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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 137,586 | $12.6M | 0.24% | −323−0.2% | Reduced |
| Wolverine Trading, LLC | 140,063 | $12.6M | 0.32% | +78,998+129.4% | Added |
| Pacer Advisors, Inc. | 138,369 | $12.6M | 0.03% | +51,277+58.9% | Added |
| Cornerstone Capital, Inc. | 138,543 | $12.6M | 1.32% | −8,659−5.9% | Reduced |
| NEOS Investment Management LLC | 138,636 | $12.6M | 0.16% | +28,758+26.2% | Added |
| TCG Advisory Services, LLC | 139,227 | $12.7M | 0.44% | +1,887+1.4% | Added |
| Graham Capital Management, L.P. | 140,487 | $12.8M | 0.39% | +121,776+650.8% | Added |
| Parthenon LLC | 140,805 | $12.8M | 1.47% | −500−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 141,368 | $12.9M | 0.01% | +5,676+4.2% | Added |
| Capital Fund Management S.A. | 141,863 | $12.9M | 0.14% | +141,863 | New |
| Mizuho Markets Cayman LP | 141,894 | $12.9M | 0.93% | +141,894 | New |
| Entropy Technologies, LP | 142,708 | $13.0M | 1.03% | +142,708 | New |
| Wiley Bros.-Aintree Capital, LLC | 142,749 | $13.0M | 0.10% | +28,409+24.8% | Added |
| Banque Pictet & Cie SA | 143,207 | $13.1M | 0.14% | −1,297−0.9% | Reduced |
| Principal Securities, Inc. | 143,926 | $13.1M | 0.25% | +10,083+7.5% | Added |
| Oppenheimer Asset Management Inc. | 144,231 | $13.2M | 0.15% | +13,366+10.2% | Added |
| Van Cleef Asset Management,Inc | 145,425 | $13.3M | 1.43% | −540.0% | Reduced |
| Great Lakes Retirement, Inc. | 146,650 | $13.4M | 1.58% | +1,466+1.0% | Added |
| Jain Global LLC | 147,555 | $13.5M | 0.21% | −30,733−17.2% | Reduced |
| Oregon Public Employees Retirement Fund | 147,692 | $13.5M | 0.24% | +1,300+0.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 148,603 | $13.6M | 0.05% | +142,554+2,356.7% | Added |
| AMF Pensionsforsakring AB | 148,914 | $13.6M | 0.09% | −25,186−14.5% | Reduced |
| Montag & Caldwell, LLC | 149,635 | $13.7M | 2.99% | −7,375−4.7% | Reduced |
| North Reef Capital Management LP | 150,000 | $13.7M | 0.61% | −125,000−45.5% | Reduced |
| Perigon Wealth Management, LLC | 153,893 | $14.0M | 0.33% | −3,557−2.3% | Reduced |
| Modera Wealth Management, LLC | 154,357 | $14.1M | 0.17% | −2,906−1.8% | Reduced |
| Financial Avengers, Inc. | 154,540 | $14.1M | 6.55% | −1,507−1.0% | Reduced |
| Snowden Capital Advisors LLC | 154,572 | $14.1M | 0.42% | −956−0.6% | Reduced |
| Lakehouse Capital Pty Ltd | 156,467 | $14.3M | 8.71% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 157,092 | $14.3M | 0.07% | +974+0.6% | Added |
| Fifth Third Bancorp | 158,051 | $14.4M | 0.05% | +15,690+11.0% | Added |
| Banco Santander, S.A. | 160,091 | $14.6M | 0.14% | +116,288+265.5% | Added |
| Winslow Asset Management Inc | 160,138 | $14.6M | 2.95% | +904+0.6% | Added |
| Elgethun Capital Management | 160,598 | $14.7M | 2.95% | +1,597+1.0% | Added |
| Addenda Capital Inc. | 160,938 | $14.7M | 0.53% | +5,174+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 160,994 | $14.7M | 0.04% | −10,473−6.1% | Reduced |
| Empower Advisory Group, LLC | 162,660 | $14.8M | 0.04% | −3,638−2.2% | Reduced |
| Jacobs & Co | 162,899 | $14.9M | 1.47% | −4,267−2.6% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 163,720 | $14.9M | 2.65% | −639−0.4% | Reduced |
| La Banque Postale Asset Management SA | 164,623 | $15.0M | 0.21% | +117,817+251.7% | Added |
| Tran Capital Management, L.P. | 165,535 | $15.1M | 1.78% | −12,887−7.2% | Reduced |
| Asset Advisors Investment Management, LLC | 165,817 | $15.1M | 1.49% | +945+0.6% | Added |
| ASR Vermogensbeheer N.V. | 166,008 | $15.1M | 0.20% | +15,528+10.3% | Added |
| Engineers Gate Manager LP | 166,500 | $15.2M | 0.19% | +104,229+167.4% | Added |
| Wealthfront Advisers LLC | 168,248 | $15.4M | 0.04% | +30,821+22.4% | Added |
| Blume Capital Management, Inc. | 169,454 | $15.5M | 3.15% | −10,166−5.7% | Reduced |
| Point72 Europe (London) LLP | 170,600 | $15.6M | 0.80% | −50,000−22.7% | Reduced |
| Connors Investor Services Inc | 170,613 | $15.6M | 1.38% | +170,613 | New |
| Ethic Inc. | 173,186 | $15.6M | 0.28% | +17,797+11.5% | Added |
| HRT Financial LP | 170,990 | $15.6M | 0.07% | +170,990 | New |
