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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 3,324 | $303.3K | 0.04% | +295+9.7% | Added |
| Alpha DNA Investment Management LLC | 3,325 | $303.4K | 5.78% | −72−2.1% | Reduced |
| St. Nicholas Private Asset Management, Inc | 3,330 | $303.8K | 0.28% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,339 | $304.7K | 0.26% | −8−0.2% | Reduced |
| CWS Financial Advisors, LLC | 3,352 | $305.9K | 0.09% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 3,350 | $306.0K | 0.09% | +400+13.6% | Added |
| Strategic Blueprint, LLC | 3,356 | $306.2K | 0.02% | −671−16.7% | Reduced |
| Seed Wealth Management, Inc. | 3,357 | $306.3K | 0.23% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,387 | $309.1K | 0.10% | +3,387 | New |
| Good Life Advisors, LLC | 3,401 | $310.4K | 0.02% | −4,268−55.7% | Reduced |
| Forte Capital LLC | 3,434 | $313.3K | 0.03% | +468+15.8% | Added |
| MBB Public Markets I LLC | 3,446 | $314.4K | 0.04% | −763−18.1% | Reduced |
| Aprio Wealth Management, LLC | 3,451 | $314.8K | 0.04% | +527+18.0% | Added |
| Quent Capital, LLC | 3,454 | $315.1K | 0.03% | +255+8.0% | Added |
| Keystone Wealth Services, LLC | 3,463 | $316.0K | 0.08% | −7−0.2% | Reduced |
| SeaBridge Investment Advisors LLC | 3,465 | $316.1K | 0.06% | −170−4.7% | Reduced |
| Chilton Investment Co LLC | 3,488 | $318.2K | 0.01% | +3,488 | New |
| LCM Capital Management Inc | 3,490 | $318.4K | 0.17% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 3,494 | $318.8K | 0.08% | −4,773−57.7% | Reduced |
| Edgewood Management LLC | 3,500 | $319.3K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $319.3K | 0.18% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 3,514 | $320.6K | 0.04% | −50−1.4% | Reduced |
| Private Client Services, LLC | 3,525 | $321.6K | 0.13% | −72−2.0% | Reduced |
| Norway Savings Bank | 3,525 | $321.6K | 0.17% | −185−5.0% | Reduced |
| Tompkins Financial Corp | 3,530 | $322.1K | 0.03% | −58−1.6% | Reduced |
| First Interstate Bank | 3,531 | $322.2K | 0.02% | +400+12.8% | Added |
| RAM Investment Partners, LLC | 3,534 | $322.4K | 0.07% | +173+5.1% | Added |
| Prosperitas Financial LLC | 3,534 | $322.5K | 0.15% | +9+0.3% | Added |
| Broadway Wealth Solutions, Inc. | 3,545 | $323.4K | 0.20% | −314−8.1% | Reduced |
| Trustmark National Bank Trust Department | 3,547 | $323.6K | 0.02% | −1,798−33.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,569 | $324.4K | 0.22% | +141+4.1% | Added |
| Wellington Shields Capital Management, LLC | 3,595 | $328.0K | 0.06% | +3+0.1% | Added |
| Paradigm Capital Management, LLC | 3,595 | $328.0K | 0.32% | −180−4.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,601 | $328.6K | 0.15% | −475−11.7% | Reduced |
| Brookwood Investment Group LLC | 3,609 | $329.3K | 0.05% | −5,165−58.9% | Reduced |
| Allstate Corp | 3,616 | $329.9K | 0.02% | −60,001−94.3% | Reduced |
| Advyzon Investment Management, LLC | 3,631 | $331.3K | 0.07% | −50−1.4% | Reduced |
| Abacus Planning Group, Inc. | 3,649 | $332.9K | 0.05% | +391+12.0% | Added |
| Wayfinding Financial, LLC | 3,430 | $333.0K | 0.15% | +61+1.8% | Added |
| Cohen Klingenstein LLC | 3,660 | $333.9K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 3,680 | $335.8K | 0.20% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,687 | $336.4K | 0.05% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,692 | $336.9K | 0.03% | +3,692 | New |
| Perennial Investment Advisors, LLC | 3,696 | $337.2K | 0.03% | +423+12.9% | Added |
| Court Place Advisors, LLC | 3,700 | $337.6K | 0.11% | −100−2.6% | Reduced |
| CMT Capital Markets Trading GmbH | 3,700 | $338.0K | 0.16% | +3,700 | New |
| LRI Investments, LLC | 3,708 | $338.3K | 0.03% | +1,419+62.0% | Added |
| Westshore Wealth, LLC | 3,752 | $342.3K | 0.13% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,755 | $342.6K | 0.03% | −745−16.6% | Reduced |
| TriaGen Wealth Management LLC | 3,781 | $345.0K | 0.10% | +3,781 | New |
