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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.

Other share classesSCHW.PDSCHW.PJ

Q2 2025 vs. Q1 2025

How the institutions holding Schwab Charles Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of SCHW: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2,030262,145+141
Shares1.52B4.34M1.51B−9.57M (−0.6%)
Value$119.1B$339.4M$137.4B+$18.7B (+15.8%)

26 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (245)

Institutions that held Schwab Charles Corp at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 245 by value.

Institutions new to SCHW in Q2 2025
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd1,696,997$154.8M0.21%
Zurich Insurance Group Ltd1,345,009$122.7M0.95%
Cubist Systematic Strategies, LLC1,000,732$91.3M0.99%
Glenmede Investment Management, LP908,537$82.9M0.42%
Swedbank AB755,020$68.9M0.08%
Caledonia Investments PLC501,000$45.7M4.49%
Tudor Investment Corp Et Al361,407$33.0M0.25%
Trexquant Investment LP303,080$27.7M0.31%
Midwest Trust Co271,837$24.8M0.34%
Canada Post Corp Registered Pension Plan266,819$24.3M1.43%
Summit Trail Advisors, LLC179,571$16.4M0.28%
HRT Financial LP170,990$15.6M0.07%
Connors Investor Services Inc170,613$15.6M1.38%
Entropy Technologies, LP142,708$13.0M1.03%
Mizuho Markets Cayman LP141,894$12.9M0.93%
Capital Fund Management S.A.141,863$12.9M0.14%
Bright Rock Capital Management, LLC125,000$11.4M2.31%
Atlantic Union Bankshares Corp121,224$11.1M0.25%
Mizuho Securities USA LLC118,045$10.8M0.23%
Westend Capital Management, LLC114,484$10.4M3.22%
Aquatic Capital Management LLC110,294$10.1M0.20%
Tribune Investment Group LP100,000$9.12M4.49%
Erste Asset Management GmbH98,862$8.90M0.07%
Jump Financial, LLC93,828$8.56M0.10%
Qsemble Capital Management, LP89,586$8.17M0.78%
Y-Intercept (Hong Kong) Ltd89,367$8.15M0.20%
Campbell & CO Investment Adviser LLC73,222$6.68M0.42%
Dark Forest Capital Management LP73,208$6.68M0.27%
Bayesian Capital Management, LP67,000$6.11M0.97%
Wetherby Asset Management Inc57,903$5.28M0.24%
Partners Capital Investment Group, LLP53,093$4.84M0.19%
FORA Capital, LLC52,261$4.77M0.53%
Greenwich Wealth Management LLC50,492$4.61M0.22%
Boothbay Fund Management, LLC49,648$4.53M0.14%
Ibex Wealth Advisors48,780$4.45M0.47%
Andra AP-fonden46,803$4.27M0.06%
Sciencast Management LP44,649$4.07M0.84%
Lantern Wealth Advisors, LLC60,189$3.91M2.34%
MASTERINVEST Kapitalanlage GmbH42,480$3.88M0.41%
XTX Topco Ltd41,488$3.79M0.16%
Quadrature Capital Ltd40,477$3.69M0.06%
Caption Management, LLC40,000$3.65M0.33%
Park Avenue Securities LLC39,516$3.60M0.03%
Gsa Capital Partners LLP38,080$3.47M0.24%
Fieldview Capital Management, LLC34,144$3.12M0.47%
Q3 Asset Management34,070$3.11M1.10%
111 Capital32,619$2.98M0.51%
Global Retirement Partners, LLC30,701$2.80M0.07%
O'Neil Global Advisors, Inc.30,664$2.80M0.64%
Donoghue Forlines LLC30,572$2.79M0.80%
Boston Private Wealth LLC29,837$2.72M0.15%
Bridgeway Capital Management, LLC29,120$2.66M0.06%
Napa Wealth Management29,098$2.65M1.27%
Stenger Family Office, LLC24,759$2.44M0.64%
Dynamic Technology Lab Private Ltd26,610$2.43M0.33%
Strategic Wealth Partners, Ltd.25,238$2.30M0.18%
Hutchinson Financial Advisors, INC24,769$2.26M2.53%
Somerville Kurt F24,368$2.22M0.37%
CenterBook Partners LP23,393$2.13M0.12%
Parsonex Advisory Services, Inc.20,463$1.87M1.56%
PMC FIG Opportunities LLC20,422$1.86M2.77%
Vise Technologies, Inc.19,342$1.76M0.07%
Sheets Smith Investment Management18,653$1.70M1.49%
LOM Asset Management Ltd18,454$1.68M0.57%
Wright Investors Service Inc17,746$1.62M0.49%
Virtus Investment Advisers, Inc.17,335$1.58M0.53%
HighVista Strategies LLC16,300$1.49M0.55%
IPG Investment Advisors LLC16,286$1.49M0.29%
Jupiter Asset Management Ltd15,825$1.44M0.01%
Glaxis Capital Management, LLC15,000$1.37M1.83%
Stance Capital LLC14,882$1.36M0.51%
Integrated Quantitative Investments LLC14,192$1.29M0.38%
Hancock Whitney Corp13,852$1.26M0.02%
Worth Asset Management, LLC13,052$1.19M0.59%
R Squared Ltd12,994$1.19M0.65%
Okabena Investment Services Inc12,214$1.11M0.25%
Notis-McConarty Edward11,895$1.09M0.53%
Investment House LLC11,500$1.05M0.05%
Polar Asset Management Partners Inc.11,100$1.01M0.03%
44 Wealth Management LLC11,041$1.01M0.36%
Kidder Stephen W11,025$1.01M0.30%
Figure 8 Investment Strategies LLC10,124$923.7K0.90%
Vigilare Wealth Management10,024$914.6K0.34%
Mark Asset Management LP10,000$912.0K0.11%
USA Financial Portformulas Corp9,864$900.0K0.15%
Bryce Point Capital, LLC9,510$867.7K0.73%
Axq Capital, LP9,381$855.9K0.28%
RiverFront Investment Group, LLC9,173$836.9K0.02%
Eaton Financial Holdings Company, LLC9,124$832.5K0.26%
Ethos Financial Group, LLC8,381$764.7K0.07%
Nine Masts Capital Ltd8,362$762.9K0.30%
Twinbeech Capital LP8,272$754.7K0.02%
Blueshift Asset Management, LLC7,510$685.2K0.21%
Dempze Nancy E7,455$680.2K0.39%
Accredited Investors Inc.7,227$659.4K0.04%
Whalen Wealth Management Inc.7,089$646.8K0.41%
Persistent Asset Partners Ltd7,043$642.6K0.56%
Elefante Mark B6,940$633.2K0.48%
Wellington Capital Management, Inc.6,390$583.0K0.88%
CTC Alternative Strategies, Ltd.6,302$575.0K0.50%

