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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 274,697 | $21.5M | 0.25% | +27,327+11.0% | Added |
| GW Henssler & Associates Ltd | 273,285 | $21.4M | 1.23% | −9,840−3.5% | Reduced |
| NFJ Investment Group, LLC | 270,429 | $21.2M | 0.71% | +270,429 | New |
| Warther Private Wealth, LLC | 269,060 | $21.1M | 7.01% | +49,030+22.3% | Added |
| Heron Bay Capital Management | 267,203 | $20.9M | 4.40% | +8,331+3.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 266,786 | $20.9M | 1.35% | −9,767−3.5% | Reduced |
| Financial Counselors Inc | 263,219 | $20.6M | 0.31% | −8,819−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 259,738 | $20.3M | 0.36% | −3,365−1.3% | Reduced |
| Pathstone Holdings, LLC | 258,690 | $20.2M | 0.09% | +103,840+67.1% | Added |
| CIBC Asset Management Inc | 257,437 | $20.2M | 0.07% | +1,988+0.8% | Added |
| Prana Capital Management, LP | 256,305 | $20.1M | 0.82% | +256,305 | New |
| Swiss Life Asset Management Ltd | 253,622 | $19.9M | 0.14% | +58,729+30.1% | Added |
| M&T Bank Corp | 251,437 | $19.7M | 0.07% | −36,646−12.7% | Reduced |
| New York Life Investment Management LLC | 248,786 | $19.5M | 0.20% | +47,951+23.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 245,363 | $19.2M | 0.04% | +39,228+19.0% | Added |
| Davidson Investment Advisors | 244,208 | $19.1M | 0.94% | −15,119−5.8% | Reduced |
| USS Investment Management Ltd | 242,843 | $19.0M | 0.14% | −55,600−18.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 242,860 | $19.0M | 0.23% | −42,500−14.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 241,407 | $18.9M | 0.19% | +24,111+11.1% | Added |
| Dudley & Shanley, Inc. | 240,563 | $18.8M | 2.97% | +180+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 236,960 | $18.5M | 1.97% | −45,132−16.0% | Reduced |
| Titan Global Capital Management USA LLC | 236,792 | $18.5M | 3.82% | −48,182−16.9% | Reduced |
| Peapack Gladstone Financial Corp | 235,009 | $18.4M | 0.27% | −6,527−2.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 232,542 | $18.2M | 0.19% | +62,883+37.1% | Added |
| Public Employees Retirement Association of Colorado | 230,751 | $18.1M | 0.08% | +14,386+6.6% | Added |
| AXA S.A. | 230,593 | $18.1M | 0.06% | −3,567−1.5% | Reduced |
| Varma Mutual Pension Insurance Co | 229,081 | $17.9M | 0.15% | −23,900−9.4% | Reduced |
| Busey Wealth Management | 227,679 | $17.8M | 0.60% | +7,072+3.2% | Added |
| Clearstead Advisors, LLC | 223,457 | $17.5M | 0.27% | −1,301−0.6% | Reduced |
| Live Oak Private Wealth LLC | 221,476 | $17.3M | 2.81% | +1,384+0.6% | Added |
| First Foundation Advisors | 221,426 | $17.3M | 0.71% | −22,944−9.4% | Reduced |
| Mercer Global Advisors Inc | 221,413 | $17.3M | 0.04% | −66,339−23.1% | Reduced |
| Point72 Europe (London) LLP | 220,600 | $17.3M | 1.19% | +128,900+140.6% | Added |
| Cohen Capital Management, Inc. | 220,460 | $17.3M | 2.96% | −8,200−3.6% | Reduced |
| Group One Trading, L.P. | 213,376 | $16.7M | 0.70% | +57,685+37.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 213,323 | $16.7M | 0.17% | +18,999+9.8% | Added |
| Yousif Capital Management, LLC | 212,673 | $16.6M | 0.19% | +20,200+10.5% | Added |
| GCM Grosvenor Holdings, LLC | 211,000 | $16.5M | 2.56% | +211,000 | New |
| Everett Harris & Co | 210,451 | $16.5M | 0.21% | +117+0.1% | Added |
| Smith Group Asset Management, LLC | 208,086 | $16.3M | 1.22% | +208,086 | New |
| Quantinno Capital Management LP | 207,181 | $16.2M | 0.11% | +109,619+112.4% | Added |
| Nissay Asset Management Corp | 206,855 | $16.2M | 0.11% | +16,663+8.8% | Added |
| CIBC World Markets Corp | 206,375 | $16.2M | 0.13% | −34,284−14.2% | Reduced |
| Goodman Financial Corp | 205,446 | $16.1M | 3.47% | −2,600−1.2% | Reduced |
| Colony Group, LLC | 201,397 | $15.8M | 0.04% | +11,523+6.1% | Added |
| Adviser Investments LLC | 200,815 | $15.7M | 0.20% | −9,729−4.6% | Reduced |
| Lathrop Investment Management Corp | 200,400 | $15.7M | 3.11% | +577+0.3% | Added |
| Maplelane Capital, LLC | 200,000 | $15.7M | 1.46% | −22,527−10.1% | Reduced |
| OP Asset Management Ltd | 199,773 | $15.6M | 0.26% | +199,773 | New |
