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 |
|---|---|---|---|---|---|
| Bremer Bank National Association | 3,157 | $247.1K | 0.04% | +239+8.2% | Added |
| Whalerock Point Partners, LLC | 3,166 | $247.8K | 0.06% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,167 | $247.9K | 0.21% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,993 | $247.9K | 0.03% | +10.0% | Added |
| First Financial Corp | 3,174 | $248.5K | 0.12% | −10,259−76.4% | Reduced |
| Exencial Wealth Advisors, LLC | 3,182 | $249.1K | 0.01% | −416−11.6% | Reduced |
| Bruce G. Allen Investments, LLC | 3,184 | $249.2K | 0.20% | +277+9.5% | Added |
| AlphaCore Capital LLC | 3,192 | $249.8K | 0.02% | +3,192 | New |
| Calton & Associates, Inc. | 3,197 | $250.3K | 0.06% | +3,197 | New |
| Sigma Investment Counselors Inc | 3,199 | $250.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,199 | $250.4K | 0.03% | +337+11.8% | Added |
| Wimmer Associates 1, LLC | 2,924 | $252.1K | 0.13% | −60−2.0% | Reduced |
| Little House Capital LLC | 3,229 | $252.8K | 0.07% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 3,248 | $254.3K | 0.02% | +3,248 | New |
| BOS Asset Management, LLC | 3,257 | $255.0K | 0.09% | −100−3.0% | Reduced |
| Abacus Planning Group, Inc. | 3,258 | $255.0K | 0.04% | +283+9.5% | Added |
| Linden Thomas Advisory Services, LLC | 3,260 | $255.2K | 0.03% | +63+2.0% | Added |
| Legacy Private Trust Co. | 3,265 | $255.6K | 0.02% | −90−2.7% | Reduced |
| Perennial Investment Advisors, LLC | 3,273 | $256.2K | 0.03% | +219+7.2% | Added |
| Wedge Capital Management L L P | 3,273 | $256.2K | 0.00% | +3,273 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,302 | $256.9K | 0.04% | +175+5.6% | Added |
| TrueWealth Advisors, LLC | 3,291 | $257.6K | 0.08% | −59−1.8% | Reduced |
| First Horizon Advisors, Inc. | 3,298 | $258.2K | 0.01% | +237+7.7% | Added |
| LongView Wealth Management | 3,299 | $258.3K | 0.08% | +11+0.3% | Added |
| Shum Financial Group, Inc. | 3,316 | $259.6K | 0.22% | +588+21.6% | Added |
| Guardian Wealth Advisors, LLC | 3,321 | $259.9K | 0.02% | +188+6.0% | Added |
| Fox Run Management, L.L.C. | 3,325 | $260.3K | 0.04% | −13,337−80.0% | Reduced |
| St. Nicholas Private Asset Management, Inc | 3,330 | $260.7K | 0.25% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,347 | $262.0K | 0.25% | +281+9.2% | Added |
| CWS Financial Advisors, LLC | 3,352 | $262.4K | 0.08% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,357 | $262.8K | 0.21% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 3,358 | $262.9K | 0.09% | −716−17.6% | Reduced |
| Wayfinding Financial, LLC | 3,369 | $263.0K | 0.12% | −70−2.0% | Reduced |
| RAM Investment Partners, LLC | 3,361 | $263.1K | 0.06% | +68+2.1% | Added |
| WorthPointe, LLC | 3,373 | $264.0K | 0.12% | +10+0.3% | Added |
| WealthPlan Investment Management, LLC | 3,389 | $265.3K | 0.03% | −99−2.8% | Reduced |
| Alpha DNA Investment Management LLC | 3,397 | $265.9K | 5.74% | −36,877−91.6% | Reduced |
| Marshall Financial Group LLC | 3,401 | $266.2K | 0.06% | −298−8.1% | Reduced |
| MONECO Advisors, LLC | 3,401 | $266.2K | 0.03% | +29+0.9% | Added |
| Accurate Wealth Management, LLC | 3,463 | $266.5K | 0.05% | +24+0.7% | Added |
| New Wave Wealth Advisors LLC | 3,424 | $268.0K | 0.12% | −630−15.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,428 | $268.6K | 0.18% | +1,942+130.7% | Added |
| Keystone Wealth Services, LLC | 3,470 | $271.6K | 0.07% | +8+0.2% | Added |
| Opal Wealth Advisors, LLC | 3,471 | $271.7K | 0.08% | +245+7.6% | Added |
| Sentinus, LLC | 3,489 | $273.1K | 0.08% | +144+4.3% | Added |
| LCM Capital Management Inc | 3,490 | $273.2K | 0.16% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 3,497 | $273.8K | 0.21% | +3,497 | New |
| Edgewood Management LLC | 3,500 | $274.0K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $274.0K | 0.17% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 3,501 | $274.1K | 0.04% | +3,501 | New |
