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, Q1 2025
Institutional positions in Schwab Charles Corp as of Mar 31, 2025. 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
- 2,030
- +77 vs. Q4 2024
- Shares held
- 1.52B
- +33.2M (+2.2%) vs. Q4 2024
- Total value
- $119.1B
- +$8.87B (+8.0%) vs. Q4 2024
- New holders
- 214
- 893 more added
- Sold out
- 137
- 669 more reduced
40 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gemmer Asset Management LLC | 10,603 | $830.0K | 0.08% | +38+0.4% | Added |
| Northcape Wealth Management, LLC | 10,637 | $832.7K | 0.27% | −860−7.5% | Reduced |
| Herold Advisors, Inc. | 10,638 | $832.7K | 0.18% | −1,959−15.6% | Reduced |
| Balboa Wealth Partners | 10,656 | $834.2K | 0.20% | +2,535+31.2% | Added |
| Dynasty Wealth Management, LLC | 10,667 | $835.0K | 0.01% | +10,667 | New |
| Hutchens & Kramer Investment Management Group, LLC | 10,671 | $835.3K | 0.46% | −470−4.2% | Reduced |
| Thor Investment Management Inc | 10,707 | $838.1K | 0.62% | +37+0.3% | Added |
| H&H Retirement Design & Management INC | 11,237 | $842.2K | 0.56% | 00.0% | Unchanged |
| Fundamentun, LLC | 10,927 | $855.4K | 0.05% | +2,444+28.8% | Added |
| RFG Advisory, LLC | 10,952 | $857.3K | 0.02% | +1,115+11.3% | Added |
| Aspen Grove Capital, LLC | 10,956 | $857.7K | 0.16% | +3,765+52.4% | Added |
| Shira Ridge Wealth Management | 10,975 | $859.2K | 0.43% | +10.0% | Added |
| Ronald Blue Trust, Inc. | 11,000 | $861.1K | 0.01% | +1,795+19.5% | Added |
| Robertson Stephens Wealth Management, LLC | 11,007 | $861.7K | 0.03% | +2,919+36.1% | Added |
| Stevens Capital Management LP | 11,018 | $862.0K | 0.21% | −826−7.0% | Reduced |
| Cynosure Management, LLC | 11,024 | $863.0K | 0.12% | +37+0.3% | Added |
| Nabity-Jensen Investment Management Inc | 11,032 | $863.6K | 0.69% | +24+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,056 | $865.5K | 0.03% | −272−2.4% | Reduced |
| Palisade Asset Management, LLC | 11,269 | $882.1K | 0.09% | −15,391−57.7% | Reduced |
| Institute for Wealth Management, LLC. | 11,285 | $883.4K | 0.11% | −30.0% | Reduced |
| Forbes J M & Co LLP | 11,300 | $884.6K | 0.09% | +7,100+169.0% | Added |
| Navalign, LLC | 11,311 | $885.4K | 0.25% | −120−1.0% | Reduced |
| Thomasville National Bank | 11,346 | $888.2K | 0.06% | −227−2.0% | Reduced |
| Davidson Kahn Capital Management, LLC | 11,350 | $888.5K | 0.69% | −251−2.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 11,355 | $888.9K | 0.42% | +1,441+14.5% | Added |
| Burns Matteson Capital Management, LLC | 11,386 | $891.3K | 0.48% | −1,951−14.6% | Reduced |
| Mystic Asset Management, Inc. | 11,386 | $891.3K | 0.24% | +891+8.5% | Added |
| Portside Wealth Group, LLC | 11,403 | $892.6K | 0.15% | +11,403 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,411 | $893.3K | 0.05% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,416 | $893.6K | 0.25% | +55+0.5% | Added |
| Perpetual Ltd | 11,449 | $896.2K | 0.01% | +5,957+108.5% | Added |
| SeaCrest Wealth Management, LLC | 11,453 | $896.5K | 0.10% | −307−2.6% | Reduced |
| Personal Cfo Solutions, LLC | 11,457 | $896.9K | 0.18% | +221+2.0% | Added |
| Sunbelt Securities, Inc. | 11,502 | $900.4K | 0.08% | +813+7.6% | Added |
| Lindbrook Capital, LLC | 11,554 | $904.4K | 0.08% | −93−0.8% | Reduced |
| Inspire Advisors, LLC | 11,576 | $906.2K | 0.10% | −8,232−41.6% | Reduced |
| Enterprise Bank & Trust Co | 11,596 | $907.7K | 0.35% | +383+3.4% | Added |
| Mutual Advisors, LLC | 11,359 | $908.0K | 0.03% | +421+3.8% | Added |
| Lodestone Wealth Management LLC | 11,687 | $914.9K | 0.49% | +39+0.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 11,692 | $915.3K | 0.17% | +570+5.1% | Added |
| MidWestOne Financial Group, Inc. | 11,710 | $916.7K | 0.13% | −7,231−38.2% | Reduced |
| Boyd Watterson Asset Management LLC | 11,734 | $918.6K | 0.29% | +344+3.0% | Added |
| Secured Retirement Advisors, LLC | 11,793 | $923.2K | 0.60% | −16,694−58.6% | Reduced |
| Coppell Advisory Solutions LLC | 11,388 | $925.4K | 0.14% | +9,249+432.4% | Added |
| SCS Capital Management LLC | 11,830 | $926.0K | 0.01% | +11,830 | New |
| Novare Capital Management LLC | 11,835 | $926.4K | 0.08% | +597+5.3% | Added |
