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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Keystone Financial Services | 18,454 | $1.44M | 0.55% | −231−1.2% | Reduced |
| South Dakota Investment Council | 18,656 | $1.46M | 0.03% | −1,600−7.9% | Reduced |
| First Citizens Bank & Trust Co | 18,685 | $1.46M | 0.04% | −3,184−14.6% | Reduced |
| Graham Capital Management, L.P. | 18,711 | $1.46M | 0.05% | −93,665−83.3% | Reduced |
| Schechter Investment Advisors, LLC | 18,739 | $1.47M | 0.12% | +5,125+37.6% | Added |
| Aviso Wealth Management | 18,853 | $1.48M | 0.78% | +5,263+38.7% | Added |
| Arjuna Capital | 18,861 | $1.48M | 0.41% | +18,861 | New |
| Foundations Investment Advisors, LLC | 18,865 | $1.48M | 0.03% | −4,209−18.2% | Reduced |
| Focus Financial Network, Inc. | 19,040 | $1.49M | 0.06% | +518+2.8% | Added |
| Maven Securities LTD | 19,081 | $1.49M | 0.33% | −18,047−48.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 19,182 | $1.50M | 0.06% | −1,500−7.3% | Reduced |
| HM Payson & Co | 19,271 | $1.51M | 0.03% | +130+0.7% | Added |
| Caldwell Trust Co | 19,292 | $1.51M | 0.16% | +966+5.3% | Added |
| Jeppson Wealth Management, LLC | 19,305 | $1.51M | 0.55% | −367−1.9% | Reduced |
| City Holding Co | 19,441 | $1.52M | 0.21% | −29−0.1% | Reduced |
| RBF Capital, LLC | 19,500 | $1.53M | 0.10% | −3,000−13.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 19,500 | $1.53M | 1.14% | −1,400−6.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19,543 | $1.53M | 0.44% | +2,968+17.9% | Added |
| Bank of Hawaii | 19,559 | $1.53M | 0.09% | −1,341−6.4% | Reduced |
| TD Private Client Wealth LLC | 19,808 | $1.55M | 0.04% | +14,943+307.2% | Added |
| Riverpark Capital Management LLC | 19,823 | $1.55M | 2.85% | −396−2.0% | Reduced |
| Moors & Cabot, Inc. | 19,898 | $1.56M | 0.08% | −2,498−11.2% | Reduced |
| Zullo Investment Group, Inc. | 19,916 | $1.56M | 0.67% | −469−2.3% | Reduced |
| Hedges Asset Management LLC | 20,000 | $1.57M | 1.03% | −1,000−4.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.57M | 0.02% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 20,049 | $1.57M | 0.29% | −1,287−6.0% | Reduced |
| Banque Cantonale Vaudoise | 20,119 | $1.58M | 0.07% | +20,119 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 20,143 | $1.58M | 0.05% | +4,797+31.3% | Added |
| ExodusPoint Capital Management, LP | 20,192 | $1.58M | 0.02% | −245,923−92.4% | Reduced |
| RMR Capital Management, LLC | 20,219 | $1.58M | 1.14% | +1,243+6.6% | Added |
| Hills Bank & Trust Co | 20,257 | $1.59M | 0.11% | +595+3.0% | Added |
| Eagle Rock Investment Company, LLC | 20,279 | $1.59M | 0.27% | 00.0% | Unchanged |
| StoneX Group Inc. | 20,289 | $1.59M | 0.09% | +2,708+15.4% | Added |
| Northwest & Ethical Investments L.P. | 20,400 | $1.59M | 0.04% | +20,400 | New |
| Lummis Asset Management, LP | 20,055 | $1.60M | 1.11% | +8,086+67.6% | Added |
| Congress Wealth Management LLC | 20,357 | $1.60M | 0.02% | +17,377+583.1% | Added |
| Rokos Capital Management LLP | 20,524 | $1.61M | 0.04% | +20,524 | New |
| Rothschild Investment LLC | 20,548 | $1.61M | 0.11% | −297−1.4% | Reduced |
| Convergence Investment Partners, LLC | 20,614 | $1.61M | 0.45% | +20,614 | New |
| Ritholtz Wealth Management | 20,662 | $1.62M | 0.05% | +3,089+17.6% | Added |
| David Loasby | 21,958 | $1.62M | 0.16% | +784+3.7% | Added |
| Savvy Advisors, Inc. | 20,775 | $1.63M | 0.16% | +1,378+7.1% | Added |
| Krilogy Financial LLC | 20,839 | $1.63M | 0.11% | +1,558+8.1% | Added |
| Professional Financial Advisors, LLC | 20,941 | $1.64M | 0.42% | +304+1.5% | Added |
| Umb Bank N A | 20,949 | $1.64M | 0.03% | −336−1.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 21,531 | $1.69M | 0.06% | +523+2.5% | Added |
| Highland Capital Management, LLC | 21,576 | $1.69M | 0.10% | −557−2.5% | Reduced |
| Covey Capital Advisors, LLC | 21,713 | $1.70M | 1.96% | +181+0.8% | Added |
| Essex Savings Bank | 21,718 | $1.70M | 0.42% | −146−0.7% | Reduced |
