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 |
|---|---|---|---|---|---|
| Semus Wealth Partners LLC | 4,267 | $389.4K | 0.25% | −188−4.2% | Reduced |
| Clearview Wealth Advisors LLC | 4,270 | $389.6K | 0.27% | −6−0.1% | Reduced |
| Client 1st Advisory Group, LLC | 4,279 | $390.4K | 0.14% | −43−1.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,297 | $392.1K | 0.11% | +1,236+40.4% | Added |
| HHM Wealth Advisors, LLC | 4,301 | $392.4K | 0.05% | −915−17.5% | Reduced |
| Opal Wealth Advisors, LLC | 4,326 | $394.7K | 0.11% | +855+24.6% | Added |
| E Fund Management Co., Ltd. | 4,328 | $394.9K | 0.02% | −121−2.7% | Reduced |
| Bradley Foster & Sargent Inc | 4,355 | $397.4K | 0.01% | −3,587−45.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,356 | $397.4K | 0.01% | +250+6.1% | Added |
| WealthPLAN Partners, LLC | 4,375 | $399.2K | 0.06% | +61+1.4% | Added |
| LBMC Investment Advisors, LLC | 4,388 | $400.4K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,458 | $407.0K | 0.03% | −2,471−35.7% | Reduced |
| GTS Securities LLC | 4,470 | $407.8K | 0.02% | −2,986−40.0% | Reduced |
| Fiduciary Family Office, LLC | 4,482 | $408.9K | 0.13% | +1,407+45.8% | Added |
| Lester Murray Antman dba SimplyRich | 4,510 | $411.0K | 0.11% | 00.0% | Unchanged |
| RVW Wealth, LLC | 4,507 | $411.3K | 0.03% | −22−0.5% | Reduced |
| Colonial River Wealth Management, LLC | 4,445 | $413.6K | 0.18% | +524+13.4% | Added |
| Bernard Wealth Management Corp. | 4,544 | $414.6K | 0.19% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 4,553 | $415.4K | 0.14% | +809+21.6% | Added |
| LexAurum Advisors, LLC | 4,565 | $416.5K | 0.07% | −9,224−66.9% | Reduced |
| TFG Advisers LLC | 4,569 | $416.9K | 0.14% | +324+7.6% | Added |
| Smith Thornton Advisors LLC | 4,581 | $418.0K | 0.24% | +36+0.8% | Added |
| Parcion Private Wealth LLC | 4,585 | $418.3K | 0.03% | −963−17.4% | Reduced |
| Opinicus Capital, Inc. | 4,597 | $419.5K | 0.32% | −613−11.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,624 | $421.9K | 0.04% | +67+1.5% | Added |
| Farringdon Capital, Ltd. | 4,627 | $422.2K | 0.14% | +4,627 | New |
| Westmount Partners, LLC | 4,632 | $422.6K | 0.12% | −19−0.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,380 | $422.7K | 0.12% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,635 | $422.9K | 0.03% | +13+0.3% | Added |
| Gibbs Wealth Management | 4,639 | $423.3K | 0.08% | +270+6.2% | Added |
| Orca Investment Management, LLC | 4,641 | $423.4K | 0.38% | −5−0.1% | Reduced |
| Old Mission Investment Co LLC | 4,642 | $423.5K | 0.12% | −10.0% | Reduced |
| Welch & Forbes LLC | 4,657 | $424.9K | 0.01% | +550+13.4% | Added |
| Soltis Investment Advisors LLC | 4,673 | $426.4K | 0.03% | +4,673 | New |
| Princeton Capital Management LLC | 4,697 | $428.5K | 0.13% | +4,697 | New |
| Versant Capital Management, Inc | 4,704 | $429.2K | 0.07% | +550+13.2% | Added |
| Eagle Wealth Strategies LLC | 4,705 | $429.3K | 0.24% | +82+1.8% | Added |
| Avantax Planning Partners, Inc. | 4,706 | $429.4K | 0.01% | +91+2.0% | Added |
| Sunpointe, LLC | 4,712 | $430.0K | 0.17% | +4,712 | New |
| Coastwise Capital Group, LLC | 4,751 | $433.5K | 0.35% | −292−5.8% | Reduced |
| Polymer Capital Management (US) LLC | 4,787 | $436.8K | 0.07% | +4,787 | New |
| Diversify Wealth Management, LLC | 4,439 | $438.1K | 0.03% | −275−5.8% | Reduced |
| Syon Capital LLC | 4,802 | $438.1K | 0.03% | +4,802 | New |
| Peoples Bank | 4,808 | $438.7K | 0.29% | −12−0.2% | Reduced |
| BCJ Capital Management, LLC | 4,816 | $439.4K | 0.03% | +927+23.8% | Added |
| Spears Abacus Advisors LLC | 4,832 | $440.9K | 0.01% | +7+0.1% | Added |
| Trillium Asset Management, LLC | 4,881 | $445.0K | 0.01% | +725+17.4% | Added |
| Ocean Capital Management, LLC | 4,883 | $445.5K | 0.10% | +5+0.1% | Added |
| Tactive Advisors, LLC | 4,889 | $446.1K | 0.14% | +4,889 | New |
| Broyhill Asset Management | 4,895 | $446.6K | 0.41% | −19,983−80.3% | Reduced |
