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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 8,212 | $607.8K | 0.05% | +503+6.5% | Added |
| Raab & Moskowitz Asset Management LLC | 8,201 | $607.0K | 0.15% | +8,201 | New |
| SkyView Investment Advisors, LLC | 8,171 | $605.0K | 0.10% | +8,171 | New |
| Caxton Associates LP | 8,147 | $603.0K | 0.02% | +8,147 | New |
| Balboa Wealth Partners | 8,121 | $601.0K | 0.14% | −4,882−37.5% | Reduced |
| Capital Advantage, Inc. | 8,109 | $600.1K | 0.11% | +8,109 | New |
| Heartland Bank & Trust Co | 8,098 | $599.3K | 0.33% | −323−3.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,088 | $598.6K | 0.02% | −6,166−43.3% | Reduced |
| Parkside Financial Bank & Trust | 8,087 | $598.5K | 0.08% | −80−1.0% | Reduced |
| Strategic Blueprint, LLC | 8,065 | $596.9K | 0.04% | −1,208−13.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,060 | $596.5K | 0.15% | −230−2.8% | Reduced |
| Avestar Capital, LLC | 8,039 | $595.0K | 0.05% | +1,339+20.0% | Added |
| Wealth Alliance | 8,016 | $593.3K | 0.07% | −10,493−56.7% | Reduced |
| Veracity Capital LLC | 8,005 | $592.5K | 0.22% | +89+1.1% | Added |
| MYDA Advisors LLC | 8,000 | $592.1K | 0.17% | +8,000 | New |
| 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 |
| Apriem Advisors | 7,929 | $586.8K | 0.07% | +211+2.7% | Added |
| Jefferies Financial Group Inc. | 7,921 | $586.2K | 0.01% | −24,705−75.7% | Reduced |
| Novem Group | 7,904 | $585.0K | 0.09% | +7,904 | New |
| Paradigm Capital Management, LLC | 7,875 | $583.0K | 0.54% | −400−4.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 7,876 | $582.9K | 0.09% | −41−0.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,857 | $581.5K | 0.05% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 7,836 | $579.9K | 0.57% | +7,836 | New |
| Badgley Phelps Wealth Managers, LLC | 7,822 | $578.9K | 0.01% | +703+9.9% | Added |
| Harbour Investments, Inc. | 7,818 | $578.6K | 0.02% | +206+2.7% | Added |
| Boltwood Capital Management | 7,812 | $578.2K | 0.18% | −50−0.6% | Reduced |
| Vanguard Capital Wealth Advisors | 7,800 | $577.3K | 0.63% | −1,650−17.5% | Reduced |
| Venture Visionary Partners LLC | 7,798 | $577.1K | 0.02% | −11,416−59.4% | Reduced |
| Independent Financial Group, LLC | 7,784 | $576.1K | 0.02% | −777−9.1% | Reduced |
| Stokes Family Office, LLC | 7,781 | $575.9K | 0.06% | −289−3.6% | Reduced |
| Telos Capital Management, Inc. | 7,764 | $574.6K | 0.06% | −1,454−15.8% | Reduced |
| Larson Financial Group LLC | 7,763 | $574.6K | 0.03% | −997−11.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,720 | $571.4K | 0.10% | −1,230−13.7% | Reduced |
| Lyell Wealth Management, LP | 7,713 | $570.8K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,711 | $570.7K | 0.18% | +7,711 | New |
| Athena Investment Management | 7,708 | $570.5K | 0.33% | 00.0% | Unchanged |
| Thompson David Blair | 7,702 | $570.0K | 0.42% | +7,702 | New |
| Federated Hermes, Inc. | 7,697 | $569.7K | 0.00% | −178−2.3% | Reduced |
| Sheets Smith Wealth Management | 7,686 | $568.8K | 0.07% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 7,677 | $568.2K | 0.09% | −964−11.2% | Reduced |
| Quest Partners LLC | 7,531 | $557.4K | 0.07% | +3,370+81.0% | Added |
| N.E.W. Advisory Services LLC | 7,522 | $556.7K | 0.05% | +125+1.7% | Added |
| Trust Point Inc. | 7,519 | $556.5K | 0.04% | +1,152+18.1% | Added |
| IHT Wealth Management, LLC | 7,514 | $556.1K | 0.02% | +13+0.2% | Added |
| Kirtland Hills Capital Management, LLC | 7,494 | $554.7K | 0.35% | −349−4.4% | Reduced |
| Bryce Point Capital, LLC | 7,489 | $554.3K | 0.16% | +7,489 | New |
| Sage Mountain Advisors LLC | 7,454 | $551.6K | 0.04% | +311+4.4% | Added |
| Intrust Bank NA | 7,434 | $550.2K | 0.06% | −300−3.9% | Reduced |
| Old Port Advisors | 7,422 | $549.3K | 0.16% | +109+1.5% | Added |
