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 |
|---|---|---|---|---|---|
| Groupama Asset Managment | 36,149 | $2.81M | 0.06% | +3,368+10.3% | Added |
| Choate Investment Advisors | 36,026 | $2.82M | 0.07% | −66−0.2% | Reduced |
| D L Carlson Investment Group Inc | 36,064 | $2.82M | 0.54% | −322−0.9% | Reduced |
| Everence Capital Management Inc | 36,360 | $2.85M | 0.19% | +1,320+3.8% | Added |
| Vaughan David Investments LLC | 36,989 | $2.90M | 0.07% | −13,360−26.5% | Reduced |
| GFG Capital, LLC | 37,147 | $2.91M | 0.89% | −354−0.9% | Reduced |
| Voloridge Investment Management, LLC | 37,249 | $2.92M | 0.01% | +37,249 | New |
| Cascade Investment Advisors, Inc. | 37,385 | $2.93M | 1.98% | +20+0.1% | Added |
| Sepio Capital, LP | 37,547 | $2.94M | 0.23% | −7,367−16.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 37,650 | $2.95M | 0.05% | −183,300−83.0% | Reduced |
| Apollon Wealth Management, LLC | 37,719 | $2.95M | 0.06% | +1,985+5.6% | Added |
| HF Advisory Group, LLC | 37,973 | $2.97M | 1.30% | +104+0.3% | Added |
| Inkwell Capital LLC | 38,070 | $2.98M | 3.26% | −12,260−24.4% | Reduced |
| Stratos Wealth Partners, LTD. | 38,093 | $2.98M | 0.05% | −5,187−12.0% | Reduced |
| EP Wealth Advisors, LLC | 38,324 | $3.00M | 0.02% | −240−0.6% | Reduced |
| Nelson Capital Management, LLC | 38,372 | $3.00M | 0.52% | +1,011+2.7% | Added |
| Huntington National Bank | 38,596 | $3.02M | 0.02% | +3,448+9.8% | Added |
| Valeo Financial Advisors, LLC | 38,605 | $3.02M | 0.08% | +40+0.1% | Added |
| Gill Capital Partners, LLC | 38,794 | $3.04M | 1.05% | −2,999−7.2% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 38,813 | $3.04M | 2.36% | −250−0.6% | Reduced |
| Central Bank & Trust Co | 39,031 | $3.06M | 0.51% | −3,790−8.9% | Reduced |
| Independent Advisor Alliance | 39,103 | $3.06M | 0.10% | +4,754+13.8% | Added |
| Parallel Advisors, LLC | 39,272 | $3.07M | 0.07% | +3,279+9.1% | Added |
| United Services Automobile Association | 39,512 | $3.07M | 0.09% | +4,869+14.1% | Added |
| United Capital Financial Advisers, LLC | 39,742 | $3.11M | 0.03% | +1,889+5.0% | Added |
| RNC Capital Management LLC | 39,895 | $3.12M | 0.16% | +16,279+68.9% | Added |
| Eagle Bluffs Wealth Management LLC | 40,077 | $3.14M | 1.66% | +211+0.5% | Added |
| Linscomb & Williams, Inc. | 40,214 | $3.15M | 0.16% | +735+1.9% | Added |
| Cramer Rosenthal McGlynn LLC | 40,294 | $3.15M | 0.23% | −199−0.5% | Reduced |
| Clough Capital Partners L P | 40,600 | $3.18M | 0.40% | −58,090−58.9% | Reduced |
| Marvin & Palmer Associates Inc | 40,726 | $3.19M | 4.76% | +40,726 | New |
| Sig Brokerage, LP | 40,734 | $3.19M | 0.93% | +40,734 | New |
| Sculati Wealth Management, LLC | 41,060 | $3.21M | 1.30% | −845−2.0% | Reduced |
| AE Wealth Management LLC | 41,329 | $3.24M | 0.03% | +1,172+2.9% | Added |
| Victrix Investment Advisors | 43,248 | $3.24M | 1.70% | −641−1.5% | Reduced |
| Stonebridge Capital Advisors LLC | 41,402 | $3.24M | 0.26% | +800+2.0% | Added |
| Ci Investments Inc. | 41,652 | $3.26M | 0.01% | +4,762+12.9% | Added |
| Pine Haven Investment Counsel, Inc | 41,683 | $3.26M | 2.74% | −626−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 41,900 | $3.28M | 0.07% | +161+0.4% | Added |
| Goelzer Investment Management, Inc. | 41,936 | $3.28M | 0.19% | +105+0.3% | Added |
| Oak Harvest Investment Services | 41,952 | $3.28M | 0.46% | +41,952 | New |
| Red Spruce Capital, LLC | 42,180 | $3.30M | 1.55% | +149+0.4% | Added |
| SGL Investment Advisors, Inc. | 39,205 | $3.31M | 1.71% | +525+1.4% | Added |
| American Trust | 42,802 | $3.35M | 0.83% | +1,023+2.4% | Added |
| Fiduciary Group LLC | 42,838 | $3.35M | 0.34% | −1,127−2.6% | Reduced |
| 180 Wealth Advisors, LLC | 42,870 | $3.36M | 0.53% | +780+1.9% | Added |
| Maia Wealth LLC | 44,050 | $3.39M | 0.77% | +878+2.0% | Added |
| Pettee Investors, Inc. | 43,287 | $3.39M | 2.02% | −1,400−3.1% | Reduced |
| Courier Capital LLC | 43,587 | $3.41M | 0.22% | −1,521−3.4% | Reduced |
| Dakota Wealth Management | 43,594 | $3.41M | 0.08% | +3,667+9.2% | Added |
