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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 23,335 | $2.13M | 0.03% | −53−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,280 | $2.12M | 0.07% | +18,309+368.3% | Added |
| VELA Investment Management, LLC | 23,196 | $2.12M | 0.63% | +76+0.3% | Added |
| Diversified Investment Strategies, LLC | 23,112 | $2.11M | 1.43% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 22,971 | $2.10M | 1.09% | −493−2.1% | Reduced |
| Kestra Investment Management, LLC | 23,036 | $2.10M | 0.03% | +22,538+4,525.7% | Added |
| 3Chopt Investment Partners, LLC | 22,825 | $2.08M | 0.50% | −1,327−5.5% | Reduced |
| Ballentine Partners, LLC | 22,343 | $2.04M | 0.03% | +188+0.8% | Added |
| Lecap Asset Management Ltd | 22,312 | $2.04M | 0.72% | −7,119−24.2% | Reduced |
| Pettee Investors, Inc. | 22,157 | $2.02M | 1.21% | −21,130−48.8% | Reduced |
| Riverwater Partners LLC | 21,985 | $2.01M | 0.94% | +159+0.7% | Added |
| Citizens & Northern Corp | 21,944 | $2.00M | 0.54% | −252−1.1% | Reduced |
| Essex Savings Bank | 21,741 | $1.98M | 0.47% | +23+0.1% | Added |
| Covey Capital Advisors, LLC | 21,713 | $1.98M | 2.13% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 21,698 | $1.98M | 0.03% | −2,700−11.1% | Reduced |
| Acadian Asset Management LLC | 21,602 | $1.97M | 0.00% | +5,402+33.3% | Added |
| Banque Cantonale Vaudoise | 21,478 | $1.96M | 0.08% | +1,359+6.8% | Added |
| Umb Bank N A | 21,349 | $1.95M | 0.03% | +400+1.9% | Added |
| Prime Capital Investment Advisors, LLC | 21,327 | $1.95M | 0.03% | −2,357−10.0% | Reduced |
| CBOE Vest Financial, LLC | 21,112 | $1.93M | 0.03% | +6,267+42.2% | Added |
| Savant Capital, LLC | 20,978 | $1.91M | 0.01% | +2,610+14.2% | Added |
| Hills Bank & Trust Co | 20,966 | $1.91M | 0.12% | +709+3.5% | Added |
| Professional Financial Advisors, LLC | 20,857 | $1.90M | 0.44% | −84−0.4% | Reduced |
| Moors & Cabot, Inc. | 20,701 | $1.89M | 0.09% | +803+4.0% | Added |
| Integrated Wealth Concepts LLC | 20,465 | $1.87M | 0.02% | +8,067+65.1% | Added |
| Parsonex Advisory Services, Inc. | 20,463 | $1.87M | 1.56% | +20,463 | New |
| PMC FIG Opportunities LLC | 20,422 | $1.86M | 2.77% | +20,422 | New |
| Old National Bancorp | 20,358 | $1.86M | 0.03% | +3,727+22.4% | Added |
| Lummis Asset Management, LP | 19,782 | $1.85M | 1.21% | −273−1.4% | Reduced |
| Aviso Wealth Management | 20,099 | $1.83M | 0.86% | +1,246+6.6% | Added |
| IFP Advisors, Inc | 20,098 | $1.83M | 0.05% | −2,343−10.4% | Reduced |
| Brant Point Investment Management LLC | 20,000 | $1.82M | 0.42% | −9,610−32.5% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 20,000 | $1.82M | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 19,898 | $1.82M | 0.12% | +3,364+20.3% | Added |
| Caldwell Trust Co | 19,805 | $1.81M | 0.18% | +513+2.7% | Added |
| Letko, Brosseau & Associates Inc | 19,746 | $1.80M | 0.03% | −2,100−9.6% | Reduced |
| Zullo Investment Group, Inc. | 19,675 | $1.80M | 0.73% | −241−1.2% | Reduced |
| Diversify Advisory Services, LLC | 17,966 | $1.77M | 0.07% | +7,915+78.7% | Added |
| Vise Technologies, Inc. | 19,342 | $1.76M | 0.07% | +19,342 | New |
| Forum Financial Management, LP | 19,342 | $1.76M | 0.03% | +1,582+8.9% | Added |
| Keystone Financial Services | 19,277 | $1.76M | 0.60% | +823+4.5% | Added |
| Focus Financial Network, Inc. | 19,252 | $1.76M | 0.07% | +212+1.1% | Added |
| Jeppson Wealth Management, LLC | 19,183 | $1.75M | 0.61% | −122−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 19,182 | $1.75M | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 19,119 | $1.74M | 0.46% | −424−2.2% | Reduced |
| StoneX Group Inc. | 19,117 | $1.74M | 0.08% | −1,172−5.8% | Reduced |
| Profund Advisors LLC | 19,105 | $1.74M | 0.06% | −4,172−17.9% | Reduced |
| City Holding Co | 19,058 | $1.74M | 0.23% | −383−2.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $1.73M | 0.90% | +7,000+58.3% | Added |
| Dynamic Advisor Solutions LLC | 18,983 | $1.73M | 0.05% | +5,946+45.6% | Added |
