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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 25,781 | $2.02M | 0.01% | +110+0.4% | Added |
| Illinois Municipal Retirement Fund | 25,818 | $2.02M | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25,876 | $2.03M | 0.07% | +54+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 25,892 | $2.03M | 0.10% | +7,475+40.6% | Added |
| Aspiriant, LLC | 25,932 | $2.03M | 0.07% | +192+0.7% | Added |
| Columbia Asset Management | 25,958 | $2.03M | 0.41% | +395+1.5% | Added |
| Valley National Advisers Inc | 25,981 | $2.03M | 0.37% | −1,957−7.0% | Reduced |
| Chicago Partners Investment Group LLC | 24,223 | $2.04M | 0.07% | −93−0.4% | Reduced |
| Cary Street Partners Financial LLC | 26,302 | $2.06M | 0.07% | +6,648+33.8% | Added |
| Bleakley Financial Group, LLC | 26,426 | $2.07M | 0.07% | +1,082+4.3% | Added |
| Bokf, NA | 26,840 | $2.10M | 0.04% | +7,891+41.6% | Added |
| Centaurus Financial, Inc. | 26,853 | $2.10M | 0.13% | −55−0.2% | Reduced |
| Ally Financial Inc. | 27,000 | $2.11M | 0.24% | +27,000 | New |
| QRG Capital Management, Inc. | 27,074 | $2.12M | 0.02% | +375+1.4% | Added |
| GAMMA Investing LLC | 27,122 | $2.12M | 0.16% | +5,973+28.2% | Added |
| HBK Sorce Advisory LLC | 27,189 | $2.13M | 0.06% | +374+1.4% | Added |
| Gamco Investors, Inc. Et Al | 27,298 | $2.14M | 0.02% | +1,823+7.2% | Added |
| Martin Capital Advisors, LLP | 27,410 | $2.15M | 1.53% | −800−2.8% | Reduced |
| Rossmore Private Capital | 27,675 | $2.17M | 0.27% | +106+0.4% | Added |
| Wynn Capital, LLC | 27,743 | $2.17M | 1.29% | +95+0.3% | Added |
| Signaturefd, LLC | 27,797 | $2.18M | 0.04% | +2,387+9.4% | Added |
| Integrated Investment Consultants, LLC | 27,820 | $2.18M | 0.43% | −536−1.9% | Reduced |
| Ancora Advisors, LLC | 27,874 | $2.18M | 0.05% | −2,458−8.1% | Reduced |
| Bellwether Advisors, LLC | 28,122 | $2.20M | 0.46% | +23,352+489.6% | Added |
| Xcel Wealth Management, LLC | 28,195 | $2.21M | 0.69% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 28,630 | $2.24M | 0.49% | −8,895−23.7% | Reduced |
| Hager Investment Management Services, LLC | 28,653 | $2.24M | 1.57% | +2,162+8.2% | Added |
| Cetera Trust Company, N.A | 28,680 | $2.25M | 1.43% | +550+2.0% | Added |
| Carmel Capital Partners, LLC | 29,141 | $2.28M | 0.90% | +690+2.4% | Added |
| Great Valley Advisor Group, Inc. | 29,152 | $2.28M | 0.05% | −3,675−11.2% | Reduced |
| V-Square Quantitative Management LLC | 29,148 | $2.28M | 0.33% | +3,820+15.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 29,145 | $2.28M | 2.19% | −701−2.3% | Reduced |
| Argus Investors' Counsel, Inc. | 29,349 | $2.30M | 1.75% | +74+0.3% | Added |
| Twin City Private Wealth, LLC | 29,368 | $2.30M | 2.02% | −3,209−9.9% | Reduced |
| CWA Asset Management Group, LLC | 29,416 | $2.30M | 0.11% | +473+1.6% | Added |
| Lecap Asset Management Ltd | 29,431 | $2.30M | 0.54% | −20,598−41.2% | Reduced |
| Anchor Investment Management, LLC | 29,487 | $2.31M | 0.22% | +1,509+5.4% | Added |
| Brant Point Investment Management LLC | 29,610 | $2.32M | 0.57% | +29,610 | New |
| Horizon Investments, LLC | 29,779 | $2.32M | 0.07% | +4,155+16.2% | Added |
| Capital Advisors Inc | 29,856 | $2.34M | 0.05% | +110.0% | Added |
| FSB Premier Wealth Management, Inc. | 29,941 | $2.34M | 0.91% | +4,525+17.8% | Added |
| Secure Asset Management, LLC | 29,967 | $2.35M | 0.47% | +4,902+19.6% | Added |
| Resolute Capital Asset Partners LLC | 30,000 | $2.35M | 1.32% | +30,000 | New |
| Hudson Canyon Capital Management | 30,050 | $2.35M | 1.66% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 30,100 | $2.36M | 1.92% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 30,165 | $2.36M | 0.27% | +8,098+36.7% | Added |
| Iowa State Bank | 30,265 | $2.37M | 0.50% | +405+1.4% | Added |
| Ostrum Asset Management | 30,314 | $2.37M | 0.12% | −622−2.0% | Reduced |
| Kampmann Melissa S. | 30,335 | $2.37M | 1.88% | −7,485−19.8% | Reduced |
| Vontobel Holding Ltd. | 30,347 | $2.38M | 0.01% | −11,120−26.8% | Reduced |