| Oder Investment Management, LLC | 11,850 | $927.6K | 0.79% | −116−1.0% | Reduced |
| Cookson Peirce & Co Inc | 11,879 | $929.9K | 0.05% | +11,879 | New |
| Cullinan Associates Inc | 11,900 | $931.5K | 0.07% | +400+3.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,000 | $939.0K | 0.51% | +2,000+20.0% | Added |
| Leavell Investment Management, Inc. | 12,055 | $943.7K | 0.05% | +232+2.0% | Added |
| NBC Securities, Inc. | 12,092 | $946.0K | 0.08% | +12,081+109,827.3% | Added |
| Peak Planning Group, LLC | 12,152 | $951.3K | 0.40% | +20+0.2% | Added |
| Stablepoint Partners, LLC | 12,229 | $957.3K | 0.17% | −257−2.1% | Reduced |
| Equitable Trust Co | 12,233 | $957.6K | 0.05% | −1,271−9.4% | Reduced |
| HCR Wealth Advisors | 12,257 | $959.5K | 0.12% | −586−4.6% | Reduced |
| Svenska Handelsbanken AB (publ) | 12,275 | $961.0K | 0.96% | +12,275 | New |
| JT Stratford LLC | 12,303 | $963.1K | 0.17% | −1,440−10.5% | Reduced |
| Blalock Williams, LLC | 12,330 | $965.2K | 1.08% | +666+5.7% | Added |
| NBT Bank N A | 12,365 | $967.9K | 0.07% | +2,822+29.6% | Added |
| Islay Capital Management, LLC | 12,373 | $968.6K | 0.65% | +7,357+146.7% | Added |
| Integrated Wealth Concepts LLC | 12,398 | $970.5K | 0.01% | +887+7.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 12,417 | $972.0K | 0.33% | +904+7.9% | Added |
| VCI Wealth Management LLC | 12,466 | $975.8K | 0.41% | −1,906−13.3% | Reduced |
| Nautilus Advisors LLC | 12,481 | $977.0K | 0.81% | −350−2.7% | Reduced |
| Johnson Financial Group, Inc. | 12,506 | $979.0K | 0.05% | +923+8.0% | Added |
| Panoramic Investment Advisors, LLC | 12,533 | $981.1K | 0.66% | −100−0.8% | Reduced |
| AIA Group Ltd | 12,550 | $982.4K | 0.02% | +8,854+239.6% | Added |
| West Financial Advisors, LLC | 12,600 | $986.3K | 0.19% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 12,602 | $986.5K | 0.17% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 12,623 | $988.2K | 0.08% | 00.0% | Unchanged |
| Golden State Equity Partners | 12,692 | $993.5K | 0.20% | +485+4.0% | Added |
| Catalyst Financial Partners LLC | 12,701 | $994.2K | 0.18% | +433+3.5% | Added |
| Costello Asset Management, INC | 12,714 | $995.3K | 0.40% | +12,279+2,822.8% | Added |
| O'Rourke & Company, Inc | 12,728 | $996.4K | 0.49% | −230−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 12,737 | $997.0K | 0.05% | −10,280−44.7% | Reduced |
| Proffitt & Goodson Inc | 12,744 | $997.6K | 0.16% | −69−0.5% | Reduced |
| Uhlmann Price Securities, LLC | 12,758 | $999.2K | 0.74% | +180+1.4% | Added |
| Granite Investment Partners, LLC | 12,791 | $1.00M | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12,795 | $1.00M | 0.08% | −692−5.1% | Reduced |
| Knollwood Investment Advisory, LLC | 12,810 | $1.00M | 0.11% | 00.0% | Unchanged |
| FLC Capital Advisors | 12,817 | $1.00M | 0.23% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 12,842 | $1.01M | 0.89% | −249−1.9% | Reduced |
| Capricorn Fund Managers Ltd | 12,925 | $1.01M | 0.54% | +2,260+21.2% | Added |
| Nicolet Bankshares Inc | 12,942 | $1.01M | 0.20% | −1,681−11.5% | Reduced |
| Hamel Associates, Inc. | 12,945 | $1.01M | 0.34% | −450−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 13,037 | $1.02M | 0.03% | +13,037 | New |
| Franklin Street Advisors Inc | 13,059 | $1.02M | 0.07% | −81−0.6% | Reduced |
| Essex Financial Services, Inc. | 13,067 | $1.02M | 0.07% | +88+0.7% | Added |
| Wolf Group Capital Advisors | 13,140 | $1.03M | 0.35% | +13,140 | New |
| Hardy Reed LLC | 13,159 | $1.03M | 0.09% | −66−0.5% | Reduced |
| Koshinski Asset Management, Inc. | 13,196 | $1.03M | 0.09% | −455−3.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,220 | $1.03M | 0.77% | +10.0% | Added |
| Matisse Capital | 13,270 | $1.04M | 0.55% | −250−1.8% | Reduced |
| Raiffeisen Bank International AG | 13,476 | $1.05M | 0.02% | +3,394+33.7% | Added |
| Intact Investment Management Inc. | 13,400 | $1.05M | 0.04% | −900−6.3% | Reduced |
| VestGen Advisors, LLC | 13,429 | $1.05M | 0.05% | +13,429 | New |
| Wealth Alliance | 13,441 | $1.05M | 0.13% | +5,425+67.7% | Added |
| Sigma Planning Corp | 13,516 | $1.06M | 0.03% | +4,965+58.1% | Added |
| Insigneo Advisory Services, LLC | 13,611 | $1.07M | 0.11% | +3,833+39.2% | Added |