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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 87,013 | $6.44M | 0.07% | +48,435+125.6% | Added |
| Boston Private Wealth LLC | 86,750 | $6.42M | 0.12% | +86,750 | New |
| American Assets Investment Management, LLC | 86,674 | $6.41M | 0.52% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 86,640 | $6.41M | 0.01% | −18,360−17.5% | Reduced |
| LaFleur & Godfrey LLC | 86,486 | $6.40M | 0.88% | −805−0.9% | Reduced |
| Private Advisory Group LLC | 85,931 | $6.36M | 0.71% | +3,887+4.7% | Added |
| Beverly Hills Private Wealth, LLC | 85,310 | $6.31M | 1.28% | +5,793+7.3% | Added |
| Skba Capital Management LLC | 84,900 | $6.28M | 0.99% | −30,400−26.4% | Reduced |
| WCG Wealth Advisors LLC | 84,847 | $6.28M | 0.42% | +4,878+6.1% | Added |
| Mezzasalma Advisors, LLC | 84,439 | $6.25M | 2.02% | +890+1.1% | Added |
| Motley Fool Asset Management LLC | 83,316 | $6.17M | 0.32% | +9,700+13.2% | Added |
| Cloverfields Capital Group, LP | 83,149 | $6.15M | 1.98% | −666−0.8% | Reduced |
| Metis Global Partners, LLC | 81,292 | $6.02M | 0.18% | +4,990+6.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 81,080 | $6.00M | 0.66% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 80,655 | $5.97M | 4.00% | +5,314+7.1% | Added |
| Louisiana State Employees Retirement System | 80,400 | $5.95M | 0.11% | −3,700−4.4% | Reduced |
| Securian Asset Management, Inc | 80,344 | $5.95M | 0.17% | −2,280−2.8% | Reduced |
| Maryland State Retirement & Pension System | 80,053 | $5.92M | 0.13% | −5,946−6.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 79,759 | $5.90M | 0.22% | +3,750+4.9% | Added |
| AMG National Trust Bank | 79,393 | $5.87M | 0.16% | −1,103−1.4% | Reduced |
| Mediolanum International Funds Ltd | 79,008 | $5.83M | 0.08% | −177,185−69.2% | Reduced |
| Scotia Capital Inc. | 78,361 | $5.80M | 0.03% | +9,415+13.7% | Added |
| Ieq Capital, LLC | 77,685 | $5.75M | 0.06% | +19,020+32.4% | Added |
| Steel Peak Wealth Management LLC | 77,471 | $5.73M | 0.24% | +1,710+2.3% | Added |
| Qsemble Capital Management, LP | 77,422 | $5.73M | 0.76% | +66,895+635.5% | Added |
| Commerce Bank | 77,289 | $5.72M | 0.04% | +147+0.2% | Added |
| Marco Investment Management LLC | 77,139 | $5.71M | 0.49% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 77,047 | $5.70M | 0.28% | +77,047 | New |
| Allen Capital Group, LLC | 77,035 | $5.70M | 0.70% | +6,067+8.5% | Added |
| Central Pacific Bank - Trust Division | 76,944 | $5.69M | 0.75% | +2,804+3.8% | Added |
| Marshall & Sullivan Inc | 76,397 | $5.65M | 2.76% | +403+0.5% | Added |
| Capstone Investment Advisors, LLC | 76,356 | $5.65M | 0.06% | +36,476+91.5% | Added |
| Capitolis Liquid Global Markets LLC | 75,300 | $5.57M | 0.05% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 74,433 | $5.51M | 3.51% | −385−0.5% | Reduced |
| NewEdge Wealth, LLC | 74,352 | $5.50M | 0.10% | −7,328−9.0% | Reduced |
| Birch Capital Management, LLC | 74,279 | $5.50M | 2.77% | −2,180−2.9% | Reduced |
| Semmax Financial Advisors Inc. | 67,040 | $5.47M | 1.46% | −267−0.4% | Reduced |
| Abn Amro Investment Solutions | 72,937 | $5.40M | 0.10% | −4,141−5.4% | Reduced |
| Vinva Investment Management Ltd | 72,932 | $5.39M | 0.21% | +26,104+55.7% | Added |
| BNP Paribas | 72,710 | $5.38M | 0.22% | +18,900+35.1% | Added |
| Bryn Mawr Trust Co | 72,363 | $5.36M | 0.10% | −1,710−2.3% | Reduced |
| Generali Asset Management SPA SGR | 72,284 | $5.35M | 0.14% | +72,284 | New |
| Naples Global Advisors, LLC | 71,789 | $5.31M | 0.50% | +1,608+2.3% | Added |
| Kavar Capital Partners Group, LLC | 71,463 | $5.29M | 0.89% | +505+0.7% | Added |
| New Mexico Educational Retirement Board | 71,187 | $5.27M | 0.18% | −1,800−2.5% | Reduced |
| Stony Point Wealth Management Inc. | 70,791 | $5.24M | 2.08% | −8,433−10.6% | Reduced |
| Twin Lakes Capital Management, LLC | 69,978 | $5.18M | 3.32% | +47+0.1% | Added |
| Callan Family Office, LLC | 69,919 | $5.17M | 0.33% | +69,919 | New |
| Fagan Associates, Inc. | 69,628 | $5.15M | 0.82% | +3,535+5.3% | Added |
