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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 2,489 | $194.9K | 0.04% | −848−25.4% | Reduced |
| Asset Dedication, LLC | 2,490 | $194.9K | 0.02% | +89+3.7% | Added |
| Wood Tarver Financial Group, LLC | 2,526 | $197.7K | 0.06% | +4+0.2% | Added |
| ZRC Wealth Management, LLC | 2,528 | $197.9K | 0.09% | +8+0.3% | Added |
| Riverview Trust Co | 2,555 | $200.0K | 0.20% | −27−1.0% | Reduced |
| Schrum Private Wealth Management LLC | 2,556 | $200.1K | 0.18% | +2,556 | New |
| Wilkinson Global Asset Management LLC | 2,580 | $202.0K | 0.01% | +2,580 | New |
| Delta Financial Group, Inc. | 2,529 | $202.0K | 0.05% | +2,529 | New |
| DHK Financial Advisors, Inc. | 2,582 | $202.2K | 0.11% | +2,582 | New |
| SMART Wealth LLC | 2,587 | $202.5K | 0.07% | +2,587 | New |
| Financial Advisory Service, Inc. | 2,598 | $203.3K | 0.02% | +2,598 | New |
| Goepper Burkhardt LLC | 2,600 | $203.5K | 0.08% | +2,600 | New |
| First Financial Bankshares Inc | 2,606 | $204.0K | 0.00% | +2,606 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,630 | $204.3K | 0.02% | −127−4.6% | Reduced |
| D'Orazio & Associates, Inc. | 2,628 | $205.7K | 0.03% | +2,628 | New |
| Brio Consultants, LLC | 2,637 | $206.4K | 0.03% | −89−3.3% | Reduced |
| Broadleaf Partners, LLC | 2,640 | $206.7K | 0.05% | +2,640 | New |
| Beach Investment Counsel Inc | 2,656 | $208.0K | 0.03% | +2,656 | New |
| Onyx Bridge Wealth Group LLC | 2,657 | $208.0K | 0.03% | +2,657 | New |
| Farmers Trust Co | 2,662 | $208.4K | 0.04% | +2,662 | New |
| First Affirmative Financial Network | 2,664 | $208.5K | 0.13% | −447−14.4% | Reduced |
| Gries Financial LLC | 2,664 | $208.5K | 0.04% | +2,664 | New |
| ARS Wealth Advisors Group, LLC | 2,665 | $208.6K | 0.03% | −74−2.7% | Reduced |
| LVW Advisors, LLC | 2,670 | $209.0K | 0.03% | +2,670 | New |
| Five Oceans Advisors | 2,680 | $209.8K | 0.10% | +2,680 | New |
| MJP Associates Inc | 2,688 | $210.4K | 0.04% | +2,688 | New |
| Cornerstone Wealth Group, LLC | 2,693 | $210.8K | 0.02% | +2,693 | New |
| O'Keefe Stevens Advisory, Inc. | 2,695 | $211.0K | 0.07% | +2,695 | New |
| Magnus Financial Group LLC | 2,697 | $211.1K | 0.02% | +2,697 | New |
| AA Financial Advisors, LLC | 2,697 | $211.1K | 0.05% | −220−7.5% | Reduced |
| Sunflower Bank, N.A. | 2,701 | $211.4K | 0.06% | +2,701 | New |
| Waypoint Wealth Partners Inc. | 2,705 | $211.8K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,716 | $212.6K | 0.03% | +80+3.0% | Added |
| Three Bridge Wealth Advisors, LLC | 2,718 | $212.7K | 0.07% | −201−6.9% | Reduced |
| Auxano Advisors, LLC | 2,719 | $212.9K | 0.06% | +4+0.1% | Added |
| Traveka Wealth, LLC | 2,724 | $213.2K | 0.12% | +2,724 | New |
| Straight Path Wealth Management | 2,732 | $213.9K | 0.09% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,719 | $214.0K | 0.01% | −944−25.8% | Reduced |
| Portfolio Design Labs, LLC | 2,749 | $215.2K | 0.04% | +2,749 | New |
| Beaumont Financial Advisors, LLC | 2,750 | $215.2K | 0.02% | +40+1.5% | Added |
| TRUE Private Wealth Advisors | 2,753 | $215.5K | 0.03% | −260−8.6% | Reduced |
| Holderness Investments Co | 2,760 | $216.1K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Group | 2,763 | $216.3K | 0.02% | −41−1.5% | Reduced |
| Bernardo Wealth Planning LLC | 2,768 | $217.0K | 0.05% | +16+0.6% | Added |
| Camden National Bank | 2,792 | $218.6K | 0.03% | +2,792 | New |
| LJI Wealth Management, LLC | 2,802 | $219.3K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,805 | $219.5K | 0.02% | +2,805 | New |
| Longview Financial Advisors LLC | 2,816 | $220.5K | 0.15% | +52+1.9% | Added |
| Marion Wealth Management | 2,826 | $221.2K | 0.06% | +49+1.8% | Added |
| Thrive Wealth Management, LLC | 2,839 | $222.2K | 0.04% | −948−25.0% | Reduced |
