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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 6,638 | $491.3K | 0.08% | +2,281+52.4% | Added |
| 5T Wealth, LLC | 6,630 | $490.8K | 0.27% | +6,630 | New |
| Crescent Grove Advisors, LLC | 6,620 | $489.9K | 0.05% | −700−9.6% | Reduced |
| MCF Advisors LLC | 6,608 | $489.0K | 0.03% | −499−7.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,601 | $488.5K | 0.01% | +5+0.1% | Added |
| Rehmann Capital Advisory Group | 6,598 | $488.4K | 0.03% | −181−2.7% | Reduced |
| Intrepid Financial Planning Group LLC | 6,572 | $486.4K | 0.21% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,562 | $485.6K | 0.04% | +2,062+45.8% | Added |
| Carson Advisory Inc. | 6,557 | $485.3K | 0.34% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 6,539 | $484.0K | 0.10% | +1,050+19.1% | Added |
| Brookstone Capital Management | 6,527 | $483.1K | 0.01% | −1,941−22.9% | Reduced |
| Dark Forest Capital Management LP | 6,442 | $476.8K | 0.07% | −87−1.3% | Reduced |
| New Hampshire Trust | 6,439 | $476.6K | 0.10% | −72−1.1% | Reduced |
| Morton Community Bank | 6,423 | $475.4K | 0.13% | −2,209−25.6% | Reduced |
| Cornerstone Wealth Management, LLC | 6,419 | $475.0K | 0.03% | −552−7.9% | Reduced |
| BSW Wealth Partners | 6,401 | $473.8K | 0.07% | +554+9.5% | Added |
| Wesbanco Bank Inc | 6,372 | $471.6K | 0.02% | +2,120+49.9% | Added |
| Sax Wealth Advisors, LLC | 6,341 | $469.3K | 0.04% | −402−6.0% | Reduced |
| FWL Investment Management, LLC | 6,310 | $467.0K | 0.17% | +1,396+28.4% | Added |
| Sagespring Wealth Partners, LLC | 6,304 | $466.6K | 0.01% | +6,304 | New |
| Bingham Private Wealth, LLC | 6,268 | $463.9K | 0.49% | +6,268 | New |
| Coastwise Capital Group, LLC | 6,258 | $463.2K | 0.37% | +208+3.4% | Added |
| Blueprint Investment Partners LLC | 6,258 | $463.2K | 0.07% | +6,258 | New |
| Evoke Wealth, LLC | 6,251 | $462.6K | 0.01% | +299+5.0% | Added |
| Gladstone Institutional Advisory LLC | 6,247 | $462.3K | 0.02% | +124+2.0% | Added |
| Mission Wealth Management, LP | 6,247 | $462.3K | 0.01% | −278−4.3% | Reduced |
| Mason & Associates Inc | 6,233 | $461.3K | 0.11% | 00.0% | Unchanged |
| Family Legacy, Inc. | 6,300 | $459.9K | 0.16% | −10−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 6,198 | $458.7K | 0.04% | −974−13.6% | Reduced |
| Strategic Financial Services, Inc, | 6,184 | $457.7K | 0.03% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 6,144 | $452.8K | 0.05% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 6,106 | $451.9K | 0.04% | +6,106 | New |
| Milestone Asset Management, LLC | 6,098 | $451.4K | 0.10% | +651+12.0% | Added |
| Sentry Investment Management LLC | 6,081 | $450.0K | 0.21% | −990−14.0% | Reduced |
| Wealth Quarterback LLC | 6,074 | $449.6K | 0.21% | +97+1.6% | Added |
| Alpha Family Trust | 6,070 | $449.2K | 0.25% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 6,069 | $449.2K | 0.06% | +251+4.3% | Added |
| Meridian Wealth Management, LLC | 6,056 | $448.2K | 0.02% | −3,759−38.3% | Reduced |
| David R. Rahn & Associates Inc. | 6,046 | $447.5K | 0.14% | −91−1.5% | Reduced |
| GWN Securities Inc. | 5,445 | $444.4K | 0.12% | +5,445 | New |
| Michael S. Ryan, Inc. | 5,998 | $443.9K | 0.30% | +144+2.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,992 | $443.5K | 0.09% | +172+3.0% | Added |
| Moser Wealth Advisors, LLC | 5,960 | $441.1K | 0.23% | −65−1.1% | Reduced |
| Proficio Capital Partners LLC | 5,959 | $441.1K | 0.04% | +5,959 | New |
| L2 Asset Management, LLC | 5,943 | $439.8K | 0.10% | −660−10.0% | Reduced |
| Mather Group, LLC. | 5,919 | $438.1K | 0.01% | +21+0.4% | Added |
| SS&H Financial Advisors, Inc. | 5,899 | $437.0K | 0.16% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,870 | $434.4K | 0.01% | −276−4.5% | Reduced |
