Skip to main content

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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q2 2025

Institutional positions in Schwab Charles Corp as of Jun 30, 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
2,146
+142 vs. Q1 2025
Shares held
1.51B
−9.57M (−0.6%) vs. Q1 2025
Total value
$137.4B
+$18.7B (+15.8%) vs. Q1 2025
New holders
246
872 more added
Sold out
104
781 more reduced

26 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 2,146 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ2 2025: $137.4B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2025.

Institutions holding SCHW in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Your Advocates Ltd., LLP434$00.00%00.0%Unchanged
Legacy Bridge, LLC2$1830.00%+2New
Y.D. More Investments Ltd1,366$3650.00%−738−35.1%Reduced
Aspect Partners, LLC4$3650.00%00.0%Unchanged
Redwood Park Advisors LLC4$3650.00%+4New
Quest 10 Wealth Builders, Inc.7$6440.00%00.0%Unchanged
Pineridge Advisors LLC14$1.28K0.00%+14New
NVWM, LLC15$1.37K0.00%+7+87.5%Added
LGT Financial Advisors LLC15$1.37K0.00%+15New
Trust Co17$1.55K0.00%00.0%Unchanged
DecisionPoint Financial, LLC17$1.57K0.00%+17Added
Kimelman & Baird, LLC19$1.73K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.20$1.84K0.00%00.0%Unchanged
HFM Investment Advisors, LLC24$2.19K0.00%+14+140.0%Added
Total Investment Management Inc25$2.28K0.00%+25New
Rakuten Securities, Inc.26$2.37K0.00%−19−42.2%Reduced
MJT & Associates Financial Advisory Group, Inc.27$2.46K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC28$2.56K0.00%−6−17.6%Reduced
Evergreen Private Wealth LLC29$2.65K0.00%+29New
Family Legacy Financial Solutions, LLC32$2.92K0.00%+32New
1620 Investment Advisors, Inc.33$3.01K0.00%00.0%Unchanged
Stephens Consulting, LLC34$3.10K0.00%+34New
Ameriflex Group, Inc.36$3.22K0.00%00.0%Unchanged
WestEnd Advisors, LLC37$3.38K0.00%−13−26.0%Reduced
PayPay Securities Corp37$3.38K0.16%+4+12.1%Added
Parkworth Wealth Management, Inc.39$3.56K0.00%+27+225.0%Added
SWAN Capital LLC39$3.56K0.00%+39New
Hoey Investments, Inc39$3.56K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd40$3.65K0.00%+37+1,233.3%Added
GoalVest Advisory LLC43$3.92K0.00%−93−68.4%Reduced
ROSS\JOHNSON & Associates LLC44$4.01K0.08%00.0%Unchanged
Rialto Wealth Management, LLC44$4.01K0.00%+6+15.8%Added
Garde Capital, Inc.45$4.11K0.00%00.0%Unchanged
Bangor Savings Bank46$4.20K0.00%00.0%Unchanged
Fairman Group, LLC46$4.20K0.00%00.0%Unchanged
S&T Bank48$4.38K0.00%+32+200.0%Added
Perritt Capital Management Inc49$4.47K0.00%00.0%Unchanged
Kilter Group LLC49$4.47K0.00%+49New
First Command Advisory Services, Inc.50$4.56K0.00%00.0%Unchanged
Tidemark, LLC51$4.65K0.00%00.0%Unchanged
Paladin Advisory Group, LLC52$4.74K0.00%00.0%Unchanged
Duncker Streett & Co Inc53$4.84K0.00%00.0%Unchanged
Winch Advisory Services, LLC57$5.16K0.00%+1+1.8%Added
1 North Wealth Services LLC57$5.20K0.00%00.0%Unchanged
Nemes Rush Group LLC57$5.20K0.00%+24+72.7%Added
Morton Brown Family Wealth, LLC58$5.29K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC58$5.29K0.00%+58New
Jackson, Grant Investment Advisers, Inc.62$5.66K0.00%00.0%Unchanged
GFG Capital, LLC69$6.30K0.00%−37,078−99.8%Reduced
Holos Integrated Wealth LLC65$6.31K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC70$6.41K0.00%−17−19.5%Reduced
High Note Wealth, LLC72$6.57K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC74$6.75K0.00%00.0%Unchanged
IMG Wealth Management, Inc.75$6.84K0.01%+75New
TFC Financial Management77$7.03K0.00%−29−27.4%Reduced
DiNuzzo Private Wealth, Inc.78$7.12K0.00%00.0%Unchanged
Global Wealth Strategies & Associates83$7.57K0.00%00.0%Unchanged
Bare Financial Services, Inc90$8.21K0.00%+64+246.2%Added
American National Bank90$8.21K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.90$8.21K0.01%00.0%Unchanged
Morse Asset Management, Inc91$8.30K0.00%+91New
Centennial Bank92$8.39K0.00%+92New
First United Bank Trust93$8.48K0.00%00.0%Unchanged
Uniplan Investment Counsel, Inc.97$8.89K0.00%+97New
Bay Harbor Wealth Management, LLC98$8.92K0.00%+30+44.1%Added
Miller Wealth Advisors, LLC100$9.12K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC103$9.40K0.01%00.0%Unchanged
Aventura Private Wealth, LLC103$9.41K0.00%+8+8.4%Added
Newbridge Financial Services Group, Inc.107$9.75K0.00%−76−41.5%Reduced
Robbins Farley LLC108$9.85K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A116$10.6K0.00%00.0%Unchanged
BFSG, LLC118$10.8K0.00%−165−58.3%Reduced
Dogwood Wealth Management LLC119$10.9K0.01%+25+26.6%Added
Icon Advisers Inc120$10.9K0.00%+120New
Consultiva Wealth Management, Corp.121$11.0K0.03%00.0%Unchanged
Riggs Asset Managment Co. Inc.121$11.0K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna122$11.1K0.00%+122New
Blue Bell Private Wealth Management, LLC137$12.5K0.00%+94+218.6%Added
Sittner & Nelson, LLC142$13.0K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC143$13.0K0.01%+1+0.7%Added
Red Tortoise LLC148$13.5K0.01%00.0%Unchanged
HighMark Wealth Management LLC152$13.9K0.01%+26+20.6%Added
Prestige Wealth Management Group LLC153$14.0K0.00%00.0%Unchanged
PrairieView Partners, LLC162$14.0K0.00%00.0%Unchanged
Rossby Financial, LCC157$14.3K0.01%+121+336.1%Added
MRP Capital Investments, LLC165$15.1K0.01%+50+43.5%Added
Transce3nd, LLC167$15.2K0.01%+21+14.4%Added
True Wealth Design, LLC174$15.9K0.01%+25+16.8%Added
Financial Network Wealth Advisors LLC174$15.9K0.02%+1+0.6%Added
McIlrath & Eck, LLC176$16.0K0.00%00.0%Unchanged
Front Row Advisors LLC180$16.4K0.01%−3,409−95.0%Reduced
Clear Investment Research, LLC180$16.4K0.02%00.0%Unchanged
Arcadia Investment Management Corp182$16.6K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc224$17.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC188$17.1K0.00%+1+0.5%Added
Decker Retirement Planning Inc.190$17.3K0.01%+190New
Gleason Group, Inc.194$17.7K0.00%+1+0.5%Added
Minot DeBlois Advisors LLC195$17.8K0.02%00.0%Unchanged
Evolution Wealth Management Inc.197$18.0K0.02%+197New
Vermillion Wealth Management, Inc.200$18.2K0.01%00.0%Unchanged