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 |
|---|---|---|---|---|---|
| Blalock Williams, LLC | 12,786 | $1.17M | 1.17% | +456+3.7% | Added |
| Proffitt & Goodson Inc | 12,765 | $1.16M | 0.18% | +21+0.2% | Added |
| Destination Wealth Management | 12,741 | $1.16M | 0.03% | −971−7.1% | Reduced |
| Costello Asset Management, INC | 12,740 | $1.16M | 0.44% | +26+0.2% | Added |
| Capricorn Fund Managers Ltd | 12,701 | $1.16M | 0.55% | −224−1.7% | Reduced |
| Stablepoint Partners, LLC | 12,677 | $1.16M | 0.20% | +448+3.7% | Added |
| Avestar Capital, LLC | 12,635 | $1.15M | 0.08% | +2,517+24.9% | Added |
| Kanawha Capital Management LLC | 12,623 | $1.15M | 0.09% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 12,600 | $1.15M | 0.20% | 00.0% | Unchanged |
| Maven Securities LTD | 12,598 | $1.15M | 0.30% | −6,483−34.0% | Reduced |
| Panoramic Investment Advisors, LLC | 12,533 | $1.14M | 0.70% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 12,503 | $1.14M | 0.02% | −4,606−26.9% | Reduced |
| Delaney Dennis R | 12,500 | $1.14M | 0.59% | +5,145+70.0% | Added |
| Nautilus Advisors LLC | 12,481 | $1.14M | 0.84% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 12,473 | $1.14M | 0.73% | +100+0.8% | Added |
| Interval Partners, LP | 12,424 | $1.13M | 0.03% | −162,451−92.9% | Reduced |
| Boyd Watterson Asset Management LLC | 12,409 | $1.13M | 0.36% | +675+5.8% | Added |
| Portside Wealth Group, LLC | 12,337 | $1.13M | 0.17% | +934+8.2% | Added |
| Equitable Trust Co | 12,233 | $1.12M | 0.06% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 12,214 | $1.11M | 0.25% | +12,214 | New |
| Leavell Investment Management, Inc. | 12,173 | $1.11M | 0.05% | +118+1.0% | Added |
| H&H Retirement Design & Management INC | 11,536 | $1.11M | 0.61% | +299+2.7% | Added |
| BIP Wealth, LLC | 12,133 | $1.11M | 0.07% | −4,556−27.3% | Reduced |
| Mutual Advisors, LLC | 11,396 | $1.11M | 0.03% | +37+0.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 12,107 | $1.10M | 0.21% | +415+3.5% | Added |
| Hodges Capital Management Inc. | 12,096 | $1.10M | 0.11% | −4,085−25.2% | Reduced |
| O'Rourke & Company, Inc | 12,057 | $1.10M | 0.51% | −671−5.3% | Reduced |
| Matisse Capital | 12,010 | $1.10M | 0.52% | −1,260−9.5% | Reduced |
| Enterprise Bank & Trust Co | 12,006 | $1.10M | 0.41% | +410+3.5% | Added |
| Summit Asset Management, LLC | 12,002 | $1.10M | 0.18% | −600−4.8% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 12,002 | $1.09M | 0.41% | −3,433−22.2% | Reduced |
| Buckingham Strategic Partners | 11,986 | $1.09M | 0.01% | +2,212+22.6% | Added |
| Cullinan Associates Inc | 11,900 | $1.09M | 0.07% | 00.0% | Unchanged |
| Notis-McConarty Edward | 11,895 | $1.09M | 0.53% | +11,895 | New |
| U.S. Capital Wealth Advisors, LLC | 11,742 | $1.07M | 0.03% | +686+6.2% | Added |
| Lodestone Wealth Management LLC | 11,723 | $1.07M | 0.52% | +36+0.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 11,695 | $1.07M | 0.52% | +340+3.0% | Added |
| Sovereign's Capital Management, LLC | 11,622 | $1.06M | 0.57% | +1,856+19.0% | Added |
| Personal Cfo Solutions, LLC | 11,591 | $1.06M | 0.20% | +134+1.2% | Added |
| Fundamentun, LLC | 11,572 | $1.06M | 0.05% | +645+5.9% | Added |
| Dumont & Blake Investment Advisors LLC | 11,556 | $1.05M | 0.28% | +140+1.2% | Added |
| Mystic Asset Management, Inc. | 11,551 | $1.05M | 0.25% | +165+1.4% | Added |
| Oder Investment Management, LLC | 11,548 | $1.05M | 0.80% | −302−2.5% | Reduced |
| Novare Capital Management LLC | 11,535 | $1.05M | 0.09% | −300−2.5% | Reduced |
| Investment House LLC | 11,500 | $1.05M | 0.05% | +11,500 | New |
| MidWestOne Financial Group, Inc. | 11,450 | $1.04M | 0.14% | −260−2.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,411 | $1.04M | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 11,391 | $1.04M | 0.04% | +384+3.5% | Added |
| Birmingham Capital Management Co Inc | 11,375 | $1.04M | 0.46% | −4,700−29.2% | Reduced |
