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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 10,662 | $789.0K | 0.05% | −251−2.3% | Reduced |
| Capricorn Fund Managers Ltd | 10,665 | $788.5K | 0.35% | +10,665 | New |
| Armstrong Henry H Associates Inc | 10,591 | $783.8K | 0.08% | −7,000−39.8% | Reduced |
| Gemmer Asset Management LLC | 10,565 | $781.9K | 0.08% | +81+0.8% | Added |
| Jericho Financial, LLP | 10,548 | $780.7K | 0.57% | +10,548 | New |
| Mystic Asset Management, Inc. | 10,495 | $776.7K | 0.21% | +541+5.4% | Added |
| Variant Private Wealth, LLC | 10,452 | $773.6K | 0.74% | +10,452 | New |
| Moseley Investment Management Inc | 10,439 | $772.6K | 0.30% | 00.0% | Unchanged |
| Pitcairn Co | 10,331 | $764.6K | 0.05% | +421+4.2% | Added |
| Integral Investment Advisors, Inc. | 10,305 | $762.6K | 0.25% | −728−6.6% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,193 | $754.4K | 0.17% | +1,912+23.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,140 | $750.5K | 0.07% | −57−0.6% | Reduced |
| Mangrove Partners | 10,126 | $749.4K | 0.09% | +10,126 | New |
| Avalon Trust Co | 10,120 | $749.0K | 0.05% | +120+1.2% | Added |
| Raiffeisen Bank International AG | 10,082 | $745.4K | 0.01% | +10,082 | New |
| Canvas Wealth Advisors, LLC | 10,070 | $745.3K | 0.19% | −1,352−11.8% | Reduced |
| Invictus Private Wealth, LLC | 10,036 | $742.8K | 0.06% | −15−0.1% | Reduced |
| Oak Thistle LLC | 10,015 | $741.2K | 0.22% | −11,849−54.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,000 | $740.1K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $740.1K | 0.21% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $740.0K | 0.33% | +10,000 | New |
| Belpointe Asset Management LLC | 11,354 | $739.2K | 0.04% | +958+9.2% | Added |
| Cullen/Frost Bankers, Inc. | 9,974 | $738.2K | 0.01% | −1,540−13.4% | Reduced |
| Ambassador Advisors, LLC | 9,953 | $736.7K | 0.13% | −867−8.0% | Reduced |
| Bank of Stockton | 9,935 | $735.3K | 0.22% | −394−3.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 9,914 | $733.8K | 0.34% | −3,850−28.0% | Reduced |
| Opinicus Capital, Inc. | 9,892 | $732.1K | 0.62% | −2,146−17.8% | Reduced |
| Titleist Asset Management, LLC | 9,885 | $731.6K | 0.08% | +1,191+13.7% | Added |
| Clean Yield Group | 9,873 | $730.7K | 0.23% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,837 | $728.0K | 0.02% | +1,978+25.2% | Added |
| Ironwood Financial, llc | 9,802 | $725.4K | 0.15% | −200−2.0% | Reduced |
| Clarius Group, LLC | 9,799 | $725.2K | 0.05% | +51+0.5% | Added |
| Insigneo Advisory Services, LLC | 9,778 | $723.7K | 0.07% | −917−8.6% | Reduced |
| Norden Group LLC | 9,752 | $721.8K | 0.08% | +1,782+22.4% | Added |
| International Assets Investment Management, LLC | 9,742 | $719.3K | 0.06% | −880,037−98.9% | Reduced |
| Westmount Partners, LLC | 9,687 | $716.9K | 0.22% | −367−3.7% | Reduced |
| St Germain D J Co Inc | 9,618 | $711.8K | 0.03% | +436+4.7% | Added |
| Wealthcare Advisory Partners LLC | 9,590 | $709.7K | 0.02% | −458−4.6% | Reduced |
| United Community Bank | 9,580 | $709.0K | 0.28% | −270−2.7% | Reduced |
| Northwest Bank & Trust Co | 8,556 | $708.0K | 0.52% | −60−0.7% | Reduced |
| NBT Bank N A | 9,543 | $706.3K | 0.05% | −62−0.6% | Reduced |
| Marcum Wealth, LLC | 9,503 | $703.3K | 0.06% | −206−2.1% | Reduced |
| Drive Wealth Management, LLC | 9,495 | $702.7K | 0.17% | −346−3.5% | Reduced |
| Retirement Planning Group | 9,493 | $702.6K | 0.04% | +191+2.1% | Added |
| Regatta Capital Group, LLC | 9,478 | $701.5K | 0.14% | −123−1.3% | Reduced |
| Kennebec Savings Bank | 9,642 | $700.6K | 0.71% | −300−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 9,415 | $696.8K | 0.01% | +680+7.8% | Added |
| Westover Capital Advisors, LLC | 9,412 | $696.6K | 0.15% | −8,750−48.2% | Reduced |
| Viawealth, LLC | 9,383 | $694.4K | 0.42% | −665−6.6% | Reduced |
