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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 12,619 | $1.02M | 0.56% | −3,612−22.3% | Reduced |
| Disciplined Investors, L.L.C. | 13,994 | $1.02M | 0.98% | +13,994 | New |
| Qtron Investments LLC | 13,698 | $1.01M | 0.14% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 13,651 | $1.01M | 0.09% | −162−1.2% | Reduced |
| Leisure Capital Management | 13,630 | $1.01M | 0.40% | −122−0.9% | Reduced |
| Schechter Investment Advisors, LLC | 13,614 | $1.01M | 0.08% | +1,058+8.4% | Added |
| Aviso Wealth Management | 13,590 | $1.01M | 0.51% | −1,054−7.2% | Reduced |
| Matisse Capital | 13,520 | $1.00M | 0.51% | −1,339−9.0% | Reduced |
| Equitable Trust Co | 13,504 | $999.4K | 0.06% | +11+0.1% | Added |
| TCI Wealth Advisors, Inc. | 13,487 | $998.2K | 0.08% | −2,343−14.8% | Reduced |
| First Financial Corp | 13,433 | $994.2K | 0.46% | −373−2.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,421 | $993.3K | 0.00% | −148,750−91.7% | Reduced |
| Concurrent Investment Advisors, LLC | 13,415 | $992.8K | 0.03% | −50.0% | Reduced |
| Hamel Associates, Inc. | 13,395 | $991.4K | 0.32% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 13,337 | $987.1K | 0.55% | −639−4.6% | Reduced |
| Hardy Reed LLC | 13,225 | $978.8K | 0.09% | +166+1.3% | Added |
| Patrick M Sweeney & Associates, Inc | 13,219 | $978.4K | 0.73% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 13,205 | $977.4K | 0.02% | +5,483+71.0% | Added |
| Old National Bancorp | 13,203 | $977.2K | 0.02% | +749+6.0% | Added |
| Lake Street Advisors Group, LLC | 13,183 | $975.7K | 0.04% | +317+2.5% | Added |
| Waldron Private Wealth LLC | 13,181 | $975.5K | 0.04% | +88+0.7% | Added |
| Aptus Capital Advisors, LLC | 13,144 | $972.8K | 0.01% | +2,416+22.5% | Added |
| Franklin Street Advisors Inc | 13,140 | $972.0K | 0.06% | −844−6.0% | Reduced |
| Canandaigua National Trust Co of Florida | 13,091 | $968.9K | 0.76% | −125−0.9% | Reduced |
| Regions Financial Corp | 13,035 | $964.7K | 0.01% | −916−6.6% | Reduced |
| Essex Financial Services, Inc. | 12,979 | $960.6K | 0.07% | −473−3.5% | Reduced |
| First Commonwealth Financial Corp | 12,978 | $960.5K | 0.23% | +519+4.2% | Added |
| O'Rourke & Company, Inc | 12,958 | $959.0K | 0.47% | +142+1.1% | Added |
| Johnson Financial Group, Inc. | 11,583 | $958.1K | 0.05% | −6,080−34.4% | Reduced |
| DRW Securities, LLC | 12,896 | $954.4K | 0.06% | +5,891+84.1% | Added |
| HCR Wealth Advisors | 12,843 | $950.6K | 0.12% | −131−1.0% | Reduced |
| Nautilus Advisors LLC | 12,831 | $949.6K | 0.76% | +12,831 | New |
| FLC Capital Advisors | 12,817 | $948.6K | 0.22% | −559−4.2% | Reduced |
| Proffitt & Goodson Inc | 12,813 | $948.3K | 0.16% | −29−0.2% | Reduced |
| Knollwood Investment Advisory, LLC | 12,810 | $948.1K | 0.10% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 12,791 | $946.7K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,786 | $946.3K | 0.02% | +6,039+89.5% | Added |
| Panoramic Investment Advisors, LLC | 12,633 | $935.0K | 0.61% | +365+3.0% | Added |
| Kanawha Capital Management LLC | 12,623 | $934.3K | 0.07% | +12,623 | New |
| United Bank | 12,606 | $933.0K | 0.39% | +1,254+11.0% | Added |
| Summit Asset Management, LLC | 12,602 | $932.7K | 0.16% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 12,600 | $932.5K | 0.18% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 12,597 | $932.3K | 0.20% | +138+1.1% | Added |
| Uhlmann Price Securities, LLC | 12,578 | $930.8K | 0.70% | +35+0.3% | Added |
| Stablepoint Partners, LLC | 12,486 | $924.1K | 0.17% | +141+1.1% | Added |
| Catalyst Financial Partners LLC | 12,268 | $908.0K | 0.17% | +70+0.6% | Added |
| H&H Retirement Design & Management INC | 11,237 | $903.9K | 0.55% | −999−8.2% | Reduced |
| Golden State Equity Partners | 12,207 | $903.4K | 0.17% | −1,658−12.0% | Reduced |
| Vise Technologies, Inc. | 12,146 | $898.9K | 0.07% | +7,261+148.6% | Added |
| Peak Planning Group, LLC | 12,132 | $897.9K | 0.37% | +10+0.1% | Added |
