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
- 2,145
- +141 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
- 245
- 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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 7,000 | $638.7K | 0.05% | −1,320−15.9% | Reduced |
| Beta Wealth Group, Inc. | 7,008 | $639.4K | 0.23% | +102+1.5% | Added |
| Michels Family Financial, LLC | 7,010 | $639.6K | 0.55% | −195−2.7% | Reduced |
| Benjamin Edwards Inc | 7,033 | $641.7K | 0.01% | +606+9.4% | Added |
| Persistent Asset Partners Ltd | 7,043 | $642.6K | 0.56% | +7,043 | New |
| Neville Rodie & Shaw Inc | 7,050 | $643.0K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,049 | $643.3K | 0.08% | +216+3.2% | Added |
| Howard Bailey Securities, LLC | 7,078 | $645.8K | 0.20% | −213−2.9% | Reduced |
| Whalen Wealth Management Inc. | 7,089 | $646.8K | 0.41% | +7,089 | New |
| MJP Associates Inc | 7,098 | $647.7K | 0.10% | +4,410+164.1% | Added |
| BayBridge Capital Group, LLC | 7,107 | $648.5K | 0.42% | −12−0.2% | Reduced |
| Traynor Capital Management, Inc. | 7,115 | $648.6K | 0.05% | +95+1.4% | Added |
| RW Investment Management LLC | 7,124 | $650.0K | 0.07% | −50−0.7% | Reduced |
| TAGStone Capital, Inc. | 6,684 | $650.7K | 0.27% | +20+0.3% | Added |
| Ellevest, Inc. | 7,156 | $652.9K | 0.10% | +186+2.7% | Added |
| Platform Technology Partners | 7,172 | $654.4K | 0.17% | +300+4.4% | Added |
| International Assets Investment Management, LLC | 7,175 | $654.6K | 0.05% | −2,521−26.0% | Reduced |
| Csenge Advisory Group | 7,419 | $655.4K | 0.03% | +533+7.7% | Added |
| Total Wealth Planning & Management, Inc. | 7,188 | $655.8K | 0.57% | −47−0.6% | Reduced |
| Verity Asset Management, Inc. | 7,191 | $656.1K | 0.31% | −7,733−51.8% | Reduced |
| IHT Wealth Management, LLC | 7,203 | $657.2K | 0.02% | −153−2.1% | Reduced |
| Integrity Alliance, LLC. | 7,212 | $658.1K | 0.04% | −1,000−12.2% | Reduced |
| Stokes Family Office, LLC | 7,216 | $658.4K | 0.07% | −335−4.4% | Reduced |
| Accredited Investors Inc. | 7,227 | $659.4K | 0.04% | +7,227 | New |
| Bahl & Gaynor Inc | 7,239 | $660.5K | 0.00% | −30.0% | Reduced |
| Integral Investment Advisors, Inc. | 7,300 | $666.0K | 0.19% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 7,339 | $669.6K | 0.12% | −1,544−17.4% | Reduced |
| Exchange Capital Management, Inc. | 7,365 | $672.0K | 0.10% | +625+9.3% | Added |
| Trust Point Inc. | 7,382 | $673.5K | 0.06% | +1,569+27.0% | Added |
| First National Advisers, LLC | 7,413 | $676.4K | 0.10% | −2,987−28.7% | Reduced |
| Heritage Wealth Management, Inc. | 7,414 | $676.5K | 0.22% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 7,425 | $677.4K | 0.28% | −930−11.1% | Reduced |
| Dempze Nancy E | 7,455 | $680.2K | 0.39% | +7,455 | New |
| Joel Isaacson & Co., LLC | 7,462 | $680.9K | 0.03% | +77+1.0% | Added |
| Blueshift Asset Management, LLC | 7,510 | $685.2K | 0.21% | +7,510 | New |
| One Wealth Advisors, LLC | 7,587 | $692.2K | 0.10% | −186−2.4% | Reduced |
| Harbour Investments, Inc. | 7,596 | $693.0K | 0.02% | −11−0.1% | Reduced |
| LCNB Corp | 7,609 | $694.2K | 0.24% | +800+11.7% | Added |
| CMG Global Holdings, LLC | 7,108 | $695.9K | 0.37% | +513+7.8% | Added |
| Old Port Advisors | 7,659 | $698.8K | 0.19% | +176+2.4% | Added |
| L2 Asset Management, LLC | 7,670 | $699.8K | 0.11% | +1,100+16.7% | Added |
| Navellier & Associates Inc | 7,700 | $702.5K | 0.09% | 00.0% | Unchanged |
| Athena Investment Management | 7,708 | $703.3K | 0.39% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 7,713 | $703.7K | 0.06% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,720 | $704.4K | 0.12% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 7,727 | $705.0K | 0.19% | −106−1.4% | Reduced |
| Journey Strategic Wealth LLC | 7,729 | $705.1K | 0.02% | +3,243+72.3% | Added |
| RMR Wealth Builders | 7,732 | $705.5K | 0.06% | +239+3.2% | Added |
| Unified Investment Management | 7,756 | $707.6K | 0.76% | +153+2.0% | Added |
