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 |
|---|---|---|---|---|---|
| Martin Capital Advisors, LLP | 28,010 | $2.56M | 1.66% | +600+2.2% | Added |
| Xcel Wealth Management, LLC | 28,171 | $2.57M | 0.73% | −24−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 28,195 | $2.57M | 0.09% | −2,810−9.1% | Reduced |
| SageView Advisory Group, LLC | 26,311 | $2.58M | 0.10% | +3,957+17.7% | Added |
| Gamco Investors, Inc. Et Al | 28,264 | $2.58M | 0.03% | +966+3.5% | Added |
| Cetera Trust Company, N.A | 28,605 | $2.61M | 1.56% | −75−0.3% | Reduced |
| Vontobel Holding Ltd. | 28,789 | $2.63M | 0.01% | −1,558−5.1% | Reduced |
| Argus Investors' Counsel, Inc. | 28,819 | $2.63M | 1.87% | −530−1.8% | Reduced |
| Coldstream Capital Management Inc | 28,883 | $2.64M | 0.04% | +5,394+23.0% | Added |
| Signaturefd, LLC | 28,974 | $2.64M | 0.05% | +1,177+4.2% | Added |
| Napa Wealth Management | 29,098 | $2.65M | 1.27% | +29,098 | New |
| Bridgeway Capital Management, LLC | 29,120 | $2.66M | 0.06% | +29,120 | New |
| Great Valley Advisor Group, Inc. | 29,136 | $2.66M | 0.06% | −16−0.1% | Reduced |
| Secure Asset Management, LLC | 29,415 | $2.68M | 0.50% | −552−1.8% | Reduced |
| Hudson Canyon Capital Management | 29,418 | $2.68M | 1.67% | −632−2.1% | Reduced |
| Canandaigua National Bank & Trust Co | 29,484 | $2.69M | 0.25% | −4,226−12.5% | Reduced |
| QRG Capital Management, Inc. | 29,654 | $2.71M | 0.02% | +2,580+9.5% | Added |
| Boston Private Wealth LLC | 29,837 | $2.72M | 0.15% | +29,837 | New |
| Capital Advisors Inc | 29,862 | $2.72M | 0.05% | +60.0% | Added |
| Hager Investment Management Services, LLC | 30,015 | $2.74M | 1.63% | +1,362+4.8% | Added |
| Mount Vernon Associates Inc | 30,300 | $2.77M | 2.00% | +200+0.7% | Added |
| Iowa State Bank | 30,415 | $2.78M | 0.55% | +150+0.5% | Added |
| Alpha Cubed Investments, LLC | 30,536 | $2.79M | 0.11% | −710−2.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 30,556 | $2.79M | 0.08% | +10,413+51.7% | Added |
| Donoghue Forlines LLC | 30,572 | $2.79M | 0.80% | +30,572 | New |
| Capital Investment Advisory Services, LLC | 30,609 | $2.79M | 0.23% | −143−0.5% | Reduced |
| O'Neil Global Advisors, Inc. | 30,664 | $2.80M | 0.64% | +30,664 | New |
| Global Retirement Partners, LLC | 30,701 | $2.80M | 0.07% | +30,701 | New |
| Bard Financial Services, Inc. | 30,775 | $2.81M | 0.34% | −500−1.6% | Reduced |
| Chaney Capital Management, Inc. | 30,859 | $2.82M | 1.10% | +29+0.1% | Added |
| Coastline Trust Co | 30,989 | $2.83M | 0.32% | −46−0.1% | Reduced |
| Twin City Private Wealth, LLC | 31,033 | $2.83M | 2.31% | +1,665+5.7% | Added |
| Carmel Capital Partners, LLC | 31,094 | $2.84M | 0.99% | +1,953+6.7% | Added |
| CWA Asset Management Group, LLC | 31,105 | $2.84M | 0.12% | +1,689+5.7% | Added |
| Mraz, Amerine & Associates, Inc. | 31,122 | $2.84M | 0.46% | −50−0.2% | Reduced |
| Brighton Jones LLC | 31,181 | $2.84M | 0.08% | +6,325+25.4% | Added |
| Anchor Investment Management, LLC | 31,336 | $2.86M | 0.25% | +1,849+6.3% | Added |
| Crux Wealth Advisors | 31,422 | $2.87M | 1.22% | +7,807+33.1% | Added |
| V-Square Quantitative Management LLC | 31,807 | $2.90M | 0.39% | +2,659+9.1% | Added |
| Strata Wealth Advisors, LLC | 31,817 | $2.90M | 0.80% | +53+0.2% | Added |
| Nomura Holdings Inc | 31,823 | $2.90M | 0.02% | −84,341−72.6% | Reduced |
| Kinneret Advisory, LLC | 31,844 | $2.91M | 0.26% | −49−0.2% | Reduced |
| Finer Wealth Management, Inc. | 31,939 | $2.91M | 1.56% | +1,206+3.9% | Added |
| Power Wealth Management LLC | 32,224 | $2.94M | 1.13% | −1,450−4.3% | Reduced |
| Beacon Financial Group | 32,240 | $2.94M | 0.31% | −55−0.2% | Reduced |
| GAMMA Investing LLC | 32,253 | $2.94M | 0.19% | +5,131+18.9% | Added |
| Scott & Selber, Inc. | 32,410 | $2.96M | 0.82% | +292+0.9% | Added |
| Sterling Investment Advisors, Ltd. | 32,421 | $2.96M | 0.65% | −32−0.1% | Reduced |
| Kozak & Associates, Inc. | 32,107 | $2.96M | 0.60% | −776−2.4% | Reduced |
| Groupama Asset Managment | 32,954 | $2.97M | 0.05% | −3,195−8.8% | Reduced |
