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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 5,300 | $392.3K | 0.09% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,305 | $392.6K | 0.07% | −271−4.9% | Reduced |
| Alliance Wealth Advisors, LLC | 5,365 | $397.1K | 0.23% | +7+0.1% | Added |
| Private Trust Co NA | 5,368 | $397.3K | 0.04% | +309+6.1% | Added |
| DAGCO, Inc. | 5,375 | $397.8K | 0.13% | +375+7.5% | Added |
| Olistico Wealth, LLC | 5,379 | $398.1K | 0.23% | +20.0% | Added |
| Rosenberg Matthew Hamilton | 5,403 | $399.9K | 0.10% | −25−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 5,400 | $400.0K | 0.03% | −50−0.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,413 | $400.6K | 0.05% | +148+2.8% | Added |
| Western Pacific Wealth Management, LP | 5,415 | $400.8K | 0.32% | +1,130+26.4% | Added |
| PFG Investments, LLC | 5,423 | $401.3K | 0.02% | −229−4.1% | Reduced |
| Massmutual Trust Co FSB | 5,424 | $401.4K | 0.01% | +437+8.8% | Added |
| Yarbrough Capital, LLC | 5,454 | $403.7K | 0.02% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 5,456 | $403.8K | 0.29% | +5,456 | New |
| Addison Advisors LLC | 5,460 | $404.1K | 0.11% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 5,469 | $404.8K | 0.03% | −1,814−24.9% | Reduced |
| KRS Capital Management, LLC | 5,472 | $405.0K | 0.29% | −392−6.7% | Reduced |
| CoreCap Advisors, LLC | 5,473 | $405.0K | 0.02% | −2,484−31.2% | Reduced |
| Fiduciary Trust Co | 5,482 | $405.7K | 0.01% | −1,163−17.5% | Reduced |
| Capital A Wealth Management, LLC | 5,486 | $406.0K | 0.67% | +5,486 | New |
| Pure Financial Advisors, Inc. | 5,487 | $406.1K | 0.01% | +7+0.1% | Added |
| Enzi Wealth | 5,039 | $406.1K | 0.15% | +39+0.8% | Added |
| Perpetual Ltd | 5,492 | $406.5K | 0.00% | −303−5.2% | Reduced |
| Two Sigma Securities, LLC | 5,495 | $406.7K | 0.07% | −23,446−81.0% | Reduced |
| LGT Fund Management Co Ltd. | 5,504 | $407.4K | 0.04% | −2,335−29.8% | Reduced |
| Quadrature Capital Ltd | 5,536 | $409.7K | 0.01% | −97,489−94.6% | Reduced |
| Change Path, LLC | 5,559 | $411.4K | 0.01% | +5,559 | New |
| Kingswood Wealth Advisors, LLC | 5,568 | $412.1K | 0.03% | −7,725−58.1% | Reduced |
| Arete Wealth Advisors, LLC | 5,589 | $414.0K | 0.03% | +640+12.9% | Added |
| Quadrant Private Wealth Management, LLC | 5,596 | $414.2K | 0.10% | −102−1.8% | Reduced |
| Michael B. Yongue | 5,598 | $414.3K | 0.33% | −192−3.3% | Reduced |
| Haverford Trust Co | 5,599 | $414.4K | 0.00% | −3,495−38.4% | Reduced |
| Harvest Fund Management Co., Ltd | 5,606 | $415.0K | 0.02% | +5,602+140,050.0% | Added |
| Edge Capital Group, LLC | 5,625 | $416.3K | 0.02% | +304+5.7% | Added |
| Ameritas Advisory Services, LLC | 5,702 | $422.0K | 0.01% | +5,702 | New |
| R Squared Ltd | 5,711 | $422.7K | 0.41% | +5,711 | New |
| Diligent Investors, LLC | 5,735 | $424.4K | 0.10% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5,741 | $424.9K | 0.14% | +20.0% | Added |
| Sand Hill Global Advisors, LLC | 5,748 | $425.4K | 0.02% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 5,768 | $426.9K | 0.23% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,777 | $427.6K | 0.03% | +150+2.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,794 | $428.8K | 0.06% | +568+10.9% | Added |
| WESPAC Advisors SoCal, LLC | 5,805 | $429.6K | 0.10% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $432.3K | 0.28% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 5,860 | $433.7K | 0.13% | −360−5.8% | Reduced |
| Benjamin Edwards Inc | 5,870 | $434.4K | 0.01% | −276−4.5% | Reduced |
| SS&H Financial Advisors, Inc. | 5,899 | $437.0K | 0.16% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,919 | $438.1K | 0.01% | +21+0.4% | Added |
| L2 Asset Management, LLC | 5,943 | $439.8K | 0.10% | −660−10.0% | Reduced |
| Proficio Capital Partners LLC | 5,959 | $441.1K | 0.04% | +5,959 | New |