| Prosperitas Financial LLC | 3,525 | $275.9K | 0.14% | −98−2.7% | Reduced |
| Brown Capital Management LLC | 3,527 | $276.1K | 0.01% | −352−9.1% | Reduced |
| BIT Capital GmbH | 3,545 | $277.5K | 0.03% | −7,751−68.6% | Reduced |
| Harbour Trust & Investment Management Co | 3,564 | $279.0K | 0.03% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 3,575 | $280.0K | 0.18% | +3,575 | New |
| Childress Capital Advisors, LLC | 3,577 | $280.0K | 0.08% | +96+2.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,578 | $280.1K | 0.01% | −1,083−23.2% | Reduced |
| Tompkins Financial Corp | 3,588 | $280.9K | 0.03% | −165−4.4% | Reduced |
| Front Row Advisors LLC | 3,589 | $280.9K | 0.11% | −15−0.4% | Reduced |
| Wellington Shields Capital Management, LLC | 3,592 | $281.2K | 0.05% | +3,592 | New |
| Kathmere Capital Management, LLC | 3,595 | $281.4K | 0.02% | +116+3.3% | Added |
| Private Client Services, LLC | 3,597 | $281.6K | 0.14% | +2+0.1% | Added |
| Marathon Trading Investment Management LLC | 3,600 | $281.8K | 0.15% | −459−11.3% | Reduced |
| Lodestar Private Asset Management LLC | 3,604 | $282.1K | 0.04% | −207−5.4% | Reduced |
| SeaBridge Investment Advisors LLC | 3,635 | $284.5K | 0.06% | −800−18.0% | Reduced |
| Baron Wealth Management LLC | 3,641 | $285.0K | 0.13% | +3,641 | New |
| Triumph Capital Management | 3,647 | $285.5K | 0.10% | −350−8.8% | Reduced |
| Peterson Wealth Services | 3,656 | $286.2K | 0.09% | −134−3.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,658 | $286.3K | 0.17% | +502+15.9% | Added |
| Cohen Klingenstein LLC | 3,660 | $286.5K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,672 | $287.4K | 0.19% | +241+7.0% | Added |
| Founders Capital Management | 3,680 | $288.1K | 0.19% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,681 | $288.2K | 0.10% | +3,681 | New |
| Quantum Financial Advisors, LLC | 3,687 | $288.6K | 0.04% | 00.0% | Unchanged |
| Norway Savings Bank | 3,710 | $290.4K | 0.17% | −75−2.0% | Reduced |
| Morton Community Bank | 3,733 | $292.2K | 0.08% | −2,690−41.9% | Reduced |
| Signature Wealth Management Group | 3,737 | $292.5K | 0.11% | −21,237−85.0% | Reduced |
| Sivia Capital Partners, LLC | 3,744 | $293.1K | 0.14% | +154+4.3% | Added |
| Westshore Wealth, LLC | 3,752 | $293.7K | 0.12% | −30−0.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,758 | $294.2K | 0.02% | −29−0.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,763 | $294.6K | 0.02% | +166+4.6% | Added |
| Paradigm Capital Management, LLC | 3,775 | $296.0K | 0.30% | −4,100−52.1% | Reduced |
| Berger Financial Group, Inc | 3,783 | $296.2K | 0.02% | −62−1.6% | Reduced |
| Silver Oak Securities, Inc | 3,817 | $297.0K | 0.03% | +3,817 | New |
| Court Place Advisors, LLC | 3,800 | $297.5K | 0.10% | −200−5.0% | Reduced |
| Cable Hill Partners, LLC | 3,671 | $298.8K | 0.03% | +2+0.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 3,819 | $299.0K | 0.09% | −984−20.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,825 | $299.4K | 0.23% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 3,838 | $300.4K | 0.27% | +78+2.1% | Added |
| Principia Wealth Advisory, LLC | 4,003 | $301.3K | 0.29% | +13+0.3% | Added |
| Noesis Capital Mangement Corp | 3,848 | $301.3K | 0.06% | −50−1.3% | Reduced |
| Opus Capital Group, LLC | 3,864 | $302.0K | 0.04% | +12+0.3% | Added |
| Biltmore Family Office, LLC | 3,858 | $302.0K | 0.05% | +14+0.4% | Added |
| Broadway Wealth Solutions, Inc. | 3,859 | $302.1K | 0.22% | −218−5.3% | Reduced |
| Rothschild Capital Partners, LLC | 3,860 | $302.2K | 0.08% | −92−2.3% | Reduced |
| Eqis Capital Management, Inc. | 3,869 | $302.9K | 0.03% | +359+10.2% | Added |
| BCJ Capital Management, LLC | 3,889 | $304.4K | 0.02% | +8+0.2% | Added |
| Klingenstein Fields & Co LP | 3,895 | $304.9K | 0.01% | +5+0.1% | Added |
| Purus Wealth Management, LLC | 3,905 | $305.7K | 0.13% | +7+0.2% | Added |
| Vista Private Wealth Partners. LLC | 3,913 | $306.3K | 0.11% | −232−5.6% | Reduced |