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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 8,142 | $637.4K | 0.18% | +200+2.5% | Added |
| Capital Management Associates, Inc | 8,150 | $638.0K | 0.14% | +4,088+100.6% | Added |
| Navellier & Associates Inc | 7,700 | $641.9K | 0.09% | −3,355−30.3% | Reduced |
| Integrity Alliance, LLC. | 8,212 | $642.8K | 0.03% | +8,212 | New |
| Prosperity Wealth Management, Inc. | 8,215 | $643.1K | 0.30% | +8,215 | New |
| Federated Hermes, Inc. | 8,216 | $643.1K | 0.00% | +519+6.7% | Added |
| Raab & Moskowitz Asset Management LLC | 8,267 | $647.1K | 0.16% | +66+0.8% | Added |
| Cypress Wealth Services, LLC | 8,313 | $650.7K | 0.13% | +20.0% | Added |
| Bordeaux Wealth Advisors LLC | 8,313 | $650.8K | 0.12% | +437+5.5% | Added |
| Avalon Trust Co | 8,320 | $651.3K | 0.05% | −1,800−17.8% | Reduced |
| St Germain D J Co Inc | 8,327 | $651.8K | 0.03% | −1,291−13.4% | Reduced |
| Hara Capital LLC | 8,327 | $651.8K | 0.44% | −715−7.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,333 | $652.3K | 0.02% | +511+6.5% | Added |
| Brown Brothers Harriman & Co | 8,345 | $653.2K | 0.00% | −901−9.7% | Reduced |
| Unique Wealth Strategies, LLC | 8,355 | $654.0K | 0.30% | −519−5.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,567 | $659.0K | 0.14% | −1,626−16.0% | Reduced |
| Sage Mountain Advisors LLC | 8,461 | $662.3K | 0.05% | +1,007+13.5% | Added |
| Mission Creek Capital Partners, Inc. | 8,491 | $664.6K | 0.16% | −2,952−25.8% | Reduced |
| HMV Wealth Advisors, LLC | 8,491 | $664.7K | 0.53% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,516 | $666.7K | 0.02% | −1,074−11.2% | Reduced |
| Quadcap Wealth Management, LLC | 8,528 | $667.6K | 0.10% | +43+0.5% | Added |
| J.W. Cole Advisors, Inc. | 8,548 | $669.2K | 0.02% | +3,473+68.4% | Added |
| Sax Wealth Advisors, LLC | 8,580 | $671.6K | 0.05% | +2,239+35.3% | Added |
| Avondale Wealth Management | 8,600 | $673.2K | 0.42% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 8,620 | $674.8K | 0.09% | +1,613+23.0% | Added |
| Citizens National Bank Trust Department | 8,625 | $675.2K | 0.14% | +100+1.2% | Added |
| Alta Advisers Ltd | 8,670 | $678.7K | 0.29% | +3,700+74.4% | Added |
| Sutton Place Investors LLC | 8,677 | $679.2K | 0.46% | +140+1.6% | Added |
| Future Fund LLC | 8,764 | $686.0K | 0.88% | +8,764 | New |
| Brookwood Investment Group LLC | 8,774 | $686.8K | 0.12% | +8,774 | New |
| SkyView Investment Advisors, LLC | 8,778 | $687.0K | 0.10% | +607+7.4% | Added |
| Allianz SE | 8,781 | $687.4K | 0.02% | +202+2.4% | Added |
| ING Groep NV | 8,807 | $689.4K | 0.00% | +8,807 | New |
| Founders Financial Securities LLC | 8,610 | $690.3K | 0.06% | +135+1.6% | Added |
| Canvas Wealth Advisors, LLC | 9,050 | $693.1K | 0.18% | −1,020−10.1% | Reduced |
| Burling Wealth Partners, LLC | 8,883 | $695.3K | 0.15% | −3,197−26.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,936 | $699.5K | 0.19% | −121−1.3% | Reduced |
| Hennessy Advisors Inc | 9,000 | $704.5K | 0.02% | −5,900−39.6% | Reduced |
| Kearns & Associates LLC | 9,000 | $704.5K | 0.46% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 9,007 | $705.0K | 0.08% | −878−8.9% | Reduced |
| Fulton Bank, N.A. | 9,013 | $705.5K | 0.03% | +4,733+110.6% | Added |
| Osborne Partners Capital Management, LLC | 9,019 | $706.0K | 0.04% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 9,022 | $706.2K | 0.19% | +119+1.3% | Added |
| Sagespring Wealth Partners, LLC | 9,036 | $707.4K | 0.02% | +2,732+43.3% | Added |
| Legacy Advisors, LLC | 9,038 | $707.5K | 0.07% | +531+6.2% | Added |
| Manchester Financial Inc | 9,073 | $710.3K | 0.16% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,152 | $716.4K | 0.08% | −2,514−21.5% | Reduced |
| One Capital Management, LLC | 9,156 | $716.7K | 0.02% | −92−1.0% | Reduced |
| Crumly & Associates Inc. | 9,210 | $720.9K | 0.20% | −122−1.3% | Reduced |
