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 |
|---|---|---|---|---|---|
| Carson Advisory Inc. | 6,557 | $513.3K | 0.35% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,567 | $514.1K | 0.03% | +1,719+35.5% | Added |
| L2 Asset Management, LLC | 6,570 | $514.3K | 0.11% | +627+10.6% | Added |
| NorthRock Partners, LLC | 6,595 | $516.2K | 0.02% | −254−3.7% | Reduced |
| Crescent Grove Advisors, LLC | 6,620 | $518.2K | 0.05% | 00.0% | Unchanged |
| 5T Wealth, LLC | 6,626 | $518.8K | 0.30% | −4−0.1% | Reduced |
| MCF Advisors LLC | 6,635 | $519.4K | 0.04% | +27+0.4% | Added |
| Keel Point, LLC | 6,642 | $520.0K | 0.04% | +1,685+34.0% | Added |
| Defined Wealth Management, LLC | 6,659 | $521.3K | 0.35% | −9−0.1% | Reduced |
| Boston Trust Walden Corp | 6,666 | $521.8K | 0.00% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 6,664 | $522.0K | 0.26% | −137−2.0% | Reduced |
| CMG Global Holdings, LLC | 6,595 | $523.5K | 0.34% | −6,024−47.7% | Reduced |
| Mayflower Financial Advisors, LLC | 6,691 | $523.8K | 0.08% | −519−7.2% | Reduced |
| Csenge Advisory Group | 6,886 | $524.4K | 0.03% | +5+0.1% | Added |
| Harvest Fund Management Co., Ltd | 6,702 | $525.0K | 0.03% | +1,096+19.6% | Added |
| ISAM Funds (UK) Ltd | 6,719 | $526.0K | 0.26% | +2,010+42.7% | Added |
| Fukoku Mutual Life Insurance Co | 6,721 | $526.1K | 0.04% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,740 | $527.6K | 0.09% | +1,717+34.2% | Added |
| Pointe Capital Management LLC | 6,746 | $528.1K | 0.31% | −1,795−21.0% | Reduced |
| Independent Financial Group, LLC | 6,756 | $528.9K | 0.02% | −1,028−13.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,769 | $529.9K | 0.05% | −21−0.3% | Reduced |
| Sowell Financial Services LLC | 6,803 | $532.6K | 0.02% | +6,803 | New |
| LCNB Corp | 6,809 | $533.0K | 0.20% | +100+1.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,833 | $535.1K | 0.09% | +841+14.0% | Added |
| Signature Estate & Investment Advisors LLC | 6,835 | $535.1K | 0.01% | +234+3.5% | Added |
| Lazari Capital Management, Inc. | 6,848 | $536.0K | 0.22% | −1,466−17.6% | Reduced |
| Auxier Asset Management | 6,850 | $536.2K | 0.08% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 6,855 | $536.6K | 0.26% | −200−2.8% | Reduced |
| Mission Wealth Management, LP | 6,862 | $537.2K | 0.01% | +615+9.8% | Added |
| Platform Technology Partners | 6,872 | $537.9K | 0.16% | +45+0.7% | Added |
| Aspetuck Financial Management LLC | 6,877 | $538.3K | 0.46% | −150−2.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 6,897 | $539.9K | 0.03% | +245+3.7% | Added |
| Voleon Capital Management LP | 6,903 | $540.4K | 0.04% | +6,903 | New |
| Beta Wealth Group, Inc. | 6,906 | $540.6K | 0.19% | +10.0% | Added |
| Arete Wealth Advisors, LLC | 6,929 | $542.0K | 0.04% | +1,340+24.0% | Added |
| Bragg Financial Advisors, Inc | 6,924 | $542.0K | 0.02% | +103+1.5% | Added |
| Inscription Capital, LLC | 7,496 | $542.3K | 0.09% | +7,496 | New |
| Arcataur Capital Management LLC | 6,933 | $542.7K | 0.18% | −465−6.3% | Reduced |
| Bridgewater Advisors Inc. | 6,679 | $542.7K | 0.05% | +6,679 | New |
| Bingham Private Wealth, LLC | 6,962 | $545.0K | 0.56% | +694+11.1% | Added |
| Ellevest, Inc. | 6,970 | $545.6K | 0.04% | −36−0.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,980 | $546.4K | 0.35% | +3,840+122.3% | Added |
| Naviter Wealth, LLC | 7,043 | $548.0K | 0.07% | +96+1.4% | Added |
| Traynor Capital Management, Inc. | 7,020 | $549.5K | 0.05% | −283−3.9% | Reduced |
| Neville Rodie & Shaw Inc | 7,050 | $552.0K | 0.04% | +1,650+30.6% | Added |
| Impact Capital Partners LLC | 7,053 | $552.1K | 0.20% | −223−3.1% | Reduced |
| BayBridge Capital Group, LLC | 7,119 | $557.3K | 0.40% | −12,422−63.6% | Reduced |
| RW Investment Management LLC | 7,174 | $561.6K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 7,194 | $563.1K | 0.06% | −240−3.2% | Reduced |
| Michels Family Financial, LLC | 7,205 | $564.0K | 0.51% | +105+1.5% | Added |