| Arcataur Capital Management LLC | 7,398 | $547.5K | 0.18% | +750+11.3% | Added |
| Circle Wealth Management, LLC | 7,391 | $547.0K | 0.01% | +98+1.3% | Added |
| Joel Isaacson & Co., LLC | 7,378 | $546.1K | 0.02% | +256+3.6% | Added |
| Fidelis Capital Partners, LLC | 6,579 | $544.4K | 0.05% | +742+12.7% | Added |
| CVA Family Office, LLC | 7,335 | $542.9K | 0.09% | +6,739+1,130.7% | Added |
| Traynor Capital Management, Inc. | 7,303 | $540.5K | 0.04% | +36+0.5% | Added |
| RMR Wealth Builders | 7,292 | $539.7K | 0.06% | −116−1.6% | Reduced |
| Impact Capital Partners LLC | 7,276 | $538.5K | 0.19% | +7,276 | New |
| Cozad Asset Management Inc | 7,273 | $538.3K | 0.05% | −34−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 7,210 | $533.6K | 0.08% | −16−0.2% | Reduced |
| Aspen Grove Capital, LLC | 7,191 | $532.2K | 0.11% | +17+0.2% | Added |
| Angeles Investment Advisors, LLC | 7,190 | $532.1K | 0.03% | −40−0.6% | Reduced |
| Neo Ivy Capital Management | 7,197 | $532.0K | 0.11% | +7,197 | New |
| RW Investment Management LLC | 7,174 | $530.9K | 0.06% | −90−1.2% | Reduced |
| Verity Asset Management, Inc. | 7,164 | $530.2K | 0.30% | +873+13.9% | Added |
| Michels Family Financial, LLC | 7,100 | $525.5K | 0.48% | +7,100 | New |
| Garrison Point Advisors, LLC | 7,055 | $522.1K | 0.25% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 7,027 | $520.1K | 0.01% | +412+6.2% | Added |
| Aspetuck Financial Management LLC | 7,027 | $520.1K | 0.41% | +7,027 | New |
| Trust Co of Toledo NA | 7,007 | $518.6K | 0.07% | +835+13.5% | Added |
| Ellevest, Inc. | 7,006 | $518.5K | 0.03% | +89+1.3% | Added |
| SFMG, LLC | 6,979 | $516.5K | 0.04% | −51,563−88.1% | Reduced |
| Bahl & Gaynor Inc | 6,976 | $516.3K | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 6,947 | $514.1K | 0.06% | +6,947 | New |
| Caas Capital Management LP | 6,940 | $513.6K | 0.42% | +2,583+59.3% | Added |
| Beta Wealth Group, Inc. | 6,905 | $511.0K | 0.23% | +20.0% | Added |
| Vivid Wealth Management, LLC | 6,894 | $510.2K | 0.26% | −558−7.5% | Reduced |
| Csenge Advisory Group | 6,881 | $509.3K | 0.03% | −331−4.6% | Reduced |
| Green Square Capital Advisors LLC | 6,850 | $507.0K | 0.07% | 00.0% | Unchanged |
| Auxier Asset Management | 6,850 | $507.0K | 0.08% | −1,200−14.9% | Reduced |
| NorthRock Partners, LLC | 6,849 | $506.9K | 0.02% | −2,128−23.7% | Reduced |
| Geller Advisors LLC | 6,842 | $506.4K | 0.03% | −269−3.8% | Reduced |
| Platform Technology Partners | 6,827 | $505.3K | 0.15% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 6,825 | $505.1K | 0.06% | +959+16.3% | Added |
| Bragg Financial Advisors, Inc | 6,821 | $504.8K | 0.02% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 6,818 | $504.6K | 0.06% | −1,032−13.1% | Reduced |
| Heritage Wealth Management, Inc. | 6,817 | $504.5K | 0.17% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 6,801 | $503.0K | 0.25% | +146+2.2% | Added |
| Plante Moran Financial Advisors, LLC | 6,790 | $502.5K | 0.04% | +64+1.0% | Added |
| Freestone Capital Holdings, LLC | 6,770 | $501.1K | 0.02% | +2,800+70.5% | Added |
| Fukoku Mutual Life Insurance Co | 6,721 | $497.4K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,719 | $497.3K | 0.05% | −77−1.1% | Reduced |
| LCNB Corp | 6,709 | $496.5K | 0.18% | −173−2.5% | Reduced |
| ICONIQ Capital, LLC | 6,702 | $496.0K | 0.01% | +3,426+104.6% | Added |
| ASB Consultores, LLC | 6,679 | $494.3K | 0.21% | +203+3.1% | Added |
| Defined Wealth Management, LLC | 6,668 | $493.5K | 0.33% | +57+0.9% | Added |
| Boston Trust Walden Corp | 6,666 | $493.4K | 0.00% | +120+1.8% | Added |
| Octavia Wealth Advisors, LLC | 6,663 | $493.2K | 0.06% | −764−10.3% | Reduced |
| Centurion Wealth Management LLC | 6,659 | $492.9K | 0.15% | −466−6.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 6,652 | $492.3K | 0.03% | 00.0% | Unchanged |