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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 13,630 | $1.07M | 0.44% | 00.0% | Unchanged |
| Qtron Investments LLC | 13,698 | $1.07M | 0.16% | 00.0% | Unchanged |
| Destination Wealth Management | 13,712 | $1.07M | 0.03% | −594−4.2% | Reduced |
| Disciplined Investors, L.L.C. | 13,765 | $1.08M | 0.97% | −229−1.6% | Reduced |
| LexAurum Advisors, LLC | 13,789 | $1.08M | 0.21% | −1,087−7.3% | Reduced |
| Quantitative Investment Management, LLC | 13,826 | $1.08M | 0.10% | −3,476−20.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,944 | $1.09M | 0.33% | +31+0.2% | Added |
| Smith, Moore & Co. | 13,978 | $1.09M | 0.10% | −717−4.9% | Reduced |
| Sumitomo Life Insurance Co | 14,089 | $1.10M | 0.04% | −144−1.0% | Reduced |
| Fusion Capital, LLC | 14,147 | $1.11M | 0.42% | +2,072+17.2% | Added |
| Farther Finance Advisors, LLC | 14,275 | $1.11M | 0.03% | +3,199+28.9% | Added |
| IMS Capital Management | 14,201 | $1.11M | 0.56% | 00.0% | Unchanged |
| Cooper Financial Group | 14,248 | $1.12M | 0.15% | +298+2.1% | Added |
| Sage Rhino Capital LLC | 14,250 | $1.12M | 0.26% | +366+2.6% | Added |
| Ridgewood Investments LLC | 14,283 | $1.12M | 0.52% | −605−4.1% | Reduced |
| Tranquilli Financial Advisor LLC | 14,339 | $1.12M | 0.71% | −76−0.5% | Reduced |
| Uncommon Cents Investing LLC | 14,381 | $1.13M | 0.33% | 00.0% | Unchanged |
| Fruth Investment Management | 14,456 | $1.13M | 0.31% | −300−2.0% | Reduced |
| Checchi Capital Advisers, LLC | 14,588 | $1.14M | 0.08% | +369+2.6% | Added |
| GeoWealth Management, LLC | 14,646 | $1.15M | 0.05% | −4,341−22.9% | Reduced |
| Greystone Financial Group, LLC | 14,669 | $1.15M | 0.21% | −394−2.6% | Reduced |
| Scharf Investments, LLC | 14,765 | $1.16M | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 14,768 | $1.16M | 0.01% | +1,624+12.4% | Added |
| Davis R M Inc | 14,792 | $1.16M | 0.02% | −210−1.4% | Reduced |
| CBOE Vest Financial, LLC | 14,845 | $1.16M | 0.02% | +6,289+73.5% | Added |
| Independence Bank of Kentucky | 14,855 | $1.16M | 0.18% | −1,060−6.7% | Reduced |
| Axxcess Wealth Management, LLC | 14,864 | $1.16M | 0.03% | +1,659+12.6% | Added |
| Regions Financial Corp | 14,915 | $1.17M | 0.01% | +1,880+14.4% | Added |
| JNBA Financial Advisors | 14,923 | $1.17M | 0.12% | −345−2.3% | Reduced |
| Verity Asset Management, Inc. | 14,924 | $1.17M | 0.48% | +7,760+108.3% | Added |
| Kelly Lawrence W & Associates Inc | 14,957 | $1.17M | 0.28% | −50−0.3% | Reduced |
| Central Trust Co | 14,980 | $1.17M | 0.03% | +3,471+30.2% | Added |
| United Bank | 14,983 | $1.17M | 0.48% | +2,377+18.9% | Added |
| Maltese Capital Management LLC | 15,000 | $1.17M | 0.19% | +15,000 | New |
| PCJ Investment Counsel Ltd. | 15,000 | $1.17M | 0.46% | +15,000 | New |
| Frisch Financial Group, Inc. | 15,063 | $1.18M | 0.33% | −161−1.1% | Reduced |
| Postrock Partners LLC | 15,078 | $1.18M | 0.58% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 15,189 | $1.19M | 0.92% | −692−4.4% | Reduced |
| Neumann Capital Management, LLC | 15,190 | $1.19M | 0.41% | +125+0.8% | Added |
| Atomi Financial Group, Inc. | 15,346 | $1.20M | 0.05% | +144+0.9% | Added |
| Concurrent Investment Advisors, LLC | 15,388 | $1.20M | 0.03% | +1,973+14.7% | Added |
| Investor's Fiduciary Advisor Network, LLC | 15,435 | $1.21M | 0.57% | −1,046−6.3% | Reduced |
| Garner Asset Management Corp | 15,521 | $1.21M | 0.53% | −1,606−9.4% | Reduced |
| Chicago Capital, LLC | 15,529 | $1.22M | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 15,553 | $1.22M | 0.07% | +1,544+11.0% | Added |
| Dana Investment Advisors, Inc. | 15,584 | $1.22M | 0.04% | +446+2.9% | Added |
| First Commonwealth Financial Corp | 15,596 | $1.22M | 0.29% | +2,618+20.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,605 | $1.22M | 0.00% | +1,082+7.5% | Added |
| Cove Street Capital, LLC | 15,668 | $1.23M | 1.93% | −14,156−47.5% | Reduced |
| Smartleaf Asset Management LLC | 15,773 | $1.23M | 0.12% | +1,193+8.2% | Added |