| Berger Financial Group, Inc | 3,786 | $345.4K | 0.02% | +3+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 3,860 | $352.2K | 0.08% | −4,631−54.5% | Reduced |
| Rothschild Capital Partners, LLC | 3,860 | $352.2K | 0.09% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3,861 | $352.3K | 0.07% | −101−2.5% | Reduced |
| Purus Wealth Management, LLC | 3,870 | $353.1K | 0.12% | −35−0.9% | Reduced |
| Boyar Asset Management Inc. | 3,875 | $353.6K | 0.23% | −75−1.9% | Reduced |
| Opus Capital Group, LLC | 3,875 | $354.0K | 0.04% | +11+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,881 | $354.1K | 0.03% | +123+3.3% | Added |
| Wealth Group, Ltd. | 3,893 | $355.0K | 0.35% | +318+8.9% | Added |
| Klingenstein Fields & Co LP | 3,895 | $355.4K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 3,897 | $355.5K | 0.11% | +250+6.9% | Added |
| Biltmore Family Office, LLC | 3,905 | $356.3K | 0.06% | +47+1.2% | Added |
| American Institute for Advanced Investment Management, LLP | 3,915 | $357.2K | 0.25% | +90+2.4% | Added |
| Vista Private Wealth Partners. LLC | 3,915 | $357.2K | 0.11% | +2+0.1% | Added |
| First Business Financial Services, Inc. | 3,931 | $358.7K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 3,932 | $359.0K | 0.26% | −19−0.5% | Reduced |
| Nova R Wealth, Inc. | 3,936 | $359.1K | 0.17% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,944 | $359.9K | 0.06% | +747+23.4% | Added |
| Ambassador Advisors, LLC | 3,947 | $360.2K | 0.06% | −6,006−60.3% | Reduced |
| Van Strum & Towne Inc. | 3,950 | $360.4K | 0.11% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,951 | $360.5K | 0.13% | +310+8.5% | Added |
| Ariston Services Group | 3,958 | $361.1K | 0.26% | 00.0% | Unchanged |
| Gries Financial LLC | 3,964 | $361.7K | 0.07% | +1,300+48.8% | Added |
| Three Bridge Wealth Advisors, LLC | 3,970 | $362.2K | 0.10% | +1,252+46.1% | Added |
| Romano Brothers and Company | 3,974 | $362.6K | 0.04% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4,016 | $366.4K | 0.31% | +13+0.3% | Added |
| Optiver Holding B.V. | 4,024 | $367.1K | 0.01% | +3,643+956.2% | Added |
| Laffer Tengler Investments | 4,025 | $367.2K | 0.07% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 4,045 | $369.0K | 0.12% | −4,105−50.4% | Reduced |
| Essex LLC | 4,050 | $369.5K | 0.07% | 00.0% | Unchanged |
| Advisor Resource Council | 4,064 | $370.8K | 0.18% | −8,085−66.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,087 | $372.9K | 0.19% | +3+0.1% | Added |
| Trust Co of the South | 4,088 | $373.0K | 0.07% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4,093 | $373.4K | 0.03% | +276+7.2% | Added |
| Exchange Traded Concepts, LLC | 4,103 | $374.4K | 0.00% | −13,157−76.2% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 4,126 | $376.5K | 0.29% | +288+7.5% | Added |
| KLCM Advisors, Inc. | 4,134 | $377.2K | 0.04% | −112−2.6% | Reduced |
| CNB Bank | 4,140 | $377.7K | 0.18% | −1,078−20.7% | Reduced |
| Level Four Advisory Services, LLC | 4,141 | $377.8K | 0.01% | −29−0.7% | Reduced |
| Affinity Capital Advisors, LLC | 4,164 | $380.0K | 0.07% | −1,046−20.1% | Reduced |
| Souders Financial Advisors | 4,167 | $380.2K | 0.05% | −242−5.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,169 | $380.4K | 0.18% | +511+14.0% | Added |
| Investors Asset Management of Georgia Inc | 4,169 | $380.4K | 0.18% | +3+0.1% | Added |
| CFO4Life Group, LLC | 4,180 | $381.4K | 0.06% | −216−4.9% | Reduced |
| Aberdeen Wealth Management LLC | 4,198 | $383.0K | 0.25% | +10.0% | Added |
| AlphaCore Capital LLC | 4,203 | $383.5K | 0.01% | +1,011+31.7% | Added |
| Catalyst Private Wealth, LLC | 4,218 | $384.9K | 0.17% | +26+0.6% | Added |
| Fielder Capital Group LLC | 4,240 | $386.8K | 0.10% | −200−4.5% | Reduced |
| CoreCap Advisors, LLC | 4,248 | $387.6K | 0.02% | +147+3.6% | Added |
| Cyndeo Wealth Partners, LLC | 4,252 | $388.0K | 0.02% | +489+13.0% | Added |