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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 90,842 | $8.29M | 0.41% | −23,919−20.8% | Reduced |
| Allianz SE | 90,875 | $8.29M | 0.20% | +82,094+934.9% | Added |
| Warren Averett Asset Management, LLC | 90,879 | $8.29M | 0.09% | +9,997+12.4% | Added |
| Capital Investment Counsel, Inc | 91,013 | $8.30M | 1.10% | +56+0.1% | Added |
| Aviance Capital Partners, LLC | 92,314 | $8.42M | 1.10% | −461−0.5% | Reduced |
| Natixis | 92,703 | $8.46M | 0.04% | −193,429−67.6% | Reduced |
| Metis Global Partners, LLC | 93,336 | $8.52M | 0.22% | −7,682−7.6% | Reduced |
| 1248 Management, LLC | 93,729 | $8.55M | 3.16% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 93,776 | $8.56M | 0.29% | −1,285−1.4% | Reduced |
| Jump Financial, LLC | 93,828 | $8.56M | 0.10% | +93,828 | New |
| WCG Wealth Advisors LLC | 93,935 | $8.57M | 0.55% | +13,467+16.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 93,979 | $8.57M | 0.08% | +12,812+15.8% | Added |
| Motley Fool Asset Management LLC | 94,232 | $8.60M | 0.40% | +9,872+11.7% | Added |
| Norinchukin Bank, The | 94,333 | $8.61M | 0.13% | +8,677+10.1% | Added |
| Pragma Gestao de Patrimonio Ltd | 94,800 | $8.65M | 3.78% | −16,900−15.1% | Reduced |
| Caisse des Depots Et Consignations | 95,120 | $8.68M | 0.36% | +18,073+23.5% | Added |
| Redmond Asset Management, LLC | 95,651 | $8.73M | 2.08% | −2,356−2.4% | Reduced |
| Westpac Banking Corp | 96,443 | $8.80M | 0.59% | −14,556−13.1% | Reduced |
| Lafayette Investments, Inc. | 96,849 | $8.84M | 1.79% | −651−0.7% | Reduced |
| Cramer Rosenthal McGlynn LLC | 96,862 | $8.84M | 0.61% | +56,568+140.4% | Added |
| AMG National Trust Bank | 96,983 | $8.85M | 0.23% | +1,182+1.2% | Added |
| Group One Trading, L.P. | 97,045 | $8.85M | 0.29% | −116,331−54.5% | Reduced |
| Erste Asset Management GmbH | 98,862 | $8.90M | 0.07% | +98,862 | New |
| Tocqueville Asset Management L.P. | 97,696 | $8.91M | 0.14% | −72,898−42.7% | Reduced |
| Prudential PLC | 97,710 | $8.92M | 0.05% | +34,700+55.1% | Added |
| Spectrum Financial Alliance Ltd LLC | 91,335 | $8.92M | 2.40% | −3,844−4.0% | Reduced |
| Americana Partners, LLC | 97,978 | $8.94M | 0.31% | −7,162−6.8% | Reduced |
| Allen Capital Group, LLC | 98,268 | $8.97M | 0.93% | +7,754+8.6% | Added |
| Baldwin Brothers Inc | 98,509 | $8.99M | 0.61% | −3,359−3.3% | Reduced |
| Geneos Wealth Management Inc. | 98,584 | $8.99M | 0.22% | +4,501+4.8% | Added |
| Private Wealth Partners, LLC | 99,339 | $9.06M | 0.71% | −5,749−5.5% | Reduced |
| GWM Advisors LLC | 99,561 | $9.08M | 0.05% | −776−0.8% | Reduced |
| Evergreen Capital Management LLC | 99,702 | $9.10M | 0.27% | −12,836−11.4% | Reduced |
| Tribune Investment Group LP | 100,000 | $9.12M | 4.49% | +100,000 | New |
| Thompson Investment Management, Inc. | 100,049 | $9.13M | 1.29% | −23,953−19.3% | Reduced |
| National Philanthropic Trust | 100,422 | $9.16M | 0.12% | −857−0.8% | Reduced |
| Private Advisor Group, LLC | 100,818 | $9.20M | 0.05% | −877−0.9% | Reduced |
| Baxter Bros Inc | 101,004 | $9.22M | 1.13% | +18,510+22.4% | Added |
| Citizens Financial Group Inc | 101,682 | $9.28M | 0.15% | −51−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 101,775 | $9.29M | 0.03% | −39,225−27.8% | Reduced |
| Hyperion Capital Advisors LP | 101,936 | $9.30M | 5.83% | −16,318−13.8% | Reduced |
| Ascent Group, LLC | 102,401 | $9.34M | 0.36% | +7,499+7.9% | Added |
| Beverly Hills Private Wealth, LLC | 102,503 | $9.35M | 1.76% | +8,560+9.1% | Added |
| CWM, LLC | 103,054 | $9.40M | 0.03% | −178,491−63.4% | Reduced |
| Hartford Investment Management Co | 103,115 | $9.41M | 0.30% | −925−0.9% | Reduced |
| Concentric Capital Strategies, LP | 103,852 | $9.48M | 0.53% | +19,787+23.5% | Added |
| Country Club Bank | 105,752 | $9.52M | 0.60% | −710−0.7% | Reduced |
| Argent Trust Co | 105,114 | $9.59M | 0.36% | +8,845+9.2% | Added |
| UniSuper Management Pty Ltd | 105,991 | $9.67M | 0.06% | −6,327−5.6% | Reduced |
| Horizon Investments, LLC | 106,392 | $9.68M | 0.15% | +76,613+257.3% | Added |
