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 |
|---|---|---|---|---|---|
| Auxano Advisors, LLC | 2,777 | $253.3K | 0.06% | +58+2.1% | Added |
| Kovack Advisors, Inc. | 2,787 | $254.3K | 0.02% | −1,143−29.1% | Reduced |
| TRUE Private Wealth Advisors | 2,791 | $254.7K | 0.03% | +38+1.4% | Added |
| Encompass More Asset Management | 2,799 | $255.4K | 0.06% | +2,799 | New |
| LJI Wealth Management, LLC | 2,802 | $255.7K | 0.04% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 2,822 | $257.5K | 0.16% | +6+0.2% | Added |
| Asset Dedication, LLC | 2,824 | $257.7K | 0.02% | +334+13.4% | Added |
| Cypress Capital Group | 2,828 | $258.0K | 0.03% | +2,828 | New |
| BKD Wealth Advisors, LLC | 2,829 | $258.1K | 0.01% | +2,829 | New |
| Verdence Capital Advisors LLC | 2,835 | $258.6K | 0.02% | −144−4.8% | Reduced |
| WealthShield Partners, LLC | 2,837 | $258.9K | 0.03% | −664−19.0% | Reduced |
| Traveka Wealth, LLC | 2,841 | $259.2K | 0.14% | +117+4.3% | Added |
| Onyx Bridge Wealth Group LLC | 2,851 | $260.2K | 0.03% | +194+7.3% | Added |
| Zions Bancorporation, National Association | 2,856 | $260.6K | 0.01% | +444+18.4% | Added |
| Bernardo Wealth Planning LLC | 2,866 | $261.0K | 0.06% | +98+3.5% | Added |
| Brio Consultants, LLC | 2,866 | $261.5K | 0.04% | +229+8.7% | Added |
| Pines Wealth Management, LLC | 2,861 | $261.7K | 0.09% | +2,861 | New |
| Confluence Wealth Services, Inc. | 2,871 | $261.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,875 | $262.3K | 0.12% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,878 | $262.6K | 0.04% | +39+1.4% | Added |
| Acas, LLC | 2,751 | $262.9K | 0.18% | −50−1.8% | Reduced |
| Beaumont Financial Advisors, LLC | 2,890 | $263.7K | 0.02% | +140+5.1% | Added |
| Caliber Wealth Management, LLC | 2,893 | $264.0K | 0.03% | +47+1.7% | Added |
| CRA Financial Services, LLC | 2,894 | $264.0K | 0.04% | −136−4.5% | Reduced |
| Coordinated Financial Services, Inc. | 2,902 | $264.8K | 0.18% | +2,902 | New |
| Horizon Bancorp Inc | 2,904 | $265.0K | 0.13% | +605+26.3% | Added |
| Stevens Capital Management LP | 2,915 | $266.0K | 0.07% | −8,103−73.5% | Reduced |
| Wimmer Associates 1, LLC | 2,924 | $266.8K | 0.14% | 00.0% | Unchanged |
| RDA Financial Network | 2,929 | $267.2K | 0.07% | +2,929 | New |
| Stockman Wealth Management, Inc. | 2,935 | $267.8K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,935 | $267.8K | 0.03% | −2,528−46.3% | Reduced |
| B&L Asset Management LLC | 2,941 | $268.3K | 0.15% | +2,941 | New |
| Chilton Capital Management LLC | 2,954 | $269.5K | 0.01% | +28+1.0% | Added |
| Prelude Capital Management, LLC | 2,963 | $270.3K | 0.03% | +2,963 | New |
| Inscription Capital, LLC | 2,966 | $270.6K | 0.04% | −4,530−60.4% | Reduced |
| Brave Asset Management Inc | 2,988 | $272.6K | 0.07% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,992 | $273.0K | 0.02% | −329−9.9% | Reduced |
| Cornerstone Advisory, LLC | 2,995 | $273.3K | 0.03% | +2+0.1% | Added |
| Flagship Harbor Advisors, LLC | 2,996 | $273.4K | 0.01% | −61−2.0% | Reduced |
| Sentinus, LLC | 2,999 | $273.6K | 0.07% | −490−14.0% | Reduced |
| Hennessy Advisors Inc | 3,000 | $273.7K | 0.01% | −6,000−66.7% | Reduced |
| Sanders Morris Harris LLC | 3,000 | $273.7K | 0.07% | −1,000−25.0% | Reduced |
| Sierra Summit Advisors LLC | 3,000 | $273.7K | 0.05% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $273.7K | 0.05% | 00.0% | Unchanged |
| Manuka Financial, LLC | 3,000 | $273.7K | 0.15% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,000 | $275.3K | 0.11% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,019 | $275.4K | 0.02% | +5+0.2% | Added |
| Wedge Capital Management L L P | 3,032 | $276.6K | 0.00% | −241−7.4% | Reduced |
| Signature Wealth Management Group | 3,062 | $279.4K | 0.11% | −675−18.1% | Reduced |
