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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 53,545 | $4.19M | 0.06% | −9,690−15.3% | Reduced |
| Mengis Capital Management, Inc. | 53,842 | $4.21M | 0.88% | −983−1.8% | Reduced |
| Brookstone Capital Management | 54,061 | $4.23M | 0.06% | +47,534+728.3% | Added |
| Pittenger & Anderson Inc | 54,122 | $4.24M | 0.16% | +1,682+3.2% | Added |
| William Allan, LLC | 54,155 | $4.24M | 2.66% | +4,219+8.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 54,200 | $4.24M | 0.07% | +6,735+14.2% | Added |
| Intrinsic Value Partners, LLC | 54,238 | $4.25M | 4.19% | −95−0.2% | Reduced |
| Permanens Capital L.P. | 54,528 | $4.27M | 0.78% | +7,561+16.1% | Added |
| FWL Investment Management, LLC | 54,734 | $4.28M | 1.59% | +48,424+767.4% | Added |
| Hamilton Capital Partners Inc. | 54,881 | $4.30M | 0.28% | +7,972+17.0% | Added |
| K.J. Harrison & Partners Inc | 54,943 | $4.30M | 0.84% | −4,000−6.8% | Reduced |
| Brevan Howard Capital Management LP | 55,703 | $4.34M | 0.12% | −149,713−72.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 55,553 | $4.35M | 0.25% | +14,185+34.3% | Added |
| Conning Inc. | 55,647 | $4.36M | 0.15% | −10,708−16.1% | Reduced |
| Tower Research Capital LLC (TRC) | 55,682 | $4.36M | 0.13% | −50,561−47.6% | Reduced |
| Montag A & Associates Inc | 55,899 | $4.38M | 0.22% | +2,743+5.2% | Added |
| Gs Investments, Inc. | 56,098 | $4.39M | 2.07% | −50.0% | Reduced |
| Integrated Advisors Network LLC | 56,357 | $4.41M | 0.22% | +41,565+281.0% | Added |
| SummitTX Capital, L.P. | 56,574 | $4.43M | 0.20% | +56,574 | New |
| Voya Financial Advisors, Inc. | 57,039 | $4.44M | 0.49% | −409−0.7% | Reduced |
| Arkadios Wealth Advisors | 57,044 | $4.47M | 0.17% | +45,180+380.8% | Added |
| Harrington Investments, INC | 57,063 | $4.47M | 2.54% | −145−0.3% | Reduced |
| Wolverine Asset Management LLC | 57,575 | $4.51M | 0.09% | +34,349+147.9% | Added |
| Vident Advisory, LLC | 57,588 | $4.51M | 0.07% | +10,394+22.0% | Added |
| Greenleaf Trust | 57,657 | $4.51M | 0.04% | +3,348+6.2% | Added |
| iA Global Asset Management Inc. | 57,685 | $4.52M | 0.08% | +43,873+317.6% | Added |
| Investment Management Corp of Ontario | 57,969 | $4.54M | 0.09% | +57,969 | New |
| Hennion & Walsh Asset Management, Inc. | 57,983 | $4.54M | 0.20% | +2,322+4.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 58,608 | $4.55M | 3.28% | −190−0.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 58,715 | $4.60M | 0.15% | −72,042−55.1% | Reduced |
| Gabelli Funds LLC | 58,762 | $4.60M | 0.04% | −2,475−4.0% | Reduced |
| DLK Investment Management, LLC | 59,121 | $4.63M | 1.94% | +452+0.8% | Added |
| Siemens Fonds Invest GmbH | 60,194 | $4.71M | 0.32% | +2,175+3.7% | Added |
| Lincoln Capital LLC | 61,652 | $4.72M | 0.99% | −1,265−2.0% | Reduced |
| Oliver Luxxe Assets LLC | 60,337 | $4.72M | 0.88% | +22,869+61.0% | Added |
| Wolverine Trading, LLC | 61,065 | $4.75M | 0.15% | +16,020+35.6% | Added |
| FJ Capital Management LLC | 61,043 | $4.78M | 0.49% | +61,043 | New |
| Condor Capital Management | 61,286 | $4.80M | 0.45% | −1,066−1.7% | Reduced |
| Bain Capital Public Equity, LP | 61,521 | $4.82M | 5.30% | +61,521 | New |
| Lincoln Capital Corp | 61,929 | $4.85M | 2.02% | −2,326−3.6% | Reduced |
| Empowered Funds, LLC | 62,040 | $4.86M | 0.07% | +12,967+26.4% | Added |
| Hudson Valley Investment Advisors Inc | 62,087 | $4.86M | 0.58% | +3,974+6.8% | Added |
| Engineers Gate Manager LP | 62,271 | $4.87M | 0.08% | −50,975−45.0% | Reduced |
| Synovus Financial Corp | 62,383 | $4.88M | 0.06% | +9,276+17.5% | Added |
| Prudential PLC | 63,010 | $4.93M | 0.02% | −2,477−3.8% | Reduced |
| Quinn Opportunity Partners LLC | 63,214 | $4.95M | 0.35% | +63,214 | New |
| Achmea Investment Management B.V. | 63,395 | $4.96M | 0.07% | +19,614+44.8% | Added |
| Allstate Corp | 63,617 | $4.98M | 0.15% | +16,134+34.0% | Added |
| LGT Group Foundation | 64,203 | $5.03M | 0.07% | −2,632−3.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 65,182 | $5.10M | 2.15% | +1,251+2.0% | Added |