| Kentucky Retirement Systems | 106,199 | $9.69M | 0.28% | −6,958−6.1% | Reduced |
| Patten & Patten Inc | 106,724 | $9.74M | 0.63% | +213+0.2% | Added |
| Great Lakes Advisors, LLC | 108,281 | $9.88M | 0.08% | +1,692+1.6% | Added |
| BNP Paribas | 108,729 | $9.92M | 0.32% | +5,347+5.2% | Added |
| Voleon Capital Management LP | 108,877 | $9.93M | 0.54% | +101,974+1,477.2% | Added |
| Shelton Capital Management | 109,058 | $9.95M | 0.23% | +5,900+5.7% | Added |
| Omers Administration Corp | 109,191 | $9.96M | 0.08% | +43,300+65.7% | Added |
| Timber Creek Capital Management LLC | 104,181 | $10.0M | 2.56% | −13,509−11.5% | Reduced |
| Aquatic Capital Management LLC | 110,294 | $10.1M | 0.20% | +110,294 | New |
| RSM US Wealth Management LLC | 111,256 | $10.2M | 0.14% | +9,734+9.6% | Added |
| Vinva Investment Management Ltd | 114,881 | $10.3M | 0.28% | +28,045+32.3% | Added |
| Glenview Trust Co | 114,378 | $10.4M | 0.18% | +7,316+6.8% | Added |
| Westend Capital Management, LLC | 114,484 | $10.4M | 3.22% | +114,484 | New |
| M&G Plc | 114,848 | $10.5M | 0.06% | −14,538−11.2% | Reduced |
| Baker Avenue Asset Management, LP | 115,877 | $10.6M | 0.30% | −9,005−7.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 116,913 | $10.7M | 0.10% | −6,092−5.0% | Reduced |
| Grassi Investment Management | 117,018 | $10.7M | 0.85% | −1,500−1.3% | Reduced |
| Candriam Luxembourg S.C.A. | 117,043 | $10.7M | 0.06% | −1,738−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 117,866 | $10.8M | 0.24% | +3,951+3.5% | Added |
| Mizuho Securities USA LLC | 118,045 | $10.8M | 0.23% | +118,045 | New |
| Rathbone Brothers plc | 118,068 | $10.8M | 0.05% | +87,153+281.9% | Added |
| Advocate Group LLC | 118,355 | $10.8M | 1.93% | −1,575−1.3% | Reduced |
| Intech Investment Management LLC | 118,914 | $10.8M | 0.10% | −46,494−28.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,273 | $10.9M | 0.25% | +62+0.1% | Added |
| Avanza Fonder AB | 120,070 | $11.0M | 0.32% | +19,398+19.3% | Added |
| Atlantic Union Bankshares Corp | 121,224 | $11.1M | 0.25% | +121,224 | New |
| Terry L. Blaker | 123,423 | $11.3M | 0.44% | −2,493−2.0% | Reduced |
| Tower Bridge Advisors | 124,028 | $11.3M | 1.22% | +7,910+6.8% | Added |
| Westbourne Investment Advisors, Inc. | 124,344 | $11.3M | 3.44% | −1,156−0.9% | Reduced |
| Generali Asset Management SPA SGR | 124,726 | $11.4M | 0.26% | +971+0.8% | Added |
| Bright Rock Capital Management, LLC | 125,000 | $11.4M | 2.31% | +125,000 | New |
| Hanson & Doremus Investment Management | 125,238 | $11.4M | 1.53% | −10,725−7.9% | Reduced |
| Nicholas Company, Inc. | 126,742 | $11.6M | 0.19% | −9,995−7.3% | Reduced |
| Univest Financial Corp | 127,026 | $11.6M | 0.70% | −1,094−0.9% | Reduced |
| Elo Mutual Pension Insurance Co | 127,313 | $11.6M | 0.24% | +46,309+57.2% | Added |
| MAI Capital Management | 127,615 | $11.6M | 0.08% | −973−0.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 127,653 | $11.6M | 1.67% | +300+0.2% | Added |
| AlTi Global, Inc. | 127,626 | $11.7M | 0.29% | +74,314+139.4% | Added |
| Boston Common Asset Management, LLC | 128,024 | $11.7M | 0.33% | −3,588−2.7% | Reduced |
| Toroso Investments, LLC | 129,115 | $11.8M | 0.08% | +13,660+11.8% | Added |
| CX Institutional | 129,566 | $11.8M | 0.41% | −51,347−28.4% | Reduced |
| Kinsale Capital Group, Inc. | 131,021 | $12.0M | 2.45% | +10,905+9.1% | Added |
| Ironwood Investment Counsel, LLC | 131,542 | $12.0M | 1.85% | −1,819−1.4% | Reduced |
| Brevan Howard Capital Management LP | 132,509 | $12.1M | 0.13% | +76,806+137.9% | Added |
| Cornerstone Advisors, LLC | 132,800 | $12.1M | 0.42% | +25,000+23.2% | Added |
| McGuire Investment Group, LLC | 133,443 | $12.2M | 1.56% | +640+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 133,461 | $12.2M | 0.10% | +1,985+1.5% | Added |
| Advisors Capital Management, LLC | 133,579 | $12.2M | 0.17% | −1,208−0.9% | Reduced |
| Motco | 125,965 | $12.3M | 1.18% | +1,506+1.2% | Added |
| Crestwood Advisors Group LLC | 136,242 | $12.4M | 0.22% | −504,686−78.7% | Reduced |