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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 25,818 | $1.91M | 0.03% | −8,142−24.0% | Reduced |
| Aspiriant, LLC | 25,740 | $1.91M | 0.07% | +422+1.7% | Added |
| King Luther Capital Management Corp | 25,671 | $1.90M | 0.01% | −1,393−5.1% | Reduced |
| Cape Investment Advisory, Inc. | 25,653 | $1.90M | 0.74% | +238+0.9% | Added |
| Horizon Investments, LLC | 25,624 | $1.90M | 0.05% | +418+1.7% | Added |
| Columbia Asset Management | 25,563 | $1.89M | 0.36% | +54+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 25,542 | $1.89M | 0.05% | +4,812+23.2% | Added |
| Tealwood Asset Management Inc | 25,532 | $1.89M | 0.78% | −214−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 25,475 | $1.89M | 0.02% | −1,150−4.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 25,416 | $1.88M | 0.75% | +980+4.0% | Added |
| Signaturefd, LLC | 25,410 | $1.88M | 0.04% | +1,474+6.2% | Added |
| Bleakley Financial Group, LLC | 25,344 | $1.88M | 0.06% | +228+0.9% | Added |
| V-Square Quantitative Management LLC | 25,328 | $1.87M | 0.27% | +1,618+6.8% | Added |
| Hodges Capital Management Inc. | 25,287 | $1.87M | 0.11% | −3,269−11.4% | Reduced |
| Secure Asset Management, LLC | 25,065 | $1.86M | 0.28% | +2,298+10.1% | Added |
| JFS Wealth Advisors, LLC | 25,025 | $1.85M | 0.13% | −100.0% | Reduced |
| Signature Wealth Management Group | 24,974 | $1.85M | 0.74% | +666+2.7% | Added |
| Moody National Bank Trust Division | 24,932 | $1.85M | 0.19% | −1,243−4.7% | Reduced |
| Texas Yale Capital Corp. | 24,890 | $1.84M | 0.07% | +4,090+19.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 24,467 | $1.81M | 0.51% | +76+0.3% | Added |
| Greenline Partners, LLC | 24,336 | $1.80M | 0.25% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 24,292 | $1.80M | 0.47% | −1,282−5.0% | Reduced |
| Garrison Bradford & Associates Inc | 24,269 | $1.80M | 1.88% | −336−1.4% | Reduced |
| Brighton Jones LLC | 24,240 | $1.79M | 0.05% | +19,195+380.5% | Added |
| Pinnacle Associates Ltd | 24,181 | $1.79M | 0.02% | −68,356−73.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 24,072 | $1.78M | 0.12% | +710+3.0% | Added |
| Bartlett & Co. Wealth Management LLC | 24,051 | $1.78M | 0.03% | −793−3.2% | Reduced |
| Chicago Partners Investment Group LLC | 24,316 | $1.78M | 0.06% | −3,220−11.7% | Reduced |
| Watts Gwilliam & Co., LLC | 24,341 | $1.76M | 0.37% | −2,618−9.7% | Reduced |
| Cornercap Investment Counsel Inc | 23,724 | $1.76M | 0.57% | +23,724 | New |
| 1st Source Bank | 23,633 | $1.75M | 0.10% | −127−0.5% | Reduced |
| VELA Investment Management, LLC | 23,632 | $1.75M | 0.60% | −25−0.1% | Reduced |
| RNC Capital Management LLC | 23,616 | $1.75M | 0.09% | +23,616 | New |
| Ascent Wealth Partners, LLC | 23,531 | $1.74M | 0.23% | −48−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 23,525 | $1.74M | 0.32% | −593−2.5% | Reduced |
| Avitas Wealth Management LLC | 23,387 | $1.73M | 0.24% | −101−0.4% | Reduced |
| Machina Capital S.A.S. | 23,384 | $1.73M | 0.73% | +17,549+300.8% | Added |
| Roberts Wealth Advisors, LLC | 23,359 | $1.72M | 0.52% | +309+1.3% | Added |
| Diversified Investment Strategies, LLC | 23,237 | $1.72M | 1.12% | +100+0.4% | Added |
| Wolverine Asset Management LLC | 23,226 | $1.72M | 0.03% | +23,006+10,457.3% | Added |
| Chesley Taft & Associates LLC | 23,148 | $1.71M | 0.08% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 23,074 | $1.71M | 0.03% | −454−1.9% | Reduced |
| Ballentine Partners, LLC | 23,055 | $1.71M | 0.03% | +1,216+5.6% | Added |
| EverSource Wealth Advisors, LLC | 23,017 | $1.70M | 0.10% | +313+1.4% | Added |
| Broyhill Asset Management | 22,989 | $1.70M | 1.50% | +22,989 | New |
| Copperleaf Capital, LLC | 22,923 | $1.70M | 1.07% | +37+0.2% | Added |
| Tiaa Trust, National Association | 22,816 | $1.69M | 0.01% | +1,079+5.0% | Added |
| SageView Advisory Group, LLC | 22,516 | $1.67M | 0.07% | +4,024+21.8% | Added |
| RBF Capital, LLC | 22,500 | $1.66M | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 22,396 | $1.66M | 0.08% | −1,636−6.8% | Reduced |