| Omers Administration Corp | 65,891 | $5.16M | 0.05% | +2,948+4.7% | Added |
| Semmax Financial Advisors Inc. | 61,298 | $5.18M | 1.40% | −5,742−8.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 66,378 | $5.20M | 2.31% | +747+1.1% | Added |
| Perkins Coie Trust Co | 66,546 | $5.21M | 1.18% | −370−0.6% | Reduced |
| Citizens Business Bank | 66,955 | $5.24M | 1.14% | −27,451−29.1% | Reduced |
| Callan Family Office, LLC | 67,694 | $5.30M | 0.40% | −2,225−3.2% | Reduced |
| GHP Investment Advisors, Inc. | 67,719 | $5.30M | 0.25% | +2,560+3.9% | Added |
| Twin Lakes Capital Management, LLC | 67,761 | $5.30M | 3.57% | −2,217−3.2% | Reduced |
| Legal Advantage Investments, Inc. | 67,900 | $5.32M | 2.87% | +4,000+6.3% | Added |
| Gilman Hill Asset Management, LLC | 69,153 | $5.41M | 0.94% | +2,150+3.2% | Added |
| American Trust Investment Advisors, LLC | 69,372 | $5.43M | 2.27% | +2,355+3.5% | Added |
| Prentiss Smith & Co Inc | 69,983 | $5.48M | 3.55% | +13,353+23.6% | Added |
| Avantax Advisory Services, Inc. | 70,461 | $5.52M | 0.03% | +9,769+16.1% | Added |
| Stony Point Wealth Management Inc. | 70,609 | $5.53M | 2.36% | −182−0.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 70,932 | $5.55M | 0.09% | −16,157−18.6% | Reduced |
| Central Pacific Bank - Trust Division | 71,002 | $5.56M | 0.77% | −5,942−7.7% | Reduced |
| Kavar Capital Partners Group, LLC | 71,463 | $5.59M | 0.93% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 71,642 | $5.61M | 0.53% | −147−0.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 63,766 | $5.63M | 0.31% | +63,766 | New |
| Fagan Associates, Inc. | 72,423 | $5.67M | 0.95% | +2,795+4.0% | Added |
| Trajan Wealth LLC | 72,554 | $5.68M | 0.31% | +7,809+12.1% | Added |
| Birch Capital Management, LLC | 72,737 | $5.69M | 2.96% | −1,542−2.1% | Reduced |
| Colonial Trust Advisors | 74,539 | $5.83M | 0.52% | +9,277+14.2% | Added |
| Salvus Wealth Management, LLC | 74,798 | $5.86M | 3.67% | +365+0.5% | Added |
| Marshall & Sullivan Inc | 74,986 | $5.87M | 2.98% | −1,411−1.8% | Reduced |
| Monashee Investment Management LLC | 75,000 | $5.87M | 0.69% | +75,000 | New |
| Cinctive Capital Management LP | 75,400 | $5.90M | 0.47% | +75,400 | New |
| Steel Peak Wealth Management LLC | 75,839 | $5.94M | 0.25% | −1,632−2.1% | Reduced |
| LaFleur & Godfrey LLC | 76,010 | $5.95M | 0.81% | −10,476−12.1% | Reduced |
| Commerce Bank | 76,341 | $5.98M | 0.04% | −948−1.2% | Reduced |
| SG Americas Securities, LLC | 76,396 | $5.98M | 0.02% | +23,570+44.6% | Added |
| NewEdge Wealth, LLC | 76,881 | $6.02M | 0.11% | +2,529+3.4% | Added |
| Caisse des Depots Et Consignations | 77,047 | $6.03M | 0.29% | 00.0% | Unchanged |
| Marco Investment Management LLC | 77,389 | $6.06M | 0.56% | +250+0.3% | Added |
| Bryn Mawr Trust Co | 77,428 | $6.06M | 0.11% | +5,065+7.0% | Added |
| Maryland State Retirement & Pension System | 77,478 | $6.06M | 0.14% | −2,575−3.2% | Reduced |
| Cloverfields Capital Group, LP | 78,302 | $6.13M | 2.02% | −4,847−5.8% | Reduced |
| Abn Amro Investment Solutions | 78,780 | $6.17M | 0.13% | +5,843+8.0% | Added |
| New Mexico Educational Retirement Board | 79,687 | $6.24M | 0.22% | +8,500+11.9% | Added |
| Scotia Capital Inc. | 80,094 | $6.27M | 0.03% | +1,733+2.2% | Added |
| Jefferies Financial Group Inc. | 80,370 | $6.29M | 0.11% | +72,449+914.6% | Added |
| WCG Wealth Advisors LLC | 80,468 | $6.30M | 0.48% | −4,379−5.2% | Reduced |
| Warren Averett Asset Management, LLC | 80,882 | $6.33M | 0.08% | +40,713+101.4% | Added |
| Pring Turner Capital Group Inc | 80,992 | $6.34M | 3.93% | +337+0.4% | Added |
| Elo Mutual Pension Insurance Co | 81,004 | $6.34M | 0.14% | −65,063−44.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 81,080 | $6.35M | 0.83% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 81,167 | $6.35M | 0.07% | −5,846−6.7% | Reduced |
| Baxter Bros Inc | 82,494 | $6.46M | 0.85% | +24,876+43.2% | Added |
| Concentric Capital Strategies, LP | 84,065 | $6.58M | 0.66% | +84,065 | New |
| Motley Fool Asset Management LLC | 84,360 | $6.60M | 0.37% | +1,044+1.3% | Added |