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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Fearless Solutions, LLC dba Best Invest | 38,662 | $3.53M | 2.47% | −151−0.4% | Reduced |
| Johnson Investment Counsel Inc | 38,675 | $3.53M | 0.03% | +4,659+13.7% | Added |
| Parallel Advisors, LLC | 38,710 | $3.53M | 0.07% | −562−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 38,726 | $3.53M | 0.09% | +121+0.3% | Added |
| SGL Investment Advisors, Inc. | 38,716 | $3.56M | 1.69% | −489−1.2% | Reduced |
| Stonebridge Capital Advisors LLC | 39,107 | $3.57M | 0.27% | −2,295−5.5% | Reduced |
| Gotham Asset Management, LLC | 39,143 | $3.57M | 0.02% | +7,983+25.6% | Added |
| EP Wealth Advisors, LLC | 39,425 | $3.60M | 0.02% | +1,101+2.9% | Added |
| Maia Wealth LLC | 39,431 | $3.60M | 0.69% | −4,619−10.5% | Reduced |
| Coppell Advisory Solutions LLC | 40,058 | $3.60M | 0.43% | +28,670+251.8% | Added |
| Park Avenue Securities LLC | 39,516 | $3.60M | 0.03% | +39,516 | New |
| United Capital Financial Advisers, LLC | 39,855 | $3.64M | 0.03% | +113+0.3% | Added |
| Eagle Bluffs Wealth Management LLC | 39,976 | $3.65M | 1.74% | −101−0.3% | Reduced |
| Caption Management, LLC | 40,000 | $3.65M | 0.33% | +40,000 | New |
| Marvin & Palmer Associates Inc | 40,111 | $3.66M | 3.14% | −615−1.5% | Reduced |
| D L Carlson Investment Group Inc | 40,370 | $3.68M | 0.67% | +4,306+11.9% | Added |
| Quadrature Capital Ltd | 40,477 | $3.69M | 0.06% | +40,477 | New |
| Clough Capital Partners L P | 40,600 | $3.70M | 0.37% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 41,173 | $3.71M | 0.00% | +15,589+60.9% | Added |
| Sculati Wealth Management, LLC | 40,639 | $3.71M | 1.39% | −421−1.0% | Reduced |
| Quadrant Capital Group LLC | 40,971 | $3.74M | 0.13% | +7,804+23.5% | Added |
| Goelzer Investment Management, Inc. | 41,021 | $3.74M | 0.21% | −915−2.2% | Reduced |
| XTX Topco Ltd | 41,488 | $3.79M | 0.16% | +41,488 | New |
| Red Spruce Capital, LLC | 41,717 | $3.81M | 1.65% | −463−1.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 41,793 | $3.81M | 3.00% | +110+0.3% | Added |
| Fiduciary Group LLC | 42,068 | $3.84M | 0.36% | −770−1.8% | Reduced |
| Mengis Capital Management, Inc. | 42,255 | $3.86M | 0.82% | −11,587−21.5% | Reduced |
| Mach-1 Financial Group, Inc. | 42,367 | $3.87M | 1.13% | −2,335−5.2% | Reduced |
| Allworth Financial LP | 42,391 | $3.87M | 0.02% | +9,260+27.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 42,480 | $3.88M | 0.41% | +42,480 | New |
| Ci Investments Inc. | 42,719 | $3.90M | 0.01% | +1,067+2.6% | Added |
| Courier Capital LLC | 42,746 | $3.90M | 0.24% | −841−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 42,781 | $3.90M | 0.07% | +881+2.1% | Added |
| HB Wealth Management, LLC | 42,841 | $3.91M | 0.03% | −10,105−19.1% | Reduced |
| Lantern Wealth Advisors, LLC | 60,189 | $3.91M | 2.34% | +60,189 | New |
| Victrix Investment Advisors | 42,936 | $3.92M | 1.73% | −312−0.7% | Reduced |
| AE Wealth Management LLC | 43,223 | $3.94M | 0.03% | +1,894+4.6% | Added |
| Buttonwood Financial Advisors Inc. | 43,479 | $3.97M | 1.59% | −388−0.9% | Reduced |
| 180 Wealth Advisors, LLC | 43,728 | $3.99M | 0.56% | +858+2.0% | Added |
| Linscomb & Williams, Inc. | 43,776 | $3.99M | 0.18% | +3,562+8.9% | Added |
| Paradigm Financial Partners, LLC | 44,105 | $4.02M | 0.44% | +9,418+27.2% | Added |
| Sciencast Management LP | 44,649 | $4.07M | 0.84% | +44,649 | New |
| Oak Harvest Investment Services | 44,666 | $4.08M | 0.51% | +2,714+6.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 44,765 | $4.08M | 0.64% | +42,609+1,976.3% | Added |
| American Trust | 44,808 | $4.09M | 0.39% | +2,006+4.7% | Added |
| Means Investment Co., Inc. | 44,874 | $4.09M | 0.39% | −2,084−4.4% | Reduced |
| East Coast Asset Management, LLC. | 44,916 | $4.10M | 1.36% | +27+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 45,072 | $4.11M | 0.28% | −3,125−6.5% | Reduced |
| Chatham Capital Group, Inc. | 45,242 | $4.13M | 0.63% | +1,105+2.5% | Added |
