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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 19,182 | $1.75M | 0.06% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 19,183 | $1.75M | 0.61% | −122−0.6% | Reduced |
| Focus Financial Network, Inc. | 19,252 | $1.76M | 0.07% | +212+1.1% | Added |
| Keystone Financial Services | 19,277 | $1.76M | 0.60% | +823+4.5% | Added |
| Forum Financial Management, LP | 19,342 | $1.76M | 0.03% | +1,582+8.9% | Added |
| Vise Technologies, Inc. | 19,342 | $1.76M | 0.07% | +19,342 | New |
| Diversify Advisory Services, LLC | 17,966 | $1.77M | 0.07% | +7,915+78.7% | Added |
| Zullo Investment Group, Inc. | 19,675 | $1.80M | 0.73% | −241−1.2% | Reduced |
| Letko, Brosseau & Associates Inc | 19,746 | $1.80M | 0.03% | −2,100−9.6% | Reduced |
| Caldwell Trust Co | 19,805 | $1.81M | 0.18% | +513+2.7% | Added |
| Frank, Rimerman Advisors LLC | 19,898 | $1.82M | 0.12% | +3,364+20.3% | Added |
| Brant Point Investment Management LLC | 20,000 | $1.82M | 0.42% | −9,610−32.5% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.82M | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20,098 | $1.83M | 0.05% | −2,343−10.4% | Reduced |
| Aviso Wealth Management | 20,099 | $1.83M | 0.86% | +1,246+6.6% | Added |
| Lummis Asset Management, LP | 19,782 | $1.85M | 1.21% | −273−1.4% | Reduced |
| Old National Bancorp | 20,358 | $1.86M | 0.03% | +3,727+22.4% | Added |
| PMC FIG Opportunities LLC | 20,422 | $1.86M | 2.77% | +20,422 | New |
| Parsonex Advisory Services, Inc. | 20,463 | $1.87M | 1.56% | +20,463 | New |
| Integrated Wealth Concepts LLC | 20,465 | $1.87M | 0.02% | +8,067+65.1% | Added |
| Moors & Cabot, Inc. | 20,701 | $1.89M | 0.09% | +803+4.0% | Added |
| Professional Financial Advisors, LLC | 20,857 | $1.90M | 0.44% | −84−0.4% | Reduced |
| Hills Bank & Trust Co | 20,966 | $1.91M | 0.12% | +709+3.5% | Added |
| Savant Capital, LLC | 20,978 | $1.91M | 0.01% | +2,610+14.2% | Added |
| CBOE Vest Financial, LLC | 21,112 | $1.93M | 0.03% | +6,267+42.2% | Added |
| Prime Capital Investment Advisors, LLC | 21,327 | $1.95M | 0.03% | −2,357−10.0% | Reduced |
| Umb Bank N A | 21,349 | $1.95M | 0.03% | +400+1.9% | Added |
| Banque Cantonale Vaudoise | 21,478 | $1.96M | 0.08% | +1,359+6.8% | Added |
| Acadian Asset Management LLC | 21,602 | $1.97M | 0.00% | +5,402+33.3% | Added |
| Bartlett & Co. Wealth Management LLC | 21,698 | $1.98M | 0.03% | −2,700−11.1% | Reduced |
| Covey Capital Advisors, LLC | 21,713 | $1.98M | 2.13% | 00.0% | Unchanged |
| Essex Savings Bank | 21,741 | $1.98M | 0.47% | +23+0.1% | Added |
| Citizens & Northern Corp | 21,944 | $2.00M | 0.54% | −252−1.1% | Reduced |
| Riverwater Partners LLC | 21,985 | $2.01M | 0.94% | +159+0.7% | Added |
| Pettee Investors, Inc. | 22,157 | $2.02M | 1.21% | −21,130−48.8% | Reduced |
| Lecap Asset Management Ltd | 22,312 | $2.04M | 0.72% | −7,119−24.2% | Reduced |
| Ballentine Partners, LLC | 22,343 | $2.04M | 0.03% | +188+0.8% | Added |
| 3Chopt Investment Partners, LLC | 22,825 | $2.08M | 0.50% | −1,327−5.5% | Reduced |
| Kestra Investment Management, LLC | 23,036 | $2.10M | 0.03% | +22,538+4,525.7% | Added |
| Cornercap Investment Counsel Inc | 22,971 | $2.10M | 1.09% | −493−2.1% | Reduced |
| Diversified Investment Strategies, LLC | 23,112 | $2.11M | 1.43% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 23,196 | $2.12M | 0.63% | +76+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,280 | $2.12M | 0.07% | +18,309+368.3% | Added |
| Pinnacle Associates Ltd | 23,335 | $2.13M | 0.03% | −53−0.2% | Reduced |
| Roberts Wealth Advisors, LLC | 23,348 | $2.13M | 0.61% | +51+0.2% | Added |
| CenterBook Partners LP | 23,393 | $2.13M | 0.12% | +23,393 | New |
| Chesley Taft & Associates LLC | 23,623 | $2.16M | 0.10% | +750+3.3% | Added |
| 1st Source Bank | 23,680 | $2.16M | 0.12% | +117+0.5% | Added |
| Bridges Investment Management Inc | 23,706 | $2.16M | 0.03% | −750−3.1% | Reduced |
