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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 58,715 | $4.60M | 0.15% | −72,042−55.1% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 58,608 | $4.55M | 3.28% | −190−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 57,983 | $4.54M | 0.20% | +2,322+4.2% | Added |
| Investment Management Corp of Ontario | 57,969 | $4.54M | 0.09% | +57,969 | New |
| iA Global Asset Management Inc. | 57,685 | $4.52M | 0.08% | +43,873+317.6% | Added |
| Greenleaf Trust | 57,657 | $4.51M | 0.04% | +3,348+6.2% | Added |
| Vident Advisory, LLC | 57,588 | $4.51M | 0.07% | +10,394+22.0% | Added |
| Wolverine Asset Management LLC | 57,575 | $4.51M | 0.09% | +34,349+147.9% | Added |
| Harrington Investments, INC | 57,063 | $4.47M | 2.54% | −145−0.3% | Reduced |
| Arkadios Wealth Advisors | 57,044 | $4.47M | 0.17% | +45,180+380.8% | Added |
| Voya Financial Advisors, Inc. | 57,039 | $4.44M | 0.49% | −409−0.7% | Reduced |
| SummitTX Capital, L.P. | 56,574 | $4.43M | 0.20% | +56,574 | New |
| Integrated Advisors Network LLC | 56,357 | $4.41M | 0.22% | +41,565+281.0% | Added |
| Gs Investments, Inc. | 56,098 | $4.39M | 2.07% | −50.0% | Reduced |
| Montag A & Associates Inc | 55,899 | $4.38M | 0.22% | +2,743+5.2% | Added |
| Tower Research Capital LLC (TRC) | 55,682 | $4.36M | 0.13% | −50,561−47.6% | Reduced |
| Conning Inc. | 55,647 | $4.36M | 0.15% | −10,708−16.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 55,553 | $4.35M | 0.25% | +14,185+34.3% | Added |
| Brevan Howard Capital Management LP | 55,703 | $4.34M | 0.12% | −149,713−72.9% | Reduced |
| K.J. Harrison & Partners Inc | 54,943 | $4.30M | 0.84% | −4,000−6.8% | Reduced |
| Hamilton Capital Partners Inc. | 54,881 | $4.30M | 0.28% | +7,972+17.0% | Added |
| FWL Investment Management, LLC | 54,734 | $4.28M | 1.59% | +48,424+767.4% | Added |
| Permanens Capital L.P. | 54,528 | $4.27M | 0.78% | +7,561+16.1% | Added |
| Intrinsic Value Partners, LLC | 54,238 | $4.25M | 4.19% | −95−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 54,200 | $4.24M | 0.07% | +6,735+14.2% | Added |
| William Allan, LLC | 54,155 | $4.24M | 2.66% | +4,219+8.4% | Added |
| Pittenger & Anderson Inc | 54,122 | $4.24M | 0.16% | +1,682+3.2% | Added |
| Brookstone Capital Management | 54,061 | $4.23M | 0.06% | +47,534+728.3% | Added |
| Mengis Capital Management, Inc. | 53,842 | $4.21M | 0.88% | −983−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 53,545 | $4.19M | 0.06% | −9,690−15.3% | Reduced |
| AlTi Global, Inc. | 53,312 | $4.17M | 0.11% | +695+1.3% | Added |
| Prospera Financial Services Inc | 53,054 | $4.15M | 0.10% | +2,145+4.2% | Added |
| HB Wealth Management, LLC | 52,946 | $4.14M | 0.03% | +7,390+16.2% | Added |
| Capital Analysts, LLC | 52,882 | $4.14M | 0.15% | +3,087+6.2% | Added |
| Delta Capital Management LLC | 52,850 | $4.14M | 2.40% | −1,660−3.0% | Reduced |
| First American Bank | 52,842 | $4.14M | 0.31% | +104+0.2% | Added |
| Algert Global LLC | 52,604 | $4.12M | 0.10% | +52,604 | New |
| Tokio Marine Asset Management Co Ltd | 52,090 | $4.08M | 0.15% | +5,789+12.5% | Added |
| Colonial Trust Co | 51,757 | $4.05M | 0.63% | +1,318+2.6% | Added |
| We Are One Seven, LLC | 51,159 | $4.00M | 0.16% | +2,181+4.5% | Added |
| Hixon Zuercher, LLC | 50,724 | $3.97M | 1.40% | +723+1.4% | Added |
| Community Financial Services Group, LLC | 50,423 | $3.95M | 0.86% | −9,358−15.7% | Reduced |
| Empirical Finance, LLC | 50,212 | $3.93M | 0.24% | +848+1.7% | Added |
| Annandale Capital, LLC | 49,748 | $3.89M | 0.73% | −10,100−16.9% | Reduced |
| Daymark Wealth Partners, LLC | 49,704 | $3.89M | 0.17% | −279−0.6% | Reduced |
| Keybank National Association | 49,608 | $3.88M | 0.02% | −13,454−21.3% | Reduced |
| Tandem Capital Management Corp | 49,551 | $3.88M | 2.17% | 00.0% | Unchanged |
| SOL Capital Management CO | 49,026 | $3.84M | 0.42% | +100+0.2% | Added |
| Southeast Asset Advisors Inc. | 48,654 | $3.81M | 0.47% | −406−0.8% | Reduced |
