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 |
|---|---|---|---|---|---|
| LCNB Corp | 6,709 | $496.5K | 0.18% | −173−2.5% | Reduced |
| Main Street Financial Solutions, LLC | 6,719 | $497.3K | 0.05% | −77−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,721 | $497.4K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 6,770 | $501.1K | 0.02% | +2,800+70.5% | Added |
| Plante Moran Financial Advisors, LLC | 6,790 | $502.5K | 0.04% | +64+1.0% | Added |
| TAGStone Capital, Inc. | 6,801 | $503.0K | 0.25% | +146+2.2% | Added |
| Heritage Wealth Management, Inc. | 6,817 | $504.5K | 0.17% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 6,818 | $504.6K | 0.06% | −1,032−13.1% | Reduced |
| Bragg Financial Advisors, Inc | 6,821 | $504.8K | 0.02% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 6,825 | $505.1K | 0.06% | +959+16.3% | Added |
| Platform Technology Partners | 6,827 | $505.3K | 0.15% | 00.0% | Unchanged |
| Geller Advisors LLC | 6,842 | $506.4K | 0.03% | −269−3.8% | Reduced |
| NorthRock Partners, LLC | 6,849 | $506.9K | 0.02% | −2,128−23.7% | Reduced |
| Auxier Asset Management | 6,850 | $507.0K | 0.08% | −1,200−14.9% | Reduced |
| Green Square Capital Advisors LLC | 6,850 | $507.0K | 0.07% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,881 | $509.3K | 0.03% | −331−4.6% | Reduced |
| Vivid Wealth Management, LLC | 6,894 | $510.2K | 0.26% | −558−7.5% | Reduced |
| Beta Wealth Group, Inc. | 6,905 | $511.0K | 0.23% | +20.0% | Added |
| Caas Capital Management LP | 6,940 | $513.6K | 0.42% | +2,583+59.3% | Added |
| Naviter Wealth, LLC | 6,947 | $514.1K | 0.06% | +6,947 | New |
| Bahl & Gaynor Inc | 6,976 | $516.3K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 6,979 | $516.5K | 0.04% | −51,563−88.1% | Reduced |
| Ellevest, Inc. | 7,006 | $518.5K | 0.03% | +89+1.3% | Added |
| Trust Co of Toledo NA | 7,007 | $518.6K | 0.07% | +835+13.5% | Added |
| Aspetuck Financial Management LLC | 7,027 | $520.1K | 0.41% | +7,027 | New |
| Capital Investment Advisors, LLC | 7,027 | $520.1K | 0.01% | +412+6.2% | Added |
| Garrison Point Advisors, LLC | 7,055 | $522.1K | 0.25% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 7,100 | $525.5K | 0.48% | +7,100 | New |
| Verity Asset Management, Inc. | 7,164 | $530.2K | 0.30% | +873+13.9% | Added |
| RW Investment Management LLC | 7,174 | $530.9K | 0.06% | −90−1.2% | Reduced |
| Neo Ivy Capital Management | 7,197 | $532.0K | 0.11% | +7,197 | New |
| Angeles Investment Advisors, LLC | 7,190 | $532.1K | 0.03% | −40−0.6% | Reduced |
| Aspen Grove Capital, LLC | 7,191 | $532.2K | 0.11% | +17+0.2% | Added |
| Mayflower Financial Advisors, LLC | 7,210 | $533.6K | 0.08% | −16−0.2% | Reduced |
| Cozad Asset Management Inc | 7,273 | $538.3K | 0.05% | −34−0.5% | Reduced |
| Impact Capital Partners LLC | 7,276 | $538.5K | 0.19% | +7,276 | New |
| RMR Wealth Builders | 7,292 | $539.7K | 0.06% | −116−1.6% | Reduced |
| Traynor Capital Management, Inc. | 7,303 | $540.5K | 0.04% | +36+0.5% | Added |
| CVA Family Office, LLC | 7,335 | $542.9K | 0.09% | +6,739+1,130.7% | Added |
| Fidelis Capital Partners, LLC | 6,579 | $544.4K | 0.05% | +742+12.7% | Added |
| Joel Isaacson & Co., LLC | 7,378 | $546.1K | 0.02% | +256+3.6% | Added |
| Circle Wealth Management, LLC | 7,391 | $547.0K | 0.01% | +98+1.3% | Added |
| Arcataur Capital Management LLC | 7,398 | $547.5K | 0.18% | +750+11.3% | Added |
| Old Port Advisors | 7,422 | $549.3K | 0.16% | +109+1.5% | Added |
| Intrust Bank NA | 7,434 | $550.2K | 0.06% | −300−3.9% | Reduced |
| Sage Mountain Advisors LLC | 7,454 | $551.6K | 0.04% | +311+4.4% | Added |
| Bryce Point Capital, LLC | 7,489 | $554.3K | 0.16% | +7,489 | New |
| Kirtland Hills Capital Management, LLC | 7,494 | $554.7K | 0.35% | −349−4.4% | Reduced |
| IHT Wealth Management, LLC | 7,514 | $556.1K | 0.02% | +13+0.2% | Added |
| Trust Point Inc. | 7,519 | $556.5K | 0.04% | +1,152+18.1% | Added |