| Castleark Management LLC | 9,360 | $692.7K | 0.02% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 9,332 | $690.6K | 0.19% | −93−1.0% | Reduced |
| CX Institutional | 9,298 | $688.2K | 0.03% | +198+2.2% | Added |
| Keene & Associates, Inc. | 9,296 | $688.0K | 0.55% | −25−0.3% | Reduced |
| Oregon Pacific Wealth Management, LLC | 9,295 | $687.9K | 0.67% | +9,295 | New |
| Graypoint LLC | 9,279 | $686.7K | 0.04% | +451+5.1% | Added |
| One Capital Management, LLC | 9,248 | $684.4K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,246 | $684.3K | 0.00% | +1,287+16.2% | Added |
| Ronald Blue Trust, Inc. | 9,205 | $681.2K | 0.01% | −10,312−52.8% | Reduced |
| Chapman Investment Management, LLC | 9,170 | $678.7K | 0.50% | −13,154−58.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 9,130 | $675.7K | 0.26% | −1,098−10.7% | Reduced |
| Lountzis Asset Management, LLC | 9,116 | $674.7K | 0.29% | −133−1.4% | Reduced |
| Skopos Labs, Inc. | 9,095 | $673.1K | 0.20% | +527+6.2% | Added |
| Howard Capital Management Inc. | 9,081 | $672.1K | 0.01% | +632+7.5% | Added |
| Manchester Financial Inc | 9,073 | $671.5K | 0.15% | −514−5.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,057 | $670.3K | 0.18% | −144−1.6% | Reduced |
| First Western Trust Bank | 9,052 | $669.9K | 0.03% | +79+0.9% | Added |
| Hara Capital LLC | 9,042 | $669.2K | 0.42% | −570−5.9% | Reduced |
| Osborne Partners Capital Management, LLC | 9,019 | $667.5K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9,002 | $666.2K | 0.09% | +448+5.2% | Added |
| Kearns & Associates LLC | 9,000 | $666.1K | 0.43% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,993 | $665.5K | 0.04% | −566−5.9% | Reduced |
| First National Bank of Omaha | 8,990 | $665.3K | 0.04% | −4,611−33.9% | Reduced |
| Weaver Capital Management LLC | 8,903 | $658.9K | 0.19% | +2,437+37.7% | Added |
| Unique Wealth Strategies, LLC | 8,874 | $656.8K | 0.29% | +8,874 | New |
| Keebeck Wealth Management, LLC | 8,870 | $656.4K | 0.09% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 8,847 | $654.8K | 0.04% | +143+1.6% | Added |
| Noble Wealth Management PBC | 8,725 | $645.7K | 0.45% | +8,725 | New |
| Simon Quick Advisors, LLC | 8,688 | $643.0K | 0.04% | +221+2.6% | Added |
| Oxford Asset Management LLP | 8,601 | $636.6K | 0.28% | −2,708−23.9% | Reduced |
| Avondale Wealth Management | 8,600 | $636.5K | 0.41% | −3,100−26.5% | Reduced |
| Good Life Advisors, LLC | 8,573 | $634.5K | 0.05% | −1,923−18.3% | Reduced |
| Allianz SE | 8,579 | $634.3K | 0.02% | −2,113−19.8% | Reduced |
| CBOE Vest Financial, LLC | 8,556 | $633.2K | 0.01% | +1,672+24.3% | Added |
| Sigma Planning Corp | 8,551 | $632.9K | 0.02% | +909+11.9% | Added |
| Pointe Capital Management LLC | 8,541 | $632.1K | 0.36% | +1,011+13.4% | Added |
| Sutton Place Investors LLC | 8,537 | $631.8K | 0.37% | +269+3.3% | Added |
| Citizens National Bank Trust Department | 8,525 | $630.9K | 0.13% | −930−9.8% | Reduced |
| Legacy Advisors, LLC | 8,507 | $629.6K | 0.06% | +1,110+15.0% | Added |
| Sovereign's Capital Management, LLC | 8,503 | $629.3K | 0.40% | +8,503 | New |
| HMV Wealth Advisors, LLC | 8,491 | $628.4K | 0.63% | +8,491 | New |
| Quadcap Wealth Management, LLC | 8,485 | $628.0K | 0.09% | −137−1.6% | Reduced |
| Fundamentun, LLC | 8,483 | $627.9K | 0.04% | −30,443−78.2% | Reduced |
| Founders Financial Securities LLC | 8,475 | $627.2K | 0.06% | +27+0.3% | Added |
| Howard Bailey Securities, LLC | 8,454 | $625.7K | 0.23% | −421−4.7% | Reduced |
| Compass Advisory Group LLC | 8,375 | $619.8K | 0.22% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 8,314 | $615.3K | 0.25% | −526−6.0% | Reduced |
| Cypress Wealth Services, LLC | 8,311 | $615.1K | 0.12% | +285+3.6% | Added |
| Morningstar Investment Management LLC | 8,314 | $615.0K | 0.05% | −7,404−47.1% | Reduced |
| Unified Investment Management | 8,306 | $614.7K | 0.70% | +8,306 | New |
| Diversified Trust Co | 8,215 | $608.0K | 0.01% | +962+13.3% | Added |