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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.

Other share classesSCHW.PDSCHW.PJ

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.

Institutional holdersQ2 2025: 2,146 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ2 2025: $137.4B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2025.

Institutions holding SCHW in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Atwood & Palmer Inc2,313$211.0K0.01%+2,000+639.0%Added
Tower View Investment Management & Research LLC2,323$212.0K0.11%+2,323New
Camden National Bank2,325$212.1K0.03%−467−16.7%Reduced
Prospera Capital Management, LLC2,332$212.8K0.12%+2,332New
Hilltop National Bank2,336$213.1K0.06%+2,336New
Bruce G. Allen Investments, LLC2,343$213.8K0.16%−841−26.4%Reduced
Brooklyn FI, LLC2,344$213.9K0.05%+2,344New
Foster Group, Inc.2,351$214.5K0.01%+2,351New
Acorn Financial Advisory Services Inc2,356$215.0K0.04%+2,356New
Bellwether Advisors, LLC2,363$215.6K0.04%−25,759−91.6%Reduced
Kera Capital Partners, Inc.2,373$216.5K0.04%+2,373New
First Nebraska Trust Co2,373$216.5K0.02%+2,373New
D.B. Root & Company, LLC2,375$216.7K0.06%+2,375New
Segment Wealth Management, LLC2,376$216.8K0.01%+2,376New
Teza Capital Management LLC2,380$217.2K0.16%+2,380New
McAdam, LLC2,384$217.5K0.01%+2,384New
Morling Financial Advisors, LLC2,386$217.7K0.07%−684−22.3%Reduced
Ignite Planners, LLC2,273$217.8K0.04%+2,273New
Asset Management Group, Inc.2,388$217.9K0.04%+2,388New
Fedenia Advisers LLC2,398$218.8K0.10%+2,398New
Violich Capital Management, Inc.2,400$219.0K0.03%+2,400New
Elyxium Wealth, LLC2,406$219.5K0.08%+2,406New
D'Orazio & Associates, Inc.2,409$219.8K0.03%−219−8.3%Reduced
Lifeworks Advisors, LLC2,410$219.9K0.03%+2,410New
Rainey & Randall Investment Management Inc.2,419$220.7K0.04%+2,419New
Alteri Wealth LLC2,428$221.5K0.09%+2,428New
Pine Harbor Wealth Management, LLC2,429$221.6K0.08%+2,429New
ZRC Wealth Management, LLC2,434$222.1K0.09%−94−3.7%Reduced
ORG Partners LLC2,439$222.4K0.05%+862+54.7%Added
Simon Quick Advisors, LLC2,439$222.5K0.01%−7,903−76.4%Reduced
Invenio Wealth Partners LLC2,452$223.7K0.09%+2,452New
Family Wealth Group, LLC2,458$224.3K0.17%+2,458New
Redhawk Wealth Advisors, Inc.2,460$224.4K0.03%−697−22.1%Reduced
GW&K Investment Management, LLC2,471$225.0K0.00%−2,416−49.4%Reduced
Guyasuta Investment Advisors Inc2,472$225.5K0.01%+2,472New
Grandfield & Dodd, LLC2,480$226.3K0.01%+2,480New
Almanack Investment Partners, LLC.2,480$226.3K0.04%+2,480New
SOA Wealth Advisors, LLC.2,492$227.4K0.04%+3+0.1%Added
Meyer Handelman Co2,492$227.4K0.01%+2,492New
Clear Creek Financial Management, LLC2,498$227.9K0.02%+2,498New
Northside Capital Management, LLC2,506$228.6K0.02%+2,506New
Creative Financial Designs Inc2,508$228.8K0.02%+19+0.8%Added
Farmers Trust Co2,510$229.0K0.04%−152−5.7%Reduced
Papp L Roy & Associates2,518$229.8K0.03%+2,518New
Graves-Light Private Wealth Management, Inc.2,518$229.8K0.03%−395−13.6%Reduced
Wood Tarver Financial Group, LLC2,529$230.0K0.07%+3+0.1%Added
Garrett Wealth Advisory Group, LLC2,526$230.5K0.05%+2,526New
