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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 14,833 | $1.35M | 0.03% | −31−0.2% | Reduced |
| GeoWealth Management, LLC | 14,848 | $1.35M | 0.05% | +202+1.4% | Added |
| JNBA Financial Advisors | 14,855 | $1.36M | 0.13% | −68−0.5% | Reduced |
| Stance Capital LLC | 14,882 | $1.36M | 0.51% | +14,882 | New |
| Kelly Lawrence W & Associates Inc | 14,907 | $1.36M | 0.36% | −50−0.3% | Reduced |
| ING Groep NV | 14,972 | $1.37M | 0.01% | +6,165+70.0% | Added |
| Fusion Capital, LLC | 14,994 | $1.37M | 0.47% | +847+6.0% | Added |
| Glaxis Capital Management, LLC | 15,000 | $1.37M | 1.83% | +15,000 | New |
| Postrock Partners LLC | 15,078 | $1.38M | 0.66% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 15,092 | $1.38M | 0.34% | +29+0.2% | Added |
| First Dallas Securities Inc. | 15,109 | $1.38M | 0.54% | −3,308−18.0% | Reduced |
| Neumann Capital Management, LLC | 15,132 | $1.38M | 0.43% | −58−0.4% | Reduced |
| Insigneo Advisory Services, LLC | 15,189 | $1.39M | 0.12% | +1,578+11.6% | Added |
| Cookson Peirce & Co Inc | 15,262 | $1.39M | 0.06% | +3,383+28.5% | Added |
| Skopos Labs, Inc. | 15,295 | $1.40M | 0.18% | +5,261+52.4% | Added |
| Sheets Smith Wealth Management | 15,325 | $1.40M | 0.16% | +7,356+92.3% | Added |
| Pallas Capital Advisors LLC | 15,435 | $1.41M | 0.05% | −2,562−14.2% | Reduced |
| Catalytic Wealth RIA, LLC | 15,476 | $1.41M | 0.12% | +10,269+197.2% | Added |
| Chicago Capital, LLC | 15,629 | $1.43M | 0.04% | +100+0.6% | Added |
| Cove Street Capital, LLC | 15,668 | $1.43M | 2.10% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 15,711 | $1.43M | 0.13% | −1,302−7.7% | Reduced |
| Convergence Investment Partners, LLC | 15,730 | $1.44M | 0.36% | −4,884−23.7% | Reduced |
| Wealth Alliance | 15,732 | $1.44M | 0.16% | +2,291+17.0% | Added |
| First Commonwealth Financial Corp | 15,784 | $1.44M | 0.31% | +188+1.2% | Added |
| Rothschild Investment LLC | 15,801 | $1.44M | 0.09% | −4,747−23.1% | Reduced |
| Jupiter Asset Management Ltd | 15,825 | $1.44M | 0.01% | +15,825 | New |
| Clear Harbor Asset Management, LLC | 15,841 | $1.45M | 0.11% | −580−3.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 15,850 | $1.45M | 0.03% | −21,800−57.9% | Reduced |
| Howard Financial Services, Ltd. | 16,000 | $1.46M | 0.19% | +17+0.1% | Added |
| United Bank | 16,053 | $1.46M | 0.56% | +1,070+7.1% | Added |
| South Dakota Investment Council | 16,056 | $1.47M | 0.03% | −2,600−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 16,121 | $1.47M | 0.05% | −114−0.7% | Reduced |
| Atomi Financial Group, Inc. | 16,139 | $1.47M | 0.06% | +793+5.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 16,201 | $1.48M | 0.46% | +3,784+30.5% | Added |
| Agf Management Ltd | 16,212 | $1.48M | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 16,267 | $1.48M | 0.22% | −1,357−7.7% | Reduced |
| Continuum Advisory, LLC | 16,273 | $1.48M | 0.18% | −7,171−30.6% | Reduced |
| IPG Investment Advisors LLC | 16,286 | $1.49M | 0.29% | +16,286 | New |
| HighVista Strategies LLC | 16,300 | $1.49M | 0.55% | +16,300 | New |
| Elmwood Wealth Management, Inc. | 16,364 | $1.49M | 0.59% | 00.0% | Unchanged |
| Embree Financial Group | 16,522 | $1.51M | 0.23% | +270+1.7% | Added |
| EverSource Wealth Advisors, LLC | 16,551 | $1.51M | 0.07% | +3,814+29.9% | Added |
| Grimes & Company, Inc. | 16,609 | $1.52M | 0.04% | −978−5.6% | Reduced |
| Next Capital Management LLC | 16,684 | $1.52M | 0.56% | +702+4.4% | Added |
| Mainstream Capital Management LLC | 16,714 | $1.52M | 1.11% | −111−0.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 16,770 | $1.53M | 0.53% | +506+3.1% | Added |
| Nicholas Hoffman & Company, LLC. | 16,782 | $1.53M | 0.04% | −4,749−22.1% | Reduced |
| Cigna Investments Inc | 16,831 | $1.54M | 0.26% | +57+0.3% | Added |
| RMR Capital Management, LLC | 16,885 | $1.54M | 1.10% | −3,334−16.5% | Reduced |
| National Asset Management, Inc. | 16,893 | $1.54M | 0.07% | −31,194−64.9% | Reduced |