| Lantz Financial LLC | 3,062 | $279.4K | 0.07% | +41+1.4% | Added |
| SMART Wealth LLC | 3,066 | $279.7K | 0.09% | +479+18.5% | Added |
| Burton Enright Welch | 3,067 | $279.8K | 0.05% | +3,067 | New |
| RWM Asset Management, LLC | 3,068 | $279.9K | 0.04% | +3,068 | New |
| Diversified Enterprises, LLC | 3,075 | $280.6K | 0.02% | −173−5.3% | Reduced |
| Pinnacle Bancorp, Inc. | 3,075 | $280.6K | 0.09% | 00.0% | Unchanged |
| Hara Capital LLC | 3,078 | $280.8K | 0.17% | −5,249−63.0% | Reduced |
| Highline Wealth Partners LLC | 3,091 | $282.1K | 0.08% | +13+0.4% | Added |
| Benin Management CORP | 3,103 | $283.1K | 0.07% | −1,300−29.5% | Reduced |
| Financial Management Professionals, Inc. | 3,103 | $283.1K | 0.03% | +387+14.2% | Added |
| Red Door Wealth Management, LLC | 3,104 | $283.2K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,107 | $283.5K | 0.01% | −6−0.2% | Reduced |
| Green Square Capital Advisors LLC | 3,120 | $284.7K | 0.03% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,128 | $285.4K | 0.03% | +30+1.0% | Added |
| MQS Management LLC | 3,134 | $285.9K | 0.16% | +3,134 | New |
| Austin Private Wealth, LLC | 3,136 | $286.1K | 0.02% | +154+5.2% | Added |
| Oarsman Capital, Inc. | 3,137 | $286.2K | 0.04% | −845−21.2% | Reduced |
| Little House Capital LLC | 3,143 | $286.8K | 0.07% | −86−2.7% | Reduced |
| Azimuth Capital Investment Management LLC | 3,149 | $287.3K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,154 | $287.8K | 0.01% | −28−0.9% | Reduced |
| Marshall Financial Group LLC | 3,115 | $288.4K | 0.06% | −286−8.4% | Reduced |
| Whalerock Point Partners, LLC | 3,166 | $288.9K | 0.06% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,167 | $288.9K | 0.23% | 00.0% | Unchanged |
| Essential Partners LLC | 3,172 | $289.4K | 0.12% | +3,172 | New |
| Morton Community Bank | 3,178 | $290.0K | 0.07% | −555−14.9% | Reduced |
| Broderick Brian C | 3,180 | $290.1K | 0.06% | +3,180 | New |
| Procyon Private Wealth Partners, LLC | 3,186 | $290.7K | 0.03% | −3,381−51.5% | Reduced |
| Sigma Investment Counselors Inc | 3,199 | $291.9K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,199 | $291.9K | 0.03% | +194+6.5% | Added |
| Marion Wealth Management | 3,217 | $293.5K | 0.07% | +391+13.8% | Added |
| Full Sail Capital, LLC | 3,218 | $293.6K | 0.02% | +3,218 | New |
| MONECO Advisors, LLC | 3,229 | $294.6K | 0.03% | −172−5.1% | Reduced |
| Plancorp, LLC | 3,236 | $295.3K | 0.01% | +86+2.7% | Added |
| Lodestar Private Asset Management LLC | 3,250 | $296.6K | 0.03% | −354−9.8% | Reduced |
| Canal Capital Management, LLC | 3,254 | $296.9K | 0.05% | +3,254 | New |
| BOS Asset Management, LLC | 3,257 | $297.2K | 0.09% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,265 | $297.9K | 0.02% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,268 | $297.9K | 0.17% | +458+16.3% | Added |
| TrueWealth Advisors, LLC | 3,266 | $298.0K | 0.09% | −25−0.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,296 | $298.0K | 0.12% | +2,777+535.1% | Added |
| Caxton Associates LLP | 3,267 | $298.1K | 0.01% | +3,267 | New |
| Everpar Advisors LLC | 3,268 | $298.2K | 0.14% | +251+8.3% | Added |
| Chicago Trust Co NA | 3,281 | $299.4K | 0.04% | +3,281 | New |
| Noesis Capital Mangement Corp | 3,296 | $300.7K | 0.05% | −552−14.3% | Reduced |
| Cornerstone Wealth Group, LLC | 3,297 | $300.8K | 0.02% | +604+22.4% | Added |
| Delta Financial Advisors LLC | 3,299 | $301.0K | 0.11% | −624−15.9% | Reduced |
| Sym Financial Corp | 3,302 | $301.3K | 0.03% | +416+14.4% | Added |
| Armis Advisers, LLC | 3,279 | $301.6K | 0.02% | +3,279 | New |
| LongView Wealth Management | 3,309 | $301.9K | 0.09% | +10+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,315 | $302.4K | 0.04% | +13+0.4% | Added |
| Peterson Wealth Services | 3,320 | $302.9K | 0.08% | −336−9.2% | Reduced |