| Highland Capital Management, LLC | 22,133 | $1.64M | 0.09% | −6,386−22.4% | Reduced |
| MUFG Securities Americas Inc. | 22,067 | $1.63M | 0.21% | +22,067 | New |
| Riverwater Partners LLC | 22,039 | $1.63M | 0.79% | −1,341−5.7% | Reduced |
| IFP Advisors, Inc | 21,963 | $1.63M | 0.05% | +78+0.4% | Added |
| First Citizens Bank & Trust Co | 21,869 | $1.62M | 0.03% | +78+0.4% | Added |
| Essex Savings Bank | 21,864 | $1.62M | 0.40% | −120−0.5% | Reduced |
| Letko, Brosseau & Associates Inc | 21,846 | $1.62M | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 21,843 | $1.62M | 0.07% | −182−0.8% | Reduced |
| Plato Investment Management Ltd | 21,613 | $1.61M | 0.12% | +844+4.1% | Added |
| Covey Capital Advisors, LLC | 21,532 | $1.59M | 1.81% | −1,739−7.5% | Reduced |
| Citizens & Northern Corp | 21,468 | $1.59M | 0.44% | +982+4.8% | Added |
| Lebenthal Global Advisors, LLC | 21,336 | $1.58M | 0.29% | +4,733+28.5% | Added |
| Umb Bank N A | 21,285 | $1.58M | 0.02% | +964+4.7% | Added |
| Meeder Advisory Services, Inc. | 21,239 | $1.57M | 0.10% | +39+0.2% | Added |
| GAMMA Investing LLC | 21,149 | $1.57M | 0.13% | +2,938+16.1% | Added |
| Nicholas Hoffman & Company, LLC. | 21,008 | $1.55M | 0.06% | −344−1.6% | Reduced |
| Hedges Asset Management LLC | 21,000 | $1.55M | 1.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 20,960 | $1.55M | 0.06% | −3,696−15.0% | Reduced |
| Coldstream Capital Management Inc | 20,918 | $1.55M | 0.03% | +1,641+8.5% | Added |
| Wilson & Boucher Capital Management, LLC | 20,900 | $1.55M | 1.10% | −300−1.4% | Reduced |
| Bank of Hawaii | 20,900 | $1.55M | 0.09% | +2,331+12.6% | Added |
| Rothschild Investment LLC | 20,845 | $1.54M | 0.10% | +168+0.8% | Added |
| Park Avenue Securities LLC | 20,815 | $1.54M | 0.02% | −2,970−12.5% | Reduced |
| David Loasby | 21,174 | $1.54M | 0.14% | +1,019+5.1% | Added |
| VisionPoint Advisory Group, LLC | 20,846 | $1.54M | 0.53% | +768+3.8% | Added |
| GM Advisory Group, Inc. | 20,736 | $1.53M | 0.08% | +750+3.8% | Added |
| Clifford Swan Investment Counsel LLC | 20,682 | $1.53M | 0.06% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 20,637 | $1.53M | 0.39% | +646+3.2% | Added |
| Zullo Investment Group, Inc. | 20,385 | $1.51M | 0.61% | −311−1.5% | Reduced |
| Eagle Rock Investment Company, LLC | 20,279 | $1.50M | 0.25% | 00.0% | Unchanged |
| South Dakota Investment Council | 20,256 | $1.50M | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 20,225 | $1.50M | 0.06% | −99,044−83.0% | Reduced |
| Riverpark Capital Management LLC | 20,219 | $1.50M | 2.62% | −1,257−5.9% | Reduced |
| Vista Investment Partners LLC | 20,150 | $1.49M | 0.47% | −250−1.2% | Reduced |
| Advisory Services Network, LLC | 20,144 | $1.49M | 0.03% | −7,664−27.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,077 | $1.49M | 0.03% | 00.0% | Unchanged |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.48M | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 19,808 | $1.47M | 0.18% | +678+3.5% | Added |
| Jones Financial Companies LLLP | 19,767 | $1.46M | 0.00% | +4,230+27.2% | Added |
| Jeppson Wealth Management, LLC | 19,672 | $1.46M | 0.53% | −350−1.7% | Reduced |
| Hills Bank & Trust Co | 19,662 | $1.46M | 0.11% | +1,308+7.1% | Added |
| Cary Street Partners Financial LLC | 19,654 | $1.45M | 0.05% | +19,654 | New |
| Forum Financial Management, LP | 19,636 | $1.45M | 0.02% | +2,336+13.5% | Added |
| BayBridge Capital Group, LLC | 19,541 | $1.45M | 1.05% | +309+1.6% | Added |
| City Holding Co | 19,470 | $1.44M | 0.20% | −5,069−20.7% | Reduced |
| Savvy Advisors, Inc. | 19,397 | $1.44M | 0.17% | +13,879+251.5% | Added |
| Krilogy Financial LLC | 19,281 | $1.43M | 0.10% | +364+1.9% | Added |
| Prime Capital Investment Advisors, LLC | 19,181 | $1.42M | 0.02% | +174+0.9% | Added |
| HM Payson & Co | 19,141 | $1.42M | 0.02% | −1,934−9.2% | Reduced |
| River & Mercantile Asset Management LLP | 19,017 | $1.41M | 0.27% | −13,808−42.1% | Reduced |