| State of Alaska, Department of Revenue | 199,687 | $15.6M | 0.18% | +29,255+17.2% | Added |
| Robeco Institutional Asset Management B.V. | 199,585 | $15.6M | 0.03% | +91,892+85.3% | Added |
| Beacon Pointe Advisors, LLC | 199,361 | $15.6M | 0.18% | +5,644+2.9% | Added |
| Sanctuary Advisors, LLC | 198,884 | $15.6M | 0.11% | +2,012+1.0% | Added |
| Courant Investment Management LLC | 198,499 | $15.5M | 13.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 198,181 | $15.5M | 0.18% | +19,089+10.7% | Added |
| Cutler Investment Counsel LLC | 196,479 | $15.4M | 1.85% | −6,205−3.1% | Reduced |
| United Asset Strategies, Inc. | 192,558 | $15.1M | 1.40% | +4,319+2.3% | Added |
| GAM Holding AG | 192,209 | $15.0M | 1.17% | −7,599−3.8% | Reduced |
| Alberta Investment Management Corp | 191,079 | $15.0M | 0.10% | +191,079 | New |
| Vivaldi Capital Management, LLC | 190,195 | $14.9M | 2.40% | −10,394−5.2% | Reduced |
| Pacific Heights Asset Management LLC | 188,000 | $14.7M | 1.00% | +78,000+70.9% | Added |
| Virginia Retirement Systems Et Al | 186,000 | $14.6M | 0.11% | +186,000 | New |
| Schonfeld Strategic Advisors LLC | 185,455 | $14.5M | 0.10% | −96,627−34.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 183,489 | $14.4M | 2.34% | +3,959+2.2% | Added |
| CX Institutional | 180,913 | $14.2M | 0.53% | +171,615+1,845.7% | Added |
| Blume Capital Management, Inc. | 179,620 | $14.1M | 3.15% | −814−0.5% | Reduced |
| Poehling Capital Management, LLC | 178,801 | $14.0M | 3.54% | +440.0% | Added |
| Tran Capital Management, L.P. | 178,422 | $14.0M | 1.88% | −17,902−9.1% | Reduced |
| Jain Global LLC | 178,288 | $14.0M | 0.29% | +148,135+491.3% | Added |
| Edgemoor Investment Advisors, Inc. | 178,210 | $14.0M | 1.28% | +1,816+1.0% | Added |
| RMB Capital Management, LLC | 177,527 | $13.9M | 0.34% | −23,812−11.8% | Reduced |
| ProVise Management Group, LLC | 177,520 | $13.9M | 1.18% | +10,880+6.5% | Added |
| TCTC Holdings, LLC | 175,159 | $13.7M | 0.48% | +20.0% | Added |
| Interval Partners, LP | 174,875 | $13.7M | 0.48% | +105,649+152.6% | Added |
| Evercore Wealth Management, LLC | 174,460 | $13.7M | 0.22% | −911−0.5% | Reduced |
| HFR Wealth Management, LLC | 174,297 | $13.6M | 3.32% | −394−0.2% | Reduced |
| AMF Pensionsforsakring AB | 174,100 | $13.6M | 0.10% | −83,630−32.4% | Reduced |
| GenTrust, LLC | 174,152 | $13.6M | 0.65% | +430.0% | Added |
| Equitable Holdings, Inc. | 171,716 | $13.4M | 0.13% | +5,436+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 171,467 | $13.4M | 0.05% | −20,527−10.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 171,074 | $13.4M | 0.11% | +46,007+36.8% | Added |
| Tocqueville Asset Management L.P. | 170,594 | $13.4M | 0.22% | −11,755−6.4% | Reduced |
| Jacobs & Co | 167,166 | $13.1M | 1.39% | −471−0.3% | Reduced |
| Empower Advisory Group, LLC | 166,298 | $13.0M | 0.04% | −5,029−2.9% | Reduced |
| Intech Investment Management LLC | 165,408 | $12.9M | 0.13% | +72,167+77.4% | Added |
| Asset Advisors Investment Management, LLC | 164,872 | $12.9M | 1.36% | −1,335−0.8% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 164,359 | $12.9M | 2.63% | +2,000+1.2% | Added |
| Pensionmark Financial Group, LLC | 163,007 | $12.8M | 0.33% | +11,505+7.6% | Added |
| Steward Partners Investment Advisory, LLC | 160,807 | $12.6M | 0.11% | +7,699+5.0% | Added |
| Winslow Asset Management Inc | 159,234 | $12.5M | 2.75% | −6,200−3.7% | Reduced |
| Elgethun Capital Management | 159,001 | $12.4M | 2.78% | +11,227+7.6% | Added |
| Talbot Financial, LLC | 158,661 | $12.4M | 1.56% | −3,420−2.1% | Reduced |
| Perigon Wealth Management, LLC | 157,450 | $12.3M | 0.32% | +408+0.3% | Added |
| Modera Wealth Management, LLC | 157,263 | $12.3M | 0.17% | −4,104−2.5% | Reduced |
| Montag & Caldwell, LLC | 157,010 | $12.3M | 2.85% | −4,733−2.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 156,971 | $12.3M | 0.11% | −30,000−16.0% | Reduced |
| Lakehouse Capital Pty Ltd | 156,467 | $12.2M | 8.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 156,183 | $12.2M | 0.10% | +78,498+101.0% | Added |
| Kestra Advisory Services, LLC | 156,118 | $12.2M | 0.06% | +5,325+3.5% | Added |
| Financial Avengers, Inc. | 156,047 | $12.2M | 6.19% | −3,126−2.0% | Reduced |