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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Addenda Capital Inc. | 155,764 | $12.2M | 0.45% | +10,636+7.3% | Added |
| First Trust Advisors LP | 155,671 | $12.2M | 0.01% | +104,606+204.8% | Added |
| Rakuten Investment Management, Inc. | 156,582 | $12.2M | 0.06% | +156,582 | New |
| Snowden Capital Advisors LLC | 155,528 | $12.2M | 0.39% | +4,168+2.8% | Added |
| Atria Investments LLC | 154,350 | $12.1M | 0.15% | +13,181+9.3% | Added |
| Ethic Inc. | 155,389 | $12.1M | 0.24% | +2,591+1.7% | Added |
| Sculptor Capital LP | 152,783 | $12.0M | 0.27% | +152,783 | New |
| Brinker Capital Investments, LLC | 151,304 | $11.8M | 0.12% | −40,887−21.3% | Reduced |
| Orion Portfolio Solutions, LLC | 151,304 | $11.8M | 0.12% | −40,887−21.3% | Reduced |
| Mediolanum International Funds Ltd | 151,927 | $11.8M | 0.16% | +72,919+92.3% | Added |
| Bowen Hanes & Co Inc | 150,606 | $11.8M | 0.33% | −445,325−74.7% | Reduced |
| ASR Vermogensbeheer N.V. | 150,480 | $11.8M | 0.17% | +150,480 | New |
| JustInvest LLC | 150,263 | $11.8M | 0.17% | +26,565+21.5% | Added |
| Cornerstone Capital, Inc. | 147,202 | $11.5M | 1.24% | −52,939−26.5% | Reduced |
| Oregon Public Employees Retirement Fund | 146,392 | $11.5M | 0.22% | +18,280+14.3% | Added |
| Van Cleef Asset Management,Inc | 145,479 | $11.4M | 1.29% | +1,510+1.0% | Added |
| Great Lakes Retirement, Inc. | 145,184 | $11.4M | 1.49% | +3,139+2.2% | Added |
| Banque Pictet & Cie SA | 144,504 | $11.3M | 0.12% | −8,526−5.6% | Reduced |
| Woodline Partners LP | 143,972 | $11.3M | 0.07% | +54,196+60.4% | Added |
| Fifth Third Bancorp | 142,361 | $11.1M | 0.04% | −2,597−1.8% | Reduced |
| Parthenon LLC | 141,305 | $11.1M | 1.36% | +140+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 141,000 | $11.0M | 0.04% | −23,133−14.1% | Reduced |
| TownSquare Capital, LLC | 139,951 | $11.0M | 0.12% | +78,065+126.1% | Added |
| Lighthouse Investment Partners, LLC | 139,442 | $10.9M | 0.50% | +111,074+391.5% | Added |
| Mesirow Financial Investment Management, Inc. | 137,909 | $10.8M | 0.21% | −935−0.7% | Reduced |
| Spire Wealth Management | 137,589 | $10.8M | 0.34% | +47,939+53.5% | Added |
| Wealthfront Advisers LLC | 137,427 | $10.8M | 0.03% | +31,372+29.6% | Added |
| TCG Advisory Services, LLC | 137,340 | $10.8M | 0.43% | +275+0.2% | Added |
| Nicholas Company, Inc. | 136,737 | $10.7M | 0.19% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 136,448 | $10.7M | 0.23% | −5,236−3.7% | Reduced |
| Hanson & Doremus Investment Management | 135,963 | $10.6M | 1.55% | +11,401+9.2% | Added |
| Northwestern Mutual Wealth Management Co | 135,692 | $10.6M | 0.01% | +5,132+3.9% | Added |
| Advisors Capital Management, LLC | 134,787 | $10.6M | 0.16% | +18,451+15.9% | Added |
| Ironwood Investment Counsel, LLC | 133,361 | $10.4M | 1.80% | +4,051+3.1% | Added |
| McGuire Investment Group, LLC | 132,803 | $10.4M | 1.54% | +210+0.2% | Added |
| Boston Common Asset Management, LLC | 131,612 | $10.3M | 0.31% | −109,034−45.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 131,476 | $10.3M | 0.09% | +20,909+18.9% | Added |
| Oppenheimer Asset Management Inc. | 130,865 | $10.2M | 0.13% | −3,388−2.5% | Reduced |
| Worldquant Millennium Advisors LLC | 130,507 | $10.2M | 0.06% | −190,976−59.4% | Reduced |
| M&G Plc | 129,386 | $10.1M | 0.05% | −4,827−3.6% | Reduced |
| MAI Capital Management | 128,588 | $10.1M | 0.08% | −1,707−1.3% | Reduced |
| Univest Financial Corp | 128,120 | $10.0M | 0.66% | −9,406−6.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 127,353 | $9.97M | 1.52% | +400.0% | Added |
| Principal Securities, Inc. | 133,843 | $9.91M | 0.22% | 00.0% | Unchanged |
| Terry L. Blaker | 125,916 | $9.86M | 0.39% | +661+0.5% | Added |
| Westbourne Investment Advisors, Inc. | 125,500 | $9.82M | 3.49% | +1,769+1.4% | Added |
| Discovery Capital Management, LLC | 125,000 | $9.79M | 1.17% | +125,000 | New |
| Baker Avenue Asset Management, LP | 124,882 | $9.78M | 0.31% | +3,688+3.0% | Added |
| Motco | 124,459 | $9.74M | 1.03% | +1,190+1.0% | Added |
