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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 11,535 | $1.05M | 0.09% | −300−2.5% | Reduced |
| Oder Investment Management, LLC | 11,548 | $1.05M | 0.80% | −302−2.5% | Reduced |
| Mystic Asset Management, Inc. | 11,551 | $1.05M | 0.25% | +165+1.4% | Added |
| Dumont & Blake Investment Advisors LLC | 11,556 | $1.05M | 0.28% | +140+1.2% | Added |
| Fundamentun, LLC | 11,572 | $1.06M | 0.05% | +645+5.9% | Added |
| Personal Cfo Solutions, LLC | 11,591 | $1.06M | 0.20% | +134+1.2% | Added |
| Sovereign's Capital Management, LLC | 11,622 | $1.06M | 0.57% | +1,856+19.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 11,695 | $1.07M | 0.52% | +340+3.0% | Added |
| Lodestone Wealth Management LLC | 11,723 | $1.07M | 0.52% | +36+0.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,742 | $1.07M | 0.03% | +686+6.2% | Added |
| Notis-McConarty Edward | 11,895 | $1.09M | 0.53% | +11,895 | New |
| Cullinan Associates Inc | 11,900 | $1.09M | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,986 | $1.09M | 0.01% | +2,212+22.6% | Added |
| Investor's Fiduciary Advisor Network, LLC | 12,002 | $1.09M | 0.41% | −3,433−22.2% | Reduced |
| Summit Asset Management, LLC | 12,002 | $1.10M | 0.18% | −600−4.8% | Reduced |
| Enterprise Bank & Trust Co | 12,006 | $1.10M | 0.41% | +410+3.5% | Added |
| Matisse Capital | 12,010 | $1.10M | 0.52% | −1,260−9.5% | Reduced |
| O'Rourke & Company, Inc | 12,057 | $1.10M | 0.51% | −671−5.3% | Reduced |
| Hodges Capital Management Inc. | 12,096 | $1.10M | 0.11% | −4,085−25.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 12,107 | $1.10M | 0.21% | +415+3.5% | Added |
| Mutual Advisors, LLC | 11,396 | $1.11M | 0.03% | +37+0.3% | Added |
| BIP Wealth, LLC | 12,133 | $1.11M | 0.07% | −4,556−27.3% | Reduced |
| H&H Retirement Design & Management INC | 11,536 | $1.11M | 0.61% | +299+2.7% | Added |
| Leavell Investment Management, Inc. | 12,173 | $1.11M | 0.05% | +118+1.0% | Added |
| Okabena Investment Services Inc | 12,214 | $1.11M | 0.25% | +12,214 | New |
| Equitable Trust Co | 12,233 | $1.12M | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 12,337 | $1.13M | 0.17% | +934+8.2% | Added |
| Boyd Watterson Asset Management LLC | 12,409 | $1.13M | 0.36% | +675+5.8% | Added |
| Interval Partners, LP | 12,424 | $1.13M | 0.03% | −162,451−92.9% | Reduced |
| Islay Capital Management, LLC | 12,473 | $1.14M | 0.73% | +100+0.8% | Added |
| Nautilus Advisors LLC | 12,481 | $1.14M | 0.84% | 00.0% | Unchanged |
| Delaney Dennis R | 12,500 | $1.14M | 0.59% | +5,145+70.0% | Added |
| Advisors Asset Management, Inc. | 12,503 | $1.14M | 0.02% | −4,606−26.9% | Reduced |
| Panoramic Investment Advisors, LLC | 12,533 | $1.14M | 0.70% | 00.0% | Unchanged |
| Maven Securities LTD | 12,598 | $1.15M | 0.30% | −6,483−34.0% | Reduced |
| West Financial Advisors, LLC | 12,600 | $1.15M | 0.20% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 12,623 | $1.15M | 0.09% | 00.0% | Unchanged |
| Avestar Capital, LLC | 12,635 | $1.15M | 0.08% | +2,517+24.9% | Added |
| Stablepoint Partners, LLC | 12,677 | $1.16M | 0.20% | +448+3.7% | Added |
| Capricorn Fund Managers Ltd | 12,701 | $1.16M | 0.55% | −224−1.7% | Reduced |
| Costello Asset Management, INC | 12,740 | $1.16M | 0.44% | +26+0.2% | Added |
| Destination Wealth Management | 12,741 | $1.16M | 0.03% | −971−7.1% | Reduced |
| Proffitt & Goodson Inc | 12,765 | $1.16M | 0.18% | +21+0.2% | Added |
| Blalock Williams, LLC | 12,786 | $1.17M | 1.17% | +456+3.7% | Added |
| Granite Investment Partners, LLC | 12,791 | $1.17M | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12,793 | $1.17M | 0.08% | −20.0% | Reduced |
| Knollwood Investment Advisory, LLC | 12,810 | $1.17M | 0.11% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 12,945 | $1.18M | 0.40% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 13,171 | $1.18M | 0.02% | −305−2.3% | Reduced |