| Moser Wealth Advisors, LLC | 5,960 | $441.1K | 0.23% | −65−1.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,992 | $443.5K | 0.09% | +172+3.0% | Added |
| Michael S. Ryan, Inc. | 5,998 | $443.9K | 0.30% | +144+2.5% | Added |
| GWN Securities Inc. | 5,445 | $444.4K | 0.12% | +5,445 | New |
| David R. Rahn & Associates Inc. | 6,046 | $447.5K | 0.14% | −91−1.5% | Reduced |
| Meridian Wealth Management, LLC | 6,056 | $448.2K | 0.02% | −3,759−38.3% | Reduced |
| Monograph Wealth Advisors, LLC | 6,069 | $449.2K | 0.06% | +251+4.3% | Added |
| Alpha Family Trust | 6,070 | $449.2K | 0.25% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 6,074 | $449.6K | 0.21% | +97+1.6% | Added |
| Sentry Investment Management LLC | 6,081 | $450.0K | 0.21% | −990−14.0% | Reduced |
| Milestone Asset Management, LLC | 6,098 | $451.4K | 0.10% | +651+12.0% | Added |
| Petrus Trust Company, LTA | 6,106 | $451.9K | 0.04% | +6,106 | New |
| Journey Advisory Group, LLC | 6,144 | $452.8K | 0.05% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 6,184 | $457.7K | 0.03% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 6,198 | $458.7K | 0.04% | −974−13.6% | Reduced |
| Family Legacy, Inc. | 6,300 | $459.9K | 0.16% | −10−0.2% | Reduced |
| Mason & Associates Inc | 6,233 | $461.3K | 0.11% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 6,247 | $462.3K | 0.01% | −278−4.3% | Reduced |
| Gladstone Institutional Advisory LLC | 6,247 | $462.3K | 0.02% | +124+2.0% | Added |
| Evoke Wealth, LLC | 6,251 | $462.6K | 0.01% | +299+5.0% | Added |
| Blueprint Investment Partners LLC | 6,258 | $463.2K | 0.07% | +6,258 | New |
| Coastwise Capital Group, LLC | 6,258 | $463.2K | 0.37% | +208+3.4% | Added |
| Bingham Private Wealth, LLC | 6,268 | $463.9K | 0.49% | +6,268 | New |
| Sagespring Wealth Partners, LLC | 6,304 | $466.6K | 0.01% | +6,304 | New |
| FWL Investment Management, LLC | 6,310 | $467.0K | 0.17% | +1,396+28.4% | Added |
| Sax Wealth Advisors, LLC | 6,341 | $469.3K | 0.04% | −402−6.0% | Reduced |
| Wesbanco Bank Inc | 6,372 | $471.6K | 0.02% | +2,120+49.9% | Added |
| BSW Wealth Partners | 6,401 | $473.8K | 0.07% | +554+9.5% | Added |
| Cornerstone Wealth Management, LLC | 6,419 | $475.0K | 0.03% | −552−7.9% | Reduced |
| Morton Community Bank | 6,423 | $475.4K | 0.13% | −2,209−25.6% | Reduced |
| New Hampshire Trust | 6,439 | $476.6K | 0.10% | −72−1.1% | Reduced |
| Dark Forest Capital Management LP | 6,442 | $476.8K | 0.07% | −87−1.3% | Reduced |
| Brookstone Capital Management | 6,527 | $483.1K | 0.01% | −1,941−22.9% | Reduced |
| Everhart Financial Group, Inc. | 6,539 | $484.0K | 0.10% | +1,050+19.1% | Added |
| Carson Advisory Inc. | 6,557 | $485.3K | 0.34% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,562 | $485.6K | 0.04% | +2,062+45.8% | Added |
| Intrepid Financial Planning Group LLC | 6,572 | $486.4K | 0.21% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,598 | $488.4K | 0.03% | −181−2.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,601 | $488.5K | 0.01% | +5+0.1% | Added |
| MCF Advisors LLC | 6,608 | $489.0K | 0.03% | −499−7.0% | Reduced |
| Crescent Grove Advisors, LLC | 6,620 | $489.9K | 0.05% | −700−9.6% | Reduced |
| 5T Wealth, LLC | 6,630 | $490.8K | 0.27% | +6,630 | New |
| Legacy Financial Advisors, Inc. | 6,638 | $491.3K | 0.08% | +2,281+52.4% | Added |
| Mogy Joel R Investment Counsel Inc | 6,652 | $492.3K | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 6,659 | $492.9K | 0.15% | −466−6.5% | Reduced |
| Octavia Wealth Advisors, LLC | 6,663 | $493.2K | 0.06% | −764−10.3% | Reduced |
| Boston Trust Walden Corp | 6,666 | $493.4K | 0.00% | +120+1.8% | Added |
| Defined Wealth Management, LLC | 6,668 | $493.5K | 0.33% | +57+0.9% | Added |
| ASB Consultores, LLC | 6,679 | $494.3K | 0.21% | +203+3.1% | Added |
| ICONIQ Capital, LLC | 6,702 | $496.0K | 0.01% | +3,426+104.6% | Added |