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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 182 | $14.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 183 | $14.3K | 0.00% | +53+40.8% | Added |
| Nova Wealth Management, Inc. | 185 | $14.5K | 0.01% | +185 | New |
| Tradewinds Capital Management, LLC | 187 | $14.6K | 0.00% | +1+0.5% | Added |
| Gleason Group, Inc. | 193 | $15.1K | 0.00% | +1+0.5% | Added |
| Minot DeBlois Advisors LLC | 195 | $15.3K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 204 | $16.0K | 0.00% | +30+17.2% | Added |
| Ogorek Anthony Joseph | 217 | $16.0K | 0.01% | +217 | New |
| Flaharty Asset Management, LLC | 210 | $16.4K | 0.00% | +210 | New |
| Arlington Trust Co LLC | 211 | $16.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 214 | $16.8K | 0.00% | −3−1.4% | Reduced |
| Horizon Financial Services, LLC | 214 | $16.8K | 0.01% | +101+89.4% | Added |
| Mascoma Wealth Management LLC | 217 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 217 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 224 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 222 | $17.4K | 0.01% | +1+0.5% | Added |
| Stephenson National Bank & Trust | 227 | $17.8K | 0.01% | +48+26.8% | Added |
| Roxbury Financial LLC | 226 | $18.0K | 0.02% | +1+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 230 | $18.0K | 0.00% | −148−39.2% | Reduced |
| Redmont Wealth Advisors LLC | 232 | $18.2K | 0.04% | +232 | New |
| Abound Wealth Management | 233 | $18.2K | 0.01% | −51−18.0% | Reduced |
| J.Safra Asset Management Corp | 239 | $18.7K | 0.00% | −263−52.4% | Reduced |
| Vision Financial Markets LLC | 241 | $18.8K | 0.02% | +56+30.3% | Added |
| Tobam | 242 | $19.0K | 0.01% | −2,263−90.3% | Reduced |
| Financial Connections Group, Inc. | 271 | $21.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 269 | $21.1K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 279 | $21.8K | 0.01% | +262+1,541.2% | Added |
| Trifecta Capital Advisors, LLC | 282 | $22.1K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 283 | $22.2K | 0.00% | −115−28.9% | Reduced |
| Bellevue Asset Management, LLC | 291 | $22.8K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 292 | $22.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 295 | $23.1K | 0.01% | +130+78.8% | Added |
| Binnacle Investments Inc | 296 | $23.2K | 0.02% | +296 | New |
| Valued Wealth Advisors LLC | 297 | $23.2K | 0.01% | +15+5.3% | Added |
| Battery Global Advisors, LLC | 299 | $23.4K | 0.01% | +1+0.3% | Added |
| Ransom Advisory, Ltd | 300 | $23.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 302 | $23.7K | 0.00% | +26+9.4% | Added |
| Albion Financial Group | 310 | $24.3K | 0.00% | −141−31.3% | Reduced |
| Accredited Wealth Management, LLC | 310 | $24.3K | 0.02% | +310 | New |
| Atwood & Palmer Inc | 313 | $24.5K | 0.00% | +313 | New |
| Dunhill Financial, LLC | 322 | $25.2K | 0.01% | −11−3.3% | Reduced |
| Salomon & Ludwin, LLC | 328 | $25.7K | 0.00% | −87−21.0% | Reduced |
| Sachetta, LLC | 329 | $25.8K | 0.01% | +2+0.6% | Added |
| Private Wealth Management Group, LLC | 331 | $25.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 337 | $26.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 350 | $27.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 350 | $27.4K | 0.01% | +150+75.0% | Added |
| Main Street Group, LTD | 352 | $27.6K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 352 | $27.6K | 0.02% | +90+34.4% | Added |
| Kiker Wealth Management, LLC | 353 | $27.6K | 0.02% | +353 | New |
| Caldwell Sutter Capital, Inc. | 354 | $27.7K | 0.01% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 361 | $28.3K | 0.05% | +361 | New |
| Evelyn Partners Asset Management Ltd | 364 | $28.5K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 381 | $29.8K | 0.00% | −14,732−97.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 386 | $30.2K | 0.00% | +191+97.9% | Added |
| American Capital Advisory, LLC | 395 | $30.9K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 395 | $30.9K | 0.01% | +395 | New |
| Cedar Mountain Advisors, LLC | 397 | $31.1K | 0.01% | +1+0.3% | Added |
| CGC Financial Services, LLC | 400 | $31.3K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 434 | $31.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 405 | $31.7K | 0.01% | +399+6,650.0% | Added |
| GPS Wealth Strategies Group, LLC | 408 | $31.9K | 0.00% | +88+27.5% | Added |
| WFA Asset Management Corp | 458 | $33.1K | 0.02% | +458 | New |
| Washington Trust Advisors, Inc. | 432 | $33.8K | 0.00% | +45+11.6% | Added |
| Core Alternative Capital | 437 | $34.2K | 0.01% | −1,090−71.4% | Reduced |
| First PREMIER Bank | 450 | $35.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 451 | $35.3K | 0.01% | −1,289−74.1% | Reduced |
| Cornerstone Planning Group LLC | 463 | $36.0K | 0.01% | +220+90.5% | Added |
| Key Financial Inc | 476 | $37.3K | 0.01% | +14+3.0% | Added |
| Beacon Capital Management, LLC | 487 | $38.1K | 0.01% | +169+53.1% | Added |
| Kestra Investment Management, LLC | 498 | $39.0K | 0.00% | +152+43.9% | Added |
| North Star Investment Management Corp. | 500 | $39.1K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $39.1K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 494 | $39.3K | 0.03% | +477+2,805.9% | Added |
| PSI Advisors, LLC | 509 | $39.8K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 513 | $39.8K | 0.01% | +513 | New |
| Murphy & Mullick Capital Management Corp | 512 | $40.1K | 0.04% | +311+154.7% | Added |
| Wiser Advisor Group LLC | 513 | $40.2K | 0.06% | +1+0.2% | Added |
| Byrne Asset Management LLC | 522 | $40.9K | 0.03% | −45−7.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 519 | $41.0K | 0.02% | +4+0.8% | Added |
| Clark Wealth Partners | 542 | $42.4K | 0.03% | +2+0.4% | Added |
| Knuff & Co LLC | 546 | $42.7K | 0.01% | −60−9.9% | Reduced |
| Atala Financial Inc | 556 | $43.5K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 559 | $43.8K | 0.00% | −6,972−92.6% | Reduced |
| Investors Research Corp | 559 | $43.8K | 0.01% | +240+75.2% | Added |
| Carolina Wealth Advisors, LLC | 565 | $44.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 584 | $45.4K | 0.00% | −27−4.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 616 | $45.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 590 | $46.2K | 0.00% | −1,000−62.9% | Reduced |
| Gould Capital, LLC | 600 | $47.0K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 601 | $47.0K | 0.02% | −4−0.7% | Reduced |
| Fortitude Family Office, LLC | 604 | $47.3K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 635 | $49.7K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 650 | $50.9K | 0.01% | −150−18.8% | Reduced |
| West Paces Advisors Inc. | 655 | $51.3K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 659 | $51.6K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 660 | $51.7K | 0.01% | +31+4.9% | Added |