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, 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
- 2,145
- +141 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
- 245
- 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jericho Financial, LLP | 8,879 | $810.1K | 0.53% | −1,161−11.6% | Reduced |
| Dynasty Wealth Management, LLC | 8,895 | $811.6K | 0.01% | −1,772−16.6% | Reduced |
| Venture Visionary Partners LLC | 8,955 | $817.1K | 0.03% | −1,089−10.8% | Reduced |
| Manchester Financial Inc | 8,956 | $817.1K | 0.17% | −117−1.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,956 | $817.1K | 0.06% | +3,571+66.3% | Added |
| Kearns & Associates LLC | 9,000 | $821.2K | 0.47% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,007 | $821.8K | 0.08% | −145−1.6% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 9,010 | $822.1K | 0.16% | +443+5.2% | Added |
| Crumly & Associates Inc. | 9,027 | $823.6K | 0.20% | −183−2.0% | Reduced |
| Weaver Capital Management LLC | 9,028 | $823.7K | 0.20% | +6+0.1% | Added |
| SeaCrest Wealth Management, LLC | 9,108 | $831.0K | 0.09% | −2,345−20.5% | Reduced |
| Eaton Financial Holdings Company, LLC | 9,124 | $832.5K | 0.26% | +9,124 | New |
| One Capital Management, LLC | 9,158 | $835.6K | 0.03% | +20.0% | Added |
| RiverFront Investment Group, LLC | 9,173 | $836.9K | 0.02% | +9,173 | New |
| Everhart Financial Group, Inc. | 9,183 | $837.9K | 0.10% | +1,142+14.2% | Added |
| Viawealth, LLC | 9,208 | $840.1K | 0.50% | −175−1.9% | Reduced |
| Headlands Technologies LLC | 9,360 | $854.0K | 0.10% | −13,078−58.3% | Reduced |
| Westover Capital Advisors, LLC | 9,371 | $855.0K | 0.17% | −54−0.6% | Reduced |
| NorthRock Partners, LLC | 9,383 | $855.5K | 0.02% | +2,788+42.3% | Added |
| Axq Capital, LP | 9,381 | $855.9K | 0.28% | +9,381 | New |
| Hohimer Wealth Management, LLC | 9,389 | $856.7K | 0.15% | +132+1.4% | Added |
| Kirtland Hills Capital Management, LLC | 9,405 | $858.1K | 0.40% | +1,853+24.5% | Added |
| ISAM Funds (UK) Ltd | 9,435 | $860.8K | 0.19% | +2,716+40.4% | Added |
| Kestra Private Wealth Services, LLC | 9,455 | $862.7K | 0.01% | −681−6.7% | Reduced |
| Evoke Wealth, LLC | 9,466 | $863.7K | 0.02% | +2,999+46.4% | Added |
| Hedges Asset Management LLC | 9,500 | $866.8K | 0.70% | −10,500−52.5% | Reduced |
| Novem Group | 9,509 | $867.5K | 0.11% | +290+3.1% | Added |
| Bryce Point Capital, LLC | 9,510 | $867.7K | 0.73% | +9,510 | New |
| Ridgewood Investments LLC | 9,527 | $869.2K | 0.38% | −4,756−33.3% | Reduced |
| PDS Planning, Inc | 9,580 | $874.1K | 0.07% | +198+2.1% | Added |
| Regatta Capital Group, LLC | 9,626 | $878.3K | 0.15% | +37+0.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,631 | $878.7K | 0.07% | +184+1.9% | Added |
| Kennebec Savings Bank | 9,642 | $879.7K | 0.86% | 00.0% | Unchanged |
| Future Fund LLC | 9,661 | $881.5K | 0.39% | +897+10.2% | Added |
| Clean Yield Group | 9,673 | $882.6K | 0.26% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 9,719 | $886.8K | 0.02% | +2,328+31.5% | Added |
| Colton Groome Financial Advisors, LLC | 9,735 | $888.2K | 0.30% | +420+4.5% | Added |
| Pure Financial Advisors, Inc. | 9,737 | $888.4K | 0.02% | +463+5.0% | Added |
| NBC Securities, Inc. | 9,695 | $891.0K | 0.07% | −2,397−19.8% | Reduced |
| Canvas Wealth Advisors, LLC | 9,103 | $891.3K | 0.18% | +53+0.6% | Added |
| Retirement Planning Group | 9,780 | $892.4K | 0.04% | +259+2.7% | Added |
| United Community Bank | 9,839 | $897.7K | 0.31% | +142+1.5% | Added |
| Hilltop Holdings Inc. | 9,844 | $898.2K | 0.06% | −533−5.1% | Reduced |
| USA Financial Portformulas Corp | 9,864 | $900.0K | 0.15% | +9,864 | New |
| Pitcairn Co | 9,906 | $903.8K | 0.06% | −571−5.5% | Reduced |
| Advisor OS, LLC | 9,926 | $905.7K | 0.09% | +5,331+116.0% | Added |
| Diversified Trust Co | 9,936 | $906.6K | 0.02% | +9+0.1% | Added |
| Johnson Financial Group, Inc. | 9,951 | $907.9K | 0.04% | −2,555−20.4% | Reduced |
| Sage Mountain Advisors LLC | 9,956 | $908.3K | 0.06% | +1,495+17.7% | Added |
