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 |
|---|---|---|---|---|---|
| Colonial River Wealth Management, LLC | 3,921 | $306.9K | 0.17% | +3,921 | New |
| Delta Financial Advisors LLC | 3,923 | $307.1K | 0.12% | −500−11.3% | Reduced |
| Kovack Advisors, Inc. | 3,930 | $307.6K | 0.03% | −226−5.4% | Reduced |
| First Business Financial Services, Inc. | 3,931 | $307.7K | 0.03% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 3,936 | $308.1K | 0.15% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,950 | $309.2K | 0.10% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 3,950 | $309.2K | 0.22% | 00.0% | Unchanged |
| Onefund, LLC | 3,951 | $309.3K | 0.32% | −5−0.1% | Reduced |
| Edgestream Partners, L.P. | 3,953 | $309.4K | 0.01% | −16,272−80.5% | Reduced |
| Ariston Services Group | 3,958 | $309.8K | 0.26% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3,962 | $310.1K | 0.06% | −109−2.7% | Reduced |
| Sanders Morris Harris LLC | 4,000 | $310.7K | 0.05% | 00.0% | Unchanged |
| Romano Brothers and Company | 3,974 | $311.1K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 3,982 | $311.7K | 0.06% | −601−13.1% | Reduced |
| Laffer Tengler Investments | 4,025 | $315.1K | 0.07% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,027 | $315.3K | 0.02% | −4,038−50.1% | Reduced |
| Fiduciary Alliance LLC | 4,041 | $316.3K | 0.03% | −127−3.0% | Reduced |
| Essex LLC | 4,050 | $317.0K | 0.07% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 4,074 | $318.9K | 0.04% | −54−1.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,076 | $319.1K | 0.16% | +214+5.5% | Added |
| Oxinas Partners Wealth Management LLC | 4,084 | $319.7K | 0.19% | +20.0% | Added |
| Hemenway Trust Co LLC | 4,085 | $319.8K | 0.03% | +4,085 | New |
| Trust Co of the South | 4,088 | $320.0K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,101 | $321.0K | 0.01% | −1,372−25.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,106 | $321.4K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,107 | $321.5K | 0.00% | −450−9.9% | Reduced |
| Trillium Asset Management, LLC | 4,156 | $325.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,154 | $325.2K | 0.05% | +2,622+171.1% | Added |
| Investors Asset Management of Georgia Inc | 4,166 | $326.1K | 0.16% | −597−12.5% | Reduced |
| Level Four Advisory Services, LLC | 4,170 | $326.5K | 0.01% | +144+3.6% | Added |
| J. Safra Sarasin Holding AG | 4,190 | $328.0K | 0.01% | +1,215+40.8% | Added |
| Catalyst Private Wealth, LLC | 4,192 | $328.1K | 0.16% | +8+0.2% | Added |
| Aberdeen Wealth Management LLC | 4,197 | $328.5K | 0.23% | +20.0% | Added |
| MBB Public Markets I LLC | 4,209 | $329.5K | 0.04% | +4,209 | New |
| Oversea-Chinese Banking CORP Ltd | 4,228 | $331.0K | 0.01% | +4,228 | New |
| Gryphon Financial Partners LLC | 4,245 | $332.3K | 0.05% | +940+28.4% | Added |
| TFG Advisers LLC | 4,245 | $332.3K | 0.12% | +7+0.2% | Added |
| KLCM Advisors, Inc. | 4,246 | $332.4K | 0.04% | −12−0.3% | Reduced |
| Clearview Wealth Advisors LLC | 4,276 | $334.7K | 0.25% | −137−3.1% | Reduced |
| WealthPLAN Partners, LLC | 4,314 | $337.7K | 0.05% | +257+6.3% | Added |
| Client 1st Advisory Group, LLC | 4,322 | $338.3K | 0.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,336 | $339.4K | 0.05% | −1,159−21.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,380 | $341.0K | 0.12% | 00.0% | Unchanged |
| Gibbs Wealth Management | 4,369 | $342.0K | 0.08% | +4,369 | New |
| Ledyard National Bank | 4,378 | $342.7K | 0.03% | +26+0.6% | Added |
| Caas Capital Management LP | 4,384 | $343.2K | 0.16% | −2,556−36.8% | Reduced |
| LBMC Investment Advisors, LLC | 4,388 | $343.5K | 0.03% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 4,396 | $344.1K | 0.06% | −909−17.1% | Reduced |
| Benin Management CORP | 4,403 | $344.7K | 0.10% | +403+10.1% | Added |
| Souders Financial Advisors | 4,409 | $345.2K | 0.05% | +415+10.4% | Added |
