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
- 2,146
- +142 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
- 246
- 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 |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 204 | $18.6K | 0.00% | +75+58.1% | Added |
| Ogorek Anthony Joseph | 217 | $19.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 211 | $19.3K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 214 | $19.5K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 217 | $19.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 217 | $19.8K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 221 | $20.2K | 0.01% | −6−2.6% | Reduced |
| Hurley Capital, LLC | 223 | $20.3K | 0.01% | +1+0.5% | Added |
| Roxbury Financial LLC | 227 | $20.7K | 0.02% | +1+0.4% | Added |
| LFA - Lugano Financial Advisors SA | 235 | $21.4K | 0.01% | +235 | New |
| TD Capital Management LLC | 238 | $21.8K | 0.00% | +190+395.8% | Added |
| Avion Wealth | 242 | $22.0K | 0.01% | +116+92.1% | Added |
| Vision Financial Markets LLC | 242 | $22.0K | 0.02% | +1+0.4% | Added |
| Salomon & Ludwin, LLC | 248 | $22.7K | 0.00% | −80−24.4% | Reduced |
| Dunhill Financial, LLC | 248 | $22.7K | 0.01% | −74−23.0% | Reduced |
| Gables Capital Management Inc. | 249 | $22.7K | 0.01% | +100+67.1% | Added |
| UMA Financial Services, Inc. | 254 | $23.2K | 0.00% | +50+24.5% | Added |
| Logan Capital Management Inc | 256 | $23.4K | 0.00% | −703−73.3% | Reduced |
| Stone House Investment Management, LLC | 257 | $23.4K | 0.00% | −138−34.9% | Reduced |
| Robinswood Financial LLC | 262 | $23.9K | 0.01% | −17−6.1% | Reduced |
| Abound Wealth Management | 265 | $24.1K | 0.01% | +32+13.7% | Added |
| Frazier Financial Advisors, LLC | 269 | $24.5K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 274 | $25.0K | 0.00% | +44+19.1% | Added |
| Princeton Global Asset Management LLC | 279 | $25.5K | 0.00% | +279 | New |
| Raffa Wealth Management, LLC | 281 | $25.6K | 0.01% | −56−16.6% | Reduced |
| Trifecta Capital Advisors, LLC | 282 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 292 | $26.7K | 0.01% | +1+0.3% | Added |
| Adirondack Trust Co | 295 | $26.9K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 285 | $27.2K | 0.00% | +285 | New |
| Battery Global Advisors, LLC | 300 | $27.4K | 0.01% | +1+0.3% | Added |
| Ransom Advisory, Ltd | 300 | $27.4K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 308 | $28.1K | 0.01% | +11+3.7% | Added |
| Murphy & Mullick Capital Management Corp | 303 | $28.3K | 0.02% | −209−40.8% | Reduced |
| Albion Financial Group | 310 | $28.3K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 310 | $28.3K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 319 | $29.1K | 0.00% | +27+9.2% | Added |
| Beacon Capital Management, LLC | 320 | $29.2K | 0.00% | −167−34.3% | Reduced |
| Binnacle Investments Inc | 320 | $29.2K | 0.02% | +24+8.1% | Added |
| Bogart Wealth, LLC | 326 | $29.7K | 0.00% | +24+7.9% | Added |
| Aventus Investment Advisors, Inc. | 330 | $30.1K | 0.03% | +330 | New |
| Private Wealth Management Group, LLC | 331 | $30.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 342 | $31.2K | 0.00% | −66−16.2% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 348 | $31.8K | 0.02% | +348 | New |
| Caldwell Sutter Capital, Inc. | 350 | $31.9K | 0.01% | −4−1.1% | Reduced |
| Main Street Group, LTD | 352 | $32.1K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 352 | $32.1K | 0.03% | +200+131.6% | Added |
| Kiker Wealth Management, LLC | 353 | $32.2K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 358 | $32.7K | 0.05% | +126+54.3% | Added |
| Evelyn Partners Asset Management Ltd | 364 | $33.2K | 0.01% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 364 | $33.2K | 0.05% | +3+0.8% | Added |
| Howard Hughes Medical Institute | 368 | $33.6K | 0.01% | +368 | New |
| Cranbrook Wealth Management, LLC | 380 | $34.7K | 0.01% | −71−15.7% | Reduced |
| Activest Wealth Management | 389 | $35.5K | 0.01% | −16−4.0% | Reduced |
| Loomis Sayles & Co L P | 392 | $35.8K | 0.00% | +392 | New |
| Estabrook Capital Management | 395 | $36.0K | 0.01% | −1,500−79.2% | Reduced |
| American Capital Advisory, LLC | 395 | $36.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 397 | $36.3K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 400 | $36.5K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 400 | $36.5K | 0.01% | +400 | New |
| Sachetta, LLC | 416 | $38.0K | 0.02% | +87+26.4% | Added |
| ORG Wealth Partners, LLC | 417 | $38.0K | 0.01% | −658−61.2% | Reduced |
| Country Trust Bank | 425 | $38.8K | 0.00% | +75+21.4% | Added |
| Washington Trust Advisors, Inc. | 432 | $39.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 437 | $39.9K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 450 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 458 | $41.8K | 0.03% | +106+30.1% | Added |
| Whipplewood Advisors, LLC | 471 | $43.0K | 0.02% | −22,605−98.0% | Reduced |
| Key Financial Inc | 476 | $43.4K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 491 | $44.8K | 0.00% | +105+27.2% | Added |
| Glass Jacobson Investment Advisors llc | 500 | $45.6K | 0.02% | −116−18.8% | Reduced |
| North Star Investment Management Corp. | 500 | $45.6K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $45.6K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 507 | $46.3K | 0.00% | +293+136.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 511 | $46.6K | 0.08% | −1,743−77.3% | Reduced |
| Byrne Asset Management LLC | 522 | $47.6K | 0.03% | 00.0% | Unchanged |
| Knuff & Co LLC | 546 | $49.8K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 549 | $50.1K | 0.03% | +7+1.3% | Added |
| Investors Research Corp | 559 | $51.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 565 | $51.6K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 543 | $52.5K | 0.01% | +30+5.8% | Added |
| WD Rutherford LLC | 580 | $52.9K | 0.02% | +580 | New |
| Fairscale Capital, LLC | 544 | $53.2K | 0.04% | +544 | New |
| Delta Asset Management LLC | 590 | $53.8K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 600 | $54.7K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 601 | $54.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 611 | $55.7K | 0.02% | +7+1.2% | Added |
| MorganRosel Wealth Management, LLC | 626 | $57.1K | 0.02% | −42−6.3% | Reduced |
| Monetary Management Group Inc | 650 | $59.3K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 659 | $60.1K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 681 | $62.1K | 0.05% | +14+2.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 686 | $62.6K | 0.02% | −762−52.6% | Reduced |
| Westside Investment Management, Inc. | 689 | $62.8K | 0.01% | +339+96.9% | Added |
| Private Wealth Asset Management, LLC | 697 | $63.6K | 0.01% | −1,125−61.7% | Reduced |
| Field & Main Bank | 700 | $63.9K | 0.02% | 00.0% | Unchanged |
| Promus Capital, LLC | 700 | $63.9K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 704 | $64.2K | 0.01% | +44+6.7% | Added |
| IAG Wealth Partners, LLC | 705 | $64.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 705 | $64.3K | 0.01% | +560+386.2% | Added |