Sold out (104)

Institutions that held Schwab Charles Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 104 by value.

Institutions that sold out of SCHW in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Maverick Capital LtdSuperinvestorMaverick Capital1,425,125$111.6M
Junto Capital Management LP1,132,385$88.6M
Burkehill Global Management, LP950,000$74.4M
Corebridge Financial, Inc.418,026$32.7M
Mizuho Markets Americas LLC371,694$29.1M
Zimmer Partners, LP350,000$27.4M
Financial Counselors Inc263,219$20.6M
Prana Capital Management, LP256,305$20.1M
Sculptor Capital LP152,783$12.0M
Discovery Capital Management, LLC125,000$9.79M
Private Advisory Group LLC95,297$7.46M
Fortress Investment Group LLC90,693$7.10M
Beck Bode, LLC86,364$6.76M
Bridgewater Associates, LP84,797$6.64M
Skba Capital Management LLC84,600$6.62M
Cinctive Capital Management LP75,400$5.90M
Monashee Investment Management LLC75,000$5.87M
Quinn Opportunity Partners LLC63,214$4.95M
FJ Capital Management LLC61,043$4.78M
Parallax Volatility Advisers, L.P.58,715$4.60M
Wolverine Asset Management LLC57,575$4.51M
SummitTX Capital, L.P.56,574$4.43M
Cabot Wealth Management Inc44,873$3.51M
United Services Automobile Association39,512$3.07M
J. Goldman & Co LP33,428$2.62M
Twin Tree Management, LP32,063$2.51M
Kampmann Melissa S.30,335$2.37M
Ally Financial Inc.27,000$2.11M
Cumberland Partners Ltd25,000$1.96M
Rokos Capital Management LLP20,524$1.61M
Eagle Rock Investment Company, LLC20,279$1.59M
AXS Investments LLC16,617$1.30M
PCJ Investment Counsel Ltd.15,000$1.17M
Scharf Investments, LLC14,765$1.16M
Peak Planning Group, LLC12,152$951.3K
Inspire Advisors, LLC11,576$906.2K
Thoroughbred Financial Services, LLC10,388$813.0K
Eschler Asset Management LLP10,345$809.8K
Anson Funds Management LP10,000$782.8K
Legacy Advisors, LLC9,038$707.5K
Veracity Capital LLC7,859$615.2K
Versor Investments LP7,500$587.1K
Asahi Life Asset Management Co., Ltd.6,980$546.4K
Milestone Asset Management, LLC6,157$482.0K
New Century Financial Group, LLC5,491$429.8K
Capital A Wealth Management, LLC5,486$429.4K
Vanguard Capital Wealth Advisors4,950$387.5K
PharVision Advisers, LLC4,621$361.7K
Oversea-Chinese Banking CORP Ltd4,228$331.0K
J. Safra Sarasin Holding AG4,190$328.0K
Castleview Partners, LLC3,672$287.4K
Marathon Trading Investment Management LLC3,600$281.8K
BIT Capital GmbH3,545$277.5K
Brown Capital Management LLC3,527$276.1K
Fox Run Management, L.L.C.3,325$260.3K
West Coast Financial LLC3,149$246.5K
Kitching Partners, LLC2,987$233.8K
Silver Coast Investments LLC2,973$232.7K
Carolinas Wealth Consulting LLC2,935$229.7K
Portfolio Design Labs, LLC2,749$215.2K
