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 |
|---|---|---|---|---|---|
| Delta Capital Management LLC | 54,510 | $4.03M | 2.30% | −80−0.1% | Reduced |
| Intrinsic Value Partners, LLC | 54,333 | $4.02M | 4.04% | −1,050−1.9% | Reduced |
| Greenleaf Trust | 54,309 | $4.02M | 0.04% | −1,249−2.2% | Reduced |
| Montag A & Associates Inc | 53,156 | $3.93M | 0.19% | −589−1.1% | Reduced |
| Synovus Financial Corp | 53,107 | $3.93M | 0.05% | −14,782−21.8% | Reduced |
| AlTi Global, Inc. | 52,617 | $3.92M | 0.09% | +32,531+162.0% | Added |
| CAPROCK Group, Inc. | 52,841 | $3.91M | 0.13% | +4,234+8.7% | Added |
| SG Americas Securities, LLC | 52,826 | $3.91M | 0.02% | −5,887−10.0% | Reduced |
| First American Bank | 52,738 | $3.90M | 0.27% | +1,341+2.6% | Added |
| Pittenger & Anderson Inc | 52,440 | $3.88M | 0.14% | −229−0.4% | Reduced |
| First Trust Advisors LP | 51,065 | $3.78M | 0.00% | −402,207−88.7% | Reduced |
| Prospera Financial Services Inc | 50,909 | $3.77M | 0.09% | +29,964+143.1% | Added |
| Fiduciary Financial Group, LLC | 51,503 | $3.75M | 0.82% | −3,357−6.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 50,506 | $3.74M | 0.13% | +1,158+2.3% | Added |
| Colonial Trust Co | 50,439 | $3.73M | 0.55% | +11,677+30.1% | Added |
| Vaughan David Investments LLC | 50,349 | $3.73M | 0.09% | −5,359−9.6% | Reduced |
| Inkwell Capital LLC | 50,330 | $3.72M | 3.98% | +50,330 | New |
| Lecap Asset Management Ltd | 50,029 | $3.70M | 1.00% | +35,399+242.0% | Added |
| Hixon Zuercher, LLC | 50,001 | $3.70M | 1.42% | +567+1.1% | Added |
| Daymark Wealth Partners, LLC | 49,983 | $3.70M | 0.16% | −1,344−2.6% | Reduced |
| William Allan, LLC | 49,936 | $3.70M | 2.27% | +781+1.6% | Added |
| Capital Analysts, LLC | 49,795 | $3.69M | 0.15% | +1,899+4.0% | Added |
| Tandem Capital Management Corp | 49,551 | $3.67M | 1.96% | +140.0% | Added |
| JB Capital LLC | 49,513 | $3.66M | 0.21% | +1,303+2.7% | Added |
| Bailard, Inc. | 49,454 | $3.66M | 0.09% | +230+0.5% | Added |
| Empirical Finance, LLC | 49,364 | $3.65M | 0.21% | −571−1.1% | Reduced |
| Empowered Funds, LLC | 49,073 | $3.63M | 0.05% | +26,231+114.8% | Added |
| Southeast Asset Advisors Inc. | 49,060 | $3.63M | 0.45% | −8,666−15.0% | Reduced |
| We Are One Seven, LLC | 48,978 | $3.62M | 0.14% | −68−0.1% | Reduced |
| SOL Capital Management CO | 48,926 | $3.62M | 0.40% | −6,185−11.2% | Reduced |
| Bayesian Capital Management, LP | 48,900 | $3.62M | 0.44% | −52,200−51.6% | Reduced |
| Left Brain Wealth Management, LLC | 48,676 | $3.60M | 1.36% | −6,565−11.9% | Reduced |
| La Banque Postale Asset Management SA | 48,584 | $3.60M | 0.05% | +48,584 | New |
| SAM Advisors, LLC | 48,408 | $3.58M | 1.30% | +195+0.4% | Added |
| Paradigm Asset Management Co LLC | 48,350 | $3.58M | 0.98% | +33,100+217.0% | Added |
| Maia Wealth LLC | 43,172 | $3.56M | 0.77% | +4,450+11.5% | Added |
| Malaga Cove Capital, LLC | 47,721 | $3.53M | 1.39% | −220−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 47,591 | $3.52M | 0.04% | +6,636+16.2% | Added |
| Allstate Corp | 47,483 | $3.51M | 0.10% | +47,483 | New |
| Northwestern Mutual Investment Management Company, LLC | 47,465 | $3.51M | 0.08% | +117+0.2% | Added |
| Vident Advisory, LLC | 47,194 | $3.49M | 0.06% | +14,987+46.5% | Added |
| Permanens Capital L.P. | 46,967 | $3.48M | 0.66% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 46,909 | $3.47M | 0.26% | +5,418+13.1% | Added |
| Tokio Marine Asset Management Co Ltd | 46,301 | $3.43M | 0.12% | +3,899+9.2% | Added |
| Modus Advisors, LLC | 46,255 | $3.42M | 1.07% | +993+2.2% | Added |
| East Coast Asset Management, LLC. | 45,990 | $3.40M | 1.14% | −4,545−9.0% | Reduced |
| Conscious Wealth Investments, LLC | 44,363 | $3.39M | 2.30% | +393+0.9% | Added |
| HB Wealth Management, LLC | 45,556 | $3.37M | 0.03% | −1,589−3.4% | Reduced |
| Wealthspire Advisors, LLC | 45,308 | $3.35M | 0.03% | +1,232+2.8% | Added |
| Courier Capital LLC | 45,108 | $3.34M | 0.23% | −497−1.1% | Reduced |