| Rathbone Brothers plc | 69,415 | $5.14M | 0.02% | −1,009,332−93.6% | Reduced |
| Entropy Technologies, LP | 69,281 | $5.13M | 0.53% | −25,920−27.2% | Reduced |
| Marietta Wealth Management, LLC | 69,247 | $5.12M | 0.74% | +1,300+1.9% | Added |
| Interval Partners, LP | 69,226 | $5.12M | 0.13% | +69,226 | New |
| Schwerin Boyle Capital Management Inc | 69,025 | $5.11M | 0.52% | −1,600−2.3% | Reduced |
| Crestline Management, LP | 68,152 | $5.04M | 0.18% | +68,152 | New |
| Teza Capital Management LLC | 67,888 | $5.02M | 0.76% | +35,720+111.0% | Added |
| Norinchukin Bank, The | 67,364 | $4.99M | 0.11% | +5,770+9.4% | Added |
| Virtu Financial LLC | 67,075 | $4.96M | 0.26% | +67,075 | New |
| American Trust Investment Advisors, LLC | 67,017 | $4.96M | 2.03% | +4,140+6.6% | Added |
| Gilman Hill Asset Management, LLC | 67,003 | $4.96M | 0.86% | −1,834−2.7% | Reduced |
| Perkins Coie Trust Co | 66,916 | $4.95M | 1.09% | −279−0.4% | Reduced |
| LGT Group Foundation | 66,835 | $4.95M | 0.08% | −122−0.2% | Reduced |
| Conning Inc. | 66,355 | $4.91M | 0.17% | −12,273−15.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 65,631 | $4.86M | 2.18% | +464+0.7% | Added |
| Prudential PLC | 65,487 | $4.85M | 0.02% | +18,223+38.6% | Added |
| Colonial Trust Advisors | 65,262 | $4.83M | 0.43% | −7,873−10.8% | Reduced |
| GHP Investment Advisors, Inc. | 65,159 | $4.82M | 0.23% | +1,082+1.7% | Added |
| Natixis | 65,023 | $4.81M | 0.03% | −150,149−69.8% | Reduced |
| Trajan Wealth LLC | 64,745 | $4.79M | 0.27% | +6,497+11.2% | Added |
| Lincoln Capital Corp | 64,255 | $4.76M | 1.95% | +113+0.2% | Added |
| Investment Research & Advisory Group, Inc. | 63,931 | $4.73M | 1.98% | −405−0.6% | Reduced |
| Legal Advantage Investments, Inc. | 63,900 | $4.73M | 2.50% | −500−0.8% | Reduced |
| Wetherby Asset Management Inc | 63,366 | $4.69M | 0.22% | −23,915−27.4% | Reduced |
| Moneta Group Investment Advisors LLC | 63,235 | $4.68M | 0.07% | −14,442−18.6% | Reduced |
| Keybank National Association | 63,062 | $4.67M | 0.02% | −554−0.9% | Reduced |
| Westpac Banking Corp | 63,018 | $4.66M | 0.31% | −44,022−41.1% | Reduced |
| Omers Administration Corp | 62,943 | $4.66M | 0.04% | +10,690+20.5% | Added |
| Lincoln Capital LLC | 62,917 | $4.66M | 0.98% | −723−1.1% | Reduced |
| Condor Capital Management | 62,352 | $4.61M | 0.41% | −1,112−1.8% | Reduced |
| TownSquare Capital, LLC | 61,886 | $4.58M | 0.05% | +1,373+2.3% | Added |
| Gabelli Funds LLC | 61,237 | $4.53M | 0.03% | +162+0.3% | Added |
| Avantax Advisory Services, Inc. | 60,692 | $4.49M | 0.03% | −327−0.5% | Reduced |
| Annandale Capital, LLC | 59,848 | $4.43M | 0.88% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 59,781 | $4.42M | 0.88% | −6,238−9.4% | Reduced |
| Headlands Technologies LLC | 58,963 | $4.36M | 0.44% | +58,963 | New |
| K.J. Harrison & Partners Inc | 58,943 | $4.35M | 0.68% | +16,600+39.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 58,798 | $4.35M | 3.52% | +2,229+3.9% | Added |
| DLK Investment Management, LLC | 58,669 | $4.34M | 1.82% | −300−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 58,113 | $4.30M | 0.49% | +8,156+16.3% | Added |
| Siemens Fonds Invest GmbH | 58,019 | $4.29M | 0.45% | +16,203+38.7% | Added |
| Baxter Bros Inc | 57,618 | $4.26M | 0.56% | +11,904+26.0% | Added |
| Voya Financial Advisors, Inc. | 57,448 | $4.25M | 0.46% | +1,812+3.3% | Added |
| Harrington Investments, INC | 57,208 | $4.23M | 2.33% | +681+1.2% | Added |
| Prentiss Smith & Co Inc | 56,630 | $4.19M | 2.74% | +79+0.1% | Added |
| Gs Investments, Inc. | 56,103 | $4.15M | 1.88% | −1,331−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 55,661 | $4.12M | 0.19% | +3,354+6.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 55,463 | $4.10M | 0.27% | +34,735+167.6% | Added |
| Hunter Perkins Capital Management, LLC | 55,040 | $4.07M | 0.86% | −2,005−3.5% | Reduced |
| Mengis Capital Management, Inc. | 54,825 | $4.06M | 0.83% | −6,904−11.2% | Reduced |
| Private Wealth Partners, LLC | 54,528 | $4.04M | 0.31% | +11,583+27.0% | Added |