| HighPoint Advisor Group LLC | 32,564 | $2.97M | 0.16% | −437−1.3% | Reduced |
| 111 Capital | 32,619 | $2.98M | 0.51% | +32,619 | New |
| Cary Street Partners Financial LLC | 32,700 | $2.98M | 0.08% | +6,398+24.3% | Added |
| GPM Growth Investors, Inc. | 33,069 | $3.02M | 1.20% | −811−2.4% | Reduced |
| Vaughan David Investments LLC | 33,084 | $3.02M | 0.07% | −3,905−10.6% | Reduced |
| Chemistry Wealth Management LLC | 33,416 | $3.05M | 0.65% | −206−0.6% | Reduced |
| IFG Advisory, LLC | 33,515 | $3.06M | 0.15% | +301+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 33,526 | $3.06M | 0.24% | −1,717−4.9% | Reduced |
| Harfst & Associates, Inc. | 33,617 | $3.07M | 0.63% | −10,023−23.0% | Reduced |
| Main Street Research LLC | 33,617 | $3.07M | 0.19% | −1,799−5.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 33,800 | $3.08M | 0.36% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 34,002 | $3.10M | 1.11% | +4,061+13.6% | Added |
| Compass Wealth Management LLC | 34,003 | $3.10M | 0.74% | −264−0.8% | Reduced |
| Q3 Asset Management | 34,070 | $3.11M | 1.10% | +34,070 | New |
| Fieldview Capital Management, LLC | 34,144 | $3.12M | 0.47% | +34,144 | New |
| Plato Investment Management Ltd | 34,275 | $3.12M | 0.23% | +3,431+11.1% | Added |
| Gill Capital Partners, LLC | 34,280 | $3.13M | 1.01% | −4,514−11.6% | Reduced |
| Choate Investment Advisors | 34,475 | $3.15M | 0.07% | −1,551−4.3% | Reduced |
| Illinois Municipal Retirement Fund | 34,713 | $3.17M | 0.04% | +8,895+34.5% | Added |
| West Oak Capital, LLC | 34,717 | $3.17M | 1.25% | +1,255+3.8% | Added |
| Vestcor Inc | 34,911 | $3.19M | 0.10% | +1,751+5.3% | Added |
| K.J. Harrison & Partners Inc | 34,943 | $3.19M | 0.53% | −20,000−36.4% | Reduced |
| Moneta Group Investment Advisors LLC | 34,943 | $3.19M | 0.04% | −18,602−34.7% | Reduced |
| Roundview Capital LLC | 34,983 | $3.19M | 0.21% | −63,321−64.4% | Reduced |
| Quantitative Investment Management, LLC | 35,007 | $3.19M | 0.43% | +21,181+153.2% | Added |
| FWL Investment Management, LLC | 35,124 | $3.20M | 0.98% | −19,610−35.8% | Reduced |
| Resonant Capital Advisors, LLC | 35,219 | $3.21M | 0.21% | +2,741+8.4% | Added |
| Correct Capital Wealth Management | 35,352 | $3.23M | 0.63% | +1,904+5.7% | Added |
| Webster Bank, N. A. | 35,462 | $3.24M | 0.33% | −406−1.1% | Reduced |
| Summit Financial, LLC | 35,577 | $3.25M | 0.07% | +979+2.8% | Added |
| GM Advisory Group, Inc. | 35,776 | $3.26M | 0.16% | +3,228+9.9% | Added |
| Everence Capital Management Inc | 35,800 | $3.27M | 0.21% | −560−1.5% | Reduced |
| Annandale Capital, LLC | 35,848 | $3.27M | 0.60% | −13,900−27.9% | Reduced |
| Cascade Investment Advisors, Inc. | 35,950 | $3.28M | 2.11% | −1,435−3.8% | Reduced |
| HF Advisory Group, LLC | 36,203 | $3.30M | 1.31% | −1,770−4.7% | Reduced |
| Bridgefront Capital, LLC | 36,332 | $3.31M | 0.88% | +26,802+281.2% | Added |
| Resolute Capital Asset Partners LLC | 36,401 | $3.32M | 1.74% | +6,401+21.3% | Added |
| Ostrum Asset Management | 36,423 | $3.32M | 0.16% | +6,109+20.2% | Added |
| Independent Advisor Alliance | 36,889 | $3.37M | 0.10% | −2,214−5.7% | Reduced |
| Stableford Capital II LLC | 34,825 | $3.38M | 1.27% | −538−1.5% | Reduced |
| TD Private Client Wealth LLC | 37,050 | $3.38M | 0.08% | +17,242+87.0% | Added |
| Sepio Capital, LP | 37,151 | $3.39M | 0.24% | −396−1.1% | Reduced |
| Central Bank & Trust Co | 37,291 | $3.40M | 0.56% | −1,740−4.5% | Reduced |
| Inkwell Capital LLC | 37,746 | $3.44M | 3.69% | −324−0.9% | Reduced |
| MUFG Securities Americas Inc. | 37,853 | $3.45M | 0.30% | +7,688+25.5% | Added |
| Huntington National Bank | 38,055 | $3.47M | 0.02% | −541−1.4% | Reduced |
| Gsa Capital Partners LLP | 38,080 | $3.47M | 0.24% | +38,080 | New |
| Apollon Wealth Management, LLC | 38,504 | $3.51M | 0.07% | +785+2.1% | Added |
| Stratos Wealth Partners, LTD. | 38,616 | $3.52M | 0.05% | +523+1.4% | Added |
| Nelson Capital Management, LLC | 38,632 | $3.52M | 0.47% | +260+0.7% | Added |