| Caliber Wealth Management, LLC | 2,846 | $222.8K | 0.03% | +2,846 | New |
| Petrus Trust Company, LTA | 2,850 | $223.1K | 0.02% | −3,256−53.3% | Reduced |
| Confluence Wealth Services, Inc. | 2,871 | $223.5K | 0.01% | +10.0% | Added |
| Deseret Mutual Benefit Administrators | 2,875 | $225.1K | 0.11% | +467+19.4% | Added |
| Sym Financial Corp | 2,886 | $225.9K | 0.03% | +2,886 | New |
| Stonegate Investment Group, LLC | 2,909 | $227.7K | 0.01% | −116−3.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,913 | $228.0K | 0.03% | +2,913 | New |
| Acas, LLC | 2,801 | $228.3K | 0.17% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,924 | $228.9K | 0.03% | +2,924 | New |
| Chilton Capital Management LLC | 2,926 | $229.0K | 0.01% | −50−1.7% | Reduced |
| Carolinas Wealth Consulting LLC | 2,935 | $229.7K | 0.05% | +6+0.2% | Added |
| Stockman Wealth Management, Inc. | 2,935 | $229.8K | 0.03% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,950 | $231.0K | 0.08% | +2,950 | New |
| Forte Capital LLC | 2,966 | $232.2K | 0.03% | +261+9.6% | Added |
| Silver Coast Investments LLC | 2,973 | $232.7K | 0.09% | −323−9.8% | Reduced |
| Verdence Capital Advisors LLC | 2,979 | $233.2K | 0.02% | −73−2.4% | Reduced |
| Austin Private Wealth, LLC | 2,982 | $233.4K | 0.02% | +2,982 | New |
| Kitching Partners, LLC | 2,987 | $233.8K | 0.27% | +2,987 | New |
| Brave Asset Management Inc | 2,988 | $233.9K | 0.07% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 3,000 | $234.8K | 0.05% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $234.8K | 0.05% | 00.0% | Unchanged |
| Manuka Financial, LLC | 3,000 | $234.8K | 0.15% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,005 | $235.2K | 0.02% | +3,005 | New |
| Tradition Wealth Management, LLC | 3,014 | $235.9K | 0.02% | +3,014 | New |
| Kathleen S. Wright Associates Inc. | 3,000 | $235.9K | 0.10% | +100+3.4% | Added |
| Everpar Advisors LLC | 3,017 | $236.2K | 0.13% | +3,017 | New |
| Lantz Financial LLC | 3,021 | $236.5K | 0.06% | +100+3.4% | Added |
| Williams Jones Wealth Management, LLC. | 3,024 | $236.7K | 0.00% | −429−12.4% | Reduced |
| Manchester Capital Management LLC | 3,029 | $237.1K | 0.03% | +276+10.0% | Added |
| CRA Financial Services, LLC | 3,030 | $237.2K | 0.04% | −400−11.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,810 | $237.4K | 0.16% | −1,098−28.1% | Reduced |
| Quantbot Technologies LP | 3,036 | $237.7K | 0.01% | −172,128−98.3% | Reduced |
| PFG Advisors | 3,041 | $238.0K | 0.01% | +70+2.4% | Added |
| Flagship Harbor Advisors, LLC | 3,057 | $239.3K | 0.01% | +70+2.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,061 | $239.6K | 0.07% | +3,061 | New |
| Morling Financial Advisors, LLC | 3,070 | $240.3K | 0.08% | +3,070 | New |
| Pinnacle Bancorp, Inc. | 3,075 | $240.7K | 0.08% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 3,075 | $240.7K | 0.08% | +3,075 | New |
| Highline Wealth Partners LLC | 3,078 | $241.0K | 0.08% | +54+1.8% | Added |
| Trust Co of Virginia | 3,082 | $241.3K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,098 | $242.5K | 0.02% | +57+1.9% | Added |
| Red Door Wealth Management, LLC | 3,104 | $243.0K | 0.04% | +30+1.0% | Added |
| Bond & Devick Financial Network, Inc. | 3,108 | $243.3K | 0.09% | +3,108 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,113 | $243.7K | 0.01% | −1,998−39.1% | Reduced |
| Green Square Capital Advisors LLC | 3,120 | $244.2K | 0.04% | −3,730−54.5% | Reduced |
| First Interstate Bank | 3,131 | $245.1K | 0.01% | −1,841−37.0% | Reduced |
| Azimuth Capital Investment Management LLC | 3,149 | $246.5K | 0.01% | −470−13.0% | Reduced |
| West Coast Financial LLC | 3,149 | $246.5K | 0.03% | +100+3.3% | Added |
| Plancorp, LLC | 3,150 | $246.6K | 0.01% | +257+8.9% | Added |
| Redhawk Wealth Advisors, Inc. | 3,157 | $247.1K | 0.03% | +5+0.2% | Added |