| Ausdal Financial Partners, Inc. | 7,213 | $564.6K | 0.04% | +651+9.9% | Added |
| Total Wealth Planning & Management, Inc. | 7,235 | $566.4K | 0.58% | −601−7.7% | Reduced |
| Bahl & Gaynor Inc | 7,242 | $566.9K | 0.00% | +266+3.8% | Added |
| Modern Wealth Management, LLC | 7,258 | $568.2K | 0.02% | −3,654−33.5% | Reduced |
| Cozad Asset Management Inc | 7,274 | $569.4K | 0.06% | +10.0% | Added |
| Howard Bailey Securities, LLC | 7,291 | $570.7K | 0.19% | −1,163−13.8% | Reduced |
| Integral Investment Advisors, Inc. | 7,300 | $571.4K | 0.18% | −3,005−29.2% | Reduced |
| Legacy Financial Advisors, Inc. | 7,311 | $572.3K | 0.10% | +673+10.1% | Added |
| Kirtland Hills Capital Management, LLC | 7,552 | $575.1K | 0.35% | +58+0.8% | Added |
| Delaney Dennis R | 7,355 | $575.7K | 0.31% | +7,355 | New |
| IHT Wealth Management, LLC | 7,356 | $575.8K | 0.02% | −158−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 7,385 | $578.1K | 0.03% | +7+0.1% | Added |
| Circle Wealth Management, LLC | 7,391 | $578.6K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 7,256 | $580.0K | 0.06% | +677+10.3% | Added |
| Heritage Wealth Management, Inc. | 7,414 | $580.4K | 0.20% | +597+8.8% | Added |
| GTS Securities LLC | 7,456 | $583.7K | 0.03% | −4,635−38.3% | Reduced |
| Old Port Advisors | 7,483 | $585.8K | 0.17% | +61+0.8% | Added |
| RMR Wealth Builders | 7,493 | $586.6K | 0.06% | +201+2.8% | Added |
| Versor Investments LP | 7,500 | $587.1K | 0.10% | +7,500 | New |
| Stokes Family Office, LLC | 7,551 | $591.1K | 0.07% | −230−3.0% | Reduced |
| CVA Family Office, LLC | 7,558 | $591.6K | 0.09% | +223+3.0% | Added |
| N.E.W. Advisory Services LLC | 7,584 | $593.7K | 0.05% | +62+0.8% | Added |
| Unified Investment Management | 7,603 | $595.1K | 0.70% | −703−8.5% | Reduced |
| Harbour Investments, Inc. | 7,607 | $595.4K | 0.02% | −211−2.7% | Reduced |
| Parkside Financial Bank & Trust | 7,646 | $598.5K | 0.08% | −441−5.5% | Reduced |
| Noble Wealth Management PBC | 7,650 | $598.8K | 0.41% | −1,075−12.3% | Reduced |
| Capital Advantage, Inc. | 8,109 | $600.1K | 0.11% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,669 | $600.3K | 0.04% | −904−10.5% | Reduced |
| Athena Investment Management | 7,708 | $603.4K | 0.37% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 7,713 | $603.8K | 0.06% | 00.0% | Unchanged |
| Boltwood Capital Management | 7,717 | $604.1K | 0.18% | −95−1.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,720 | $604.3K | 0.11% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 7,773 | $608.5K | 0.09% | +7,773 | New |
| Premier Path Wealth Partners, LLC | 7,817 | $611.9K | 0.10% | +140+1.8% | Added |
| Jackson Creek Investment Advisors LLC | 7,833 | $613.0K | 0.19% | +7,833 | New |
| Western Wealth Management, LLC | 7,839 | $613.6K | 0.04% | −1,154−12.8% | Reduced |
| Veracity Capital LLC | 7,859 | $615.2K | 0.24% | −146−1.8% | Reduced |
| Compass Advisory Group LLC | 7,875 | $616.5K | 0.21% | −500−6.0% | Reduced |
| Bradley Foster & Sargent Inc | 7,942 | $621.7K | 0.01% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,969 | $623.8K | 0.08% | +283+3.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,986 | $625.1K | 0.06% | +129+1.6% | Added |
| ICONIQ Capital, LLC | 7,988 | $625.3K | 0.01% | +1,286+19.2% | Added |
| Capital Investment Advisors, LLC | 7,996 | $625.9K | 0.01% | +969+13.8% | Added |
| Legacy Capital Wealth Partners, LLC | 8,005 | $626.6K | 0.15% | −55−0.7% | Reduced |
| First Western Trust Bank | 8,031 | $628.7K | 0.03% | −1,021−11.3% | Reduced |
| Howard Capital Management Inc. | 8,037 | $629.2K | 0.02% | −1,044−11.5% | Reduced |
| Everhart Financial Group, Inc. | 8,041 | $629.4K | 0.09% | +1,502+23.0% | Added |
| Advisor Resource Council | 12,149 | $633.2K | 0.05% | +12,149 | New |
| Keebeck Wealth Management, LLC | 8,113 | $635.1K | 0.09% | −757−8.5% | Reduced |
| Apriem Advisors | 8,131 | $636.6K | 0.07% | +202+2.5% | Added |