| GTS Securities LLC | 12,091 | $894.9K | 0.04% | −16,308−57.4% | Reduced |
| Burling Wealth Partners, LLC | 12,080 | $894.0K | 0.18% | +12,080 | New |
| Fusion Capital, LLC | 12,075 | $893.7K | 0.36% | +37+0.3% | Added |
| Lummis Asset Management, LP | 11,969 | $885.8K | 1.12% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 11,966 | $885.6K | 0.74% | −37−0.3% | Reduced |
| Arkadios Wealth Advisors | 11,864 | $878.1K | 0.05% | +1,099+10.2% | Added |
| Stevens Capital Management LP | 11,844 | $877.0K | 0.35% | +11,844 | New |
| Leavell Investment Management, Inc. | 11,823 | $875.0K | 0.04% | −203−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 11,760 | $870.4K | 0.09% | −1,788−13.2% | Reduced |
| Nilsine Partners, LLC | 11,666 | $863.4K | 0.09% | −3,154−21.3% | Reduced |
| Blalock Williams, LLC | 11,664 | $863.3K | 1.00% | +11,664 | New |
| Lodestone Wealth Management LLC | 11,648 | $862.0K | 0.43% | +36+0.3% | Added |
| Lindbrook Capital, LLC | 11,647 | $862.0K | 0.08% | +675+6.2% | Added |
| Davidson Kahn Capital Management, LLC | 11,601 | $858.6K | 0.80% | +11,601 | New |
| Thomasville National Bank | 11,573 | $856.5K | 0.06% | +67+0.6% | Added |
| Whitener Capital Management, Inc. | 11,530 | $853.3K | 0.24% | +680+6.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 11,513 | $852.0K | 0.28% | +11,513 | New |
| Integrated Wealth Concepts LLC | 11,511 | $851.9K | 0.01% | −381−3.2% | Reduced |
| Central Trust Co | 11,509 | $851.7K | 0.02% | +991+9.4% | Added |
| Cullinan Associates Inc | 11,500 | $851.1K | 0.05% | −1,800−13.5% | Reduced |
| Northcape Wealth Management, LLC | 11,497 | $850.9K | 0.28% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 11,443 | $846.9K | 0.18% | −984−7.9% | Reduced |
| Navalign, LLC | 11,431 | $846.0K | 0.25% | −374−3.2% | Reduced |
| WoodTrust Financial Corp | 11,412 | $845.0K | 0.12% | −5,060−30.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,411 | $844.3K | 0.04% | −500−4.2% | Reduced |
| Boyd Watterson Asset Management LLC | 11,390 | $843.0K | 0.23% | −7,072−38.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,361 | $840.8K | 0.23% | −25−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,328 | $838.4K | 0.03% | −2,607−18.7% | Reduced |
| BIT Capital GmbH | 11,296 | $836.0K | 0.07% | +11,296 | New |
| Institute for Wealth Management, LLC. | 11,288 | $835.4K | 0.10% | −173−1.5% | Reduced |
| Novare Capital Management LLC | 11,238 | $831.7K | 0.07% | −2,286−16.9% | Reduced |
| Personal Cfo Solutions, LLC | 11,236 | $831.6K | 0.16% | +130+1.2% | Added |
| Hilltop Holdings Inc. | 11,233 | $831.3K | 0.05% | −1,414−11.2% | Reduced |
| Enterprise Bank & Trust Co | 11,213 | $829.9K | 0.27% | +1,231+12.3% | Added |
| Mutual Advisors, LLC | 10,938 | $825.9K | 0.02% | −566−4.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 11,141 | $824.5K | 0.45% | −948−7.8% | Reduced |
| Commerzbank Aktiengesellschaft | 11,134 | $824.0K | 0.02% | −7,374−39.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 11,122 | $823.1K | 0.15% | +1,735+18.5% | Added |
| Farther Finance Advisors, LLC | 11,076 | $819.7K | 0.03% | −16,274−59.5% | Reduced |
| Navellier & Associates Inc | 11,055 | $818.2K | 0.10% | +2,955+36.5% | Added |
| Nabity-Jensen Investment Management Inc | 11,008 | $814.7K | 0.62% | −94−0.8% | Reduced |
| Cynosure Management, LLC | 10,987 | $813.1K | 0.12% | −493−4.3% | Reduced |
| Shira Ridge Wealth Management | 10,974 | $812.2K | 0.40% | 00.0% | Unchanged |
| American Money Management, LLC | 10,951 | $810.5K | 0.16% | −68,298−86.2% | Reduced |
| Modern Wealth Management, LLC | 10,912 | $807.6K | 0.03% | +5,939+119.4% | Added |
| SJS Investment Consulting Inc. | 10,827 | $801.3K | 0.14% | +552+5.4% | Added |
| Bridgefront Capital, LLC | 10,781 | $797.9K | 0.27% | +10,781 | New |
| Eschler Asset Management LLP | 10,724 | $793.7K | 1.87% | +379+3.7% | Added |
| Sunbelt Securities, Inc. | 10,689 | $790.2K | 0.07% | −261−2.4% | Reduced |
| Thor Investment Management Inc | 10,670 | $789.7K | 0.61% | +32+0.3% | Added |