| West Family Investments, Inc. | 4,421 | $346.1K | 0.13% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 4,440 | $347.5K | 0.10% | +1,063+31.5% | Added |
| E Fund Management Co., Ltd. | 4,449 | $348.3K | 0.02% | +749+20.2% | Added |
| Semus Wealth Partners LLC | 4,455 | $348.8K | 0.24% | +34+0.8% | Added |
| Journey Strategic Wealth LLC | 4,486 | $351.1K | 0.01% | +135+3.1% | Added |
| Marks Group Wealth Management, Inc | 4,500 | $352.3K | 0.03% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,510 | $353.0K | 0.10% | 00.0% | Unchanged |
| RVW Wealth, LLC | 4,529 | $354.5K | 0.03% | +4,529 | New |
| Bernard Wealth Management Corp. | 4,544 | $355.7K | 0.17% | +825+22.2% | Added |
| Smith Thornton Advisors LLC | 4,545 | $355.8K | 0.22% | +189+4.3% | Added |
| Moss Adams Wealth Advisors LLC | 4,557 | $356.7K | 0.04% | +1,145+33.6% | Added |
| Quotient Wealth Partners, LLC | 4,593 | $359.5K | 0.01% | +479+11.6% | Added |
| Advisor OS, LLC | 4,595 | $359.7K | 0.04% | +4,595 | New |
| Rockland Trust Co | 4,610 | $360.9K | 0.02% | +4,610 | New |
| Avantax Planning Partners, Inc. | 4,615 | $361.3K | 0.01% | −678−12.8% | Reduced |
| PharVision Advisers, LLC | 4,621 | $361.7K | 0.50% | −329−6.6% | Reduced |
| Sonora Investment Management Group, LLC | 4,622 | $361.8K | 0.03% | −187−3.9% | Reduced |
| Eagle Wealth Strategies LLC | 4,623 | $361.9K | 0.22% | +31+0.7% | Added |
| Old Mission Investment Co LLC | 4,643 | $363.5K | 0.11% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,646 | $363.7K | 0.36% | 00.0% | Unchanged |
| Westmount Partners, LLC | 4,651 | $364.1K | 0.11% | −5,036−52.0% | Reduced |
| Icon Wealth Advisors, LLC | 4,688 | $367.0K | 0.03% | +331+7.6% | Added |
| Simplicity Wealth,LLC | 4,696 | $367.6K | 0.03% | −376−7.4% | Reduced |
| Keyvantage Wealth, LLC | 4,708 | $368.6K | 0.18% | −748−13.7% | Reduced |
| Peoples Bank | 4,820 | $377.3K | 0.26% | −10−0.2% | Reduced |
| Phoenix Holdings Ltd. | 4,800 | $377.6K | 0.01% | −488−9.2% | Reduced |
| Spears Abacus Advisors LLC | 4,825 | $377.7K | 0.01% | −448−8.5% | Reduced |
| Puzo Michael J | 4,828 | $377.9K | 0.11% | +4,828 | New |
| Alliance Wealth Advisors, LLC | 4,844 | $379.2K | 0.22% | −521−9.7% | Reduced |
| Claro Advisors LLC | 4,868 | $381.1K | 0.05% | +461+10.5% | Added |
| Ocean Capital Management, LLC | 4,878 | $381.8K | 0.09% | +7+0.1% | Added |
| GW&K Investment Management, LLC | 4,887 | $383.0K | 0.00% | +108+2.3% | Added |
| Diversify Wealth Management, LLC | 4,714 | $383.1K | 0.03% | +4,714 | New |
| Hopwood Financial Services, Inc. | 4,906 | $384.0K | 0.30% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,917 | $384.9K | 0.05% | +301+6.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,930 | $385.9K | 0.16% | +450+10.0% | Added |
| Vanguard Capital Wealth Advisors | 4,950 | $387.5K | 0.47% | −2,850−36.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,971 | $389.1K | 0.01% | −22,645−82.0% | Reduced |
| Advisory Alpha, LLC | 5,000 | $391.4K | 0.01% | −103−2.0% | Reduced |
| Viewpoint Capital Management LLC | 5,000 | $391.4K | 0.21% | 00.0% | Unchanged |
| BBR Partners, LLC | 5,019 | $392.9K | 0.03% | −62−1.2% | Reduced |
| Paragon Private Wealth Management, LLC | 5,029 | $393.7K | 0.18% | +1,647+48.7% | Added |
| River Wealth Advisors LLC | 5,029 | $393.7K | 0.05% | −90−1.8% | Reduced |
| Kingsview Wealth Management, LLC | 5,035 | $394.1K | 0.01% | −7,751−60.6% | Reduced |
| Coastwise Capital Group, LLC | 5,043 | $394.7K | 0.33% | −1,215−19.4% | Reduced |
| Freestone Capital Holdings, LLC | 5,044 | $394.8K | 0.01% | −1,726−25.5% | Reduced |
| Enzi Wealth | 5,000 | $396.9K | 0.16% | −39−0.8% | Reduced |
| Affinity Capital Advisors, LLC | 5,210 | $401.0K | 0.08% | +1,689+48.0% | Added |
| Gladstone Institutional Advisory LLC | 5,137 | $402.1K | 0.02% | −1,110−17.8% | Reduced |
| Sky Investment Group LLC | 5,145 | $402.8K | 0.07% | 00.0% | Unchanged |