| Gemmer Asset Management LLC | 9,958 | $908.6K | 0.08% | −645−6.1% | Reduced |
| Mark Asset Management LP | 10,000 | $912.0K | 0.11% | +10,000 | New |
| Edmond de Rothschild Holding S.A. | 10,000 | $912.4K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $912.4K | 0.23% | 00.0% | Unchanged |
| American Money Management, LLC | 10,014 | $913.7K | 0.16% | −551−5.2% | Reduced |
| Vigilare Wealth Management | 10,024 | $914.6K | 0.34% | +10,024 | New |
| Oak Harbor Wealth Partners, LLC | 10,046 | $916.6K | 0.25% | +755+8.1% | Added |
| Silvercrest Asset Management Group LLC | 10,091 | $920.7K | 0.01% | −21,297−67.9% | Reduced |
| Figure 8 Investment Strategies LLC | 10,124 | $923.7K | 0.90% | +10,124 | New |
| Variant Private Wealth, LLC | 10,206 | $931.2K | 0.97% | −280−2.7% | Reduced |
| Graypoint LLC | 10,260 | $936.1K | 0.05% | −10−0.1% | Reduced |
| Canandaigua National Trust Co of Florida | 10,361 | $945.3K | 0.67% | −2,481−19.3% | Reduced |
| Tower Trust & Investment Co | 10,385 | $947.5K | 0.67% | +455+4.6% | Added |
| Navalign, LLC | 10,430 | $951.7K | 0.26% | −881−7.8% | Reduced |
| Moseley Investment Management Inc | 10,439 | $952.5K | 0.33% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10,479 | $956.1K | 0.15% | −60−0.6% | Reduced |
| Invictus Private Wealth, LLC | 10,529 | $960.7K | 0.07% | +500+5.0% | Added |
| Bank of Stockton | 10,593 | $966.5K | 0.29% | +123+1.2% | Added |
| Northcape Wealth Management, LLC | 10,637 | $970.5K | 0.30% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 10,660 | $971.9K | 0.45% | −11−0.1% | Reduced |
| Uhlmann Price Securities, LLC | 10,732 | $979.3K | 0.70% | −2,026−15.9% | Reduced |
| Thor Investment Management Inc | 10,740 | $979.9K | 0.67% | +33+0.3% | Added |
| Clarius Group, LLC | 10,801 | $985.5K | 0.06% | +931+9.4% | Added |
| AIA Group Ltd | 10,814 | $986.7K | 0.02% | −1,736−13.8% | Reduced |
| TownSquare Capital, LLC | 10,842 | $989.2K | 0.10% | −129,109−92.3% | Reduced |
| Howard Capital Management Inc. | 10,849 | $989.9K | 0.01% | +2,812+35.0% | Added |
| ICONIQ Capital, LLC | 10,868 | $991.6K | 0.02% | +2,880+36.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 10,948 | $998.9K | 0.03% | +7,370+206.0% | Added |
| Shira Ridge Wealth Management | 10,976 | $1.00M | 0.46% | +10.0% | Added |
| Secured Retirement Advisors, LLC | 10,981 | $1.00M | 0.60% | −812−6.9% | Reduced |
| Simplicity Wealth,LLC | 10,996 | $1.00M | 0.04% | +6,300+134.2% | Added |
| Kidder Stephen W | 11,025 | $1.01M | 0.30% | +11,025 | New |
| Cullen/Frost Bankers, Inc. | 11,037 | $1.01M | 0.01% | +1,183+12.0% | Added |
| Nabity-Jensen Investment Management Inc | 11,039 | $1.01M | 0.74% | +7+0.1% | Added |
| 44 Wealth Management LLC | 11,041 | $1.01M | 0.36% | +11,041 | New |
| Cynosure Management, LLC | 11,066 | $1.01M | 0.11% | +42+0.4% | Added |
| Burns Matteson Capital Management, LLC | 11,082 | $1.01M | 0.49% | −304−2.7% | Reduced |
| Capital Advantage, Inc. | 11,088 | $1.01M | 0.16% | +2,979+36.7% | Added |
| Polar Asset Management Partners Inc. | 11,100 | $1.01M | 0.03% | +11,100 | New |
| Balboa Wealth Partners | 11,177 | $1.02M | 0.20% | +521+4.9% | Added |
| Thomasville National Bank | 11,204 | $1.02M | 0.07% | −142−1.3% | Reduced |
| Palisade Asset Management, LLC | 11,229 | $1.02M | 0.10% | −40−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 11,262 | $1.03M | 0.11% | −23−0.2% | Reduced |
| Perpetual Ltd | 11,277 | $1.03M | 0.01% | −172−1.5% | Reduced |
| Forbes J M & Co LLP | 11,300 | $1.03M | 0.09% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 11,330 | $1.03M | 0.66% | −20−0.2% | Reduced |
| Birmingham Capital Management Co Inc | 11,375 | $1.04M | 0.46% | −4,700−29.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 11,391 | $1.04M | 0.04% | +384+3.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,411 | $1.04M | 0.05% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 11,450 | $1.04M | 0.14% | −260−2.2% | Reduced |
| Investment House LLC | 11,500 | $1.05M | 0.05% | +11,500 | New |