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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 5,185 | $405.9K | 0.06% | −1,216−19.0% | Reduced |
| Trace Wealth Advisors, LLC | 5,200 | $407.1K | 0.36% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 5,207 | $407.6K | 0.07% | +286+5.8% | Added |
| Opinicus Capital, Inc. | 5,210 | $407.9K | 0.36% | −4,682−47.3% | Reduced |
| HHM Wealth Advisors, LLC | 5,216 | $408.3K | 0.05% | +336+6.9% | Added |
| CNB Bank | 5,218 | $408.5K | 0.21% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 5,222 | $408.7K | 0.10% | −374−6.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,236 | $409.9K | 0.22% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,257 | $411.5K | 0.08% | +5,257 | New |
| Angeles Wealth Management, LLC | 5,268 | $412.4K | 0.03% | +74+1.4% | Added |
| Lountzis Asset Management, LLC | 5,166 | $414.2K | 0.16% | −3,950−43.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,300 | $414.9K | 0.10% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,311 | $415.8K | 0.11% | +5,311 | New |
| Optas, LLC | 5,338 | $417.9K | 0.07% | +630+13.4% | Added |
| Trustmark National Bank Trust Department | 5,345 | $418.4K | 0.03% | −124−2.3% | Reduced |
| Operose Advisors LLC | 5,345 | $418.4K | 0.14% | +432+8.8% | Added |
| Financial Advisory Corp | 5,358 | $419.0K | 0.13% | +68+1.3% | Added |
| DAGCO, Inc. | 5,375 | $420.8K | 0.14% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 5,380 | $421.2K | 0.26% | +10.0% | Added |
| WSFS Capital Management, LLC | 5,382 | $421.3K | 0.03% | +576+12.0% | Added |
| Kingswood Wealth Advisors, LLC | 5,385 | $421.5K | 0.04% | −183−3.3% | Reduced |
| PFG Investments, LLC | 5,401 | $422.8K | 0.03% | −22−0.4% | Reduced |
| Apexium Financial, LP | 5,401 | $422.8K | 0.03% | +1,123+26.3% | Added |
| Rosenberg Matthew Hamilton | 5,403 | $422.9K | 0.11% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 5,406 | $423.2K | 0.04% | +2,550+89.3% | Added |
| WBI Investments | 5,412 | $423.7K | 0.11% | +868+19.1% | Added |
| Western Pacific Wealth Management, LP | 5,415 | $423.9K | 0.38% | 00.0% | Unchanged |
| James Investment Research Inc | 5,433 | $425.3K | 0.05% | +279+5.4% | Added |
| Avidian Wealth Solutions, LLC | 5,439 | $425.7K | 0.02% | +154+2.9% | Added |
| Yarbrough Capital, LLC | 5,454 | $426.9K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5,463 | $427.6K | 0.05% | −10,883−66.6% | Reduced |
| Aviso Financial Inc. | 5,465 | $427.8K | 0.02% | +1,258+29.9% | Added |
| Addison Advisors LLC | 5,475 | $428.6K | 0.12% | +15+0.3% | Added |
| KRS Capital Management, LLC | 5,475 | $428.6K | 0.34% | +3+0.1% | Added |
| Credit Industriel Et Commercial | 5,478 | $428.8K | 0.08% | +5,478 | New |
| Capital A Wealth Management, LLC | 5,486 | $429.4K | 0.45% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 5,491 | $429.8K | 0.50% | −10,734−66.2% | Reduced |
| LGT Fund Management Co Ltd. | 5,504 | $430.9K | 0.04% | 00.0% | Unchanged |
| ASB Consultores, LLC | 5,524 | $432.4K | 0.28% | −1,155−17.3% | Reduced |
| Private Trust Co NA | 5,536 | $433.4K | 0.04% | +168+3.1% | Added |
| Parcion Private Wealth LLC | 5,548 | $434.3K | 0.04% | +5,548 | New |
| First National Bank of Omaha | 5,550 | $434.5K | 0.03% | −3,440−38.3% | Reduced |
| Ameritas Advisory Services, LLC | 5,725 | $436.4K | 0.02% | +23+0.4% | Added |
| Haverford Trust Co | 5,598 | $438.2K | 0.00% | −10.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,635 | $441.1K | 0.06% | +222+4.1% | Added |
| Wesbanco Bank Inc | 5,639 | $441.4K | 0.02% | −733−11.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $444.0K | 0.04% | +3,320+141.3% | Added |
| Journey Advisory Group, LLC | 5,694 | $445.7K | 0.04% | −450−7.3% | Reduced |
| Moser Wealth Advisors, LLC | 5,710 | $447.0K | 0.23% | −250−4.2% | Reduced |
| Belpointe Asset Management LLC | 5,721 | $447.8K | 0.02% | −5,633−49.6% | Reduced |
