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 |
|---|---|---|---|---|---|
| Next Capital Management LLC | 16,684 | $1.52M | 0.56% | +702+4.4% | Added |
| Grimes & Company, Inc. | 16,609 | $1.52M | 0.04% | −978−5.6% | Reduced |
| EverSource Wealth Advisors, LLC | 16,551 | $1.51M | 0.07% | +3,814+29.9% | Added |
| Embree Financial Group | 16,522 | $1.51M | 0.23% | +270+1.7% | Added |
| Elmwood Wealth Management, Inc. | 16,364 | $1.49M | 0.59% | 00.0% | Unchanged |
| HighVista Strategies LLC | 16,300 | $1.49M | 0.55% | +16,300 | New |
| IPG Investment Advisors LLC | 16,286 | $1.49M | 0.29% | +16,286 | New |
| Continuum Advisory, LLC | 16,273 | $1.48M | 0.18% | −7,171−30.6% | Reduced |
| S-Bank Fund Management Ltd | 16,267 | $1.48M | 0.22% | −1,357−7.7% | Reduced |
| Agf Management Ltd | 16,212 | $1.48M | 0.01% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 16,201 | $1.48M | 0.46% | +3,784+30.5% | Added |
| Atomi Financial Group, Inc. | 16,139 | $1.47M | 0.06% | +793+5.2% | Added |
| Ameritas Investment Partners, Inc. | 16,121 | $1.47M | 0.05% | −114−0.7% | Reduced |
| South Dakota Investment Council | 16,056 | $1.47M | 0.03% | −2,600−13.9% | Reduced |
| United Bank | 16,053 | $1.46M | 0.56% | +1,070+7.1% | Added |
| Howard Financial Services, Ltd. | 16,000 | $1.46M | 0.19% | +17+0.1% | Added |
| ArrowMark Colorado Holdings LLC | 15,850 | $1.45M | 0.03% | −21,800−57.9% | Reduced |
| Clear Harbor Asset Management, LLC | 15,841 | $1.45M | 0.11% | −580−3.5% | Reduced |
| Jupiter Asset Management Ltd | 15,825 | $1.44M | 0.01% | +15,825 | New |
| Rothschild Investment LLC | 15,801 | $1.44M | 0.09% | −4,747−23.1% | Reduced |
| First Commonwealth Financial Corp | 15,784 | $1.44M | 0.31% | +188+1.2% | Added |
| Wealth Alliance | 15,732 | $1.44M | 0.16% | +2,291+17.0% | Added |
| Convergence Investment Partners, LLC | 15,730 | $1.44M | 0.36% | −4,884−23.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 15,711 | $1.43M | 0.13% | −1,302−7.7% | Reduced |
| Cove Street Capital, LLC | 15,668 | $1.43M | 2.10% | 00.0% | Unchanged |
| Chicago Capital, LLC | 15,629 | $1.43M | 0.04% | +100+0.6% | Added |
| Catalytic Wealth RIA, LLC | 15,476 | $1.41M | 0.12% | +10,269+197.2% | Added |
| Pallas Capital Advisors LLC | 15,435 | $1.41M | 0.05% | −2,562−14.2% | Reduced |
| Sheets Smith Wealth Management | 15,325 | $1.40M | 0.16% | +7,356+92.3% | Added |
| Skopos Labs, Inc. | 15,295 | $1.40M | 0.18% | +5,261+52.4% | Added |
| Cookson Peirce & Co Inc | 15,262 | $1.39M | 0.06% | +3,383+28.5% | Added |
| Insigneo Advisory Services, LLC | 15,189 | $1.39M | 0.12% | +1,578+11.6% | Added |
| Neumann Capital Management, LLC | 15,132 | $1.38M | 0.43% | −58−0.4% | Reduced |
| First Dallas Securities Inc. | 15,109 | $1.38M | 0.54% | −3,308−18.0% | Reduced |
| Frisch Financial Group, Inc. | 15,092 | $1.38M | 0.34% | +29+0.2% | Added |
| Postrock Partners LLC | 15,078 | $1.38M | 0.66% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 15,000 | $1.37M | 1.83% | +15,000 | New |
| Fusion Capital, LLC | 14,994 | $1.37M | 0.47% | +847+6.0% | Added |
| ING Groep NV | 14,972 | $1.37M | 0.01% | +6,165+70.0% | Added |
| Kelly Lawrence W & Associates Inc | 14,907 | $1.36M | 0.36% | −50−0.3% | Reduced |
| Stance Capital LLC | 14,882 | $1.36M | 0.51% | +14,882 | New |
| JNBA Financial Advisors | 14,855 | $1.36M | 0.13% | −68−0.5% | Reduced |
| GeoWealth Management, LLC | 14,848 | $1.35M | 0.05% | +202+1.4% | Added |
| Axxcess Wealth Management, LLC | 14,833 | $1.35M | 0.03% | −31−0.2% | Reduced |
| Central Trust Co | 14,795 | $1.35M | 0.03% | −185−1.2% | Reduced |
| Davis R M Inc | 14,707 | $1.34M | 0.02% | −85−0.6% | Reduced |
| Skylands Capital, LLC | 14,700 | $1.34M | 0.19% | −19,900−57.5% | Reduced |
| Checchi Capital Advisers, LLC | 14,688 | $1.34M | 0.09% | +100+0.7% | Added |
| Greystone Financial Group, LLC | 14,586 | $1.33M | 0.22% | −83−0.6% | Reduced |