AA Financial Advisors, LLC2,697$211.1K
Magnus Financial Group LLC2,697$211.1K
McClarren Financial Advisors, Inc.1,779$141.0K
Acropolis Investment Management, LLC1,799$140.8K
State of Wyoming1,544$120.9K
eCIO, Inc.1,399$109.5K
Capula Management Ltd1,395$109.2K
Richards, Merrill & Peterson, Inc.1,202$94.1K
Abound Financial, LLC1,173$91.8K
Hexagon Capital Partners LLC1,123$87.9K
New Age Alpha Advisors, LLC1,078$84.4K
Elite Financial, Inc.900$70.0K
Synergy Investment Management, LLC858$67.2K
TruNorth Capital Management, LLC834$65.3K
Washington Trust Co764$59.8K
Saudi Central Bank678$53.1K
West Paces Advisors Inc.655$51.3K
Atala Financial Inc556$43.5K
Wiser Advisor Group LLC513$40.2K
PSI Advisors, LLC509$39.8K
Bank of Jackson Hole Trust494$39.3K
WFA Asset Management Corp458$33.1K
Tobam242$19.0K
Flaharty Asset Management, LLC210$16.4K
NCP Inc.181$14.2K
Bear Mountain Capital, Inc.163$13.2K
Global Financial Private Client, LLC160$12.5K
MeadowBrook Investment Advisors LLC150$11.7K
Stonebridge Financial Group, LLC114$8.92K
Graybill Bartz & Assoc Ltd108$8.45K
REAP Financial Group, LLC92$7.20K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.77$6.03K
Winnow Wealth LLC52$4.03K
Mendota Financial Group, LLC40$3.13K
Ruedi Wealth Management, Inc.40$3.13K
Raleigh Capital Management Inc.25$1.96K
Osterweis Capital Management Inc20$1.57K
Crowley Wealth Management, Inc.18$1.41K
JDM Financial Group LLC16$1.25K
Halbert Hargrove Global Advisors, LLC15$1.20K

Not filed for Q2 2025 yet (26)

Institutions that held Schwab Charles Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Mondrian Investment Partners LTD1,868,430$146.3M
Glenmede Trust Co NA957,596$75.0M
Credit Agricole S A683,027$53.5M
Rakuten Investment Management, Inc.156,582$12.2M
Orion Portfolio Solutions, LLC151,304$11.8M
Mizuho Securities USA LLC136,448$10.7M
Sandy Spring Bank120,818$9.46M
Morningstar Investment Services LLC105,850$8.29M
CAPROCK Group, Inc.44,879$3.51M
Schechter Investment Advisors, LLC18,739$1.47M
Montecito Bank & Trust16,697$1.31M
Wolf Group Capital Advisors13,140$1.03M
Lindbrook Capital, LLC11,554$904.4K
Marcum Wealth, LLC10,319$807.8K
Sheaff Brock Investment Advisors, LLC7,986$625.1K
Noble Wealth Management PBC7,650$598.8K
Caas Capital Management LP4,384$343.2K
Cable Hill Partners, LLC3,671$298.8K
Coordinated Financial Services, Inc.3,497$273.8K
Shum Financial Group, Inc.3,316$259.6K
Bremer Bank National Association3,157$247.1K
Beach Investment Counsel Inc2,656$208.0K
Delta Financial Group, Inc.2,529$202.0K
Davis Capital Management1,408$110.2K
Nova Wealth Management, Inc.185$14.5K
Sofos Investments, Inc.130$10.2K