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 |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 96,724 | $7.57M | 0.89% | −4,750−4.7% | Reduced |
| Argent Trust Co | 96,269 | $7.54M | 0.31% | +2,840+3.0% | Added |
| AMG National Trust Bank | 95,801 | $7.50M | 0.21% | +16,408+20.7% | Added |
| Private Advisory Group LLC | 95,297 | $7.46M | 0.85% | +9,366+10.9% | Added |
| Spectrum Financial Alliance Ltd LLC | 95,179 | $7.45M | 2.42% | −7,197−7.0% | Reduced |
| KCM Investment Advisors LLC | 95,061 | $7.44M | 0.27% | −8,738−8.4% | Reduced |
| Ascent Group, LLC | 94,902 | $7.43M | 0.32% | +2,115+2.3% | Added |
| Geneos Wealth Management Inc. | 94,083 | $7.36M | 0.25% | −4,895−4.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 93,943 | $7.35M | 1.46% | +8,633+10.1% | Added |
| 1248 Management, LLC | 93,729 | $7.34M | 3.14% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 92,775 | $7.26M | 1.02% | +1,843+2.0% | Added |
| Louisiana State Employees Retirement System | 91,600 | $7.17M | 0.14% | +11,200+13.9% | Added |
| Capital Investment Counsel, Inc | 90,957 | $7.12M | 1.06% | +966+1.1% | Added |
| Fortress Investment Group LLC | 90,693 | $7.10M | 1.55% | +90,693 | New |
| Allen Capital Group, LLC | 90,514 | $7.09M | 0.81% | +13,479+17.5% | Added |
| Securian Asset Management, Inc | 90,259 | $7.07M | 0.21% | +9,915+12.3% | Added |
| Dorsey & Whitney Trust CO LLC | 90,201 | $7.06M | 0.41% | −12,112−11.8% | Reduced |
| Oppenheimer & Co Inc | 89,771 | $7.03M | 0.11% | −1,706−1.9% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $7.01M | 0.12% | +89,530 | New |
| Burney Co | 89,401 | $7.00M | 0.25% | +89,401 | New |
| Wealthspire Advisors, LLC | 88,702 | $6.94M | 0.04% | +43,394+95.8% | Added |
| Radnor Capital Management, LLC | 88,479 | $6.93M | 1.16% | +100+0.1% | Added |
| Pacer Advisors, Inc. | 87,092 | $6.82M | 0.02% | −32,496−27.2% | Reduced |
| American Assets Investment Management, LLC | 86,674 | $6.78M | 0.59% | 00.0% | Unchanged |
| Beck Bode, LLC | 86,364 | $6.76M | 1.26% | −2,664−3.0% | Reduced |
| Vinva Investment Management Ltd | 86,836 | $6.76M | 0.28% | +13,904+19.1% | Added |
| Norinchukin Bank, The | 85,656 | $6.71M | 0.12% | +18,292+27.2% | Added |
| Bridgewater Associates, LP | 84,797 | $6.64M | 0.03% | +84,797 | New |
| Skba Capital Management LLC | 84,600 | $6.62M | 0.99% | −300−0.4% | Reduced |
| Mezzasalma Advisors, LLC | 84,517 | $6.62M | 2.29% | +78+0.1% | Added |
| Motley Fool Asset Management LLC | 84,360 | $6.60M | 0.37% | +1,044+1.3% | Added |
| Concentric Capital Strategies, LP | 84,065 | $6.58M | 0.66% | +84,065 | New |
| Baxter Bros Inc | 82,494 | $6.46M | 0.85% | +24,876+43.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 81,167 | $6.35M | 0.07% | −5,846−6.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 81,080 | $6.35M | 0.83% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 81,004 | $6.34M | 0.14% | −65,063−44.5% | Reduced |
| Pring Turner Capital Group Inc | 80,992 | $6.34M | 3.93% | +337+0.4% | Added |
| Warren Averett Asset Management, LLC | 80,882 | $6.33M | 0.08% | +40,713+101.4% | Added |
| WCG Wealth Advisors LLC | 80,468 | $6.30M | 0.48% | −4,379−5.2% | Reduced |
| Jefferies Financial Group Inc. | 80,370 | $6.29M | 0.11% | +72,449+914.6% | Added |
| Scotia Capital Inc. | 80,094 | $6.27M | 0.03% | +1,733+2.2% | Added |
| New Mexico Educational Retirement Board | 79,687 | $6.24M | 0.22% | +8,500+11.9% | Added |
| Abn Amro Investment Solutions | 78,780 | $6.17M | 0.13% | +5,843+8.0% | Added |
| Cloverfields Capital Group, LP | 78,302 | $6.13M | 2.02% | −4,847−5.8% | Reduced |
| Maryland State Retirement & Pension System | 77,478 | $6.06M | 0.14% | −2,575−3.2% | Reduced |
| Bryn Mawr Trust Co | 77,428 | $6.06M | 0.11% | +5,065+7.0% | Added |
| Marco Investment Management LLC | 77,389 | $6.06M | 0.56% | +250+0.3% | Added |
| Caisse des Depots Et Consignations | 77,047 | $6.03M | 0.29% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 76,881 | $6.02M | 0.11% | +2,529+3.4% | Added |