| Atria Wealth Solutions, Inc. | 30,393 | $2.38M | 0.03% | −2,982−8.9% | Reduced |
| Stephens Inc | 30,494 | $2.39M | 0.03% | −4,578−13.1% | Reduced |
| Finer Wealth Management, Inc. | 30,733 | $2.41M | 1.44% | +1,677+5.8% | Added |
| Capital Investment Advisory Services, LLC | 30,752 | $2.41M | 0.22% | −578−1.8% | Reduced |
| Chaney Capital Management, Inc. | 30,830 | $2.41M | 1.08% | +100+0.3% | Added |
| Rathbone Brothers plc | 30,915 | $2.42M | 0.01% | −38,500−55.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 31,172 | $2.43M | 0.42% | +50+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 31,005 | $2.43M | 0.09% | +2,962+10.6% | Added |
| Coastline Trust Co | 31,035 | $2.43M | 0.30% | +157+0.5% | Added |
| Gotham Asset Management, LLC | 31,160 | $2.44M | 0.02% | +547+1.8% | Added |
| Plato Investment Management Ltd | 30,844 | $2.44M | 0.21% | +9,231+42.7% | Added |
| Alpha Cubed Investments, LLC | 31,246 | $2.45M | 0.11% | +9,403+43.0% | Added |
| Bard Financial Services, Inc. | 31,275 | $2.45M | 0.30% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 31,388 | $2.46M | 0.02% | +494+1.6% | Added |
| Aigen Investment Management, LP | 31,394 | $2.46M | 0.39% | −1,923−5.8% | Reduced |
| Strata Wealth Advisors, LLC | 31,764 | $2.49M | 0.77% | −1,077−3.3% | Reduced |
| Kinneret Advisory, LLC | 31,893 | $2.50M | 0.25% | −107−0.3% | Reduced |
| Twin Tree Management, LP | 32,063 | $2.51M | 0.06% | −264,788−89.2% | Reduced |
| Scott & Selber, Inc. | 32,118 | $2.51M | 0.80% | +55+0.2% | Added |
| Beacon Financial Group | 32,295 | $2.53M | 0.28% | −139−0.4% | Reduced |
| Kozak & Associates, Inc. | 32,883 | $2.53M | 0.63% | −1,265−3.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 32,453 | $2.54M | 0.61% | −1,209−3.6% | Reduced |
| VisionPoint Advisory Group, LLC | 32,471 | $2.54M | 0.87% | +11,625+55.8% | Added |
| Resonant Capital Advisors, LLC | 32,478 | $2.54M | 0.18% | +70.0% | Added |
| GM Advisory Group, Inc. | 32,548 | $2.55M | 0.14% | +11,812+57.0% | Added |
| Vestcor Inc | 33,160 | $2.60M | 0.09% | +3,728+12.7% | Added |
| Quadrant Capital Group LLC | 33,167 | $2.60M | 0.10% | +16,701+101.4% | Added |
| IFG Advisory, LLC | 33,214 | $2.60M | 0.14% | −112−0.3% | Reduced |
| J. Goldman & Co LP | 33,428 | $2.62M | 0.09% | +33,428 | New |
| Correct Capital Wealth Management | 33,448 | $2.62M | 0.52% | +2,269+7.3% | Added |
| West Oak Capital, LLC | 33,462 | $2.62M | 1.01% | −1,150−3.3% | Reduced |
| Allworth Financial LP | 33,131 | $2.63M | 0.01% | +1,264+4.0% | Added |
| Chemistry Wealth Management LLC | 33,622 | $2.63M | 0.61% | −373−1.1% | Reduced |
| Power Wealth Management LLC | 33,674 | $2.64M | 1.07% | +1,399+4.3% | Added |
| Canandaigua National Bank & Trust Co | 33,710 | $2.64M | 0.26% | +534+1.6% | Added |
| Ofi Invest Asset Management | 36,494 | $2.64M | 0.07% | +8,811+31.8% | Added |
| NJ State Employees Deferred Compensation Plan | 33,800 | $2.65M | 0.34% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 33,880 | $2.65M | 1.16% | −82−0.2% | Reduced |
| Johnson Investment Counsel Inc | 34,016 | $2.66M | 0.03% | +985+3.0% | Added |
| HighPoint Advisor Group LLC | 33,001 | $2.68M | 0.16% | −1,390−4.0% | Reduced |
| Compass Wealth Management LLC | 34,267 | $2.68M | 0.68% | −1,598−4.5% | Reduced |
| Stableford Capital II LLC | 35,363 | $2.69M | 1.14% | +130.0% | Added |
| Summit Financial, LLC | 34,598 | $2.71M | 0.08% | −837−2.4% | Reduced |
| Skylands Capital, LLC | 34,600 | $2.71M | 0.39% | +4,250+14.0% | Added |
| Commonwealth Retirement Investments LLC | 34,646 | $2.71M | 1.10% | +2,455+7.6% | Added |
| Paradigm Financial Partners, LLC | 34,687 | $2.72M | 0.34% | +27,862+408.2% | Added |
| Mount Yale Investment Advisors, LLC | 35,243 | $2.76M | 0.24% | +6,446+22.4% | Added |
| DRW Securities, LLC | 35,262 | $2.76M | 0.23% | +22,366+173.4% | Added |
| Main Street Research LLC | 35,416 | $2.77M | 0.18% | −824−2.3% | Reduced |
| Webster Bank, N. A. | 35,868 | $2.81M | 0.31% | +277+0.8% | Added |