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 |
|---|---|---|---|---|---|
| Greykasell Wealth Strategies, Inc. | 5,488 | $500.7K | 0.24% | +252+4.8% | Added |
| WSFS Capital Management, LLC | 5,489 | $500.8K | 0.03% | +107+2.0% | Added |
| Magnetar Financial LLC | 5,491 | $501.0K | 0.00% | +5,491 | New |
| Toth Financial Advisory Corp | 5,495 | $501.4K | 0.06% | +4,625+531.6% | Added |
| Alliance Wealth Advisors, LLC | 5,528 | $504.4K | 0.12% | +217+4.1% | Added |
| Kingsview Wealth Management, LLC | 5,579 | $509.0K | 0.01% | +544+10.8% | Added |
| Wrapmanager Inc | 5,584 | $509.5K | 0.12% | +5,584 | New |
| Haverford Trust Co | 5,598 | $510.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,618 | $512.6K | 0.12% | +215+4.0% | Added |
| Wesbanco Bank Inc | 5,628 | $513.5K | 0.02% | −11−0.2% | Reduced |
| Accurate Wealth Management, LLC | 5,538 | $515.3K | 0.08% | +2,075+59.9% | Added |
| Freestone Capital Holdings, LLC | 5,664 | $516.8K | 0.02% | +620+12.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $517.0K | 0.05% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 5,677 | $518.0K | 0.14% | −194−3.3% | Reduced |
| Tempus Wealth Planning, LLC | 5,681 | $518.3K | 0.13% | −87−1.5% | Reduced |
| Octavia Wealth Advisors, LLC | 5,692 | $519.3K | 0.06% | −582−9.3% | Reduced |
| Journey Advisory Group, LLC | 5,694 | $519.5K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,732 | $523.0K | 0.04% | +1,044+22.3% | Added |
| Diligent Investors, LLC | 5,735 | $523.3K | 0.12% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 5,748 | $524.4K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5,765 | $526.0K | 0.02% | +300+5.5% | Added |
| Ridgecrest Wealth Partners, LLC | 5,768 | $526.3K | 0.28% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5,778 | $527.2K | 0.04% | −991−14.6% | Reduced |
| KMG Fiduciary Partners, LLC | 5,800 | $529.2K | 0.04% | −99−1.7% | Reduced |
| Voisard Asset Management Group, Inc. | 5,803 | $529.5K | 0.14% | +58+1.0% | Added |
| WESPAC Advisors SoCal, LLC | 5,805 | $529.6K | 0.12% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 5,819 | $530.4K | 0.01% | +1,019+21.2% | Added |
| Monograph Wealth Advisors, LLC | 5,821 | $531.1K | 0.07% | +3+0.1% | Added |
| Revisor Wealth Management LLC | 5,754 | $535.4K | 0.19% | +5,754 | New |
| Principle Wealth Partners LLC | 5,890 | $537.4K | 0.03% | +113+2.0% | Added |
| SS&H Financial Advisors, Inc. | 5,899 | $538.2K | 0.18% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,928 | $540.9K | 0.03% | −793−11.8% | Reduced |
| PFG Investments, LLC | 5,951 | $543.0K | 0.03% | +550+10.2% | Added |
| Relyea Zuckerberg Hanson LLC | 5,951 | $543.0K | 0.06% | +316+5.6% | Added |
| Heartland Bank & Trust Co | 5,957 | $543.5K | 0.25% | −81−1.3% | Reduced |
| South State Corp. | 5,958 | $543.6K | 0.02% | −113−1.9% | Reduced |
| Wealth Quarterback LLC | 5,964 | $544.2K | 0.26% | −145−2.4% | Reduced |
| Fiduciary Trust Co | 5,966 | $544.3K | 0.01% | +218+3.8% | Added |
| Nebula Research & Development LLC | 6,045 | $551.5K | 0.05% | +6,045 | New |
| Gladstone Institutional Advisory LLC | 6,062 | $553.1K | 0.02% | +925+18.0% | Added |
| Waterloo Capital, L.P. | 6,062 | $553.1K | 0.04% | +656+12.1% | Added |
| Alpha Family Trust | 6,070 | $553.8K | 0.27% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,082 | $554.9K | 0.04% | −1,131−15.7% | Reduced |
| Armstrong Henry H Associates Inc | 6,091 | $555.7K | 0.05% | −4,500−42.5% | Reduced |
| Quotient Wealth Partners, LLC | 6,125 | $558.8K | 0.02% | +1,532+33.4% | Added |
| Belpointe Asset Management LLC | 6,142 | $560.4K | 0.02% | +421+7.4% | Added |
| Kathmere Capital Management, LLC | 6,152 | $561.3K | 0.04% | +2,557+71.1% | Added |
| Crescent Grove Advisors, LLC | 6,169 | $562.9K | 0.05% | −451−6.8% | Reduced |
| Strategic Financial Services, Inc, | 6,184 | $564.2K | 0.03% | 00.0% | Unchanged |
| Mason & Associates Inc | 6,232 | $568.6K | 0.13% | 00.0% | Unchanged |
