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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Clough Capital Partners L P | 40,600 | $3.18M | 0.40% | −58,090−58.9% | Reduced |
| Cramer Rosenthal McGlynn LLC | 40,294 | $3.15M | 0.23% | −199−0.5% | Reduced |
| Linscomb & Williams, Inc. | 40,214 | $3.15M | 0.16% | +735+1.9% | Added |
| Eagle Bluffs Wealth Management LLC | 40,077 | $3.14M | 1.66% | +211+0.5% | Added |
| RNC Capital Management LLC | 39,895 | $3.12M | 0.16% | +16,279+68.9% | Added |
| United Capital Financial Advisers, LLC | 39,742 | $3.11M | 0.03% | +1,889+5.0% | Added |
| United Services Automobile Association | 39,512 | $3.07M | 0.09% | +4,869+14.1% | Added |
| Parallel Advisors, LLC | 39,272 | $3.07M | 0.07% | +3,279+9.1% | Added |
| Independent Advisor Alliance | 39,103 | $3.06M | 0.10% | +4,754+13.8% | Added |
| Central Bank & Trust Co | 39,031 | $3.06M | 0.51% | −3,790−8.9% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 38,813 | $3.04M | 2.36% | −250−0.6% | Reduced |
| Gill Capital Partners, LLC | 38,794 | $3.04M | 1.05% | −2,999−7.2% | Reduced |
| Valeo Financial Advisors, LLC | 38,605 | $3.02M | 0.08% | +40+0.1% | Added |
| Huntington National Bank | 38,596 | $3.02M | 0.02% | +3,448+9.8% | Added |
| Nelson Capital Management, LLC | 38,372 | $3.00M | 0.52% | +1,011+2.7% | Added |
| EP Wealth Advisors, LLC | 38,324 | $3.00M | 0.02% | −240−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 38,093 | $2.98M | 0.05% | −5,187−12.0% | Reduced |
| Inkwell Capital LLC | 38,070 | $2.98M | 3.26% | −12,260−24.4% | Reduced |
| HF Advisory Group, LLC | 37,973 | $2.97M | 1.30% | +104+0.3% | Added |
| Apollon Wealth Management, LLC | 37,719 | $2.95M | 0.06% | +1,985+5.6% | Added |
| ArrowMark Colorado Holdings LLC | 37,650 | $2.95M | 0.05% | −183,300−83.0% | Reduced |
| Sepio Capital, LP | 37,547 | $2.94M | 0.23% | −7,367−16.4% | Reduced |
| Cascade Investment Advisors, Inc. | 37,385 | $2.93M | 1.98% | +20+0.1% | Added |
| Voloridge Investment Management, LLC | 37,249 | $2.92M | 0.01% | +37,249 | New |
| GFG Capital, LLC | 37,147 | $2.91M | 0.89% | −354−0.9% | Reduced |
| Vaughan David Investments LLC | 36,989 | $2.90M | 0.07% | −13,360−26.5% | Reduced |
| Everence Capital Management Inc | 36,360 | $2.85M | 0.19% | +1,320+3.8% | Added |
| D L Carlson Investment Group Inc | 36,064 | $2.82M | 0.54% | −322−0.9% | Reduced |
| Choate Investment Advisors | 36,026 | $2.82M | 0.07% | −66−0.2% | Reduced |
| Groupama Asset Managment | 36,149 | $2.81M | 0.06% | +3,368+10.3% | Added |
| Webster Bank, N. A. | 35,868 | $2.81M | 0.31% | +277+0.8% | Added |
| Main Street Research LLC | 35,416 | $2.77M | 0.18% | −824−2.3% | Reduced |
| DRW Securities, LLC | 35,262 | $2.76M | 0.23% | +22,366+173.4% | Added |
| Mount Yale Investment Advisors, LLC | 35,243 | $2.76M | 0.24% | +6,446+22.4% | Added |
| Paradigm Financial Partners, LLC | 34,687 | $2.72M | 0.34% | +27,862+408.2% | Added |
| Commonwealth Retirement Investments LLC | 34,646 | $2.71M | 1.10% | +2,455+7.6% | Added |
| Skylands Capital, LLC | 34,600 | $2.71M | 0.39% | +4,250+14.0% | Added |
| Summit Financial, LLC | 34,598 | $2.71M | 0.08% | −837−2.4% | Reduced |
| Stableford Capital II LLC | 35,363 | $2.69M | 1.14% | +130.0% | Added |
| Compass Wealth Management LLC | 34,267 | $2.68M | 0.68% | −1,598−4.5% | Reduced |
| HighPoint Advisor Group LLC | 33,001 | $2.68M | 0.16% | −1,390−4.0% | Reduced |
| Johnson Investment Counsel Inc | 34,016 | $2.66M | 0.03% | +985+3.0% | Added |
| GPM Growth Investors, Inc. | 33,880 | $2.65M | 1.16% | −82−0.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 33,800 | $2.65M | 0.34% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 36,494 | $2.64M | 0.07% | +8,811+31.8% | Added |
| Canandaigua National Bank & Trust Co | 33,710 | $2.64M | 0.26% | +534+1.6% | Added |
| Power Wealth Management LLC | 33,674 | $2.64M | 1.07% | +1,399+4.3% | Added |
| Chemistry Wealth Management LLC | 33,622 | $2.63M | 0.61% | −373−1.1% | Reduced |
| Allworth Financial LP | 33,131 | $2.63M | 0.01% | +1,264+4.0% | Added |