| Diligent Investors, LLC | 5,735 | $448.9K | 0.11% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5,745 | $449.7K | 0.13% | +4+0.1% | Added |
| Sand Hill Global Advisors, LLC | 5,748 | $450.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,748 | $450.0K | 0.01% | +266+4.9% | Added |
| Tempus Wealth Planning, LLC | 5,768 | $451.5K | 0.13% | −92−1.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,768 | $451.5K | 0.24% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,777 | $452.3K | 0.03% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 5,787 | $453.0K | 0.03% | +1,704+41.7% | Added |
| Sweeney & Michel, LLC | 6,496 | $454.3K | 0.20% | +6,496 | New |
| WESPAC Advisors SoCal, LLC | 5,805 | $454.4K | 0.12% | 00.0% | Unchanged |
| Trust Point Inc. | 5,813 | $455.0K | 0.04% | −1,706−22.7% | Reduced |
| Monograph Wealth Advisors, LLC | 5,818 | $455.4K | 0.06% | −251−4.1% | Reduced |
| David R. Rahn & Associates Inc. | 5,871 | $459.6K | 0.13% | −175−2.9% | Reduced |
| KMG Fiduciary Partners, LLC | 5,899 | $461.8K | 0.04% | −299−4.8% | Reduced |
| SS&H Financial Advisors, Inc. | 5,899 | $462.0K | 0.17% | 00.0% | Unchanged |
| Whelan Financial | 5,906 | $462.3K | 0.18% | +5,906 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,981 | $468.2K | 0.07% | +187+3.2% | Added |
| Michael S. Ryan, Inc. | 5,998 | $469.5K | 0.33% | 00.0% | Unchanged |
| Michael B. Yongue | 6,036 | $472.5K | 0.60% | +438+7.8% | Added |
| Heartland Bank & Trust Co | 6,038 | $472.7K | 0.24% | −2,060−25.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,049 | $473.5K | 0.00% | −7,372−54.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,059 | $474.3K | 0.01% | +3,143+107.8% | Added |
| Alpha Family Trust | 6,070 | $475.2K | 0.28% | 00.0% | Unchanged |
| South State Corp. | 6,071 | $475.2K | 0.02% | +5,880+3,078.5% | Added |
| Massmutual Trust Co FSB | 6,076 | $475.6K | 0.01% | +652+12.0% | Added |
| Wealth Quarterback LLC | 6,109 | $478.2K | 0.27% | +35+0.6% | Added |
| Milestone Asset Management, LLC | 6,157 | $482.0K | 0.10% | +59+1.0% | Added |
| Telos Capital Management, Inc. | 6,166 | $482.7K | 0.05% | −1,598−20.6% | Reduced |
| Strategic Financial Services, Inc, | 6,184 | $484.1K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,185 | $484.1K | 0.01% | +266+4.5% | Added |
| Meridian Wealth Management, LLC | 6,192 | $484.7K | 0.02% | +136+2.2% | Added |
| Virtue Capital Management, LLC | 6,199 | $485.1K | 0.06% | +1,100+21.6% | Added |
| Mason & Associates Inc | 6,232 | $487.8K | 0.12% | −10.0% | Reduced |
| Change Path, LLC | 6,232 | $487.9K | 0.01% | +673+12.1% | Added |
| Octavia Wealth Advisors, LLC | 6,274 | $491.1K | 0.06% | −389−5.8% | Reduced |
| New Hampshire Trust | 6,277 | $491.4K | 0.11% | −162−2.5% | Reduced |
| SFMG, LLC | 6,295 | $492.8K | 0.04% | −684−9.8% | Reduced |
| Centurion Wealth Management LLC | 6,659 | $492.9K | 0.15% | 00.0% | Unchanged |
| Family Legacy, Inc. | 6,300 | $493.2K | 0.17% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 6,300 | $493.2K | 0.01% | +1,800+40.0% | Added |
| Intrepid Financial Planning Group LLC | 6,302 | $493.3K | 0.23% | −270−4.1% | Reduced |
| Proficio Capital Partners LLC | 6,385 | $499.9K | 0.04% | +426+7.1% | Added |
| Benjamin Edwards Inc | 6,427 | $503.1K | 0.01% | +557+9.5% | Added |
| WNY Asset Management, LLC | 6,432 | $503.5K | 0.06% | −386−5.7% | Reduced |
| Larson Financial Group LLC | 6,433 | $503.6K | 0.02% | −1,330−17.1% | Reduced |
| Leonteq Securities AG | 6,447 | $504.0K | 0.04% | +1,286+24.9% | Added |
| Evoke Wealth, LLC | 6,467 | $506.2K | 0.01% | +216+3.5% | Added |
| Main Street Financial Solutions, LLC | 6,523 | $510.6K | 0.04% | −196−2.9% | Reduced |
| Rehmann Capital Advisory Group | 6,541 | $512.0K | 0.03% | −57−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 6,551 | $512.8K | 0.03% | +132+2.1% | Added |