| New Hampshire Trust | 6,240 | $569.3K | 0.12% | −37−0.6% | Reduced |
| Commonwealth Retirement Investments LLC | 6,255 | $570.7K | 0.22% | −28,391−81.9% | Reduced |
| Palacios Wealth Management, LLC | 6,285 | $573.4K | 0.47% | +6,285 | New |
| Family Legacy, Inc. | 6,300 | $574.8K | 0.19% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 6,300 | $574.9K | 0.16% | −359−5.4% | Reduced |
| Intrepid Financial Planning Group LLC | 6,302 | $575.0K | 0.24% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 6,302 | $575.0K | 0.50% | +6,302 | New |
| Lazari Capital Management, Inc. | 6,308 | $575.5K | 0.22% | −540−7.9% | Reduced |
| Prosperity Wealth Management, Inc. | 6,325 | $577.1K | 0.21% | −1,890−23.0% | Reduced |
| SFMG, LLC | 6,326 | $577.2K | 0.04% | +31+0.5% | Added |
| WNY Asset Management, LLC | 6,331 | $577.6K | 0.06% | −101−1.6% | Reduced |
| Larson Financial Group LLC | 6,378 | $581.9K | 0.02% | −55−0.9% | Reduced |
| Wellington Capital Management, Inc. | 6,390 | $583.0K | 0.88% | +6,390 | New |
| Michael S. Ryan, Inc. | 6,437 | $587.3K | 0.37% | +439+7.3% | Added |
| Cornerstone Wealth Management, LLC | 6,453 | $588.8K | 0.04% | −98−1.5% | Reduced |
| Michael B. Yongue | 6,462 | $589.6K | 0.44% | +426+7.1% | Added |
| Signature Estate & Investment Advisors LLC | 6,489 | $592.1K | 0.01% | −346−5.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,494 | $592.5K | 0.08% | +513+8.6% | Added |
| Cassaday & Co Wealth Management LLC | 6,512 | $594.2K | 0.01% | +212+3.4% | Added |
| ASB Consultores, LLC | 6,524 | $595.3K | 0.40% | +1,000+18.1% | Added |
| Massmutual Trust Co FSB | 6,536 | $596.3K | 0.02% | +460+7.6% | Added |
| Carson Advisory Inc. | 6,557 | $598.3K | 0.38% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 6,508 | $598.6K | 0.21% | +12+0.2% | Added |
| Aspetuck Financial Management LLC | 6,577 | $600.1K | 0.45% | −300−4.4% | Reduced |
| Rehmann Capital Advisory Group | 6,595 | $601.8K | 0.04% | +54+0.8% | Added |
| 5T Wealth, LLC | 6,630 | $605.0K | 0.31% | +4+0.1% | Added |
| Mather Group, LLC. | 6,638 | $605.6K | 0.01% | +453+7.3% | Added |
| Bingham Private Wealth, LLC | 6,638 | $605.7K | 0.58% | −324−4.7% | Reduced |
| Mission Wealth Management, LP | 6,670 | $608.6K | 0.01% | −192−2.8% | Reduced |
| Independent Financial Group, LLC | 6,682 | $609.7K | 0.02% | −74−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 6,702 | $611.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,724 | $613.5K | 0.04% | +89+1.3% | Added |
| Mayflower Financial Advisors, LLC | 6,727 | $613.8K | 0.09% | +36+0.5% | Added |
| Defined Wealth Management, LLC | 6,737 | $614.7K | 0.38% | +78+1.2% | Added |
| Impact Capital Partners LLC | 6,787 | $619.2K | 0.20% | −266−3.8% | Reduced |
| Transcend Wealth Collective, LLC | 6,813 | $621.7K | 0.05% | +4,008+142.9% | Added |
| Main Street Financial Solutions, LLC | 6,828 | $623.0K | 0.05% | +305+4.7% | Added |
| Arcataur Capital Management LLC | 6,838 | $623.9K | 0.19% | −95−1.4% | Reduced |
| Sowell Financial Services LLC | 6,846 | $624.6K | 0.03% | +43+0.6% | Added |
| Auxier Asset Management | 6,850 | $625.0K | 0.09% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 6,855 | $625.5K | 0.29% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 6,884 | $628.1K | 0.33% | +138+2.0% | Added |
| Quest Partners LLC | 6,884 | $628.1K | 0.06% | +6,325+1,131.5% | Added |
| Mogy Joel R Investment Counsel Inc | 6,897 | $629.3K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 6,915 | $630.9K | 0.06% | −279−3.9% | Reduced |
| Bragg Financial Advisors, Inc | 6,921 | $631.5K | 0.02% | −30.0% | Reduced |
| Cozad Asset Management Inc | 6,925 | $631.8K | 0.06% | −349−4.8% | Reduced |
| Elefante Mark B | 6,940 | $633.2K | 0.48% | +6,940 | New |
| Naviter Wealth, LLC | 6,947 | $633.8K | 0.08% | −96−1.4% | Reduced |
| Proficio Capital Partners LLC | 6,950 | $634.1K | 0.04% | +565+8.8% | Added |