| Wilson & Boucher Capital Management, LLC | 18,900 | $1.72M | 1.20% | −600−3.1% | Reduced |
| Aaron Wealth Advisors | 18,814 | $1.72M | 0.18% | +1,381+7.9% | Added |
| Riverpark Capital Management LLC | 18,677 | $1.70M | 2.76% | −1,146−5.8% | Reduced |
| Sheets Smith Investment Management | 18,653 | $1.70M | 1.49% | +18,653 | New |
| Legacy Financial Advisors, Inc. | 18,624 | $1.70M | 0.27% | +11,313+154.7% | Added |
| RBF Capital, LLC | 18,500 | $1.69M | 0.08% | −1,000−5.1% | Reduced |
| LOM Asset Management Ltd | 18,454 | $1.68M | 0.57% | +18,454 | New |
| Dana Investment Advisors, Inc. | 18,448 | $1.68M | 0.06% | +2,864+18.4% | Added |
| Northwest & Ethical Investments L.P. | 18,600 | $1.67M | 0.04% | −1,800−8.8% | Reduced |
| Lebenthal Global Advisors, LLC | 18,332 | $1.67M | 0.31% | −1,717−8.6% | Reduced |
| Cidel Asset Management Inc | 18,297 | $1.67M | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,285 | $1.67M | 0.06% | +2,121+13.1% | Added |
| Concurrent Investment Advisors, LLC | 18,168 | $1.66M | 0.03% | +2,780+18.1% | Added |
| Whitener Capital Management, Inc. | 18,145 | $1.66M | 0.44% | +337+1.9% | Added |
| LGT Fund Management Co Ltd. | 18,129 | $1.65M | 0.14% | +12,625+229.4% | Added |
| Providence Wealth Advisors, LLC | 17,133 | $1.64M | 1.13% | +659+4.0% | Added |
| Pictet & Cie (Europe) SA | 18,016 | $1.64M | 0.04% | +1,747+10.7% | Added |
| Drucker Wealth 3.0, LLC | 17,713 | $1.64M | 0.32% | −10,917−38.1% | Reduced |
| Arjuna Capital | 17,905 | $1.63M | 0.43% | −956−5.1% | Reduced |
| First Citizens Bank & Trust Co | 17,787 | $1.62M | 0.03% | −898−4.8% | Reduced |
| Puzo Michael J | 17,778 | $1.62M | 0.46% | +12,950+268.2% | Added |
| HM Payson & Co | 17,774 | $1.62M | 0.03% | −1,497−7.8% | Reduced |
| Wright Investors Service Inc | 17,746 | $1.62M | 0.49% | +17,746 | New |
| TLWM | 17,687 | $1.61M | 0.31% | +120+0.7% | Added |
| MBM Wealth Consultants, LLC | 17,522 | $1.60M | 0.43% | −377−2.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 17,430 | $1.59M | 0.04% | −295−1.7% | Reduced |
| Virtus Investment Advisers, Inc. | 17,335 | $1.58M | 0.53% | +17,335 | New |
| Meriwether Wealth & Planning, LLC | 17,321 | $1.58M | 0.99% | −395−2.2% | Reduced |
| Commerzbank Aktiengesellschaft | 17,285 | $1.58M | 0.04% | −1,076−5.9% | Reduced |
| Canopy Partners, LLC | 17,292 | $1.58M | 0.58% | +296+1.7% | Added |
| Bayview Asset Management, LLC | 17,250 | $1.57M | 1.58% | +6,744+64.2% | Added |
| Trust Asset Management LLC | 17,244 | $1.57M | 0.12% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 17,218 | $1.57M | 0.90% | −80−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 17,207 | $1.57M | 0.02% | −1,658−8.8% | Reduced |
| Wedmont Private Capital | 16,948 | $1.56M | 0.07% | +641+3.9% | Added |
| WBI Investments | 17,137 | $1.56M | 0.41% | +11,725+216.6% | Added |
| Wolff Wiese Magana LLC | 17,117 | $1.56M | 0.97% | +13+0.1% | Added |
| FineMark National Bank & Trust | 17,112 | $1.56M | 0.05% | −169−1.0% | Reduced |
| Tranquility Partners, LLC | 17,101 | $1.56M | 0.56% | −14−0.1% | Reduced |
| Bank of Hawaii | 17,031 | $1.55M | 0.08% | −2,528−12.9% | Reduced |
| Highland Capital Management, LLC | 17,026 | $1.55M | 0.08% | −4,550−21.1% | Reduced |
| Farther Finance Advisors, LLC | 16,952 | $1.55M | 0.03% | +2,677+18.8% | Added |
| Hickory Asset Management, Inc. | 16,933 | $1.54M | 1.28% | +137+0.8% | Added |
| Stratos Wealth Advisors, LLC | 16,897 | $1.54M | 0.08% | +1,344+8.6% | Added |
| National Asset Management, Inc. | 16,893 | $1.54M | 0.07% | −31,194−64.9% | Reduced |
| RMR Capital Management, LLC | 16,885 | $1.54M | 1.10% | −3,334−16.5% | Reduced |
| Cigna Investments Inc | 16,831 | $1.54M | 0.26% | +57+0.3% | Added |
| Nicholas Hoffman & Company, LLC. | 16,782 | $1.53M | 0.04% | −4,749−22.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 16,770 | $1.53M | 0.53% | +506+3.1% | Added |
| Mainstream Capital Management LLC | 16,714 | $1.52M | 1.11% | −111−0.7% | Reduced |