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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 29,152 | $2.28M | 0.05% | −3,675−11.2% | Reduced |
| Carmel Capital Partners, LLC | 29,141 | $2.28M | 0.90% | +690+2.4% | Added |
| Cetera Trust Company, N.A | 28,680 | $2.25M | 1.43% | +550+2.0% | Added |
| Hager Investment Management Services, LLC | 28,653 | $2.24M | 1.57% | +2,162+8.2% | Added |
| Drucker Wealth 3.0, LLC | 28,630 | $2.24M | 0.49% | −8,895−23.7% | Reduced |
| Xcel Wealth Management, LLC | 28,195 | $2.21M | 0.69% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 28,122 | $2.20M | 0.46% | +23,352+489.6% | Added |
| Ancora Advisors, LLC | 27,874 | $2.18M | 0.05% | −2,458−8.1% | Reduced |
| Integrated Investment Consultants, LLC | 27,820 | $2.18M | 0.43% | −536−1.9% | Reduced |
| Signaturefd, LLC | 27,797 | $2.18M | 0.04% | +2,387+9.4% | Added |
| Wynn Capital, LLC | 27,743 | $2.17M | 1.29% | +95+0.3% | Added |
| Rossmore Private Capital | 27,675 | $2.17M | 0.27% | +106+0.4% | Added |
| Martin Capital Advisors, LLP | 27,410 | $2.15M | 1.53% | −800−2.8% | Reduced |
| Gamco Investors, Inc. Et Al | 27,298 | $2.14M | 0.02% | +1,823+7.2% | Added |
| HBK Sorce Advisory LLC | 27,189 | $2.13M | 0.06% | +374+1.4% | Added |
| GAMMA Investing LLC | 27,122 | $2.12M | 0.16% | +5,973+28.2% | Added |
| QRG Capital Management, Inc. | 27,074 | $2.12M | 0.02% | +375+1.4% | Added |
| Ally Financial Inc. | 27,000 | $2.11M | 0.24% | +27,000 | New |
| Centaurus Financial, Inc. | 26,853 | $2.10M | 0.13% | −55−0.2% | Reduced |
| Bokf, NA | 26,840 | $2.10M | 0.04% | +7,891+41.6% | Added |
| Bleakley Financial Group, LLC | 26,426 | $2.07M | 0.07% | +1,082+4.3% | Added |
| Cary Street Partners Financial LLC | 26,302 | $2.06M | 0.07% | +6,648+33.8% | Added |
| Chicago Partners Investment Group LLC | 24,223 | $2.04M | 0.07% | −93−0.4% | Reduced |
| Valley National Advisers Inc | 25,981 | $2.03M | 0.37% | −1,957−7.0% | Reduced |
| Columbia Asset Management | 25,958 | $2.03M | 0.41% | +395+1.5% | Added |
| Aspiriant, LLC | 25,932 | $2.03M | 0.07% | +192+0.7% | Added |
| Fifth Third Wealth Advisors LLC | 25,892 | $2.03M | 0.10% | +7,475+40.6% | Added |
| Salem Investment Counselors Inc | 25,876 | $2.03M | 0.07% | +54+0.2% | Added |
| Illinois Municipal Retirement Fund | 25,818 | $2.02M | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 25,781 | $2.02M | 0.01% | +110+0.4% | Added |
| EPG Wealth Management LLC | 25,778 | $2.02M | 0.56% | +1,486+6.1% | Added |
| Guggenheim Capital LLC | 25,739 | $2.01M | 0.02% | −2,042−7.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 25,599 | $2.00M | 0.04% | +5,522+27.5% | Added |
| Moody National Bank Trust Division | 25,542 | $2.00M | 0.21% | +610+2.4% | Added |
| Texas Yale Capital Corp. | 25,499 | $2.00M | 0.08% | +609+2.4% | Added |
| Jones Financial Companies LLLP | 25,584 | $1.99M | 0.00% | +5,817+29.4% | Added |
| Investment Advisory Services Inc | 25,396 | $1.99M | 0.72% | −441−1.7% | Reduced |
| Tealwood Asset Management Inc | 25,263 | $1.98M | 0.92% | −269−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 25,251 | $1.98M | 0.13% | +226+0.9% | Added |
| Cumberland Partners Ltd | 25,000 | $1.96M | 0.15% | +25,000 | New |
| Financial Partners Group, LLC | 24,957 | $1.95M | 0.85% | −1,226−4.7% | Reduced |
| Broyhill Asset Management | 24,878 | $1.95M | 1.58% | +1,889+8.2% | Added |
| Cape Investment Advisory, Inc. | 24,878 | $1.95M | 0.78% | −775−3.0% | Reduced |
| Brighton Jones LLC | 24,856 | $1.95M | 0.06% | +616+2.5% | Added |
| Bridges Investment Management Inc | 24,456 | $1.91M | 0.03% | −3,740−13.3% | Reduced |
| Copperleaf Capital, LLC | 24,449 | $1.91M | 1.14% | +1,526+6.7% | Added |
| Bartlett & Co. Wealth Management LLC | 24,398 | $1.91M | 0.03% | +347+1.4% | Added |
| Greenline Partners, LLC | 24,336 | $1.91M | 0.28% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 24,273 | $1.90M | 2.09% | +40.0% | Added |
| Alerus Financial NA | 24,208 | $1.90M | 0.15% | +24,208 | New |