| SG Americas Securities, LLC | 76,396 | $5.98M | 0.02% | +23,570+44.6% | Added |
| Commerce Bank | 76,341 | $5.98M | 0.04% | −948−1.2% | Reduced |
| LaFleur & Godfrey LLC | 76,010 | $5.95M | 0.81% | −10,476−12.1% | Reduced |
| Steel Peak Wealth Management LLC | 75,839 | $5.94M | 0.25% | −1,632−2.1% | Reduced |
| Cinctive Capital Management LP | 75,400 | $5.90M | 0.47% | +75,400 | New |
| Monashee Investment Management LLC | 75,000 | $5.87M | 0.69% | +75,000 | New |
| Marshall & Sullivan Inc | 74,986 | $5.87M | 2.98% | −1,411−1.8% | Reduced |
| Salvus Wealth Management, LLC | 74,798 | $5.86M | 3.67% | +365+0.5% | Added |
| Colonial Trust Advisors | 74,539 | $5.83M | 0.52% | +9,277+14.2% | Added |
| Birch Capital Management, LLC | 72,737 | $5.69M | 2.96% | −1,542−2.1% | Reduced |
| Trajan Wealth LLC | 72,554 | $5.68M | 0.31% | +7,809+12.1% | Added |
| Fagan Associates, Inc. | 72,423 | $5.67M | 0.95% | +2,795+4.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 63,766 | $5.63M | 0.31% | +63,766 | New |
| Naples Global Advisors, LLC | 71,642 | $5.61M | 0.53% | −147−0.2% | Reduced |
| Kavar Capital Partners Group, LLC | 71,463 | $5.59M | 0.93% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 71,002 | $5.56M | 0.77% | −5,942−7.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 70,932 | $5.55M | 0.09% | −16,157−18.6% | Reduced |
| Stony Point Wealth Management Inc. | 70,609 | $5.53M | 2.36% | −182−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 70,461 | $5.52M | 0.03% | +9,769+16.1% | Added |
| Prentiss Smith & Co Inc | 69,983 | $5.48M | 3.55% | +13,353+23.6% | Added |
| American Trust Investment Advisors, LLC | 69,372 | $5.43M | 2.27% | +2,355+3.5% | Added |
| Gilman Hill Asset Management, LLC | 69,153 | $5.41M | 0.94% | +2,150+3.2% | Added |
| Legal Advantage Investments, Inc. | 67,900 | $5.32M | 2.87% | +4,000+6.3% | Added |
| Twin Lakes Capital Management, LLC | 67,761 | $5.30M | 3.57% | −2,217−3.2% | Reduced |
| GHP Investment Advisors, Inc. | 67,719 | $5.30M | 0.25% | +2,560+3.9% | Added |
| Callan Family Office, LLC | 67,694 | $5.30M | 0.40% | −2,225−3.2% | Reduced |
| Citizens Business Bank | 66,955 | $5.24M | 1.14% | −27,451−29.1% | Reduced |
| Perkins Coie Trust Co | 66,546 | $5.21M | 1.18% | −370−0.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 66,378 | $5.20M | 2.31% | +747+1.1% | Added |
| Semmax Financial Advisors Inc. | 61,298 | $5.18M | 1.40% | −5,742−8.6% | Reduced |
| Omers Administration Corp | 65,891 | $5.16M | 0.05% | +2,948+4.7% | Added |
| Investment Research & Advisory Group, Inc. | 65,182 | $5.10M | 2.15% | +1,251+2.0% | Added |
| LGT Group Foundation | 64,203 | $5.03M | 0.07% | −2,632−3.9% | Reduced |
| Allstate Corp | 63,617 | $4.98M | 0.15% | +16,134+34.0% | Added |
| Achmea Investment Management B.V. | 63,395 | $4.96M | 0.07% | +19,614+44.8% | Added |
| Quinn Opportunity Partners LLC | 63,214 | $4.95M | 0.35% | +63,214 | New |
| Prudential PLC | 63,010 | $4.93M | 0.02% | −2,477−3.8% | Reduced |
| Synovus Financial Corp | 62,383 | $4.88M | 0.06% | +9,276+17.5% | Added |
| Engineers Gate Manager LP | 62,271 | $4.87M | 0.08% | −50,975−45.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 62,087 | $4.86M | 0.58% | +3,974+6.8% | Added |
| Empowered Funds, LLC | 62,040 | $4.86M | 0.07% | +12,967+26.4% | Added |
| Lincoln Capital Corp | 61,929 | $4.85M | 2.02% | −2,326−3.6% | Reduced |
| Bain Capital Public Equity, LP | 61,521 | $4.82M | 5.30% | +61,521 | New |
| Condor Capital Management | 61,286 | $4.80M | 0.45% | −1,066−1.7% | Reduced |
| FJ Capital Management LLC | 61,043 | $4.78M | 0.49% | +61,043 | New |
| Wolverine Trading, LLC | 61,065 | $4.75M | 0.15% | +16,020+35.6% | Added |
| Oliver Luxxe Assets LLC | 60,337 | $4.72M | 0.88% | +22,869+61.0% | Added |
| Lincoln Capital LLC | 61,652 | $4.72M | 0.99% | −1,265−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 60,194 | $4.71M | 0.32% | +2,175+3.7% | Added |
| DLK Investment Management, LLC | 59,121 | $4.63M | 1.94% | +452+0.8% | Added |
| Gabelli Funds LLC | 58,762 | $4.60M | 0.04% | −2,475−4.0% | Reduced |