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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 37,128 | $2.75M | 0.44% | +16,840+83.0% | Added |
| Ci Investments Inc. | 36,890 | $2.73M | 0.01% | −43,593−54.2% | Reduced |
| D L Carlson Investment Group Inc | 36,386 | $2.69M | 0.48% | −191−0.5% | Reduced |
| Main Street Research LLC | 36,240 | $2.68M | 0.17% | −384−1.0% | Reduced |
| Choate Investment Advisors | 36,092 | $2.67M | 0.06% | −1,544−4.1% | Reduced |
| Parallel Advisors, LLC | 35,993 | $2.66M | 0.06% | −3,805−9.6% | Reduced |
| Compass Wealth Management LLC | 35,865 | $2.65M | 0.64% | −1,965−5.2% | Reduced |
| Buckingham Capital Management, Inc. | 35,852 | $2.65M | 0.30% | +847+2.4% | Added |
| Apollon Wealth Management, LLC | 35,734 | $2.64M | 0.06% | −2,484−6.5% | Reduced |
| Webster Bank, N. A. | 35,591 | $2.63M | 0.28% | −475−1.3% | Reduced |
| Summit Financial, LLC | 35,435 | $2.62M | 0.09% | +3,828+12.1% | Added |
| Grimes & Company, Inc. | 35,376 | $2.62M | 0.08% | −3,076−8.0% | Reduced |
| Stableford Capital II LLC | 35,350 | $2.62M | 1.03% | −387−1.1% | Reduced |
| Huntington National Bank | 35,148 | $2.60M | 0.02% | +13,957+65.9% | Added |
| Stephens Inc | 35,072 | $2.60M | 0.04% | +1,774+5.3% | Added |
| Everence Capital Management Inc | 35,040 | $2.59M | 0.17% | +3,260+10.3% | Added |
| Allworth Financial LP | 31,867 | $2.57M | 0.01% | +6,521+25.7% | Added |
| United Services Automobile Association | 34,643 | $2.56M | 0.08% | 00.0% | Unchanged |
| West Oak Capital, LLC | 34,612 | $2.56M | 0.91% | +40+0.1% | Added |
| Eisler Capital Management Ltd. | 34,620 | $2.55M | 0.08% | +34,620 | New |
| Kozak & Associates, Inc. | 34,148 | $2.54M | 0.58% | −91,819−72.9% | Reduced |
| Independent Advisor Alliance | 34,349 | $2.54M | 0.03% | −5,861−14.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 34,271 | $2.54M | 0.41% | +34,271 | New |
| Chemistry Wealth Management LLC | 33,995 | $2.52M | 0.59% | +844+2.5% | Added |
| GPM Growth Investors, Inc. | 33,962 | $2.51M | 1.06% | −1,881−5.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 33,800 | $2.50M | 0.30% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 33,662 | $2.49M | 0.60% | −2,789−7.7% | Reduced |
| Merit Financial Group, LLC | 33,546 | $2.48M | 0.04% | +23,383+230.1% | Added |
| Atria Wealth Solutions, Inc. | 33,375 | $2.47M | 0.03% | +2,769+9.0% | Added |
| IFG Advisory, LLC | 33,326 | $2.47M | 0.14% | −47−0.1% | Reduced |
| Aigen Investment Management, LP | 33,317 | $2.47M | 0.43% | +3,744+12.7% | Added |
| Canandaigua National Bank & Trust Co | 33,176 | $2.46M | 0.24% | +2,092+6.7% | Added |
| Johnson Investment Counsel Inc | 33,031 | $2.44M | 0.02% | −46−0.1% | Reduced |
| 111 Capital | 32,940 | $2.44M | 0.51% | +32,940 | New |
| Strata Wealth Advisors, LLC | 32,841 | $2.43M | 0.76% | +57+0.2% | Added |
| Great Valley Advisor Group, Inc. | 32,827 | $2.43M | 0.05% | +2,599+8.6% | Added |
| Oliver Luxxe Assets LLC | 37,468 | $2.43M | 0.44% | 00.0% | Unchanged |
| Groupama Asset Managment | 32,781 | $2.42M | 0.05% | +32,781 | New |
| Twin City Private Wealth, LLC | 32,577 | $2.41M | 2.13% | −735−2.2% | Reduced |
| Resonant Capital Advisors, LLC | 32,471 | $2.40M | 0.18% | +580+1.8% | Added |
| Beacon Financial Group | 32,434 | $2.40M | 0.26% | −774−2.3% | Reduced |
| Power Wealth Management LLC | 32,275 | $2.39M | 1.00% | +19,870+160.2% | Added |
| Commonwealth Retirement Investments LLC | 32,191 | $2.38M | 0.98% | +3,952+14.0% | Added |
| Scott & Selber, Inc. | 32,063 | $2.37M | 0.71% | −725−2.2% | Reduced |
| Kinneret Advisory, LLC | 32,000 | $2.37M | 0.22% | −1,491−4.5% | Reduced |
| LS Investment Advisors, LLC | 31,934 | $2.36M | 0.35% | −163−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 31,330 | $2.32M | 0.22% | −557−1.7% | Reduced |
| Bard Financial Services, Inc. | 31,275 | $2.31M | 0.28% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 31,179 | $2.31M | 0.46% | +733+2.4% | Added |
| Mraz, Amerine & Associates, Inc. | 31,122 | $2.30M | 0.41% | −535−1.7% | Reduced |