| Resources Investment Advisors, LLC. | 45,497 | $4.15M | 0.05% | −1,619−3.4% | Reduced |
| LS Investment Advisors, LLC | 45,787 | $4.18M | 0.61% | +692+1.5% | Added |
| TCW Group Inc | 46,241 | $4.22M | 0.03% | +2,218+5.0% | Added |
| Community Financial Services Group, LLC | 46,626 | $4.25M | 0.85% | −3,797−7.5% | Reduced |
| Andra AP-fonden | 46,803 | $4.27M | 0.06% | +46,803 | New |
| We Are One Seven, LLC | 46,920 | $4.28M | 0.14% | −4,239−8.3% | Reduced |
| Malaga Cove Capital, LLC | 47,098 | $4.30M | 1.69% | −784−1.6% | Reduced |
| SAM Advisors, LLC | 47,141 | $4.30M | 1.49% | +81+0.2% | Added |
| Greenup Street Wealth Management LLC | 47,177 | $4.30M | 0.75% | +150+0.3% | Added |
| Modus Advisors, LLC | 47,206 | $4.31M | 1.28% | +393+0.8% | Added |
| Fiduciary Financial Group, LLC | 47,253 | $4.31M | 0.78% | −2,903−5.8% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 47,453 | $4.33M | 5.19% | +662+1.4% | Added |
| JB Capital LLC | 47,689 | $4.35M | 0.21% | −720−1.5% | Reduced |
| Alerus Financial NA | 47,712 | $4.35M | 0.31% | +23,504+97.1% | Added |
| Twin Capital Management Inc | 47,869 | $4.37M | 0.46% | −158−0.3% | Reduced |
| Conscious Wealth Investments, LLC | 44,697 | $4.38M | 2.80% | +46+0.1% | Added |
| Hunter Perkins Capital Management, LLC | 48,218 | $4.40M | 1.04% | −50−0.1% | Reduced |
| SOL Capital Management CO | 48,656 | $4.44M | 0.43% | −370−0.8% | Reduced |
| Ibex Wealth Advisors | 48,780 | $4.45M | 0.47% | +48,780 | New |
| Southeast Asset Advisors Inc. | 48,857 | $4.46M | 0.53% | +203+0.4% | Added |
| First National Trust Co | 48,967 | $4.47M | 0.17% | +3,496+7.7% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 49,072 | $4.48M | 2.99% | −9,536−16.3% | Reduced |
| Tandem Capital Management Corp | 49,369 | $4.50M | 2.28% | −182−0.4% | Reduced |
| Boothbay Fund Management, LLC | 49,648 | $4.53M | 0.14% | +49,648 | New |
| Integrated Advisors Network LLC | 49,703 | $4.53M | 0.20% | −6,654−11.8% | Reduced |
| Bokf, NA | 49,752 | $4.54M | 0.07% | +22,912+85.4% | Added |
| Congress Wealth Management LLC | 49,823 | $4.55M | 0.04% | +29,466+144.7% | Added |
| Maltese Capital Management LLC | 50,000 | $4.56M | 0.64% | +35,000+233.3% | Added |
| Daymark Wealth Partners, LLC | 50,017 | $4.56M | 0.17% | +313+0.6% | Added |
| Keybank National Association | 50,131 | $4.57M | 0.02% | +523+1.1% | Added |
| Dakota Wealth Management | 50,363 | $4.60M | 0.10% | +6,769+15.5% | Added |
| Greenwich Wealth Management LLC | 50,492 | $4.61M | 0.22% | +50,492 | New |
| RNC Capital Management LLC | 50,667 | $4.62M | 0.22% | +10,772+27.0% | Added |
| Empirical Finance, LLC | 50,668 | $4.62M | 0.24% | +456+0.9% | Added |
| Hixon Zuercher, LLC | 50,707 | $4.63M | 1.49% | −170.0% | Reduced |
| American Trust Investment Advisors, LLC | 51,317 | $4.68M | 2.36% | −18,055−26.0% | Reduced |
| Bain Capital Public Equity, LP | 51,331 | $4.68M | 3.10% | −10,190−16.6% | Reduced |
| Investment Management Corp of Ontario | 51,469 | $4.70M | 0.07% | −6,500−11.2% | Reduced |
| Conning Inc. | 51,826 | $4.73M | 0.16% | −3,821−6.9% | Reduced |
| Colonial Trust Co | 52,234 | $4.77M | 0.69% | +477+0.9% | Added |
| FORA Capital, LLC | 52,261 | $4.77M | 0.53% | +52,261 | New |
| Delta Capital Management LLC | 52,850 | $4.82M | 2.70% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 53,037 | $4.84M | 0.09% | −170.0% | Reduced |
| Partners Capital Investment Group, LLP | 53,093 | $4.84M | 0.19% | +53,093 | New |
| First American Bank | 53,139 | $4.85M | 0.33% | +297+0.6% | Added |
| Greenleaf Trust | 53,243 | $4.86M | 0.04% | −4,414−7.7% | Reduced |
| Capital Analysts, LLC | 53,278 | $4.86M | 0.16% | +396+0.7% | Added |
| Machina Capital S.A.S. | 53,310 | $4.86M | 1.01% | +30,311+131.8% | Added |
| Brookstone Capital Management | 54,113 | $4.94M | 0.06% | +52+0.1% | Added |
| Hemenway Trust Co LLC | 54,265 | $4.95M | 0.38% | +50,180+1,228.4% | Added |
| Point72 (DIFC) Ltd | 54,278 | $4.95M | 0.39% | +31,858+142.1% | Added |