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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 84,517 | $6.62M | 2.29% | +78+0.1% | Added |
| Skba Capital Management LLC | 84,600 | $6.62M | 0.99% | −300−0.4% | Reduced |
| Bridgewater Associates, LP | 84,797 | $6.64M | 0.03% | +84,797 | New |
| Norinchukin Bank, The | 85,656 | $6.71M | 0.12% | +18,292+27.2% | Added |
| Vinva Investment Management Ltd | 86,836 | $6.76M | 0.28% | +13,904+19.1% | Added |
| Beck Bode, LLC | 86,364 | $6.76M | 1.26% | −2,664−3.0% | Reduced |
| American Assets Investment Management, LLC | 86,674 | $6.78M | 0.59% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 87,092 | $6.82M | 0.02% | −32,496−27.2% | Reduced |
| Radnor Capital Management, LLC | 88,479 | $6.93M | 1.16% | +100+0.1% | Added |
| Wealthspire Advisors, LLC | 88,702 | $6.94M | 0.04% | +43,394+95.8% | Added |
| Burney Co | 89,401 | $7.00M | 0.25% | +89,401 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $7.01M | 0.12% | +89,530 | New |
| Oppenheimer & Co Inc | 89,771 | $7.03M | 0.11% | −1,706−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 90,201 | $7.06M | 0.41% | −12,112−11.8% | Reduced |
| Securian Asset Management, Inc | 90,259 | $7.07M | 0.21% | +9,915+12.3% | Added |
| Allen Capital Group, LLC | 90,514 | $7.09M | 0.81% | +13,479+17.5% | Added |
| Fortress Investment Group LLC | 90,693 | $7.10M | 1.55% | +90,693 | New |
| Capital Investment Counsel, Inc | 90,957 | $7.12M | 1.06% | +966+1.1% | Added |
| Louisiana State Employees Retirement System | 91,600 | $7.17M | 0.14% | +11,200+13.9% | Added |
| Aviance Capital Partners, LLC | 92,775 | $7.26M | 1.02% | +1,843+2.0% | Added |
| 1248 Management, LLC | 93,729 | $7.34M | 3.14% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 93,943 | $7.35M | 1.46% | +8,633+10.1% | Added |
| Geneos Wealth Management Inc. | 94,083 | $7.36M | 0.25% | −4,895−4.9% | Reduced |
| Ascent Group, LLC | 94,902 | $7.43M | 0.32% | +2,115+2.3% | Added |
| KCM Investment Advisors LLC | 95,061 | $7.44M | 0.27% | −8,738−8.4% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 95,179 | $7.45M | 2.42% | −7,197−7.0% | Reduced |
| Private Advisory Group LLC | 95,297 | $7.46M | 0.85% | +9,366+10.9% | Added |
| AMG National Trust Bank | 95,801 | $7.50M | 0.21% | +16,408+20.7% | Added |
| Argent Trust Co | 96,269 | $7.54M | 0.31% | +2,840+3.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 96,724 | $7.57M | 0.89% | −4,750−4.7% | Reduced |
| Lafayette Investments, Inc. | 97,500 | $7.63M | 1.61% | −730−0.7% | Reduced |
| Redmond Asset Management, LLC | 98,007 | $7.67M | 1.98% | −821−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 98,081 | $7.68M | 0.20% | +47,575+94.2% | Added |
| Roundview Capital LLC | 98,304 | $7.70M | 0.56% | −1,788−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 98,881 | $7.74M | 0.27% | −20,572−17.2% | Reduced |
| Nearwater Capital Markets, Ltd | 100,000 | $7.83M | 0.22% | 00.0% | Unchanged |
| GWM Advisors LLC | 100,337 | $7.85M | 0.05% | +2,573+2.6% | Added |
| Metis Global Partners, LLC | 101,018 | $7.91M | 0.22% | +19,726+24.3% | Added |
| Avanza Fonder AB | 100,672 | $7.91M | 0.26% | −4,218−4.0% | Reduced |
| National Philanthropic Trust | 101,279 | $7.93M | 0.13% | −61,587−37.8% | Reduced |
| RSM US Wealth Management LLC | 101,522 | $7.95M | 0.12% | −21,936−17.8% | Reduced |
| Private Advisor Group, LLC | 101,695 | $7.96M | 0.05% | +3,536+3.6% | Added |
| Citizens Financial Group Inc | 101,733 | $7.96M | 0.16% | +766+0.8% | Added |
| Baldwin Brothers Inc | 101,868 | $7.97M | 0.56% | −1,970−1.9% | Reduced |
| Shelton Capital Management | 103,158 | $8.08M | 0.19% | +12,199+13.4% | Added |
| BNP Paribas | 103,382 | $8.09M | 0.34% | +30,672+42.2% | Added |
| Hartford Investment Management Co | 104,040 | $8.14M | 0.28% | +11,631+12.6% | Added |
| Private Wealth Partners, LLC | 105,088 | $8.23M | 0.68% | +50,560+92.7% | Added |
| Americana Partners, LLC | 105,140 | $8.23M | 0.32% | −190.0% | Reduced |
| Country Club Bank | 106,462 | $8.28M | 0.56% | −20,394−16.1% | Reduced |