Bond & Devick Financial Network, Inc.2,532$231.1K0.08%−576−18.5%Reduced
Investments & Financial Planning, LLC2,548$232.5K0.13%+2,548New
New Wave Wealth Advisors LLC2,556$233.2K0.10%−868−25.4%Reduced
Schrum Private Wealth Management LLC2,556$233.2K0.19%00.0%Unchanged
Oakworth Capital, Inc.2,559$233.5K0.02%+300+13.3%Added
Gallagher Fiduciary Advisors, LLC2,569$234.4K0.01%+2,569New
Wilkinson Global Asset Management LLC2,580$235.4K0.01%00.0%Unchanged
TFR Capital, LLC.2,580$235.4K0.09%+2,580New
Trust Co of Virginia2,582$235.6K0.02%−500−16.2%Reduced
DHK Financial Advisors, Inc.2,584$235.7K0.14%+2+0.1%Added
Holderness Investments Co2,585$235.9K0.05%−175−6.3%Reduced
Olistico Wealth, LLC2,594$236.7K0.13%−2,786−51.8%Reduced
Goepper Burkhardt LLC2,600$237.2K0.09%00.0%Unchanged
Financial Advisory Service, Inc.2,603$237.5K0.02%+5+0.2%Added
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2,606$237.8K0.02%−24−0.9%Reduced
First Financial Bankshares Inc2,606$237.8K0.01%00.0%Unchanged
Sunflower Bank, N.A.2,612$238.3K0.06%−89−3.3%Reduced
Wealthstream Advisors, Inc.2,617$238.8K0.04%+2,617New
Lazard Freres Gestion S.A.S.0$239.0K0.00%0New
Leigh Baldwin & Co., LLC2,625$239.5K0.16%+2,625New
First Affirmative Financial Network2,630$239.9K0.12%−34−1.3%Reduced
LVW Advisors, LLC2,639$240.8K0.03%−31−1.2%Reduced
Broadleaf Partners, LLC2,640$240.9K0.05%00.0%Unchanged
First Long Island Investors, LLC2,642$241.1K0.02%+2,642New
Nwam LLC2,468$241.2K0.01%+2,468New
Advus Financial Partners, LLC2,651$241.8K0.06%+2,651New
Douglas Lane & Associates, LLC2,652$242.0K0.00%+2,652New
Meadow Creek Wealth Advisors LLC2,653$242.1K0.16%+2,653New
O'Keefe Stevens Advisory, Inc.2,665$243.2K0.07%−30−1.1%Reduced
ARS Wealth Advisors Group, LLC2,666$243.2K0.03%+10.0%Added
Howe & Rusling Inc2,668$243.4K0.02%+2,668New
Arkfeld Wealth Strategies, L.L.C.2,640$244.5K0.10%+2,640New
Venturi Wealth Management, LLC2,683$244.8K0.01%+2,683New
Penserra Capital Management LLC2,703$245.0K0.00%+2,586+2,210.3%Added
Tritonpoint Wealth, LLC2,688$245.3K0.02%+2,688New
Ferguson Wellman Capital Management, Inc2,691$245.6K0.00%−3,368−55.6%Reduced
Keystone Financial Group2,698$246.1K0.02%−65−2.4%Reduced
W.H. Cornerstone Investments Inc.2,699$246.3K0.16%+2,699New
Five Oceans Advisors2,705$246.8K0.11%+25+0.9%Added
Waypoint Wealth Partners Inc.2,705$246.8K0.06%00.0%Unchanged
Mitchell McLeod Pugh & Williams Inc2,706$246.9K0.05%+2,706New
Eqis Capital Management, Inc.2,706$246.9K0.02%−1,163−30.1%Reduced
Linden Thomas Advisory Services, LLC2,713$247.5K0.03%−547−16.8%Reduced
Clark Capital Management Group, Inc.2,731$249.2K0.00%+2,731New
Straight Path Wealth Management2,731$249.2K0.08%−10.0%Reduced
Diametric Capital, LP2,736$249.6K0.13%+2,736New
Smithfield Trust Co2,719$250.0K0.01%00.0%Unchanged
B.O.S.S. Retirement Advisors, LLC2,740$250.0K0.06%−1,079−28.3%Reduced
Fountainhead AM, LLC2,745$250.5K0.04%+2,745New
Grove Bank & Trust2,746$250.5K0.03%+360+15.1%Added
Claro Advisors LLC2,751$251.0K0.04%−2,117−43.5%Reduced
Patton Fund Management, Inc.2,755$251.4K0.06%+2,755New
Steel Peak Wealth Management LLC2,769$252.6K0.01%−73,070−96.3%Reduced