| Norden Group LLC | 24,183 | $1.89M | 0.22% | +14,431+148.0% | Added |
| Aspen Investment Management Inc | 24,165 | $1.89M | 0.87% | +7,908+48.6% | Added |
| 3Chopt Investment Partners, LLC | 24,152 | $1.89M | 0.50% | −2,920−10.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 23,939 | $1.87M | 0.12% | −133−0.6% | Reduced |
| Ascent Wealth Partners, LLC | 23,843 | $1.87M | 0.25% | +312+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 23,684 | $1.85M | 0.02% | +4,503+23.5% | Added |
| Pettyjohn, Wood & White, Inc | 23,680 | $1.85M | 0.36% | +155+0.7% | Added |
| Cullen Investment Group, Ltd. | 23,643 | $1.85M | 0.28% | +23,643 | New |
| Crux Wealth Advisors | 23,615 | $1.85M | 0.96% | +6,727+39.8% | Added |
| 1st Source Bank | 23,563 | $1.84M | 0.11% | −70−0.3% | Reduced |
| Coldstream Capital Management Inc | 23,489 | $1.84M | 0.04% | +2,571+12.3% | Added |
| Cornercap Investment Counsel Inc | 23,464 | $1.84M | 0.96% | −260−1.1% | Reduced |
| Continuum Advisory, LLC | 23,444 | $1.84M | 0.24% | +14,442+160.4% | Added |
| Pinnacle Associates Ltd | 23,388 | $1.83M | 0.03% | −793−3.3% | Reduced |
| Roberts Wealth Advisors, LLC | 23,297 | $1.82M | 0.56% | −62−0.3% | Reduced |
| Profund Advisors LLC | 23,277 | $1.82M | 0.08% | +2,317+11.1% | Added |
| Meeder Advisory Services, Inc. | 23,237 | $1.82M | 0.11% | +1,998+9.4% | Added |
| VELA Investment Management, LLC | 23,120 | $1.81M | 0.62% | −512−2.2% | Reduced |
| Diversified Investment Strategies, LLC | 23,112 | $1.81M | 1.23% | −125−0.5% | Reduced |
| Advisory Services Network, LLC | 23,040 | $1.80M | 0.03% | +2,896+14.4% | Added |
| Machina Capital S.A.S. | 22,999 | $1.80M | 0.53% | −385−1.6% | Reduced |
| Chesley Taft & Associates LLC | 22,873 | $1.79M | 0.09% | −275−1.2% | Reduced |
| IFP Advisors, Inc | 22,441 | $1.76M | 0.05% | +478+2.2% | Added |
| Headlands Technologies LLC | 22,438 | $1.76M | 0.20% | −36,525−61.9% | Reduced |
| Point72 (DIFC) Ltd | 22,420 | $1.76M | 0.17% | −66,958−74.9% | Reduced |
| SageView Advisory Group, LLC | 22,354 | $1.75M | 0.07% | −162−0.7% | Reduced |
| Citizens & Northern Corp | 22,196 | $1.74M | 0.49% | +728+3.4% | Added |
| Ballentine Partners, LLC | 22,155 | $1.73M | 0.03% | −900−3.9% | Reduced |
| Letko, Brosseau & Associates Inc | 21,846 | $1.71M | 0.04% | 00.0% | Unchanged |
| Riverwater Partners LLC | 21,826 | $1.71M | 0.88% | −213−1.0% | Reduced |
| Tiaa Trust, National Association | 21,821 | $1.71M | 0.01% | −995−4.4% | Reduced |
| Essex Savings Bank | 21,718 | $1.70M | 0.42% | −146−0.7% | Reduced |
| Covey Capital Advisors, LLC | 21,713 | $1.70M | 1.96% | +181+0.8% | Added |
| Highland Capital Management, LLC | 21,576 | $1.69M | 0.10% | −557−2.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 21,531 | $1.69M | 0.06% | +523+2.5% | Added |
| Umb Bank N A | 20,949 | $1.64M | 0.03% | −336−1.6% | Reduced |
| Professional Financial Advisors, LLC | 20,941 | $1.64M | 0.42% | +304+1.5% | Added |
| Krilogy Financial LLC | 20,839 | $1.63M | 0.11% | +1,558+8.1% | Added |
| Savvy Advisors, Inc. | 20,775 | $1.63M | 0.16% | +1,378+7.1% | Added |
| David Loasby | 21,958 | $1.62M | 0.16% | +784+3.7% | Added |
| Ritholtz Wealth Management | 20,662 | $1.62M | 0.05% | +3,089+17.6% | Added |
| Convergence Investment Partners, LLC | 20,614 | $1.61M | 0.45% | +20,614 | New |
| Rothschild Investment LLC | 20,548 | $1.61M | 0.11% | −297−1.4% | Reduced |
| Rokos Capital Management LLP | 20,524 | $1.61M | 0.04% | +20,524 | New |
| Congress Wealth Management LLC | 20,357 | $1.60M | 0.02% | +17,377+583.1% | Added |
| Lummis Asset Management, LP | 20,055 | $1.60M | 1.11% | +8,086+67.6% | Added |
| Northwest & Ethical Investments L.P. | 20,400 | $1.59M | 0.04% | +20,400 | New |
| StoneX Group Inc. | 20,289 | $1.59M | 0.09% | +2,708+15.4% | Added |
| Eagle Rock Investment Company, LLC | 20,279 | $1.59M | 0.27% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 20,257 | $1.59M | 0.11% | +595+3.0% | Added |