| Advisory Services Network, LLC | 22,208 | $2.17M | 0.03% | −832−3.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 23,800 | $2.17M | 2.08% | −5,345−18.3% | Reduced |
| Ascent Wealth Partners, LLC | 24,013 | $2.19M | 0.27% | +170+0.7% | Added |
| Ritholtz Wealth Management | 24,071 | $2.20M | 0.05% | +3,409+16.5% | Added |
| Atria Wealth Solutions, Inc. | 24,103 | $2.20M | 0.05% | −6,290−20.7% | Reduced |
| Moody National Bank Trust Division | 24,138 | $2.20M | 0.20% | −1,404−5.5% | Reduced |
| Financial Partners Group, LLC | 24,142 | $2.20M | 0.80% | −815−3.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 24,181 | $2.21M | 0.13% | +242+1.0% | Added |
| Krilogy Financial LLC | 24,330 | $2.22M | 0.13% | +3,491+16.8% | Added |
| Somerville Kurt F | 24,368 | $2.22M | 0.37% | +24,368 | New |
| Stephens Inc | 24,393 | $2.23M | 0.03% | −6,101−20.0% | Reduced |
| Aspen Investment Management Inc | 24,470 | $2.23M | 0.94% | +305+1.3% | Added |
| Tealwood Asset Management Inc | 24,602 | $2.25M | 1.00% | −661−2.6% | Reduced |
| Cullen Investment Group, Ltd. | 24,622 | $2.25M | 0.32% | +979+4.1% | Added |
| Norden Group LLC | 24,634 | $2.25M | 0.24% | +451+1.9% | Added |
| Texas Yale Capital Corp. | 24,715 | $2.25M | 0.07% | −784−3.1% | Reduced |
| Hutchinson Financial Advisors, INC | 24,769 | $2.26M | 2.53% | +24,769 | New |
| Pettyjohn, Wood & White, Inc | 24,791 | $2.26M | 0.40% | +1,111+4.7% | Added |
| Copperleaf Capital, LLC | 24,804 | $2.26M | 1.15% | +355+1.5% | Added |
| Aspiriant, LLC | 24,806 | $2.26M | 0.07% | −1,126−4.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,933 | $2.27M | 0.07% | −666−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 24,963 | $2.28M | 0.14% | −288−1.1% | Reduced |
| Integrated Investment Consultants, LLC | 24,966 | $2.28M | 0.45% | −2,854−10.3% | Reduced |
| Greenline Partners, LLC | 25,066 | $2.29M | 0.31% | +730+3.0% | Added |
| David Loasby | 24,049 | $2.30M | 0.20% | +2,091+9.5% | Added |
| Strategic Wealth Partners, Ltd. | 25,238 | $2.30M | 0.18% | +25,238 | New |
| RiverPark Advisors, LLC | 25,243 | $2.30M | 1.41% | +10,054+66.2% | Added |
| Investment Advisory Services Inc | 25,286 | $2.31M | 0.77% | −110−0.4% | Reduced |
| Winton Group Ltd | 25,316 | $2.31M | 0.12% | +8,370+49.4% | Added |
| Regions Financial Corp | 25,494 | $2.33M | 0.02% | +10,579+70.9% | Added |
| Valley National Advisers Inc | 25,639 | $2.34M | 0.38% | −342−1.3% | Reduced |
| Ancora Advisors, LLC | 25,663 | $2.34M | 0.05% | −2,211−7.9% | Reduced |
| Columbia Asset Management | 25,677 | $2.34M | 0.46% | −281−1.1% | Reduced |
| Salem Investment Counselors Inc | 25,881 | $2.36M | 0.07% | +50.0% | Added |
| J.W. Cole Advisors, Inc. | 26,018 | $2.37M | 0.05% | +17,470+204.4% | Added |
| Fifth Third Wealth Advisors LLC | 26,024 | $2.37M | 0.10% | +132+0.5% | Added |
| Cape Investment Advisory, Inc. | 26,043 | $2.38M | 0.87% | +1,165+4.7% | Added |
| Savvy Advisors, Inc. | 26,068 | $2.38M | 0.16% | +5,293+25.5% | Added |
| Centaurus Financial, Inc. | 26,161 | $2.39M | 0.14% | −692−2.6% | Reduced |
| EPG Wealth Management LLC | 26,187 | $2.39M | 0.72% | +409+1.6% | Added |
| Dynamic Technology Lab Private Ltd | 26,610 | $2.43M | 0.33% | +26,610 | New |
| Stenger Family Office, LLC | 24,759 | $2.44M | 0.64% | +24,759 | New |
| Guggenheim Capital LLC | 26,997 | $2.46M | 0.02% | +1,258+4.9% | Added |
| Meeder Advisory Services, Inc. | 27,281 | $2.49M | 0.13% | +4,044+17.4% | Added |
| HBK Sorce Advisory LLC | 27,635 | $2.52M | 0.07% | +446+1.6% | Added |
| Rossmore Private Capital | 27,700 | $2.53M | 0.30% | +25+0.1% | Added |
| Chicago Partners Investment Group LLC | 26,589 | $2.53M | 0.07% | +2,366+9.8% | Added |
| Shell Asset Management Co | 27,855 | $2.54M | 0.09% | +10,457+60.1% | Added |
| Garrison Bradford & Associates Inc | 27,850 | $2.54M | 2.81% | +3,577+14.7% | Added |
| Wynn Capital, LLC | 27,867 | $2.54M | 1.36% | +124+0.4% | Added |
| Bleakley Financial Group, LLC | 27,922 | $2.55M | 0.06% | +1,496+5.7% | Added |