| Novem Group | 9,219 | $721.7K | 0.10% | +1,315+16.6% | Added |
| Hohimer Wealth Management, LLC | 9,257 | $724.7K | 0.14% | +9,257 | New |
| Pure Financial Advisors, Inc. | 9,274 | $726.0K | 0.02% | +3,787+69.0% | Added |
| Oregon Pacific Wealth Management, LLC | 9,287 | $727.0K | 0.73% | −8−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,291 | $727.3K | 0.21% | +5,053+119.2% | Added |
| Castleark Management LLC | 9,360 | $732.7K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 9,382 | $734.4K | 0.06% | +1,170+14.2% | Added |
| Viawealth, LLC | 9,383 | $734.5K | 0.45% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 9,425 | $737.8K | 0.16% | +13+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,447 | $739.5K | 0.07% | −693−6.8% | Reduced |
| Retirement Planning Group | 9,521 | $745.3K | 0.03% | +28+0.3% | Added |
| Bridgefront Capital, LLC | 9,530 | $746.0K | 0.22% | −1,251−11.6% | Reduced |
| Regatta Capital Group, LLC | 9,589 | $750.7K | 0.15% | +111+1.2% | Added |
| Kennebec Savings Bank | 9,642 | $754.8K | 0.80% | 00.0% | Unchanged |
| Clean Yield Group | 9,673 | $757.2K | 0.25% | −200−2.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 9,315 | $758.2K | 0.29% | +185+2.0% | Added |
| International Assets Investment Management, LLC | 9,696 | $759.0K | 0.07% | −46−0.5% | Reduced |
| United Community Bank | 9,697 | $759.1K | 0.28% | +117+1.2% | Added |
| Sovereign's Capital Management, LLC | 9,766 | $764.5K | 0.45% | +1,263+14.9% | Added |
| Buckingham Strategic Partners | 9,774 | $765.1K | 0.01% | +5,039+106.4% | Added |
| Ironwood Financial, llc | 9,802 | $767.3K | 0.16% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9,854 | $771.4K | 0.01% | −120−1.2% | Reduced |
| Clarius Group, LLC | 9,870 | $772.6K | 0.05% | +71+0.7% | Added |
| Diversified Trust Co | 9,927 | $777.1K | 0.02% | +1,712+20.8% | Added |
| Ambassador Advisors, LLC | 9,953 | $779.2K | 0.14% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 10,000 | $782.8K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $782.8K | 0.21% | 00.0% | Unchanged |
| Anson Funds Management LP | 10,000 | $782.8K | 0.19% | +10,000 | New |
| Invictus Private Wealth, LLC | 10,029 | $785.1K | 0.06% | −7−0.1% | Reduced |
| Skopos Labs, Inc. | 10,034 | $785.4K | 0.17% | +939+10.3% | Added |
| Jericho Financial, LLP | 10,040 | $785.9K | 0.57% | −508−4.8% | Reduced |
| Venture Visionary Partners LLC | 10,044 | $786.3K | 0.03% | +2,246+28.8% | Added |
| Avestar Capital, LLC | 10,118 | $792.0K | 0.08% | +2,079+25.9% | Added |
| Kestra Private Wealth Services, LLC | 10,136 | $793.4K | 0.01% | +721+7.7% | Added |
| Graypoint LLC | 10,270 | $803.9K | 0.05% | +991+10.7% | Added |
| Marcum Wealth, LLC | 10,319 | $807.8K | 0.07% | +816+8.6% | Added |
| Tower Trust & Investment Co | 9,930 | $808.3K | 0.65% | +9,930 | New |
| Simon Quick Advisors, LLC | 10,342 | $809.6K | 0.05% | +1,654+19.0% | Added |
| Eschler Asset Management LLP | 10,345 | $809.8K | 2.05% | −379−3.5% | Reduced |
| Hilltop Holdings Inc. | 10,377 | $812.3K | 0.05% | −856−7.6% | Reduced |
| Thoroughbred Financial Services, LLC | 10,388 | $813.0K | 0.05% | −274−2.6% | Reduced |
| First National Advisers, LLC | 10,400 | $814.1K | 0.13% | −4,700−31.1% | Reduced |
| Diversify Advisory Services, LLC | 10,051 | $816.8K | 0.05% | −31,263−75.7% | Reduced |
| Moseley Investment Management Inc | 10,439 | $817.2K | 0.32% | 00.0% | Unchanged |
| Bank of Stockton | 10,470 | $819.6K | 0.26% | +535+5.4% | Added |
| Pitcairn Co | 10,477 | $820.1K | 0.05% | +146+1.4% | Added |
| Variant Private Wealth, LLC | 10,486 | $820.8K | 0.88% | +34+0.3% | Added |
| Bayview Asset Management, LLC | 10,506 | $822.4K | 0.92% | +10,506 | New |
| SJS Investment Consulting Inc. | 10,539 | $825.0K | 0.14% | −288−2.7% | Reduced |
| American Money Management, LLC | 10,565 | $827.0K | 0.16% | −386−3.5% | Reduced |
| Armstrong Henry H Associates Inc | 10,591 | $829.1K | 0.08% | 00.0% | Unchanged |