| Ostrum Asset Management | 30,936 | $2.29M | 0.20% | +15,009+94.2% | Added |
| Silvercrest Asset Management Group LLC | 30,894 | $2.29M | 0.02% | +1,788+6.1% | Added |
| Coastline Trust Co | 30,878 | $2.29M | 0.27% | −12,683−29.1% | Reduced |
| Chaney Capital Management, Inc. | 30,730 | $2.27M | 1.08% | +70.0% | Added |
| Gotham Asset Management, LLC | 30,613 | $2.27M | 0.02% | +718+2.4% | Added |
| Skylands Capital, LLC | 30,350 | $2.25M | 0.31% | −2,750−8.3% | Reduced |
| Ancora Advisors, LLC | 30,332 | $2.24M | 0.05% | −704−2.3% | Reduced |
| Jain Global LLC | 30,153 | $2.23M | 0.07% | +30,153 | New |
| Mount Vernon Associates Inc | 30,100 | $2.23M | 1.74% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 30,050 | $2.22M | 1.45% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 29,846 | $2.21M | 2.12% | −763−2.5% | Reduced |
| Iowa State Bank | 29,860 | $2.21M | 0.46% | +1,384+4.9% | Added |
| Capital Advisors Inc | 29,845 | $2.21M | 0.04% | −52−0.2% | Reduced |
| Cove Street Capital, LLC | 29,824 | $2.21M | 2.58% | 00.0% | Unchanged |
| Vestcor Inc | 29,432 | $2.18M | 0.07% | −17−0.1% | Reduced |
| Ashburton (Jersey) Ltd | 29,341 | $2.17M | 0.96% | −115,470−79.7% | Reduced |
| Argus Investors' Counsel, Inc. | 29,275 | $2.17M | 1.45% | −508−1.7% | Reduced |
| Finer Wealth Management, Inc. | 29,056 | $2.15M | 1.23% | +1,883+6.9% | Added |
| Global Retirement Partners, LLC | 29,033 | $2.15M | 0.06% | +1,151+4.1% | Added |
| CWA Asset Management Group, LLC | 28,943 | $2.14M | 0.11% | +279+1.0% | Added |
| Mount Yale Investment Advisors, LLC | 28,797 | $2.13M | 0.17% | +4,154+16.9% | Added |
| Savant Capital, LLC | 28,517 | $2.11M | 0.02% | +6,981+32.4% | Added |
| Secured Retirement Advisors, LLC | 28,487 | $2.11M | 1.21% | +911+3.3% | Added |
| IMC-Chicago, LLC | 28,452 | $2.11M | 0.06% | −153−0.5% | Reduced |
| Carmel Capital Partners, LLC | 28,451 | $2.11M | 0.85% | +1,784+6.7% | Added |
| Lighthouse Investment Partners, LLC | 28,368 | $2.10M | 0.08% | +28,368 | New |
| Integrated Investment Consultants, LLC | 28,356 | $2.10M | 0.43% | −75,922−72.8% | Reduced |
| Martin Capital Advisors, LLP | 28,210 | $2.09M | 1.35% | +100.0% | Added |
| Bridges Investment Management Inc | 28,196 | $2.09M | 0.03% | +56+0.2% | Added |
| Xcel Wealth Management, LLC | 28,195 | $2.09M | 0.58% | −1,000−3.4% | Reduced |
| Cetera Trust Company, N.A | 28,130 | $2.08M | 1.35% | +175+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 28,043 | $2.08M | 0.08% | −2,155−7.1% | Reduced |
| Anchor Investment Management, LLC | 27,978 | $2.07M | 0.19% | −8,251−22.8% | Reduced |
| Valley National Advisers Inc | 27,938 | $2.07M | 0.37% | −2,217−7.4% | Reduced |
| Guggenheim Capital LLC | 27,781 | $2.06M | 0.02% | −51,261−64.9% | Reduced |
| Wynn Capital, LLC | 27,648 | $2.05M | 1.29% | +295+1.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,616 | $2.04M | 0.07% | −2,140−7.2% | Reduced |
| Rossmore Private Capital | 27,569 | $2.04M | 0.25% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 24,963 | $2.04M | 0.17% | +1,497+6.4% | Added |
| 3Chopt Investment Partners, LLC | 27,072 | $2.00M | 0.69% | −2,370−8.0% | Reduced |
| Centaurus Financial, Inc. | 26,908 | $1.99M | 0.12% | +1,512+6.0% | Added |
| HBK Sorce Advisory LLC | 26,815 | $1.98M | 0.06% | +463+1.8% | Added |
| Ofi Invest Asset Management | 27,683 | $1.98M | 0.05% | +27,683 | New |
| QRG Capital Management, Inc. | 26,699 | $1.98M | 0.02% | +1,954+7.9% | Added |
| Palisade Asset Management, LLC | 26,660 | $1.97M | 0.20% | −75−0.3% | Reduced |
| Hager Investment Management Services, LLC | 26,491 | $1.96M | 1.22% | +26,491 | New |
| CenterBook Partners LP | 26,424 | $1.96M | 0.12% | +7,647+40.7% | Added |
| Financial Partners Group, LLC | 26,183 | $1.94M | 0.80% | −4,294−14.1% | Reduced |
| Investment Advisory Services Inc | 25,837 | $1.91M | 0.67% | −567−2.1% | Reduced |
| Salem Investment Counselors Inc | 25,822 | $1.91M | 0.06% | −407−1.6% | Reduced |