| Davidson Kahn Capital Management, LLC | 11,330 | $1.03M | 0.66% | −20−0.2% | Reduced |
| Forbes J M & Co LLP | 11,300 | $1.03M | 0.09% | 00.0% | Unchanged |
| Perpetual Ltd | 11,277 | $1.03M | 0.01% | −172−1.5% | Reduced |
| Institute for Wealth Management, LLC. | 11,262 | $1.03M | 0.11% | −23−0.2% | Reduced |
| Palisade Asset Management, LLC | 11,229 | $1.02M | 0.10% | −40−0.4% | Reduced |
| Thomasville National Bank | 11,204 | $1.02M | 0.07% | −142−1.3% | Reduced |
| Balboa Wealth Partners | 11,177 | $1.02M | 0.20% | +521+4.9% | Added |
| Polar Asset Management Partners Inc. | 11,100 | $1.01M | 0.03% | +11,100 | New |
| Capital Advantage, Inc. | 11,088 | $1.01M | 0.16% | +2,979+36.7% | Added |
| Burns Matteson Capital Management, LLC | 11,082 | $1.01M | 0.49% | −304−2.7% | Reduced |
| Cynosure Management, LLC | 11,066 | $1.01M | 0.11% | +42+0.4% | Added |
| 44 Wealth Management LLC | 11,041 | $1.01M | 0.36% | +11,041 | New |
| Nabity-Jensen Investment Management Inc | 11,039 | $1.01M | 0.74% | +7+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 11,037 | $1.01M | 0.01% | +1,183+12.0% | Added |
| Kidder Stephen W | 11,025 | $1.01M | 0.30% | +11,025 | New |
| Simplicity Wealth,LLC | 10,996 | $1.00M | 0.04% | +6,300+134.2% | Added |
| Secured Retirement Advisors, LLC | 10,981 | $1.00M | 0.60% | −812−6.9% | Reduced |
| Shira Ridge Wealth Management | 10,976 | $1.00M | 0.46% | +10.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 10,948 | $998.9K | 0.03% | +7,370+206.0% | Added |
| ICONIQ Capital, LLC | 10,868 | $991.6K | 0.02% | +2,880+36.1% | Added |
| Howard Capital Management Inc. | 10,849 | $989.9K | 0.01% | +2,812+35.0% | Added |
| TownSquare Capital, LLC | 10,842 | $989.2K | 0.10% | −129,109−92.3% | Reduced |
| AIA Group Ltd | 10,814 | $986.7K | 0.02% | −1,736−13.8% | Reduced |
| Clarius Group, LLC | 10,801 | $985.5K | 0.06% | +931+9.4% | Added |
| Thor Investment Management Inc | 10,740 | $979.9K | 0.67% | +33+0.3% | Added |
| Uhlmann Price Securities, LLC | 10,732 | $979.3K | 0.70% | −2,026−15.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 10,660 | $971.9K | 0.45% | −11−0.1% | Reduced |
| Northcape Wealth Management, LLC | 10,637 | $970.5K | 0.30% | 00.0% | Unchanged |
| Bank of Stockton | 10,593 | $966.5K | 0.29% | +123+1.2% | Added |
| Invictus Private Wealth, LLC | 10,529 | $960.7K | 0.07% | +500+5.0% | Added |
| SJS Investment Consulting Inc. | 10,479 | $956.1K | 0.15% | −60−0.6% | Reduced |
| Moseley Investment Management Inc | 10,439 | $952.5K | 0.33% | 00.0% | Unchanged |
| Navalign, LLC | 10,430 | $951.7K | 0.26% | −881−7.8% | Reduced |
| Tower Trust & Investment Co | 10,385 | $947.5K | 0.67% | +455+4.6% | Added |
| Canandaigua National Trust Co of Florida | 10,361 | $945.3K | 0.67% | −2,481−19.3% | Reduced |
| Graypoint LLC | 10,260 | $936.1K | 0.05% | −10−0.1% | Reduced |
| Variant Private Wealth, LLC | 10,206 | $931.2K | 0.97% | −280−2.7% | Reduced |
| Figure 8 Investment Strategies LLC | 10,124 | $923.7K | 0.90% | +10,124 | New |
| Silvercrest Asset Management Group LLC | 10,091 | $920.7K | 0.01% | −21,297−67.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,046 | $916.6K | 0.25% | +755+8.1% | Added |
| Vigilare Wealth Management | 10,024 | $914.6K | 0.34% | +10,024 | New |
| American Money Management, LLC | 10,014 | $913.7K | 0.16% | −551−5.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,000 | $912.4K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $912.4K | 0.23% | 00.0% | Unchanged |
| Mark Asset Management LP | 10,000 | $912.0K | 0.11% | +10,000 | New |
| Gemmer Asset Management LLC | 9,958 | $908.6K | 0.08% | −645−6.1% | Reduced |
| Sage Mountain Advisors LLC | 9,956 | $908.3K | 0.06% | +1,495+17.7% | Added |
| Johnson Financial Group, Inc. | 9,951 | $907.9K | 0.04% | −2,555−20.4% | Reduced |
| Diversified Trust Co | 9,936 | $906.6K | 0.02% | +9+0.1% | Added |
| Advisor OS, LLC | 9,926 | $905.7K | 0.09% | +5,331+116.0% | Added |
| Pitcairn Co | 9,906 | $903.8K | 0.06% | −571−5.5% | Reduced |