| JB Capital LLC | 48,409 | $3.79M | 0.21% | −1,104−2.2% | Reduced |
| Paradigm Asset Management Co LLC | 48,350 | $3.78M | 1.01% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 48,268 | $3.78M | 0.88% | −6,772−12.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 48,203 | $3.77M | 0.51% | +4,275+9.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 48,197 | $3.77M | 0.27% | +7,108+17.3% | Added |
| Conscious Wealth Investments, LLC | 44,651 | $3.77M | 2.62% | +288+0.6% | Added |
| National Asset Management, Inc. | 48,087 | $3.76M | 0.11% | +5,933+14.1% | Added |
| Twin Capital Management Inc | 48,027 | $3.76M | 0.44% | +42,986+852.7% | Added |
| Malaga Cove Capital, LLC | 47,882 | $3.75M | 1.62% | +161+0.3% | Added |
| Bailard, Inc. | 47,819 | $3.74M | 0.10% | −1,635−3.3% | Reduced |
| Fiduciary Financial Group, LLC | 50,156 | $3.70M | 0.81% | −1,347−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 47,116 | $3.69M | 0.04% | −475−1.0% | Reduced |
| SAM Advisors, LLC | 47,060 | $3.68M | 1.38% | −1,348−2.8% | Reduced |
| Greenup Street Wealth Management LLC | 47,027 | $3.68M | 0.73% | +2,223+5.0% | Added |
| Means Investment Co., Inc. | 46,958 | $3.68M | 0.39% | −60,801−56.4% | Reduced |
| Modus Advisors, LLC | 46,813 | $3.66M | 1.20% | +558+1.2% | Added |
| La Banque Postale Asset Management SA | 46,806 | $3.66M | 0.06% | −1,778−3.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 46,791 | $3.66M | 5.54% | +46,791 | New |
| First National Trust Co | 45,471 | $3.56M | 0.14% | +45,471 | New |
| LS Investment Advisors, LLC | 45,095 | $3.53M | 0.54% | +13,161+41.2% | Added |
| Teewinot Capital Advisers, L.L.C. | 44,934 | $3.52M | 0.36% | −591,668−92.9% | Reduced |
| East Coast Asset Management, LLC. | 44,889 | $3.51M | 1.24% | −1,101−2.4% | Reduced |
| Merit Financial Group, LLC | 44,886 | $3.51M | 0.05% | +11,340+33.8% | Added |
| CAPROCK Group, Inc. | 44,879 | $3.51M | 0.11% | −7,962−15.1% | Reduced |
| Cabot Wealth Management Inc | 44,873 | $3.51M | 0.45% | −177−0.4% | Reduced |
| Mach-1 Financial Group, Inc. | 44,702 | $3.50M | 1.05% | +44,702 | New |
| Chatham Capital Group, Inc. | 44,137 | $3.46M | 0.58% | −665−1.5% | Reduced |
| TCW Group Inc | 44,023 | $3.45M | 0.03% | +6,702+18.0% | Added |
| Buttonwood Financial Advisors Inc. | 43,867 | $3.43M | 1.51% | −152−0.3% | Reduced |
| Banco Santander, S.A. | 43,803 | $3.43M | 0.04% | +27,487+168.5% | Added |
| Harfst & Associates, Inc. | 43,640 | $3.42M | 0.79% | −531−1.2% | Reduced |
| Dakota Wealth Management | 43,594 | $3.41M | 0.08% | +3,667+9.2% | Added |
| Courier Capital LLC | 43,587 | $3.41M | 0.22% | −1,521−3.4% | Reduced |
| Pettee Investors, Inc. | 43,287 | $3.39M | 2.02% | −1,400−3.1% | Reduced |
| Maia Wealth LLC | 44,050 | $3.39M | 0.77% | +878+2.0% | Added |
| 180 Wealth Advisors, LLC | 42,870 | $3.36M | 0.53% | +780+1.9% | Added |
| Fiduciary Group LLC | 42,838 | $3.35M | 0.34% | −1,127−2.6% | Reduced |
| American Trust | 42,802 | $3.35M | 0.83% | +1,023+2.4% | Added |
| SGL Investment Advisors, Inc. | 39,205 | $3.31M | 1.71% | +525+1.4% | Added |
| Red Spruce Capital, LLC | 42,180 | $3.30M | 1.55% | +149+0.4% | Added |
| Oak Harvest Investment Services | 41,952 | $3.28M | 0.46% | +41,952 | New |
| Goelzer Investment Management, Inc. | 41,936 | $3.28M | 0.19% | +105+0.3% | Added |
| Miracle Mile Advisors, LLC | 41,900 | $3.28M | 0.07% | +161+0.4% | Added |
| Pine Haven Investment Counsel, Inc | 41,683 | $3.26M | 2.74% | −626−1.5% | Reduced |
| Ci Investments Inc. | 41,652 | $3.26M | 0.01% | +4,762+12.9% | Added |
| Stonebridge Capital Advisors LLC | 41,402 | $3.24M | 0.26% | +800+2.0% | Added |
| Victrix Investment Advisors | 43,248 | $3.24M | 1.70% | −641−1.5% | Reduced |
| AE Wealth Management LLC | 41,329 | $3.24M | 0.03% | +1,172+2.9% | Added |
| Sculati Wealth Management, LLC | 41,060 | $3.21M | 1.30% | −845−2.0% | Reduced |
| Sig Brokerage, LP | 40,734 | $3.19M | 0.93% | +40,734 | New |
| Marvin & Palmer Associates Inc | 40,726 | $3.19M | 4.76% | +40,726 | New |