| Childress Capital Advisors, LLC | 4,896 | $446.7K | 0.11% | +1,319+36.9% | Added |
| Hopwood Financial Services, Inc. | 4,906 | $447.6K | 0.35% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,918 | $448.8K | 0.06% | +10.0% | Added |
| Viewpoint Capital Management LLC | 5,000 | $456.2K | 0.22% | 00.0% | Unchanged |
| BBR Partners, LLC | 5,001 | $456.3K | 0.03% | −18−0.4% | Reduced |
| Moser Wealth Advisors, LLC | 5,010 | $457.1K | 0.22% | −700−12.3% | Reduced |
| Fiduciary Alliance LLC | 5,032 | $459.1K | 0.03% | +991+24.5% | Added |
| Alliance Wealth Advisors, LLC | 5,035 | $459.4K | 0.25% | +191+3.9% | Added |
| Enzi Wealth | 5,000 | $459.9K | 0.17% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 5,047 | $460.5K | 0.02% | +5,047 | New |
| Meridian Wealth Management, LLC | 5,069 | $462.5K | 0.02% | −1,123−18.1% | Reduced |
| WealthPlan Investment Management, LLC | 5,094 | $464.7K | 0.03% | +1,705+50.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,096 | $465.0K | 0.08% | +5,096 | New |
| James Investment Research Inc | 5,154 | $470.3K | 0.06% | −279−5.1% | Reduced |
| Private Trust Co NA | 5,163 | $471.1K | 0.04% | −373−6.7% | Reduced |
| Lountzis Asset Management, LLC | 5,166 | $471.3K | 0.17% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,168 | $471.5K | 0.06% | +923+21.7% | Added |
| Maridea Wealth Management LLC | 5,176 | $472.3K | 0.12% | +1,818+54.1% | Added |
| Trace Wealth Advisors, LLC | 5,200 | $474.4K | 0.39% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 5,208 | $475.1K | 0.10% | −14−0.3% | Reduced |
| Sky Investment Group LLC | 5,220 | $476.3K | 0.08% | +75+1.5% | Added |
| Legacy Capital Wealth Partners, LLC | 5,228 | $477.0K | 0.11% | −2,777−34.7% | Reduced |
| Advisory Alpha, LLC | 5,258 | $479.8K | 0.01% | +258+5.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,263 | $480.2K | 0.06% | +5,263 | New |
| Stonegate Investment Group, LLC | 5,277 | $481.5K | 0.01% | +2,368+81.4% | Added |
| Keyvantage Wealth, LLC | 5,285 | $482.2K | 0.22% | +577+12.3% | Added |
| Delta Investment Management, LLC | 5,286 | $482.3K | 0.09% | +29+0.6% | Added |
| First Horizon Advisors, Inc. | 5,295 | $483.2K | 0.01% | +1,997+60.6% | Added |
| First National Bank of Omaha | 5,300 | $483.6K | 0.03% | −250−4.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,300 | $483.6K | 0.11% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,323 | $485.7K | 0.05% | +1,249+30.7% | Added |
| Williams Jones Wealth Management, LLC. | 5,331 | $486.4K | 0.01% | +2,307+76.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,340 | $487.2K | 0.18% | +410+8.3% | Added |
| Operose Advisors LLC | 5,353 | $488.4K | 0.14% | +8+0.1% | Added |
| Ameliora Wealth Management Ltd. | 5,355 | $488.6K | 0.17% | +5,355 | New |
| DAGCO, Inc. | 5,375 | $490.4K | 0.14% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,381 | $491.0K | 0.30% | +2,911+117.9% | Added |
| Optas, LLC | 5,409 | $493.5K | 0.09% | +71+1.3% | Added |
| Avidian Wealth Solutions, LLC | 5,414 | $494.0K | 0.02% | −25−0.5% | Reduced |
| Western Pacific Wealth Management, LP | 5,415 | $494.1K | 0.47% | 00.0% | Unchanged |
| Ledyard National Bank | 5,416 | $494.2K | 0.05% | +1,038+23.7% | Added |
| River Wealth Advisors LLC | 5,420 | $494.6K | 0.06% | +391+7.8% | Added |
| BSW Wealth Partners | 5,425 | $495.0K | 0.07% | +240+4.6% | Added |
| Telos Capital Management, Inc. | 5,431 | $495.5K | 0.05% | −735−11.9% | Reduced |
| Financial Advisory Corp | 5,445 | $497.0K | 0.15% | +87+1.6% | Added |
| Yarbrough Capital, LLC | 5,454 | $497.6K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,455 | $497.7K | 0.12% | −20−0.4% | Reduced |
| Petrus Trust Company, LTA | 5,457 | $497.9K | 0.05% | +2,607+91.5% | Added |
| Apexium Financial, LP | 5,473 | $499.4K | 0.03% | +72+1.3% | Added |
| KRS Capital Management, LLC | 5,478 | $499.8K | 0.33% | +3+0.1% | Added |