| Stratos Wealth Advisors, LLC | 16,897 | $1.54M | 0.08% | +1,344+8.6% | Added |
| Hickory Asset Management, Inc. | 16,933 | $1.54M | 1.28% | +137+0.8% | Added |
| Farther Finance Advisors, LLC | 16,952 | $1.55M | 0.03% | +2,677+18.8% | Added |
| Highland Capital Management, LLC | 17,026 | $1.55M | 0.08% | −4,550−21.1% | Reduced |
| Bank of Hawaii | 17,031 | $1.55M | 0.08% | −2,528−12.9% | Reduced |
| Tranquility Partners, LLC | 17,101 | $1.56M | 0.56% | −14−0.1% | Reduced |
| FineMark National Bank & Trust | 17,112 | $1.56M | 0.05% | −169−1.0% | Reduced |
| Wolff Wiese Magana LLC | 17,117 | $1.56M | 0.97% | +13+0.1% | Added |
| WBI Investments | 17,137 | $1.56M | 0.41% | +11,725+216.6% | Added |
| Wedmont Private Capital | 16,948 | $1.56M | 0.07% | +641+3.9% | Added |
| Foundations Investment Advisors, LLC | 17,207 | $1.57M | 0.02% | −1,658−8.8% | Reduced |
| Guardian Asset Advisors, LLC | 17,218 | $1.57M | 0.90% | −80−0.5% | Reduced |
| Trust Asset Management LLC | 17,244 | $1.57M | 0.12% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 17,250 | $1.57M | 1.58% | +6,744+64.2% | Added |
| Canopy Partners, LLC | 17,292 | $1.58M | 0.58% | +296+1.7% | Added |
| Commerzbank Aktiengesellschaft | 17,285 | $1.58M | 0.04% | −1,076−5.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 17,321 | $1.58M | 0.99% | −395−2.2% | Reduced |
| Virtus Investment Advisers, Inc. | 17,335 | $1.58M | 0.53% | +17,335 | New |
| NorthCrest Asset Manangement, LLC | 17,430 | $1.59M | 0.04% | −295−1.7% | Reduced |
| MBM Wealth Consultants, LLC | 17,522 | $1.60M | 0.43% | −377−2.1% | Reduced |
| TLWM | 17,687 | $1.61M | 0.31% | +120+0.7% | Added |
| Wright Investors Service Inc | 17,746 | $1.62M | 0.49% | +17,746 | New |
| HM Payson & Co | 17,774 | $1.62M | 0.03% | −1,497−7.8% | Reduced |
| Puzo Michael J | 17,778 | $1.62M | 0.46% | +12,950+268.2% | Added |
| First Citizens Bank & Trust Co | 17,787 | $1.62M | 0.03% | −898−4.8% | Reduced |
| Arjuna Capital | 17,905 | $1.63M | 0.43% | −956−5.1% | Reduced |
| Drucker Wealth 3.0, LLC | 17,713 | $1.64M | 0.32% | −10,917−38.1% | Reduced |
| Pictet & Cie (Europe) SA | 18,016 | $1.64M | 0.04% | +1,747+10.7% | Added |
| Providence Wealth Advisors, LLC | 17,133 | $1.64M | 1.13% | +659+4.0% | Added |
| LGT Fund Management Co Ltd. | 18,129 | $1.65M | 0.14% | +12,625+229.4% | Added |
| Whitener Capital Management, Inc. | 18,145 | $1.66M | 0.44% | +337+1.9% | Added |
| Concurrent Investment Advisors, LLC | 18,168 | $1.66M | 0.03% | +2,780+18.1% | Added |
| Wedbush Securities Inc | 18,285 | $1.67M | 0.06% | +2,121+13.1% | Added |
| Cidel Asset Management Inc | 18,297 | $1.67M | 0.10% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 18,332 | $1.67M | 0.31% | −1,717−8.6% | Reduced |
| Northwest & Ethical Investments L.P. | 18,600 | $1.67M | 0.04% | −1,800−8.8% | Reduced |
| Dana Investment Advisors, Inc. | 18,448 | $1.68M | 0.06% | +2,864+18.4% | Added |
| LOM Asset Management Ltd | 18,454 | $1.68M | 0.57% | +18,454 | New |
| RBF Capital, LLC | 18,500 | $1.69M | 0.08% | −1,000−5.1% | Reduced |
| Legacy Financial Advisors, Inc. | 18,624 | $1.70M | 0.27% | +11,313+154.7% | Added |
| Sheets Smith Investment Management | 18,653 | $1.70M | 1.49% | +18,653 | New |
| Riverpark Capital Management LLC | 18,677 | $1.70M | 2.76% | −1,146−5.8% | Reduced |
| Aaron Wealth Advisors | 18,814 | $1.72M | 0.18% | +1,381+7.9% | Added |
| Wilson & Boucher Capital Management, LLC | 18,900 | $1.72M | 1.20% | −600−3.1% | Reduced |
| Dynamic Advisor Solutions LLC | 18,983 | $1.73M | 0.05% | +5,946+45.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $1.73M | 0.90% | +7,000+58.3% | Added |
| City Holding Co | 19,058 | $1.74M | 0.23% | −383−2.0% | Reduced |
| Profund Advisors LLC | 19,105 | $1.74M | 0.06% | −4,172−17.9% | Reduced |
| StoneX Group Inc. | 19,117 | $1.74M | 0.08% | −1,172−5.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19,119 | $1.74M | 0.46% | −424−2.2% | Reduced |