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 |
|---|---|---|---|---|---|
| Signature Resources Capital Management, LLC | 707 | $64.5K | 0.04% | +72+11.3% | Added |
| Bullock Wealth Management Group | 714 | $65.1K | 0.03% | −144−16.8% | Reduced |
| Credit Industriel Et Commercial | 718 | $65.5K | 0.01% | −4,760−86.9% | Reduced |
| J.Safra Asset Management Corp | 722 | $65.9K | 0.00% | +483+202.1% | Added |
| Missouri Trust & Investment Co | 735 | $67.1K | 0.02% | −39−5.0% | Reduced |
| Harbor Asset Planning, Inc. | 757 | $69.1K | 0.07% | +757 | New |
| Center for Financial Planning, Inc. | 770 | $70.3K | 0.01% | +750+3,750.0% | Added |
| Painted Porch Advisors LLC | 775 | $70.7K | 0.03% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 800 | $73.0K | 0.00% | −12,600−94.0% | Reduced |
| Hollencrest Capital Management | 810 | $73.9K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 812 | $74.0K | 0.07% | +812 | New |
| Disciplina Capital Management LLC | 842 | $76.8K | 0.01% | +3+0.4% | Added |
| Pandora Wealth, Inc. | 854 | $77.9K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 862 | $78.6K | 0.04% | +862 | New |
| Vermillion & White Wealth Management Group, LLC | 866 | $79.0K | 0.05% | −2−0.2% | Reduced |
| First Financial Corp | 906 | $82.7K | 0.04% | −2,268−71.5% | Reduced |
| AdvisorNet Financial, Inc | 927 | $84.6K | 0.01% | −40−4.1% | Reduced |
| Graney & King, LLC | 928 | $84.7K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,024 | $93.4K | 0.04% | +3+0.3% | Added |
| Darwin Advisors, LLC | 1,039 | $94.8K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,052 | $96.0K | 0.01% | +127+13.7% | Added |
| North Capital, Inc. | 1,059 | $96.6K | 0.08% | +1+0.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 979 | $96.6K | 0.03% | +979 | New |
| Capital Advisors, Ltd. LLC | 1,067 | $97.0K | 0.01% | −11−1.0% | Reduced |
| NewSquare Capital LLC | 1,070 | $97.6K | 0.01% | +309+40.6% | Added |
| Sound Income Strategies, LLC | 1,071 | $97.7K | 0.01% | +35+3.4% | Added |
| Optimum Investment Advisors | 1,103 | $100.6K | 0.04% | −125−10.2% | Reduced |
| Covestor Ltd | 1,120 | $102.0K | 0.06% | −146−11.5% | Reduced |
| Pacifica Partners Inc. | 1,136 | $102.2K | 0.04% | −15−1.3% | Reduced |
| Crews Bank & Trust | 1,123 | $102.5K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,149 | $104.8K | 0.04% | +1,149 | New |
| Quarry LP | 1,156 | $105.5K | 0.02% | −314−21.4% | Reduced |
| Millstone Evans Group, LLC | 1,156 | $105.5K | 0.07% | −87−7.0% | Reduced |
| IMA Wealth, Inc. | 1,158 | $105.7K | 0.01% | +8+0.7% | Added |
| Farmers & Merchants Investments Inc | 1,199 | $109.4K | 0.00% | −756−38.7% | Reduced |
| Sherman Asset Management, Inc. | 1,214 | $110.8K | 0.10% | −298−19.7% | Reduced |
| Proathlete Wealth Management LLC | 1,236 | $112.9K | 0.04% | +13+1.1% | Added |
| Wesleyan Assurance Society | 1,250 | $114.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,251 | $114.1K | 0.06% | +4+0.3% | Added |
| Financial Connections Group, Inc. | 1,271 | $115.0K | 0.05% | +1,000+369.0% | Added |
| Indiana Trust & Investment Management CO | 1,275 | $116.3K | 0.04% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,304 | $119.0K | 0.09% | −246−15.9% | Reduced |
| Hantz Financial Services, Inc. | 1,338 | $122.0K | 0.00% | +160+13.6% | Added |
| Atticus Wealth Management, LLC | 1,340 | $122.2K | 0.03% | +13+1.0% | Added |
| Asset Planning,Inc | 1,345 | $122.7K | 0.09% | +1+0.1% | Added |
| Catalyst Capital Advisors LLC | 1,360 | $124.1K | 0.00% | −220−13.9% | Reduced |
| Truvestments Capital LLC | 1,367 | $124.8K | 0.02% | −176−11.4% | Reduced |
| Trust Co of Vermont | 1,391 | $126.9K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,435 | $130.9K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,492 | $136.1K | 0.01% | +39+2.7% | Added |