| CVA Family Office, LLC | 7,774 | $709.3K | 0.10% | +216+2.9% | Added |
| Boltwood Capital Management | 7,779 | $709.8K | 0.20% | +62+0.8% | Added |
| Whelan Financial | 7,781 | $709.9K | 0.26% | +1,875+31.7% | Added |
| Western Wealth Management, LLC | 7,819 | $713.4K | 0.04% | −20−0.3% | Reduced |
| Paragon Private Wealth Management, LLC | 7,834 | $714.8K | 0.28% | +2,805+55.8% | Added |
| West Family Investments, Inc. | 7,860 | $717.1K | 0.19% | +3,439+77.8% | Added |
| Titleist Asset Management, LLC | 7,869 | $718.0K | 0.07% | −1,138−12.6% | Reduced |
| Compass Advisory Group LLC | 7,875 | $718.5K | 0.23% | 00.0% | Unchanged |
| First Western Trust Bank | 7,897 | $720.5K | 0.03% | −134−1.7% | Reduced |
| Aspen Grove Capital, LLC | 7,926 | $723.2K | 0.12% | −3,030−27.7% | Reduced |
| Herold Advisors, Inc. | 7,955 | $725.8K | 0.15% | −2,683−25.2% | Reduced |
| Ameritas Advisory Services, LLC | 7,960 | $726.3K | 0.04% | +2,235+39.0% | Added |
| Parkside Financial Bank & Trust | 8,065 | $735.8K | 0.08% | +419+5.5% | Added |
| Citizens National Bank Trust Department | 8,065 | $735.9K | 0.15% | −560−6.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,079 | $737.2K | 0.02% | −254−3.0% | Reduced |
| Keebeck Wealth Management, LLC | 8,113 | $740.2K | 0.10% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 8,142 | $742.9K | 0.36% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 8,188 | $747.1K | 0.14% | +1,989+32.1% | Added |
| Ofi Invest Asset Management | 9,659 | $750.8K | 0.02% | −26,835−73.5% | Reduced |
| Change Path, LLC | 8,244 | $752.1K | 0.02% | +2,012+32.3% | Added |
| Twinbeech Capital LP | 8,272 | $754.7K | 0.02% | +8,272 | New |
| Fulton Bank, N.A. | 8,325 | $759.6K | 0.03% | −688−7.6% | Reduced |
| Modern Wealth Management, LLC | 8,330 | $760.0K | 0.02% | +1,072+14.8% | Added |
| Apriem Advisors | 8,338 | $760.8K | 0.08% | +207+2.5% | Added |
| Nine Masts Capital Ltd | 8,362 | $762.9K | 0.30% | +8,362 | New |
| Ethos Financial Group, LLC | 8,381 | $764.7K | 0.07% | +8,381 | New |
| Wealthcare Advisory Partners LLC | 8,398 | $766.2K | 0.02% | −118−1.4% | Reduced |
| Ironwood Financial, llc | 9,802 | $767.3K | 0.16% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 8,427 | $768.9K | 0.73% | −860−9.3% | Reduced |
| HMV Wealth Advisors, LLC | 8,491 | $774.7K | 0.51% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 8,495 | $775.1K | 0.10% | +182+2.2% | Added |
| Klingman & Associates, LLC | 8,535 | $778.7K | 0.04% | +2,748+47.5% | Added |
| Fidelis Capital Partners, LLC | 8,086 | $782.0K | 0.07% | +830+11.4% | Added |
| SkyView Investment Advisors, LLC | 8,688 | $782.0K | 0.11% | −90−1.0% | Reduced |
| Founders Financial Securities LLC | 8,575 | $782.4K | 0.06% | −35−0.4% | Reduced |
| Avondale Wealth Management | 8,600 | $784.7K | 0.44% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 8,602 | $784.9K | 0.14% | +289+3.5% | Added |
| Osborne Partners Capital Management, LLC | 8,634 | $787.8K | 0.04% | −385−4.3% | Reduced |
| N.E.W. Advisory Services LLC | 8,635 | $787.8K | 0.08% | +1,051+13.9% | Added |
| St Germain D J Co Inc | 8,643 | $788.6K | 0.03% | +316+3.8% | Added |
| Quadcap Wealth Management, LLC | 8,664 | $790.5K | 0.10% | +136+1.6% | Added |
| Alta Advisers Ltd | 8,670 | $791.1K | 0.28% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 8,670 | $791.1K | 0.01% | +2,004+30.1% | Added |
| Sunbelt Securities, Inc. | 10,689 | $791.1K | 0.07% | −813−7.1% | Reduced |
| Keel Point, LLC | 8,702 | $794.0K | 0.05% | +2,060+31.0% | Added |
| Premier Path Wealth Partners, LLC | 8,739 | $797.4K | 0.11% | +922+11.8% | Added |
| Sax Wealth Advisors, LLC | 8,794 | $802.4K | 0.05% | +214+2.5% | Added |
| Angeles Wealth Management, LLC | 8,809 | $803.7K | 0.06% | +3,541+67.2% | Added |
| Trust Co of Toledo NA | 8,838 | $806.4K | 0.09% | +218+2.5% | Added |
| Sutton Place Investors LLC | 8,860 | $808.4K | 0.49% | +183+2.1% | Added |
| Legacy Wealth Asset Management, LLC | 8,867 | $809.0K | 0.21% | −69−0.8% | Reduced |