| N.E.W. Advisory Services LLC | 7,522 | $556.7K | 0.05% | +125+1.7% | Added |
| Quest Partners LLC | 7,531 | $557.4K | 0.07% | +3,370+81.0% | Added |
| Premier Path Wealth Partners, LLC | 7,677 | $568.2K | 0.09% | −964−11.2% | Reduced |
| Sheets Smith Wealth Management | 7,686 | $568.8K | 0.07% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,697 | $569.7K | 0.00% | −178−2.3% | Reduced |
| Thompson David Blair | 7,702 | $570.0K | 0.42% | +7,702 | New |
| Athena Investment Management | 7,708 | $570.5K | 0.33% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,711 | $570.7K | 0.18% | +7,711 | New |
| Lyell Wealth Management, LP | 7,713 | $570.8K | 0.05% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,720 | $571.4K | 0.10% | −1,230−13.7% | Reduced |
| Larson Financial Group LLC | 7,763 | $574.6K | 0.03% | −997−11.4% | Reduced |
| Telos Capital Management, Inc. | 7,764 | $574.6K | 0.06% | −1,454−15.8% | Reduced |
| Stokes Family Office, LLC | 7,781 | $575.9K | 0.06% | −289−3.6% | Reduced |
| Independent Financial Group, LLC | 7,784 | $576.1K | 0.02% | −777−9.1% | Reduced |
| Venture Visionary Partners LLC | 7,798 | $577.1K | 0.02% | −11,416−59.4% | Reduced |
| Vanguard Capital Wealth Advisors | 7,800 | $577.3K | 0.63% | −1,650−17.5% | Reduced |
| Boltwood Capital Management | 7,812 | $578.2K | 0.18% | −50−0.6% | Reduced |
| Harbour Investments, Inc. | 7,818 | $578.6K | 0.02% | +206+2.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,822 | $578.9K | 0.01% | +703+9.9% | Added |
| Total Wealth Planning & Management, Inc. | 7,836 | $579.9K | 0.57% | +7,836 | New |
| Sheaff Brock Investment Advisors, LLC | 7,857 | $581.5K | 0.05% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 7,876 | $582.9K | 0.09% | −41−0.5% | Reduced |
| Paradigm Capital Management, LLC | 7,875 | $583.0K | 0.54% | −400−4.8% | Reduced |
| Novem Group | 7,904 | $585.0K | 0.09% | +7,904 | New |
| Jefferies Financial Group Inc. | 7,921 | $586.2K | 0.01% | −24,705−75.7% | Reduced |
| Apriem Advisors | 7,929 | $586.8K | 0.07% | +211+2.7% | Added |
| Mitchell Sinkler & Starr | 7,942 | $587.8K | 0.16% | −400−4.8% | Reduced |
| Bradley Foster & Sargent Inc | 7,942 | $587.8K | 0.01% | −200−2.5% | Reduced |
| MYDA Advisors LLC | 8,000 | $592.1K | 0.17% | +8,000 | New |
| Veracity Capital LLC | 8,005 | $592.5K | 0.22% | +89+1.1% | Added |
| Wealth Alliance | 8,016 | $593.3K | 0.07% | −10,493−56.7% | Reduced |
| Avestar Capital, LLC | 8,039 | $595.0K | 0.05% | +1,339+20.0% | Added |
| Legacy Capital Wealth Partners, LLC | 8,060 | $596.5K | 0.15% | −230−2.8% | Reduced |
| Strategic Blueprint, LLC | 8,065 | $596.9K | 0.04% | −1,208−13.0% | Reduced |
| Parkside Financial Bank & Trust | 8,087 | $598.5K | 0.08% | −80−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,088 | $598.6K | 0.02% | −6,166−43.3% | Reduced |
| Heartland Bank & Trust Co | 8,098 | $599.3K | 0.33% | −323−3.8% | Reduced |
| Capital Advantage, Inc. | 8,109 | $600.1K | 0.11% | +8,109 | New |
| Balboa Wealth Partners | 8,121 | $601.0K | 0.14% | −4,882−37.5% | Reduced |
| Caxton Associates LP | 8,147 | $603.0K | 0.02% | +8,147 | New |
| SkyView Investment Advisors, LLC | 8,171 | $605.0K | 0.10% | +8,171 | New |
| Raab & Moskowitz Asset Management LLC | 8,201 | $607.0K | 0.15% | +8,201 | New |
| PDS Planning, Inc | 8,212 | $607.8K | 0.05% | +503+6.5% | Added |
| Diversified Trust Co | 8,215 | $608.0K | 0.01% | +962+13.3% | Added |
| Unified Investment Management | 8,306 | $614.7K | 0.70% | +8,306 | New |
| Morningstar Investment Management LLC | 8,314 | $615.0K | 0.05% | −7,404−47.1% | Reduced |
| Cypress Wealth Services, LLC | 8,311 | $615.1K | 0.12% | +285+3.6% | Added |
| Lazari Capital Management, Inc. | 8,314 | $615.3K | 0.25% | −526−6.0% | Reduced |
| Compass Advisory Group LLC | 8,375 | $619.8K | 0.22% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 8,454 | $625.7K | 0.23% | −421−4.7% | Reduced |