| Barrett & Company, Inc. | 1,514 | $138.1K | 0.05% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,516 | $138.3K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 1,524 | $139.1K | 0.17% | −1,031−40.4% | Reduced |
| Atlantic Trust, LLC | 1,530 | $139.6K | 0.03% | −60−3.8% | Reduced |
| DT Investment Partners, LLC | 1,545 | $141.0K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,545 | $141.0K | 0.05% | +1,545 | New |
| AllSquare Wealth Management LLC | 1,559 | $142.2K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,580 | $144.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,618 | $147.6K | 0.02% | −395−19.6% | Reduced |
| Rexford Capital Inc | 1,651 | $150.6K | 0.12% | +1,651 | New |
| Pflug Koory, LLC | 1,662 | $151.6K | 0.08% | −40−2.4% | Reduced |
| Global Trust Asset Management, LLC | 1,671 | $152.5K | 0.08% | +1,600+2,253.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,672 | $153.0K | 0.00% | +1,672 | New |
| Leonteq Securities AG | 1,685 | $153.7K | 0.01% | −4,762−73.9% | Reduced |
| Eastern Bank | 1,688 | $154.0K | 0.00% | −718−29.8% | Reduced |
| City State Bank | 1,695 | $154.7K | 0.05% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,729 | $157.0K | 0.02% | +263+17.9% | Added |
| WFA of San Diego, LLC | 1,736 | $158.4K | 0.12% | +1,736 | New |
| Hartford Financial Management Inc. | 1,742 | $158.9K | 0.04% | −58−3.2% | Reduced |
| VSM Wealth Advisory, LLC | 1,769 | $161.4K | 0.05% | +789+80.5% | Added |
| Harbor Investment Advisory, LLC | 7,965 | $164.4K | 0.01% | +6+0.1% | Added |
| Rocky Mountain Advisers, LLC | 1,855 | $169.3K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,901 | $173.5K | 0.03% | +20+1.1% | Added |
| TD Waterhouse Canada Inc. | 1,951 | $177.9K | 0.00% | +1,367+234.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,010 | $183.4K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,035 | $186.0K | 0.14% | −210−9.4% | Reduced |
| Cornerstone Planning Group LLC | 1,934 | $186.6K | 0.04% | +1,471+317.7% | Added |
| Cito Capital Group, LLC | 2,125 | $194.0K | 0.07% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,167 | $197.7K | 0.11% | −99−4.4% | Reduced |
| SBI Securities Co., Ltd. | 2,193 | $200.1K | 0.01% | +32+1.5% | Added |
| Gillespie Robinson & Grimm Inc | 2,200 | $200.7K | 0.01% | +2,200 | New |
| Steigerwald, Gordon & Koch Inc. | 2,205 | $201.2K | 0.02% | +2,205 | New |
| Medallion Wealth Advisors, LLC | 2,210 | $201.6K | 0.08% | +30+1.4% | Added |
| Sather Financial Group Inc | 2,219 | $202.5K | 0.01% | +2,219 | New |
| Annex Advisory Services, LLC | 2,223 | $202.8K | 0.00% | +2,223 | New |
| Tumwater Wealth Management, LLC | 2,228 | $203.3K | 0.09% | +2,228 | New |
| BankPlus Trust Department | 2,234 | $203.8K | 0.06% | −26−1.2% | Reduced |
| Tilson Financial Group, Inc. | 2,237 | $204.0K | 0.08% | +2,237 | New |
| WP Advisors, LLC | 2,237 | $204.1K | 0.06% | +2,237 | New |
| Teamwork Financial Advisors, LLC | 2,239 | $204.2K | 0.03% | +2,239 | New |
| CAP Partners, LLC | 2,250 | $205.3K | 0.13% | +2,250 | New |
| SLT Holdings LLC | 2,250 | $205.3K | 0.15% | +2,250 | New |
| WorthPointe, LLC | 2,252 | $205.4K | 0.09% | −1,121−33.2% | Reduced |
| Muirfield Wealth Advisors LLC | 2,266 | $206.8K | 0.16% | +2,266 | New |
| Interchange Capital Partners, LLC | 2,281 | $208.1K | 0.05% | +2,281 | New |
| ZWJ Investment Counsel Inc | 2,284 | $208.4K | 0.01% | +2,284 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,289 | $208.9K | 0.07% | +2,289 | New |
| Jacobsen Capital Management | 2,294 | $209.3K | 0.08% | +2,294 | New |
| New Republic Capital, LLC | 2,301 | $210.0K | 0.07% | +2,301 | New |
| Cardiff Park Advisors, LLC | 2,310 | $210.8K | 0.02% | +2,310 | New |