| Cabot Wealth Management Inc | 45,050 | $3.33M | 0.42% | −326−0.7% | Reduced |
| Wolverine Trading, LLC | 45,045 | $3.33M | 0.07% | −46,346−50.7% | Reduced |
| Sepio Capital, LP | 44,914 | $3.32M | 0.27% | −3,886−8.0% | Reduced |
| Greenup Street Wealth Management LLC | 44,804 | $3.32M | 0.66% | +3,946+9.7% | Added |
| Chatham Capital Group, Inc. | 44,802 | $3.32M | 0.55% | +95+0.2% | Added |
| Pettee Investors, Inc. | 44,687 | $3.31M | 1.68% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 44,171 | $3.27M | 0.68% | −2,312−5.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 44,019 | $3.26M | 1.43% | −468−1.1% | Reduced |
| Fiduciary Group LLC | 43,965 | $3.25M | 0.33% | −4,026−8.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 43,928 | $3.25M | 0.44% | +245+0.6% | Added |
| Victrix Investment Advisors | 43,889 | $3.25M | 2.34% | +43,889 | New |
| Achmea Investment Management B.V. | 43,781 | $3.24M | 0.05% | −27,592−38.7% | Reduced |
| Stratos Wealth Partners, LTD. | 43,280 | $3.20M | 0.05% | −1,694−3.8% | Reduced |
| SGL Investment Advisors, Inc. | 38,680 | $3.18M | 1.60% | +641+1.7% | Added |
| Lantern Wealth Advisors, LLC | 46,540 | $3.18M | 2.07% | +144+0.3% | Added |
| Central Bank & Trust Co | 42,821 | $3.17M | 0.48% | −170.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 42,309 | $3.13M | 2.57% | −227−0.5% | Reduced |
| National Asset Management, Inc. | 42,154 | $3.12M | 0.10% | −1,630−3.7% | Reduced |
| 180 Wealth Advisors, LLC | 42,090 | $3.12M | 0.49% | +1,314+3.2% | Added |
| Red Spruce Capital, LLC | 42,031 | $3.11M | 1.38% | +2,828+7.2% | Added |
| Sculati Wealth Management, LLC | 41,905 | $3.10M | 1.23% | −192−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 41,831 | $3.10M | 0.18% | −1,237−2.9% | Reduced |
| Gill Capital Partners, LLC | 41,793 | $3.09M | 1.11% | −3,100−6.9% | Reduced |
| American Trust | 41,779 | $3.09M | 0.24% | −1,559−3.6% | Reduced |
| Miracle Mile Advisors, LLC | 41,739 | $3.09M | 0.06% | +15,041+56.3% | Added |
| Horan Capital Advisors, LLC. | 41,661 | $3.08M | 1.04% | −389−0.9% | Reduced |
| Vontobel Holding Ltd. | 41,467 | $3.07M | 0.01% | −3,007−6.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 41,368 | $3.06M | 0.23% | +5,576+15.6% | Added |
| Diversify Advisory Services, LLC | 41,314 | $3.01M | 0.17% | −983−2.3% | Reduced |
| Stonebridge Capital Advisors LLC | 40,602 | $3.00M | 0.24% | −2,717−6.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 40,493 | $3.00M | 0.17% | −8,130−16.7% | Reduced |
| Sciencast Management LP | 40,290 | $2.98M | 0.82% | +4,013+11.1% | Added |
| Alpha DNA Investment Management LLC | 40,274 | $2.98M | 1.63% | +21,906+119.3% | Added |
| Warren Averett Asset Management, LLC | 40,169 | $2.97M | 0.05% | +2,433+6.4% | Added |
| AE Wealth Management LLC | 40,157 | $2.97M | 0.03% | −13,112−24.6% | Reduced |
| Dakota Wealth Management | 39,927 | $2.96M | 0.07% | −858−2.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 39,866 | $2.95M | 1.58% | +1,058+2.7% | Added |
| Linscomb & Williams, Inc. | 39,479 | $2.92M | 0.15% | +1,383+3.6% | Added |
| Fearless Solutions, LLC dba Best Invest | 39,063 | $2.89M | 2.21% | +39,063 | New |
| HighPoint Advisor Group LLC | 34,391 | $2.86M | 0.16% | −2,224−6.1% | Reduced |
| Valeo Financial Advisors, LLC | 38,565 | $2.85M | 0.08% | +303+0.8% | Added |
| EP Wealth Advisors, LLC | 38,564 | $2.85M | 0.02% | +11,888+44.6% | Added |
| HF Advisory Group, LLC | 37,869 | $2.80M | 1.29% | +492+1.3% | Added |
| United Capital Financial Advisers, LLC | 37,853 | $2.80M | 0.02% | −528−1.4% | Reduced |
| Kampmann Melissa S. | 37,820 | $2.80M | 2.20% | −4,480−10.6% | Reduced |
| Drucker Wealth 3.0, LLC | 37,525 | $2.78M | 0.64% | −2,592−6.5% | Reduced |
| GFG Capital, LLC | 37,501 | $2.78M | 0.76% | −809−2.1% | Reduced |
| Cascade Investment Advisors, Inc. | 37,365 | $2.77M | 1.77% | +110+0.3% | Added |
| Nelson Capital Management, LLC | 37,361 | $2.77M | 0.46% | −149−0.4% | Reduced |
| TCW Group Inc | 37,321 | $2.76M | 0.02% | −13,253−26.2% | Reduced |