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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 18,987 | $1.41M | 0.05% | +3,134+19.8% | Added |
| RMR Capital Management, LLC | 18,976 | $1.40M | 1.05% | −2,856−13.1% | Reduced |
| MidWestOne Financial Group, Inc. | 18,941 | $1.40M | 0.20% | −3,958−17.3% | Reduced |
| First Dallas Securities Inc. | 18,815 | $1.39M | 0.57% | +352+1.9% | Added |
| Keystone Financial Services | 18,685 | $1.38M | 0.53% | +310+1.7% | Added |
| Bokf, NA | 18,949 | $1.38M | 0.02% | −5,535−22.6% | Reduced |
| Focus Financial Network, Inc. | 18,522 | $1.37M | 0.05% | −1,394−7.0% | Reduced |
| Trust Asset Management LLC | 18,455 | $1.37M | 0.11% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 18,417 | $1.36M | 0.07% | +3,789+25.9% | Added |
| Next Capital Management LLC | 18,342 | $1.36M | 0.56% | −10,054−35.4% | Reduced |
| Caldwell Trust Co | 18,326 | $1.36M | 0.14% | +129+0.7% | Added |
| Panagora Asset Management Inc | 18,300 | $1.35M | 0.01% | −3,590−16.4% | Reduced |
| Cidel Asset Management Inc | 18,297 | $1.35M | 0.09% | 00.0% | Unchanged |
| BIP Wealth, LLC | 18,258 | $1.35M | 0.09% | +197+1.1% | Added |
| Stenger Family Office, LLC | 17,813 | $1.32M | 0.45% | +17,813 | New |
| Shell Asset Management Co | 17,786 | $1.32M | 0.06% | −245−1.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 17,713 | $1.31M | 0.12% | −50−0.3% | Reduced |
| Advisors Asset Management, Inc. | 17,638 | $1.31M | 0.02% | −1,185−6.3% | Reduced |
| MBM Wealth Consultants, LLC | 17,677 | $1.31M | 0.39% | +625+3.7% | Added |
| Hickory Asset Management, Inc. | 17,584 | $1.30M | 1.11% | +17,584 | New |
| StoneX Group Inc. | 17,581 | $1.30M | 0.07% | +3,939+28.9% | Added |
| Ritholtz Wealth Management | 17,573 | $1.30M | 0.04% | +1,429+8.9% | Added |
| Guardian Asset Advisors, LLC | 17,545 | $1.30M | 0.83% | −885−4.8% | Reduced |
| Clear Harbor Asset Management, LLC | 17,521 | $1.30M | 0.10% | −10−0.1% | Reduced |
| Nomura Holdings Inc | 17,454 | $1.29M | 0.01% | −143,912−89.2% | Reduced |
| FineMark National Bank & Trust | 17,450 | $1.29M | 0.05% | +14+0.1% | Added |
| Tranquility Partners, LLC | 17,364 | $1.29M | 0.48% | −911−5.0% | Reduced |
| Elmwood Wealth Management, Inc. | 17,346 | $1.28M | 0.52% | +2,405+16.1% | Added |
| Quantitative Investment Management, LLC | 17,302 | $1.28M | 0.10% | +10,113+140.7% | Added |
| Aaron Wealth Advisors | 17,151 | $1.27M | 0.15% | +2,096+13.9% | Added |
| Garner Asset Management Corp | 17,127 | $1.27M | 0.59% | −857−4.8% | Reduced |
| Crux Wealth Advisors | 16,888 | $1.25M | 0.70% | +16,888 | New |
| Montecito Bank & Trust | 16,697 | $1.24M | 0.21% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 16,662 | $1.23M | 0.22% | +16,662 | New |
| AXS Investments LLC | 16,653 | $1.23M | 0.34% | −3,403−17.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,575 | $1.23M | 0.37% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 16,569 | $1.23M | 0.23% | +16,569 | New |
| Providence Wealth Advisors, LLC | 16,364 | $1.22M | 0.93% | −443−2.6% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 16,481 | $1.22M | 0.47% | +16,481 | New |
| Quadrant Capital Group LLC | 16,466 | $1.22M | 0.08% | −75−0.5% | Reduced |
| TLWM | 16,461 | $1.22M | 0.24% | +695+4.4% | Added |
| Root Financial Partners, LLC | 16,346 | $1.21M | 0.15% | +16,346 | New |
| New Century Financial Group, LLC | 16,225 | $1.21M | 0.51% | +16,225 | New |
| Banco Santander, S.A. | 16,316 | $1.21M | 0.01% | +5,413+49.6% | Added |
| Aspen Investment Management Inc | 16,257 | $1.20M | 0.56% | +1,886+13.1% | Added |
| Canopy Partners, LLC | 16,219 | $1.20M | 0.46% | +6,615+68.9% | Added |
| Birmingham Capital Management Co Inc | 16,175 | $1.20M | 0.44% | −500−3.0% | Reduced |
| Embree Financial Group | 16,037 | $1.19M | 0.20% | −724−4.3% | Reduced |
| Mainstream Capital Management LLC | 16,031 | $1.19M | 0.83% | +162+1.0% | Added |
| Independence Bank of Kentucky | 15,915 | $1.18M | 0.18% | −515−3.1% | Reduced |
