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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 667 | $52.2K | 0.05% | −48−6.7% | Reduced |
| MorganRosel Wealth Management, LLC | 668 | $52.3K | 0.02% | +668 | New |
| Saudi Central Bank | 678 | $53.1K | 0.28% | +678 | New |
| Whipplewood Advisors, LLC | 23,076 | $53.8K | 0.03% | +22,453+3,604.0% | Added |
| Field & Main Bank | 700 | $54.8K | 0.02% | 00.0% | Unchanged |
| Promus Capital, LLC | 700 | $54.8K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 705 | $55.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 761 | $59.6K | 0.00% | +645+556.0% | Added |
| Washington Trust Co | 764 | $59.8K | 0.00% | +32+4.4% | Added |
| Missouri Trust & Investment Co | 774 | $60.6K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 775 | $60.7K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 810 | $63.4K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 834 | $65.3K | 0.02% | +834 | New |
| Disciplina Capital Management LLC | 839 | $65.7K | 0.01% | −744−47.0% | Reduced |
| Bullock Wealth Management Group | 858 | $66.7K | 0.04% | −2,672−75.7% | Reduced |
| Pandora Wealth, Inc. | 854 | $66.9K | 0.04% | +854 | New |
| Synergy Investment Management, LLC | 858 | $67.2K | 0.03% | +1+0.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 868 | $67.9K | 0.05% | −41−4.5% | Reduced |
| Toth Financial Advisory Corp | 870 | $68.1K | 0.01% | 00.0% | Unchanged |
| Elite Financial, Inc. | 900 | $70.0K | 0.04% | +900 | New |
| Meeder Asset Management Inc | 925 | $72.4K | 0.00% | +537+138.4% | Added |
| Graney & King, LLC | 928 | $72.6K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 959 | $75.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 967 | $75.7K | 0.01% | +147+17.9% | Added |
| VSM Wealth Advisory, LLC | 980 | $76.7K | 0.03% | +2+0.2% | Added |
| Darwin Advisors, LLC | 1,039 | $76.9K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,021 | $79.9K | 0.04% | +209+25.7% | Added |
| Sound Income Strategies, LLC | 1,036 | $81.1K | 0.00% | −28−2.6% | Reduced |
| North Capital, Inc. | 1,058 | $82.9K | 0.08% | +1,058 | New |
| ORG Wealth Partners, LLC | 1,075 | $83.5K | 0.03% | −669−38.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,078 | $84.0K | 0.01% | −14−1.3% | Reduced |
| New Age Alpha Advisors, LLC | 1,078 | $84.4K | 0.00% | +1,078 | New |
| Pacifica Partners Inc. | 1,151 | $86.2K | 0.04% | +41+3.7% | Added |
| Crews Bank & Trust | 1,123 | $87.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,123 | $87.9K | 0.02% | −4,008−78.1% | Reduced |
| IMA Wealth, Inc. | 1,150 | $90.0K | 0.01% | +1,150 | New |
| Abound Financial, LLC | 1,173 | $91.8K | 0.05% | +1,173 | New |
| Hantz Financial Services, Inc. | 1,178 | $92.0K | 0.00% | +392+49.9% | Added |
| Richards, Merrill & Peterson, Inc. | 1,202 | $94.1K | 0.05% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,223 | $95.8K | 0.03% | +1,223 | New |
| Optimum Investment Advisors | 1,228 | $96.1K | 0.05% | +1+0.1% | Added |
| Millstone Evans Group, LLC | 1,243 | $97.3K | 0.07% | +10+0.8% | Added |
| Northwest Capital Management Inc | 1,247 | $97.6K | 0.04% | +5+0.4% | Added |
| Wesleyan Assurance Society | 1,250 | $98.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,266 | $99.0K | 0.07% | −12−0.9% | Reduced |
| Indiana Trust & Investment Management CO | 1,275 | $99.8K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,327 | $103.9K | 0.03% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,344 | $105.2K | 0.08% | +2+0.1% | Added |
| Trust Co of Vermont | 1,391 | $108.9K | 0.01% | −400−22.3% | Reduced |
| Capula Management Ltd | 1,395 | $109.2K | 0.00% | +1,395 | New |
| eCIO, Inc. | 1,399 | $109.5K | 0.04% | +1,399 | New |