| Thompson Investment Management, Inc. | 124,002 | $9.71M | 1.45% | −2,444−1.9% | Reduced |
| Generali Asset Management SPA SGR | 123,755 | $9.69M | 0.24% | +51,471+71.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 123,005 | $9.62M | 0.10% | +16,194+15.2% | Added |
| Sandy Spring Bank | 120,818 | $9.46M | 0.40% | −1,295−1.1% | Reduced |
| Kinsale Capital Group, Inc. | 120,116 | $9.40M | 2.31% | +14,629+13.9% | Added |
| Advocate Group LLC | 119,930 | $9.39M | 1.71% | −1,236−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,211 | $9.33M | 0.24% | +14,379+13.7% | Added |
| Sendero Wealth Management, LLC | 118,785 | $9.30M | 1.29% | +9,975+9.2% | Added |
| Candriam Luxembourg S.C.A. | 118,781 | $9.30M | 0.06% | +2,313+2.0% | Added |
| Grassi Investment Management | 118,518 | $9.28M | 0.86% | −200−0.2% | Reduced |
| Hyperion Capital Advisors LP | 118,254 | $9.26M | 5.04% | −16,040−11.9% | Reduced |
| Timber Creek Capital Management LLC | 117,690 | $9.21M | 2.46% | −233−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 117,357 | $9.19M | 0.27% | +774+0.7% | Added |
| Nomura Holdings Inc | 116,164 | $9.09M | 0.05% | +98,710+565.5% | Added |
| Tower Bridge Advisors | 116,118 | $9.09M | 1.02% | −5,425−4.5% | Reduced |
| Toroso Investments, LLC | 115,455 | $9.04M | 0.08% | −22,642−16.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 114,761 | $8.98M | 0.36% | +35,002+43.9% | Added |
| Point72 Hong Kong Ltd | 114,647 | $8.97M | 0.64% | −265,638−69.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 113,915 | $8.92M | 0.23% | +88,373+346.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 114,340 | $8.90M | 0.09% | +14,406+14.4% | Added |
| Kentucky Retirement Systems | 113,157 | $8.86M | 0.27% | +10,498+10.2% | Added |
| Evergreen Capital Management LLC | 112,538 | $8.81M | 0.30% | −37,981−25.2% | Reduced |
| UniSuper Management Pty Ltd | 112,318 | $8.79M | 0.07% | +16,920+17.7% | Added |
| Pragma Gestao de Patrimonio Ltd | 111,700 | $8.74M | 4.68% | +111,700 | New |
| Westpac Banking Corp | 110,999 | $8.69M | 0.64% | +47,981+76.1% | Added |
| NEOS Investment Management LLC | 109,878 | $8.60M | 0.16% | +21,302+24.0% | Added |
| Cornerstone Advisors, LLC | 107,800 | $8.44M | 0.36% | 00.0% | Unchanged |
| Glenview Trust Co | 107,062 | $8.38M | 0.16% | +4,028+3.9% | Added |
| Great Lakes Advisors, LLC | 106,589 | $8.38M | 0.07% | −1,173−1.1% | Reduced |
| Patten & Patten Inc | 106,511 | $8.34M | 0.56% | +538+0.5% | Added |
| Morningstar Investment Services LLC | 105,850 | $8.29M | 1.52% | −131,896−55.5% | Reduced |
| Country Club Bank | 106,462 | $8.28M | 0.56% | −20,394−16.1% | Reduced |
| Americana Partners, LLC | 105,140 | $8.23M | 0.32% | −190.0% | Reduced |
| Private Wealth Partners, LLC | 105,088 | $8.23M | 0.68% | +50,560+92.7% | Added |
| Hartford Investment Management Co | 104,040 | $8.14M | 0.28% | +11,631+12.6% | Added |
| BNP Paribas | 103,382 | $8.09M | 0.34% | +30,672+42.2% | Added |
| Shelton Capital Management | 103,158 | $8.08M | 0.19% | +12,199+13.4% | Added |
| Baldwin Brothers Inc | 101,868 | $7.97M | 0.56% | −1,970−1.9% | Reduced |
| Citizens Financial Group Inc | 101,733 | $7.96M | 0.16% | +766+0.8% | Added |
| Private Advisor Group, LLC | 101,695 | $7.96M | 0.05% | +3,536+3.6% | Added |
| RSM US Wealth Management LLC | 101,522 | $7.95M | 0.12% | −21,936−17.8% | Reduced |
| National Philanthropic Trust | 101,279 | $7.93M | 0.13% | −61,587−37.8% | Reduced |
| Avanza Fonder AB | 100,672 | $7.91M | 0.26% | −4,218−4.0% | Reduced |
| Metis Global Partners, LLC | 101,018 | $7.91M | 0.22% | +19,726+24.3% | Added |
| GWM Advisors LLC | 100,337 | $7.85M | 0.05% | +2,573+2.6% | Added |
| Nearwater Capital Markets, Ltd | 100,000 | $7.83M | 0.22% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 98,881 | $7.74M | 0.27% | −20,572−17.2% | Reduced |
| Roundview Capital LLC | 98,304 | $7.70M | 0.56% | −1,788−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 98,081 | $7.68M | 0.20% | +47,575+94.2% | Added |
| Redmond Asset Management, LLC | 98,007 | $7.67M | 1.98% | −821−0.8% | Reduced |
| Lafayette Investments, Inc. | 97,500 | $7.63M | 1.61% | −730−0.7% | Reduced |