| SCS Capital Management LLC | 14,574 | $1.33M | 0.01% | +2,744+23.2% | Added |
| Paradigm Asset Management Co LLC | 14,450 | $1.32M | 0.33% | −33,900−70.1% | Reduced |
| Fruth Investment Management | 14,456 | $1.32M | 0.36% | 00.0% | Unchanged |
| NBT Bank N A | 14,435 | $1.32M | 0.09% | +2,070+16.7% | Added |
| Smith, Moore & Co. | 14,435 | $1.32M | 0.11% | +457+3.3% | Added |
| Walter & Keenan Financial Consulting Co | 14,433 | $1.32M | 0.38% | +489+3.5% | Added |
| Uncommon Cents Investing LLC | 14,381 | $1.31M | 0.35% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 14,365 | $1.31M | 0.81% | +26+0.2% | Added |
| VestGen Advisors, LLC | 14,332 | $1.31M | 0.05% | +903+6.7% | Added |
| Aptus Capital Advisors, LLC | 14,330 | $1.31M | 0.01% | −438−3.0% | Reduced |
| Cooper Financial Group | 14,326 | $1.31M | 0.15% | +78+0.5% | Added |
| Sagespring Wealth Partners, LLC | 14,313 | $1.31M | 0.03% | +5,277+58.4% | Added |
| RFG Advisory, LLC | 14,299 | $1.30M | 0.03% | +3,347+30.6% | Added |
| Sage Rhino Capital LLC | 14,260 | $1.30M | 0.28% | +10+0.1% | Added |
| Integrated Quantitative Investments LLC | 14,192 | $1.29M | 0.38% | +14,192 | New |
| Ronald Blue Trust, Inc. | 14,179 | $1.29M | 0.02% | +3,179+28.9% | Added |
| JT Stratford LLC | 14,138 | $1.29M | 0.20% | +1,835+14.9% | Added |
| VisionPoint Advisory Group, LLC | 14,017 | $1.28M | 0.28% | −18,454−56.8% | Reduced |
| IMS Capital Management | 14,002 | $1.28M | 0.60% | −199−1.4% | Reduced |
| Sigma Planning Corp | 13,936 | $1.27M | 0.04% | +420+3.1% | Added |
| Hancock Whitney Corp | 13,852 | $1.26M | 0.02% | +13,852 | New |
| Capital Investment Advisors, LLC | 13,846 | $1.26M | 0.02% | +5,850+73.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,843 | $1.26M | 0.00% | −1,762−11.3% | Reduced |
| Leisure Capital Management | 13,828 | $1.26M | 0.48% | +198+1.5% | Added |
| Disciplined Investors, L.L.C. | 13,806 | $1.26M | 0.98% | +41+0.3% | Added |
| Independence Bank of Kentucky | 13,735 | $1.25M | 0.18% | −1,120−7.5% | Reduced |
| VCI Wealth Management LLC | 13,734 | $1.25M | 0.44% | +1,268+10.2% | Added |
| Koshinski Asset Management, Inc. | 13,708 | $1.25M | 0.09% | +512+3.9% | Added |
| Qtron Investments LLC | 13,698 | $1.25M | 0.16% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13,682 | $1.25M | 0.01% | +5,337+64.0% | Added |
| Garner Asset Management Corp | 13,583 | $1.24M | 0.57% | −1,938−12.5% | Reduced |
| FLC Capital Advisors | 13,573 | $1.24M | 0.26% | +756+5.9% | Added |
| Edgestream Partners, L.P. | 13,467 | $1.23M | 0.03% | +9,514+240.7% | Added |
| Smartleaf Asset Management LLC | 13,592 | $1.22M | 0.11% | −2,181−13.8% | Reduced |
| Essex Financial Services, Inc. | 13,370 | $1.22M | 0.08% | +303+2.3% | Added |
| Patrick M Sweeney & Associates, Inc | 13,330 | $1.22M | 0.84% | +110+0.8% | Added |
| Sumitomo Life Insurance Co | 13,315 | $1.21M | 0.08% | −774−5.5% | Reduced |
| Golden State Equity Partners | 13,311 | $1.21M | 0.22% | +619+4.9% | Added |
| Two Sigma Securities, LLC | 13,245 | $1.21M | 0.15% | +8,909+205.5% | Added |
| Franklin Street Advisors Inc | 13,059 | $1.19M | 0.07% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 13,052 | $1.19M | 0.59% | +13,052 | New |
| Nicolet Bankshares Inc | 13,049 | $1.19M | 0.21% | +107+0.8% | Added |
| HCR Wealth Advisors | 13,045 | $1.19M | 0.14% | +788+6.4% | Added |
| Catalyst Financial Partners LLC | 13,039 | $1.19M | 0.13% | +338+2.7% | Added |
| Hardy Reed LLC | 13,018 | $1.19M | 0.10% | −141−1.1% | Reduced |
| R Squared Ltd | 12,994 | $1.19M | 0.65% | +12,994 | New |
| Raiffeisen Bank International AG | 13,171 | $1.18M | 0.02% | −305−2.3% | Reduced |
| Hamel Associates, Inc. | 12,945 | $1.18M | 0.40% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 12,810 | $1.17M | 0.11% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12,793 | $1.17M | 0.08% | −20.0% | Reduced |
| Granite Investment Partners, LLC | 12,791 | $1.17M | 0.06% | 00.0% | Unchanged |