| Morningstar Investment Services LLC | 105,850 | $8.29M | 1.52% | −131,896−55.5% | Reduced |
| Patten & Patten Inc | 106,511 | $8.34M | 0.56% | +538+0.5% | Added |
| Great Lakes Advisors, LLC | 106,589 | $8.38M | 0.07% | −1,173−1.1% | Reduced |
| Glenview Trust Co | 107,062 | $8.38M | 0.16% | +4,028+3.9% | Added |
| Cornerstone Advisors, LLC | 107,800 | $8.44M | 0.36% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 109,878 | $8.60M | 0.16% | +21,302+24.0% | Added |
| Westpac Banking Corp | 110,999 | $8.69M | 0.64% | +47,981+76.1% | Added |
| Pragma Gestao de Patrimonio Ltd | 111,700 | $8.74M | 4.68% | +111,700 | New |
| UniSuper Management Pty Ltd | 112,318 | $8.79M | 0.07% | +16,920+17.7% | Added |
| Evergreen Capital Management LLC | 112,538 | $8.81M | 0.30% | −37,981−25.2% | Reduced |
| Kentucky Retirement Systems | 113,157 | $8.86M | 0.27% | +10,498+10.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 114,340 | $8.90M | 0.09% | +14,406+14.4% | Added |
| Whittier Trust Co of Nevada Inc | 113,915 | $8.92M | 0.23% | +88,373+346.0% | Added |
| Point72 Hong Kong Ltd | 114,647 | $8.97M | 0.64% | −265,638−69.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 114,761 | $8.98M | 0.36% | +35,002+43.9% | Added |
| Toroso Investments, LLC | 115,455 | $9.04M | 0.08% | −22,642−16.4% | Reduced |
| Tower Bridge Advisors | 116,118 | $9.09M | 1.02% | −5,425−4.5% | Reduced |
| Nomura Holdings Inc | 116,164 | $9.09M | 0.05% | +98,710+565.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 117,357 | $9.19M | 0.27% | +774+0.7% | Added |
| Timber Creek Capital Management LLC | 117,690 | $9.21M | 2.46% | −233−0.2% | Reduced |
| Hyperion Capital Advisors LP | 118,254 | $9.26M | 5.04% | −16,040−11.9% | Reduced |
| Grassi Investment Management | 118,518 | $9.28M | 0.86% | −200−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 118,781 | $9.30M | 0.06% | +2,313+2.0% | Added |
| Sendero Wealth Management, LLC | 118,785 | $9.30M | 1.29% | +9,975+9.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,211 | $9.33M | 0.24% | +14,379+13.7% | Added |
| Advocate Group LLC | 119,930 | $9.39M | 1.71% | −1,236−1.0% | Reduced |
| Kinsale Capital Group, Inc. | 120,116 | $9.40M | 2.31% | +14,629+13.9% | Added |
| Sandy Spring Bank | 120,818 | $9.46M | 0.40% | −1,295−1.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 123,005 | $9.62M | 0.10% | +16,194+15.2% | Added |
| Generali Asset Management SPA SGR | 123,755 | $9.69M | 0.24% | +51,471+71.2% | Added |
| Thompson Investment Management, Inc. | 124,002 | $9.71M | 1.45% | −2,444−1.9% | Reduced |
| Motco | 124,459 | $9.74M | 1.03% | +1,190+1.0% | Added |
| Baker Avenue Asset Management, LP | 124,882 | $9.78M | 0.31% | +3,688+3.0% | Added |
| Discovery Capital Management, LLC | 125,000 | $9.79M | 1.17% | +125,000 | New |
| Westbourne Investment Advisors, Inc. | 125,500 | $9.82M | 3.49% | +1,769+1.4% | Added |
| Terry L. Blaker | 125,916 | $9.86M | 0.39% | +661+0.5% | Added |
| Principal Securities, Inc. | 133,843 | $9.91M | 0.22% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 127,353 | $9.97M | 1.52% | +400.0% | Added |
| Univest Financial Corp | 128,120 | $10.0M | 0.66% | −9,406−6.8% | Reduced |
| MAI Capital Management | 128,588 | $10.1M | 0.08% | −1,707−1.3% | Reduced |
| M&G Plc | 129,386 | $10.1M | 0.05% | −4,827−3.6% | Reduced |
| Worldquant Millennium Advisors LLC | 130,507 | $10.2M | 0.06% | −190,976−59.4% | Reduced |
| Oppenheimer Asset Management Inc. | 130,865 | $10.2M | 0.13% | −3,388−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 131,476 | $10.3M | 0.09% | +20,909+18.9% | Added |
| Boston Common Asset Management, LLC | 131,612 | $10.3M | 0.31% | −109,034−45.3% | Reduced |
| McGuire Investment Group, LLC | 132,803 | $10.4M | 1.54% | +210+0.2% | Added |
| Ironwood Investment Counsel, LLC | 133,361 | $10.4M | 1.80% | +4,051+3.1% | Added |
| Advisors Capital Management, LLC | 134,787 | $10.6M | 0.16% | +18,451+15.9% | Added |
| Northwestern Mutual Wealth Management Co | 135,692 | $10.6M | 0.01% | +5,132+3.9% | Added |
| Hanson & Doremus Investment Management | 135,963 | $10.6M | 1.55% | +11,401+9.2% | Added |