| RiverPark Advisors, LLC | 15,881 | $1.18M | 0.94% | −1,036−6.1% | Reduced |
| Howard Financial Services, Ltd. | 15,864 | $1.17M | 0.16% | +83+0.5% | Added |
| Meriwether Wealth & Planning, LLC | 15,856 | $1.17M | 0.84% | +15,856 | New |
| Wedbush Securities Inc | 15,601 | $1.16M | 0.04% | +975+6.7% | Added |
| Inceptionr LLC | 15,543 | $1.15M | 0.26% | +11,806+315.9% | Added |
| Chicago Capital, LLC | 15,529 | $1.15M | 0.03% | +880+6.0% | Added |
| Cigna Investments Inc | 15,468 | $1.15M | 0.20% | +58+0.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,346 | $1.13M | 0.04% | +13,794+888.8% | Added |
| Gsa Capital Partners LLP | 15,323 | $1.13M | 0.08% | +15,323 | New |
| JNBA Financial Advisors | 15,268 | $1.13M | 0.12% | −107−0.7% | Reduced |
| Frisch Financial Group, Inc. | 15,224 | $1.13M | 0.34% | −1,170−7.1% | Reduced |
| Atomi Financial Group, Inc. | 15,202 | $1.13M | 0.06% | +2,457+19.3% | Added |
| NorthCrest Asset Manangement, LLC | 15,188 | $1.12M | 0.03% | −406−2.6% | Reduced |
| Dana Investment Advisors, Inc. | 15,138 | $1.12M | 0.04% | −446−2.9% | Reduced |
| Optiver Holding B.V. | 15,113 | $1.12M | 0.04% | +12,883+577.7% | Added |
| First National Advisers, LLC | 15,100 | $1.12M | 0.18% | −9,319−38.2% | Reduced |
| Postrock Partners LLC | 15,078 | $1.12M | 0.54% | +15,078 | New |
| Neumann Capital Management, LLC | 15,065 | $1.11M | 0.37% | +15+0.1% | Added |
| Greystone Financial Group, LLC | 15,063 | $1.11M | 0.19% | −1,092−6.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 15,007 | $1.11M | 0.26% | −2,036−11.9% | Reduced |
| Davis R M Inc | 15,002 | $1.11M | 0.02% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 14,900 | $1.10M | 0.03% | −2,100−12.4% | Reduced |
| Ridgewood Investments LLC | 14,888 | $1.10M | 0.53% | −6,404−30.1% | Reduced |
| LexAurum Advisors, LLC | 14,876 | $1.10M | 0.22% | +1,404+10.4% | Added |
| Integrated Advisors Network LLC | 14,792 | $1.09M | 0.05% | −2,171−12.8% | Reduced |
| Scharf Investments, LLC | 14,765 | $1.09M | 0.03% | +14,765 | New |
| Fruth Investment Management | 14,756 | $1.09M | 0.30% | 00.0% | Unchanged |
| Smith, Moore & Co. | 14,695 | $1.09M | 0.10% | −1,001−6.4% | Reduced |
| Nicolet Bankshares Inc | 14,623 | $1.08M | 0.26% | +832+6.0% | Added |
| Ameritas Investment Partners, Inc. | 14,566 | $1.08M | 0.04% | −565−3.7% | Reduced |
| Smartleaf Asset Management LLC | 14,580 | $1.08M | 0.11% | +3,228+28.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,523 | $1.07M | 0.00% | −3,776−20.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 41,089 | $1.07M | 0.19% | −3,141−7.1% | Reduced |
| Tranquilli Financial Advisor LLC | 14,415 | $1.07M | 0.68% | −235−1.6% | Reduced |
| Greenwood Gearhart Inc | 14,398 | $1.07M | 0.07% | −148,487−91.2% | Reduced |
| Uncommon Cents Investing LLC | 14,381 | $1.06M | 0.32% | −175−1.2% | Reduced |
| VCI Wealth Management LLC | 14,372 | $1.06M | 0.45% | −8,469−37.1% | Reduced |
| Wedmont Private Capital | 14,568 | $1.06M | 0.06% | +1,751+13.7% | Added |
| Destination Wealth Management | 14,306 | $1.06M | 0.03% | −2,524−15.0% | Reduced |
| Intact Investment Management Inc. | 14,300 | $1.06M | 0.04% | +2,560+21.8% | Added |
| Sumitomo Life Insurance Co | 14,233 | $1.05M | 0.02% | −433−3.0% | Reduced |
| Checchi Capital Advisers, LLC | 14,219 | $1.05M | 0.08% | +376+2.7% | Added |
| IMS Capital Management | 14,201 | $1.05M | 0.49% | −84−0.6% | Reduced |
| Frank, Rimerman Advisors LLC | 14,062 | $1.04M | 0.08% | −70.0% | Reduced |
| Stratos Wealth Advisors, LLC | 14,009 | $1.04M | 0.05% | −287−2.0% | Reduced |
| Cooper Financial Group | 13,950 | $1.03M | 0.12% | +1,566+12.6% | Added |
| Walter & Keenan Financial Consulting Co | 13,913 | $1.03M | 0.31% | +40+0.3% | Added |
| Sage Rhino Capital LLC | 13,884 | $1.03M | 0.22% | −233−1.7% | Reduced |
| iA Global Asset Management Inc. | 13,812 | $1.02M | 0.02% | +6,017+77.2% | Added |
| JT Stratford LLC | 13,743 | $1.02M | 0.17% | −400−2.8% | Reduced |