| Tiaa Trust, National Association | 21,821 | $1.71M | 0.01% | −995−4.4% | Reduced |
| Riverwater Partners LLC | 21,826 | $1.71M | 0.88% | −213−1.0% | Reduced |
| Letko, Brosseau & Associates Inc | 21,846 | $1.71M | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 22,155 | $1.73M | 0.03% | −900−3.9% | Reduced |
| Citizens & Northern Corp | 22,196 | $1.74M | 0.49% | +728+3.4% | Added |
| SageView Advisory Group, LLC | 22,354 | $1.75M | 0.07% | −162−0.7% | Reduced |
| Point72 (DIFC) Ltd | 22,420 | $1.76M | 0.17% | −66,958−74.9% | Reduced |
| Headlands Technologies LLC | 22,438 | $1.76M | 0.20% | −36,525−61.9% | Reduced |
| IFP Advisors, Inc | 22,441 | $1.76M | 0.05% | +478+2.2% | Added |
| Chesley Taft & Associates LLC | 22,873 | $1.79M | 0.09% | −275−1.2% | Reduced |
| Machina Capital S.A.S. | 22,999 | $1.80M | 0.53% | −385−1.6% | Reduced |
| Advisory Services Network, LLC | 23,040 | $1.80M | 0.03% | +2,896+14.4% | Added |
| Diversified Investment Strategies, LLC | 23,112 | $1.81M | 1.23% | −125−0.5% | Reduced |
| VELA Investment Management, LLC | 23,120 | $1.81M | 0.62% | −512−2.2% | Reduced |
| Meeder Advisory Services, Inc. | 23,237 | $1.82M | 0.11% | +1,998+9.4% | Added |
| Profund Advisors LLC | 23,277 | $1.82M | 0.08% | +2,317+11.1% | Added |
| Roberts Wealth Advisors, LLC | 23,297 | $1.82M | 0.56% | −62−0.3% | Reduced |
| Pinnacle Associates Ltd | 23,388 | $1.83M | 0.03% | −793−3.3% | Reduced |
| Continuum Advisory, LLC | 23,444 | $1.84M | 0.24% | +14,442+160.4% | Added |
| Cornercap Investment Counsel Inc | 23,464 | $1.84M | 0.96% | −260−1.1% | Reduced |
| Coldstream Capital Management Inc | 23,489 | $1.84M | 0.04% | +2,571+12.3% | Added |
| 1st Source Bank | 23,563 | $1.84M | 0.11% | −70−0.3% | Reduced |
| Crux Wealth Advisors | 23,615 | $1.85M | 0.96% | +6,727+39.8% | Added |
| Cullen Investment Group, Ltd. | 23,643 | $1.85M | 0.28% | +23,643 | New |
| Pettyjohn, Wood & White, Inc | 23,680 | $1.85M | 0.36% | +155+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 23,684 | $1.85M | 0.02% | +4,503+23.5% | Added |
| Ascent Wealth Partners, LLC | 23,843 | $1.87M | 0.25% | +312+1.3% | Added |
| Pine Valley Investments Ltd Liability Co | 23,939 | $1.87M | 0.12% | −133−0.6% | Reduced |
| 3Chopt Investment Partners, LLC | 24,152 | $1.89M | 0.50% | −2,920−10.8% | Reduced |
| Aspen Investment Management Inc | 24,165 | $1.89M | 0.87% | +7,908+48.6% | Added |
| Norden Group LLC | 24,183 | $1.89M | 0.22% | +14,431+148.0% | Added |
| Alerus Financial NA | 24,208 | $1.90M | 0.15% | +24,208 | New |
| Garrison Bradford & Associates Inc | 24,273 | $1.90M | 2.09% | +40.0% | Added |
| Greenline Partners, LLC | 24,336 | $1.91M | 0.28% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 24,398 | $1.91M | 0.03% | +347+1.4% | Added |
| Copperleaf Capital, LLC | 24,449 | $1.91M | 1.14% | +1,526+6.7% | Added |
| Bridges Investment Management Inc | 24,456 | $1.91M | 0.03% | −3,740−13.3% | Reduced |
| Brighton Jones LLC | 24,856 | $1.95M | 0.06% | +616+2.5% | Added |
| Cape Investment Advisory, Inc. | 24,878 | $1.95M | 0.78% | −775−3.0% | Reduced |
| Broyhill Asset Management | 24,878 | $1.95M | 1.58% | +1,889+8.2% | Added |
| Financial Partners Group, LLC | 24,957 | $1.95M | 0.85% | −1,226−4.7% | Reduced |
| Cumberland Partners Ltd | 25,000 | $1.96M | 0.15% | +25,000 | New |
| JFS Wealth Advisors, LLC | 25,251 | $1.98M | 0.13% | +226+0.9% | Added |
| Tealwood Asset Management Inc | 25,263 | $1.98M | 0.92% | −269−1.1% | Reduced |
| Investment Advisory Services Inc | 25,396 | $1.99M | 0.72% | −441−1.7% | Reduced |
| Jones Financial Companies LLLP | 25,584 | $1.99M | 0.00% | +5,817+29.4% | Added |
| Texas Yale Capital Corp. | 25,499 | $2.00M | 0.08% | +609+2.4% | Added |
| Moody National Bank Trust Division | 25,542 | $2.00M | 0.21% | +610+2.4% | Added |
| Meiji Yasuda Life Insurance Co | 25,599 | $2.00M | 0.04% | +5,522+27.5% | Added |
| Guggenheim Capital LLC | 25,739 | $2.01M | 0.02% | −2,042−7.4% | Reduced |
| EPG Wealth Management LLC | 25,778 | $2.02M | 0.56% | +1,486+6.1% | Added |