| Tempus Wealth Planning, LLC | 5,860 | $433.7K | 0.13% | −360−5.8% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $432.3K | 0.28% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 5,805 | $429.6K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,794 | $428.8K | 0.06% | +568+10.9% | Added |
| Principle Wealth Partners LLC | 5,777 | $427.6K | 0.03% | +150+2.7% | Added |
| Ridgecrest Wealth Partners, LLC | 5,768 | $426.9K | 0.23% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 5,748 | $425.4K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5,741 | $424.9K | 0.14% | +20.0% | Added |
| Diligent Investors, LLC | 5,735 | $424.4K | 0.10% | 00.0% | Unchanged |
| R Squared Ltd | 5,711 | $422.7K | 0.41% | +5,711 | New |
| Ameritas Advisory Services, LLC | 5,702 | $422.0K | 0.01% | +5,702 | New |
| Edge Capital Group, LLC | 5,625 | $416.3K | 0.02% | +304+5.7% | Added |
| Harvest Fund Management Co., Ltd | 5,606 | $415.0K | 0.02% | +5,602+140,050.0% | Added |
| Haverford Trust Co | 5,599 | $414.4K | 0.00% | −3,495−38.4% | Reduced |
| Michael B. Yongue | 5,598 | $414.3K | 0.33% | −192−3.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,596 | $414.2K | 0.10% | −102−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 5,589 | $414.0K | 0.03% | +640+12.9% | Added |
| Kingswood Wealth Advisors, LLC | 5,568 | $412.1K | 0.03% | −7,725−58.1% | Reduced |
| Change Path, LLC | 5,559 | $411.4K | 0.01% | +5,559 | New |
| Quadrature Capital Ltd | 5,536 | $409.7K | 0.01% | −97,489−94.6% | Reduced |
| LGT Fund Management Co Ltd. | 5,504 | $407.4K | 0.04% | −2,335−29.8% | Reduced |
| Two Sigma Securities, LLC | 5,495 | $406.7K | 0.07% | −23,446−81.0% | Reduced |
| Perpetual Ltd | 5,492 | $406.5K | 0.00% | −303−5.2% | Reduced |
| Enzi Wealth | 5,039 | $406.1K | 0.15% | +39+0.8% | Added |
| Pure Financial Advisors, Inc. | 5,487 | $406.1K | 0.01% | +7+0.1% | Added |
| Capital A Wealth Management, LLC | 5,486 | $406.0K | 0.67% | +5,486 | New |
| Fiduciary Trust Co | 5,482 | $405.7K | 0.01% | −1,163−17.5% | Reduced |
| CoreCap Advisors, LLC | 5,473 | $405.0K | 0.02% | −2,484−31.2% | Reduced |
| KRS Capital Management, LLC | 5,472 | $405.0K | 0.29% | −392−6.7% | Reduced |
| Trustmark National Bank Trust Department | 5,469 | $404.8K | 0.03% | −1,814−24.9% | Reduced |
| Addison Advisors LLC | 5,460 | $404.1K | 0.11% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 5,456 | $403.8K | 0.29% | +5,456 | New |
| Yarbrough Capital, LLC | 5,454 | $403.7K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5,424 | $401.4K | 0.01% | +437+8.8% | Added |
| PFG Investments, LLC | 5,423 | $401.3K | 0.02% | −229−4.1% | Reduced |
| Western Pacific Wealth Management, LP | 5,415 | $400.8K | 0.32% | +1,130+26.4% | Added |
| Relyea Zuckerberg Hanson LLC | 5,413 | $400.6K | 0.05% | +148+2.8% | Added |
| Neville Rodie & Shaw Inc | 5,400 | $400.0K | 0.03% | −50−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 5,403 | $399.9K | 0.10% | −25−0.5% | Reduced |
| Olistico Wealth, LLC | 5,379 | $398.1K | 0.23% | +20.0% | Added |
| DAGCO, Inc. | 5,375 | $397.8K | 0.13% | +375+7.5% | Added |
| Private Trust Co NA | 5,368 | $397.3K | 0.04% | +309+6.1% | Added |
| Alliance Wealth Advisors, LLC | 5,365 | $397.1K | 0.23% | +7+0.1% | Added |
| CFO4Life Group, LLC | 5,305 | $392.6K | 0.07% | −271−4.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,300 | $392.3K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Corp | 5,290 | $392.0K | 0.14% | −1,319−20.0% | Reduced |
| Avantax Planning Partners, Inc. | 5,293 | $391.7K | 0.01% | −276−5.0% | Reduced |
| Phoenix Holdings Ltd. | 5,288 | $391.4K | 0.01% | −92,223−94.6% | Reduced |
| Avidian Wealth Solutions, LLC | 5,285 | $391.1K | 0.02% | +299+6.0% | Added |
| Spears Abacus Advisors LLC | 5,273 | $390.3K | 0.01% | +448+9.3% | Added |
| Greykasell Wealth Strategies, Inc. | 5,236 | $387.5K | 0.22% | +5,236 | New |
| CNB Bank | 5,218 | $386.2K | 0.18% | −115−2.2% | Reduced |