| Next Capital Management LLC | 15,982 | $1.25M | 0.60% | −2,360−12.9% | Reduced |
| Howard Financial Services, Ltd. | 15,983 | $1.25M | 0.17% | +119+0.8% | Added |
| Wedmont Private Capital | 16,307 | $1.25M | 0.06% | +1,739+11.9% | Added |
| Birmingham Capital Management Co Inc | 16,075 | $1.26M | 0.47% | −100−0.6% | Reduced |
| Wedbush Securities Inc | 16,164 | $1.26M | 0.05% | +563+3.6% | Added |
| Acadian Asset Management LLC | 16,200 | $1.26M | 0.00% | +15,287+1,674.4% | Added |
| Hodges Capital Management Inc. | 16,181 | $1.27M | 0.13% | −9,106−36.0% | Reduced |
| Agf Management Ltd | 16,212 | $1.27M | 0.01% | +16,212 | New |
| Ameritas Investment Partners, Inc. | 16,235 | $1.27M | 0.04% | +1,669+11.5% | Added |
| Embree Financial Group | 16,252 | $1.27M | 0.21% | +215+1.3% | Added |
| Providence Wealth Advisors, LLC | 16,474 | $1.27M | 0.96% | +110+0.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 16,264 | $1.27M | 0.54% | −8,203−33.5% | Reduced |
| Pictet & Cie (Europe) SA | 16,269 | $1.27M | 0.03% | +16,269 | New |
| Elmwood Wealth Management, Inc. | 16,364 | $1.28M | 0.53% | −982−5.7% | Reduced |
| Clear Harbor Asset Management, LLC | 16,421 | $1.29M | 0.10% | −1,100−6.3% | Reduced |
| Frank, Rimerman Advisors LLC | 16,534 | $1.29M | 0.10% | +2,472+17.6% | Added |
| AXS Investments LLC | 16,617 | $1.30M | 0.36% | −36−0.2% | Reduced |
| Old National Bancorp | 16,631 | $1.30M | 0.03% | +3,428+26.0% | Added |
| BIP Wealth, LLC | 16,689 | $1.31M | 0.09% | −1,569−8.6% | Reduced |
| Montecito Bank & Trust | 16,697 | $1.31M | 0.23% | 00.0% | Unchanged |
| Cigna Investments Inc | 16,774 | $1.31M | 0.25% | +1,306+8.4% | Added |
| Hickory Asset Management, Inc. | 16,796 | $1.31M | 1.17% | −788−4.5% | Reduced |
| Mainstream Capital Management LLC | 16,825 | $1.32M | 1.04% | +794+5.0% | Added |
| Winton Group Ltd | 16,946 | $1.33M | 0.08% | +16,946 | New |
| Canopy Partners, LLC | 16,996 | $1.33M | 0.52% | +777+4.8% | Added |
| J. L. Bainbridge & Co., Inc. | 17,013 | $1.33M | 0.14% | −700−4.0% | Reduced |
| Wolff Wiese Magana LLC | 17,104 | $1.34M | 0.91% | +12,807+298.0% | Added |
| Advisors Asset Management, Inc. | 17,109 | $1.34M | 0.03% | −529−3.0% | Reduced |
| Tranquility Partners, LLC | 17,115 | $1.34M | 0.52% | −249−1.4% | Reduced |
| Trust Asset Management LLC | 17,244 | $1.35M | 0.11% | −1,211−6.6% | Reduced |
| Exchange Traded Concepts, LLC | 17,260 | $1.35M | 0.02% | −119,568−87.4% | Reduced |
| FineMark National Bank & Trust | 17,281 | $1.35M | 0.05% | −169−1.0% | Reduced |
| Guardian Asset Advisors, LLC | 17,298 | $1.35M | 0.88% | −247−1.4% | Reduced |
| Shell Asset Management Co | 17,398 | $1.36M | 0.06% | −388−2.2% | Reduced |
| Aaron Wealth Advisors | 17,433 | $1.36M | 0.16% | +282+1.6% | Added |
| TLWM | 17,567 | $1.38M | 0.27% | +1,106+6.7% | Added |
| Grimes & Company, Inc. | 17,587 | $1.38M | 0.04% | −17,789−50.3% | Reduced |
| S-Bank Fund Management Ltd | 17,624 | $1.38M | 0.26% | +17,624 | New |
| Meriwether Wealth & Planning, LLC | 17,716 | $1.39M | 0.90% | +1,860+11.7% | Added |
| NorthCrest Asset Manangement, LLC | 17,725 | $1.39M | 0.04% | +2,537+16.7% | Added |
| Forum Financial Management, LP | 17,760 | $1.39M | 0.02% | −1,876−9.6% | Reduced |
| Whitener Capital Management, Inc. | 17,808 | $1.39M | 0.39% | +6,278+54.4% | Added |
| MBM Wealth Consultants, LLC | 17,899 | $1.40M | 0.41% | +222+1.3% | Added |
| Pallas Capital Advisors LLC | 17,997 | $1.41M | 0.06% | +17,997 | New |
| Panagora Asset Management Inc | 18,192 | $1.42M | 0.01% | −108−0.6% | Reduced |
| Cidel Asset Management Inc | 18,297 | $1.43M | 0.09% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 18,459 | $1.44M | 0.03% | +16,664+928.4% | Added |
| Savant Capital, LLC | 18,368 | $1.44M | 0.01% | −10,149−35.6% | Reduced |
| Commerzbank Aktiengesellschaft | 18,361 | $1.44M | 0.03% | +7,227+64.9% | Added |
| First Dallas Securities Inc. | 18,417 | $1.44M | 0.60% | −398−2.1% | Reduced |