| RMB Capital Management, LLC | 172,348 | $15.7M | 0.30% | −5,179−2.9% | Reduced |
| Jefferies Financial Group Inc. | 172,962 | $15.8M | 0.26% | +92,592+115.2% | Added |
| Schonfeld Strategic Advisors LLC | 173,325 | $15.8M | 0.12% | −12,130−6.5% | Reduced |
| Evercore Wealth Management, LLC | 173,403 | $15.8M | 0.25% | −1,057−0.6% | Reduced |
| GenTrust, LLC | 174,255 | $15.9M | 0.75% | +103+0.1% | Added |
| Pensionmark Financial Group, LLC | 174,269 | $15.9M | 0.36% | +11,262+6.9% | Added |
| HFR Wealth Management, LLC | 175,149 | $16.0M | 3.86% | +852+0.5% | Added |
| TCTC Holdings, LLC | 175,160 | $16.0M | 0.51% | +10.0% | Added |
| Brinker Capital Investments, LLC | 176,485 | $16.1M | 0.14% | +25,181+16.6% | Added |
| Steward Partners Investment Advisory, LLC | 176,961 | $16.1M | 0.13% | +16,154+10.0% | Added |
| Poehling Capital Management, LLC | 178,240 | $16.3M | 3.80% | −561−0.3% | Reduced |
| Burney Co | 178,565 | $16.3M | 0.55% | +89,164+99.7% | Added |
| Summit Trail Advisors, LLC | 179,571 | $16.4M | 0.28% | +179,571 | New |
| Edgemoor Investment Advisors, Inc. | 179,901 | $16.4M | 1.42% | +1,691+0.9% | Added |
| Atria Investments LLC | 180,587 | $16.5M | 0.19% | +26,237+17.0% | Added |
| ProVise Management Group, LLC | 181,458 | $16.6M | 1.31% | +3,938+2.2% | Added |
| Federated Hermes, Inc. | 181,793 | $16.6M | 0.03% | +173,577+2,112.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 181,949 | $16.6M | 2.73% | −1,540−0.8% | Reduced |
| Talbot Financial, LLC | 184,574 | $16.8M | 1.59% | +25,913+16.3% | Added |
| Woodline Partners LP | 184,748 | $16.9M | 0.09% | +40,776+28.3% | Added |
| Virginia Retirement Systems Et Al | 186,000 | $17.0M | 0.12% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 189,064 | $17.3M | 3.26% | −11,336−5.7% | Reduced |
| JustInvest LLC | 190,538 | $17.4M | 0.20% | +40,275+26.8% | Added |
| Vivaldi Capital Management, LLC | 190,610 | $17.4M | 2.61% | +415+0.2% | Added |
| State of Alaska, Department of Revenue | 191,817 | $17.5M | 0.19% | −7,870−3.9% | Reduced |
| Pathstone Holdings, LLC | 188,014 | $17.5M | 0.07% | −70,676−27.3% | Reduced |
| GCM Grosvenor Holdings, LLC | 192,833 | $17.6M | 2.52% | −18,167−8.6% | Reduced |
| United Asset Strategies, Inc. | 194,299 | $17.7M | 1.51% | +1,741+0.9% | Added |
| SG Americas Securities, LLC | 194,681 | $17.8M | 0.08% | +118,285+154.8% | Added |
| OP Asset Management Ltd | 194,892 | $17.8M | 0.26% | −4,881−2.4% | Reduced |
| Adviser Investments LLC | 195,225 | $17.8M | 0.22% | −5,590−2.8% | Reduced |
| Verition Fund Management LLC | 195,528 | $17.8M | 0.10% | −295,830−60.2% | Reduced |
| Cutler Investment Counsel LLC | 195,822 | $17.9M | 1.99% | −657−0.3% | Reduced |
| Mutual of America Capital Management LLC | 195,875 | $17.9M | 0.19% | −2,306−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 196,948 | $18.0M | 0.19% | −2,413−1.2% | Reduced |
| Courant Investment Management LLC | 198,499 | $18.1M | 14.66% | 00.0% | Unchanged |
| Sig Brokerage, LP | 199,210 | $18.2M | 4.99% | +158,476+389.1% | Added |
| Goodman Financial Corp | 202,380 | $18.5M | 3.71% | −3,066−1.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 204,435 | $18.7M | 0.04% | −288,965−58.6% | Reduced |
| Colony Group, LLC | 207,999 | $19.0M | 0.04% | +6,602+3.3% | Added |
| Sanctuary Advisors, LLC | 210,547 | $19.2M | 0.12% | +11,663+5.9% | Added |
| Everett Harris & Co | 210,831 | $19.2M | 0.25% | +380+0.2% | Added |
| First Foundation Advisors | 211,248 | $19.3M | 0.71% | −10,178−4.6% | Reduced |
| Yousif Capital Management, LLC | 211,364 | $19.3M | 0.21% | −1,309−0.6% | Reduced |
| Nissay Asset Management Corp | 212,544 | $19.4M | 0.11% | +5,689+2.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 214,348 | $19.6M | 0.04% | −31,015−12.6% | Reduced |
| Ieq Capital, LLC | 214,385 | $19.6M | 0.12% | +58,202+37.3% | Added |
| Capstone Investment Advisors, LLC | 214,470 | $19.6M | 0.17% | −98,415−31.5% | Reduced |
| Pacific Heights Asset Management LLC | 215,000 | $19.6M | 1.05% | +27,000+14.4% | Added |
| CIBC World Markets Corp | 215,547 | $19.7M | 0.13% | +9,172+4.4% | Added |