catalytic Wealth RIA, LLC | 4,921 | $364.2K | 0.06% | −4,847−49.6% | Reduced |
| PharVision Advisers, LLC | 4,950 | $366.4K | 0.31% | +4,950 | New |
| Keel Point, LLC | 4,957 | $366.9K | 0.03% | −107−2.1% | Reduced |
| Gray Wealth Management Inc. | 4,962 | $367.2K | 0.14% | −375−7.0% | Reduced |
| Alta Advisers Ltd | 4,970 | $367.8K | 0.23% | +970+24.3% | Added |
| First Interstate Bank | 4,972 | $368.0K | 0.02% | −57,079−92.0% | Reduced |
| Viewpoint Capital Management LLC | 5,000 | $370.1K | 0.19% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 5,016 | $371.2K | 0.26% | +235+4.9% | Added |
| Exchange Capital Management, Inc. | 5,023 | $371.8K | 0.06% | +326+6.9% | Added |
| Boothbay Fund Management, LLC | 5,035 | $372.6K | 0.01% | −3,874−43.5% | Reduced |
| Twin Capital Management Inc | 5,041 | $373.1K | 0.04% | −123−2.4% | Reduced |
| Simplicity Wealth,LLC | 5,072 | $375.4K | 0.08% | +1,465+40.6% | Added |
| J.W. Cole Advisors, Inc. | 5,075 | $375.6K | 0.02% | +1,706+50.6% | Added |
| BBR Partners, LLC | 5,081 | $376.0K | 0.03% | +81+1.6% | Added |
| Virtue Capital Management, LLC | 5,099 | $377.4K | 0.08% | −75−1.4% | Reduced |
| Advisory Alpha, LLC | 5,103 | $377.7K | 0.01% | −501−8.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,111 | $378.3K | 0.02% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 5,119 | $378.8K | 0.05% | +9+0.2% | Added |
| Hexagon Capital Partners LLC | 5,131 | $379.8K | 0.07% | −139−2.6% | Reduced |
| Sky Investment Group LLC | 5,145 | $380.8K | 0.07% | 00.0% | Unchanged |
| James Investment Research Inc | 5,154 | $381.4K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,161 | $382.0K | 0.04% | −8,047−60.9% | Reduced |
| Angeles Wealth Management, LLC | 5,194 | $384.4K | 0.03% | +5,194 | New |
| Private Capital Management LLC | 5,199 | $384.8K | 0.08% | −4,711−47.5% | Reduced |
| Trace Wealth Advisors, LLC | 5,200 | $384.9K | 0.34% | +5,200 | New |
| CNB Bank | 5,218 | $386.2K | 0.18% | −115−2.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,236 | $387.5K | 0.22% | +5,236 | New |
| Spears Abacus Advisors LLC | 5,273 | $390.3K | 0.01% | +448+9.3% | Added |
| Avidian Wealth Solutions, LLC | 5,285 | $391.1K | 0.02% | +299+6.0% | Added |
| Phoenix Holdings Ltd. | 5,288 | $391.4K | 0.01% | −92,223−94.6% | Reduced |
| Avantax Planning Partners, Inc. | 5,293 | $391.7K | 0.01% | −276−5.0% | Reduced |
| Financial Advisory Corp | 5,290 | $392.0K | 0.14% | −1,319−20.0% | Reduced |