| Harfst & Associates, Inc. | 43,640 | $3.42M | 0.79% | −531−1.2% | Reduced |
| Banco Santander, S.A. | 43,803 | $3.43M | 0.04% | +27,487+168.5% | Added |
| Buttonwood Financial Advisors Inc. | 43,867 | $3.43M | 1.51% | −152−0.3% | Reduced |
| TCW Group Inc | 44,023 | $3.45M | 0.03% | +6,702+18.0% | Added |
| Chatham Capital Group, Inc. | 44,137 | $3.46M | 0.58% | −665−1.5% | Reduced |
| Mach-1 Financial Group, Inc. | 44,702 | $3.50M | 1.05% | +44,702 | New |
| Cabot Wealth Management Inc | 44,873 | $3.51M | 0.45% | −177−0.4% | Reduced |
| CAPROCK Group, Inc. | 44,879 | $3.51M | 0.11% | −7,962−15.1% | Reduced |
| Merit Financial Group, LLC | 44,886 | $3.51M | 0.05% | +11,340+33.8% | Added |
| East Coast Asset Management, LLC. | 44,889 | $3.51M | 1.24% | −1,101−2.4% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 44,934 | $3.52M | 0.36% | −591,668−92.9% | Reduced |
| LS Investment Advisors, LLC | 45,095 | $3.53M | 0.54% | +13,161+41.2% | Added |
| First National Trust Co | 45,471 | $3.56M | 0.14% | +45,471 | New |
| Barnes Dennig Private Wealth Management LLC | 46,791 | $3.66M | 5.54% | +46,791 | New |
| La Banque Postale Asset Management SA | 46,806 | $3.66M | 0.06% | −1,778−3.7% | Reduced |
| Modus Advisors, LLC | 46,813 | $3.66M | 1.20% | +558+1.2% | Added |
| Means Investment Co., Inc. | 46,958 | $3.68M | 0.39% | −60,801−56.4% | Reduced |
| Greenup Street Wealth Management LLC | 47,027 | $3.68M | 0.73% | +2,223+5.0% | Added |
| SAM Advisors, LLC | 47,060 | $3.68M | 1.38% | −1,348−2.8% | Reduced |
| Resources Investment Advisors, LLC. | 47,116 | $3.69M | 0.04% | −475−1.0% | Reduced |
| Fiduciary Financial Group, LLC | 50,156 | $3.70M | 0.81% | −1,347−2.6% | Reduced |
| Bailard, Inc. | 47,819 | $3.74M | 0.10% | −1,635−3.3% | Reduced |
| Malaga Cove Capital, LLC | 47,882 | $3.75M | 1.62% | +161+0.3% | Added |
| Twin Capital Management Inc | 48,027 | $3.76M | 0.44% | +42,986+852.7% | Added |
| National Asset Management, Inc. | 48,087 | $3.76M | 0.11% | +5,933+14.1% | Added |
| Conscious Wealth Investments, LLC | 44,651 | $3.77M | 2.62% | +288+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 48,197 | $3.77M | 0.27% | +7,108+17.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 48,203 | $3.77M | 0.51% | +4,275+9.7% | Added |
| Hunter Perkins Capital Management, LLC | 48,268 | $3.78M | 0.88% | −6,772−12.3% | Reduced |
| Paradigm Asset Management Co LLC | 48,350 | $3.78M | 1.01% | 00.0% | Unchanged |
| JB Capital LLC | 48,409 | $3.79M | 0.21% | −1,104−2.2% | Reduced |
| Southeast Asset Advisors Inc. | 48,654 | $3.81M | 0.47% | −406−0.8% | Reduced |
| SOL Capital Management CO | 49,026 | $3.84M | 0.42% | +100+0.2% | Added |
| Tandem Capital Management Corp | 49,551 | $3.88M | 2.17% | 00.0% | Unchanged |
| Keybank National Association | 49,608 | $3.88M | 0.02% | −13,454−21.3% | Reduced |
| Daymark Wealth Partners, LLC | 49,704 | $3.89M | 0.17% | −279−0.6% | Reduced |
| Annandale Capital, LLC | 49,748 | $3.89M | 0.73% | −10,100−16.9% | Reduced |
| Empirical Finance, LLC | 50,212 | $3.93M | 0.24% | +848+1.7% | Added |
| Community Financial Services Group, LLC | 50,423 | $3.95M | 0.86% | −9,358−15.7% | Reduced |
| Hixon Zuercher, LLC | 50,724 | $3.97M | 1.40% | +723+1.4% | Added |
| We Are One Seven, LLC | 51,159 | $4.00M | 0.16% | +2,181+4.5% | Added |
| Colonial Trust Co | 51,757 | $4.05M | 0.63% | +1,318+2.6% | Added |
| Tokio Marine Asset Management Co Ltd | 52,090 | $4.08M | 0.15% | +5,789+12.5% | Added |
| Algert Global LLC | 52,604 | $4.12M | 0.10% | +52,604 | New |
| First American Bank | 52,842 | $4.14M | 0.31% | +104+0.2% | Added |
| Delta Capital Management LLC | 52,850 | $4.14M | 2.40% | −1,660−3.0% | Reduced |
| Capital Analysts, LLC | 52,882 | $4.14M | 0.15% | +3,087+6.2% | Added |
| HB Wealth Management, LLC | 52,946 | $4.14M | 0.03% | +7,390+16.2% | Added |
| Prospera Financial Services Inc | 53,054 | $4.15M | 0.10% | +2,145+4.2% | Added |
| AlTi Global, Inc. | 53,312 | $4.17M | 0.11% | +695+1.3% | Added |