| West Oak Capital, LLC | 33,462 | $2.62M | 1.01% | −1,150−3.3% | Reduced |
| Correct Capital Wealth Management | 33,448 | $2.62M | 0.52% | +2,269+7.3% | Added |
| J. Goldman & Co LP | 33,428 | $2.62M | 0.09% | +33,428 | New |
| IFG Advisory, LLC | 33,214 | $2.60M | 0.14% | −112−0.3% | Reduced |
| Quadrant Capital Group LLC | 33,167 | $2.60M | 0.10% | +16,701+101.4% | Added |
| Vestcor Inc | 33,160 | $2.60M | 0.09% | +3,728+12.7% | Added |
| GM Advisory Group, Inc. | 32,548 | $2.55M | 0.14% | +11,812+57.0% | Added |
| Resonant Capital Advisors, LLC | 32,478 | $2.54M | 0.18% | +70.0% | Added |
| VisionPoint Advisory Group, LLC | 32,471 | $2.54M | 0.87% | +11,625+55.8% | Added |
| Sterling Investment Advisors, Ltd. | 32,453 | $2.54M | 0.61% | −1,209−3.6% | Reduced |
| Kozak & Associates, Inc. | 32,883 | $2.53M | 0.63% | −1,265−3.7% | Reduced |
| Beacon Financial Group | 32,295 | $2.53M | 0.28% | −139−0.4% | Reduced |
| Scott & Selber, Inc. | 32,118 | $2.51M | 0.80% | +55+0.2% | Added |
| Twin Tree Management, LP | 32,063 | $2.51M | 0.06% | −264,788−89.2% | Reduced |
| Kinneret Advisory, LLC | 31,893 | $2.50M | 0.25% | −107−0.3% | Reduced |
| Strata Wealth Advisors, LLC | 31,764 | $2.49M | 0.77% | −1,077−3.3% | Reduced |
| Aigen Investment Management, LP | 31,394 | $2.46M | 0.39% | −1,923−5.8% | Reduced |
| Silvercrest Asset Management Group LLC | 31,388 | $2.46M | 0.02% | +494+1.6% | Added |
| Bard Financial Services, Inc. | 31,275 | $2.45M | 0.30% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 31,246 | $2.45M | 0.11% | +9,403+43.0% | Added |
| Plato Investment Management Ltd | 30,844 | $2.44M | 0.21% | +9,231+42.7% | Added |
| Gotham Asset Management, LLC | 31,160 | $2.44M | 0.02% | +547+1.8% | Added |
| Coastline Trust Co | 31,035 | $2.43M | 0.30% | +157+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 31,005 | $2.43M | 0.09% | +2,962+10.6% | Added |
| Mraz, Amerine & Associates, Inc. | 31,172 | $2.43M | 0.42% | +50+0.2% | Added |
| Rathbone Brothers plc | 30,915 | $2.42M | 0.01% | −38,500−55.5% | Reduced |
| Chaney Capital Management, Inc. | 30,830 | $2.41M | 1.08% | +100+0.3% | Added |
| Capital Investment Advisory Services, LLC | 30,752 | $2.41M | 0.22% | −578−1.8% | Reduced |
| Finer Wealth Management, Inc. | 30,733 | $2.41M | 1.44% | +1,677+5.8% | Added |
| Stephens Inc | 30,494 | $2.39M | 0.03% | −4,578−13.1% | Reduced |
| Atria Wealth Solutions, Inc. | 30,393 | $2.38M | 0.03% | −2,982−8.9% | Reduced |
| Vontobel Holding Ltd. | 30,347 | $2.38M | 0.01% | −11,120−26.8% | Reduced |
| Kampmann Melissa S. | 30,335 | $2.37M | 1.88% | −7,485−19.8% | Reduced |
| Ostrum Asset Management | 30,314 | $2.37M | 0.12% | −622−2.0% | Reduced |
| Iowa State Bank | 30,265 | $2.37M | 0.50% | +405+1.4% | Added |
| MUFG Securities Americas Inc. | 30,165 | $2.36M | 0.27% | +8,098+36.7% | Added |
| Mount Vernon Associates Inc | 30,100 | $2.36M | 1.92% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 30,050 | $2.35M | 1.66% | 00.0% | Unchanged |
| Resolute Capital Asset Partners LLC | 30,000 | $2.35M | 1.32% | +30,000 | New |
| Secure Asset Management, LLC | 29,967 | $2.35M | 0.47% | +4,902+19.6% | Added |
| FSB Premier Wealth Management, Inc. | 29,941 | $2.34M | 0.91% | +4,525+17.8% | Added |
| Capital Advisors Inc | 29,856 | $2.34M | 0.05% | +110.0% | Added |
| Horizon Investments, LLC | 29,779 | $2.32M | 0.07% | +4,155+16.2% | Added |
| Brant Point Investment Management LLC | 29,610 | $2.32M | 0.57% | +29,610 | New |
| Anchor Investment Management, LLC | 29,487 | $2.31M | 0.22% | +1,509+5.4% | Added |
| Lecap Asset Management Ltd | 29,431 | $2.30M | 0.54% | −20,598−41.2% | Reduced |
| CWA Asset Management Group, LLC | 29,416 | $2.30M | 0.11% | +473+1.6% | Added |
| Twin City Private Wealth, LLC | 29,368 | $2.30M | 2.02% | −3,209−9.9% | Reduced |
| Argus Investors' Counsel, Inc. | 29,349 | $2.30M | 1.75% | +74+0.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 29,145 | $2.28M | 2.19% | −701−2.3% | Reduced |
| V-Square Quantitative Management LLC | 29,148 | $2.28M | 0.33% | +3,820+15.1% | Added |