| Davis Capital Management | 1,408 | $110.2K | 0.09% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,435 | $112.3K | 0.02% | +1,435 | New |
| Pension & Wealth Management Advisors, Inc. | 1,448 | $113.4K | 0.04% | +5+0.3% | Added |
| MV Capital Management, Inc. | 1,453 | $113.7K | 0.01% | +10+0.7% | Added |
| Hemington Wealth Management | 1,466 | $114.0K | 0.02% | +96+7.0% | Added |
| Quarry LP | 1,470 | $115.1K | 0.03% | −1,005−40.6% | Reduced |
| Sherman Asset Management, Inc. | 1,512 | $118.4K | 0.11% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,514 | $118.5K | 0.05% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,516 | $118.7K | 0.07% | +76+5.3% | Added |
| Vestor Capital, LLC | 1,538 | $120.0K | 0.01% | −18−1.2% | Reduced |
| Truvestments Capital LLC | 1,543 | $120.8K | 0.03% | +179+13.1% | Added |
| State of Wyoming | 1,544 | $120.9K | 0.02% | −1,500−49.3% | Reduced |
| DT Investment Partners, LLC | 1,545 | $120.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,550 | $121.3K | 0.10% | +1,550 | New |
| AllSquare Wealth Management LLC | 1,559 | $122.0K | 0.07% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,580 | $123.7K | 0.02% | −750−32.2% | Reduced |
| Catalyst Capital Advisors LLC | 1,580 | $123.7K | 0.00% | −234−12.9% | Reduced |
| Atlantic Trust, LLC | 1,590 | $124.4K | 0.03% | +173+12.2% | Added |
| City State Bank | 1,695 | $132.7K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,702 | $133.2K | 0.07% | −253−12.9% | Reduced |
| Acropolis Investment Management, LLC | 1,799 | $140.8K | 0.01% | +18+1.0% | Added |
| Hartford Financial Management Inc. | 1,800 | $140.9K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,779 | $141.0K | 0.09% | +1,779 | New |
| Harbor Investment Advisory, LLC | 7,959 | $141.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,822 | $142.6K | 0.02% | +1,822 | New |
| Rocky Mountain Advisers, LLC | 1,855 | $145.2K | 0.04% | −1,000−35.0% | Reduced |
| ORG Partners LLC | 1,577 | $145.8K | 0.04% | −924−36.9% | Reduced |
| Bell Investment Advisors, Inc | 1,881 | $147.3K | 0.03% | −334−15.1% | Reduced |
| Estabrook Capital Management | 1,895 | $148.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,955 | $153.0K | 0.00% | +144+8.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,010 | $157.3K | 0.05% | +370+22.6% | Added |
| Concord Wealth Partners | 2,013 | $157.6K | 0.03% | +78+4.0% | Added |
| Cito Capital Group, LLC | 2,125 | $166.0K | 0.06% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 2,156 | $168.8K | 0.03% | +2,156 | New |
| SBI Securities Co., Ltd. | 2,161 | $169.2K | 0.01% | −93−4.1% | Reduced |
| Medallion Wealth Advisors, LLC | 2,180 | $169.6K | 0.08% | +919+72.9% | Added |
| Ulland Investment Advisors, LLC | 2,245 | $176.0K | 0.15% | +145+6.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 2,254 | $176.4K | 0.35% | +1,745+342.8% | Added |
| Oakworth Capital, Inc. | 2,259 | $176.8K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,260 | $176.9K | 0.06% | +26+1.2% | Added |
| Birchbrook, Inc. | 2,266 | $177.4K | 0.10% | −165−6.8% | Reduced |
| LRI Investments, LLC | 2,289 | $179.2K | 0.02% | +18+0.8% | Added |
| Horizon Bancorp Inc | 2,299 | $180.0K | 0.10% | −208−8.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,301 | $180.1K | 0.01% | +53+2.4% | Added |
| Grove Bank & Trust | 2,386 | $186.8K | 0.02% | +46+2.0% | Added |
| Eastern Bank | 2,406 | $188.3K | 0.00% | +89+3.8% | Added |
| Zions Bancorporation, National Association | 2,412 | $188.8K | 0.01% | +2,412 | New |
| Cromwell Holdings LLC | 2,470 | $193.4K | 0.12% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,489 | $194.8K | 0.02% | +54+2.2% | Added |