| R Squared Ltd | 12,994 | $1.19M | 0.65% | +12,994 | New |
| Hardy Reed LLC | 13,018 | $1.19M | 0.10% | −141−1.1% | Reduced |
| Catalyst Financial Partners LLC | 13,039 | $1.19M | 0.13% | +338+2.7% | Added |
| HCR Wealth Advisors | 13,045 | $1.19M | 0.14% | +788+6.4% | Added |
| Nicolet Bankshares Inc | 13,049 | $1.19M | 0.21% | +107+0.8% | Added |
| Worth Asset Management, LLC | 13,052 | $1.19M | 0.59% | +13,052 | New |
| Franklin Street Advisors Inc | 13,059 | $1.19M | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,245 | $1.21M | 0.15% | +8,909+205.5% | Added |
| Golden State Equity Partners | 13,311 | $1.21M | 0.22% | +619+4.9% | Added |
| Sumitomo Life Insurance Co | 13,315 | $1.21M | 0.08% | −774−5.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,330 | $1.22M | 0.84% | +110+0.8% | Added |
| Essex Financial Services, Inc. | 13,370 | $1.22M | 0.08% | +303+2.3% | Added |
| Smartleaf Asset Management LLC | 13,592 | $1.22M | 0.11% | −2,181−13.8% | Reduced |
| Edgestream Partners, L.P. | 13,467 | $1.23M | 0.03% | +9,514+240.7% | Added |
| FLC Capital Advisors | 13,573 | $1.24M | 0.26% | +756+5.9% | Added |
| Garner Asset Management Corp | 13,583 | $1.24M | 0.57% | −1,938−12.5% | Reduced |
| Brown Brothers Harriman & Co | 13,682 | $1.25M | 0.01% | +5,337+64.0% | Added |
| Qtron Investments LLC | 13,698 | $1.25M | 0.16% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 13,708 | $1.25M | 0.09% | +512+3.9% | Added |
| VCI Wealth Management LLC | 13,734 | $1.25M | 0.44% | +1,268+10.2% | Added |
| Independence Bank of Kentucky | 13,735 | $1.25M | 0.18% | −1,120−7.5% | Reduced |
| Disciplined Investors, L.L.C. | 13,806 | $1.26M | 0.98% | +41+0.3% | Added |
| Leisure Capital Management | 13,828 | $1.26M | 0.48% | +198+1.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,843 | $1.26M | 0.00% | −1,762−11.3% | Reduced |
| Capital Investment Advisors, LLC | 13,846 | $1.26M | 0.02% | +5,850+73.2% | Added |
| Hancock Whitney Corp | 13,852 | $1.26M | 0.02% | +13,852 | New |
| Sigma Planning Corp | 13,936 | $1.27M | 0.04% | +420+3.1% | Added |
| IMS Capital Management | 14,002 | $1.28M | 0.60% | −199−1.4% | Reduced |
| VisionPoint Advisory Group, LLC | 14,017 | $1.28M | 0.28% | −18,454−56.8% | Reduced |
| JT Stratford LLC | 14,138 | $1.29M | 0.20% | +1,835+14.9% | Added |
| Ronald Blue Trust, Inc. | 14,179 | $1.29M | 0.02% | +3,179+28.9% | Added |
| Integrated Quantitative Investments LLC | 14,192 | $1.29M | 0.38% | +14,192 | New |
| Sage Rhino Capital LLC | 14,260 | $1.30M | 0.28% | +10+0.1% | Added |
| RFG Advisory, LLC | 14,299 | $1.30M | 0.03% | +3,347+30.6% | Added |
| Sagespring Wealth Partners, LLC | 14,313 | $1.31M | 0.03% | +5,277+58.4% | Added |
| Cooper Financial Group | 14,326 | $1.31M | 0.15% | +78+0.5% | Added |
| Aptus Capital Advisors, LLC | 14,330 | $1.31M | 0.01% | −438−3.0% | Reduced |
| VestGen Advisors, LLC | 14,332 | $1.31M | 0.05% | +903+6.7% | Added |
| Tranquilli Financial Advisor LLC | 14,365 | $1.31M | 0.81% | +26+0.2% | Added |
| Uncommon Cents Investing LLC | 14,381 | $1.31M | 0.35% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 14,433 | $1.32M | 0.38% | +489+3.5% | Added |
| Smith, Moore & Co. | 14,435 | $1.32M | 0.11% | +457+3.3% | Added |
| NBT Bank N A | 14,435 | $1.32M | 0.09% | +2,070+16.7% | Added |
| Fruth Investment Management | 14,456 | $1.32M | 0.36% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 14,450 | $1.32M | 0.33% | −33,900−70.1% | Reduced |
| SCS Capital Management LLC | 14,574 | $1.33M | 0.01% | +2,744+23.2% | Added |
| Greystone Financial Group, LLC | 14,586 | $1.33M | 0.22% | −83−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 14,688 | $1.34M | 0.09% | +100+0.7% | Added |
| Skylands Capital, LLC | 14,700 | $1.34M | 0.19% | −19,900−57.5% | Reduced |
| Davis R M Inc | 14,707 | $1.34M | 0.02% | −85−0.6% | Reduced |
| Central Trust Co | 14,795 | $1.35M | 0.03% | −185−1.2% | Reduced |