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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 9,864 | $900.0K | 0.15% | +9,864 | New |
| Hilltop Holdings Inc. | 9,844 | $898.2K | 0.06% | −533−5.1% | Reduced |
| United Community Bank | 9,839 | $897.7K | 0.31% | +142+1.5% | Added |
| Retirement Planning Group | 9,780 | $892.4K | 0.04% | +259+2.7% | Added |
| Canvas Wealth Advisors, LLC | 9,103 | $891.3K | 0.18% | +53+0.6% | Added |
| NBC Securities, Inc. | 9,695 | $891.0K | 0.07% | −2,397−19.8% | Reduced |
| Pure Financial Advisors, Inc. | 9,737 | $888.4K | 0.02% | +463+5.0% | Added |
| Colton Groome Financial Advisors, LLC | 9,735 | $888.2K | 0.30% | +420+4.5% | Added |
| Circle Wealth Management, LLC | 9,719 | $886.8K | 0.02% | +2,328+31.5% | Added |
| Clean Yield Group | 9,673 | $882.6K | 0.26% | 00.0% | Unchanged |
| Future Fund LLC | 9,661 | $881.5K | 0.39% | +897+10.2% | Added |
| Kennebec Savings Bank | 9,642 | $879.7K | 0.86% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 9,631 | $878.7K | 0.07% | +184+1.9% | Added |
| Regatta Capital Group, LLC | 9,626 | $878.3K | 0.15% | +37+0.4% | Added |
| PDS Planning, Inc | 9,580 | $874.1K | 0.07% | +198+2.1% | Added |
| Ridgewood Investments LLC | 9,527 | $869.2K | 0.38% | −4,756−33.3% | Reduced |
| Bryce Point Capital, LLC | 9,510 | $867.7K | 0.73% | +9,510 | New |
| Novem Group | 9,509 | $867.5K | 0.11% | +290+3.1% | Added |
| Hedges Asset Management LLC | 9,500 | $866.8K | 0.70% | −10,500−52.5% | Reduced |
| Evoke Wealth, LLC | 9,466 | $863.7K | 0.02% | +2,999+46.4% | Added |
| Kestra Private Wealth Services, LLC | 9,455 | $862.7K | 0.01% | −681−6.7% | Reduced |
| ISAM Funds (UK) Ltd | 9,435 | $860.8K | 0.19% | +2,716+40.4% | Added |
| Kirtland Hills Capital Management, LLC | 9,405 | $858.1K | 0.40% | +1,853+24.5% | Added |
| Hohimer Wealth Management, LLC | 9,389 | $856.7K | 0.15% | +132+1.4% | Added |
| Axq Capital, LP | 9,381 | $855.9K | 0.28% | +9,381 | New |
| NorthRock Partners, LLC | 9,383 | $855.5K | 0.02% | +2,788+42.3% | Added |
| Westover Capital Advisors, LLC | 9,371 | $855.0K | 0.17% | −54−0.6% | Reduced |
| Headlands Technologies LLC | 9,360 | $854.0K | 0.10% | −13,078−58.3% | Reduced |
| Viawealth, LLC | 9,208 | $840.1K | 0.50% | −175−1.9% | Reduced |
| Everhart Financial Group, Inc. | 9,183 | $837.9K | 0.10% | +1,142+14.2% | Added |
| RiverFront Investment Group, LLC | 9,173 | $836.9K | 0.02% | +9,173 | New |
| One Capital Management, LLC | 9,158 | $835.6K | 0.03% | +20.0% | Added |
| Eaton Financial Holdings Company, LLC | 9,124 | $832.5K | 0.26% | +9,124 | New |
| SeaCrest Wealth Management, LLC | 9,108 | $831.0K | 0.09% | −2,345−20.5% | Reduced |
| Weaver Capital Management LLC | 9,028 | $823.7K | 0.20% | +6+0.1% | Added |
| Crumly & Associates Inc. | 9,027 | $823.6K | 0.20% | −183−2.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 9,010 | $822.1K | 0.16% | +443+5.2% | Added |
| Nilsine Partners, LLC | 9,007 | $821.8K | 0.08% | −145−1.6% | Reduced |
| Kearns & Associates LLC | 9,000 | $821.2K | 0.47% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 8,956 | $817.1K | 0.06% | +3,571+66.3% | Added |
| Manchester Financial Inc | 8,956 | $817.1K | 0.17% | −117−1.3% | Reduced |
| Venture Visionary Partners LLC | 8,955 | $817.1K | 0.03% | −1,089−10.8% | Reduced |
| Dynasty Wealth Management, LLC | 8,895 | $811.6K | 0.01% | −1,772−16.6% | Reduced |
| Jericho Financial, LLP | 8,879 | $810.1K | 0.53% | −1,161−11.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,867 | $809.0K | 0.21% | −69−0.8% | Reduced |
| Sutton Place Investors LLC | 8,860 | $808.4K | 0.49% | +183+2.1% | Added |
| Trust Co of Toledo NA | 8,838 | $806.4K | 0.09% | +218+2.5% | Added |
| Angeles Wealth Management, LLC | 8,809 | $803.7K | 0.06% | +3,541+67.2% | Added |
| Sax Wealth Advisors, LLC | 8,794 | $802.4K | 0.05% | +214+2.5% | Added |
| Premier Path Wealth Partners, LLC | 8,739 | $797.4K | 0.11% | +922+11.8% | Added |
| Keel Point, LLC | 8,702 | $794.0K | 0.05% | +2,060+31.0% | Added |
| Sunbelt Securities, Inc. | 10,689 | $791.1K | 0.07% | −813−7.1% | Reduced |
| 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 |
| Quadcap Wealth Management, LLC | 8,664 | $790.5K | 0.10% | +136+1.6% | Added |
| St Germain D J Co Inc | 8,643 | $788.6K | 0.03% | +316+3.8% | Added |
| N.E.W. Advisory Services LLC | 8,635 | $787.8K | 0.08% | +1,051+13.9% | Added |
| Osborne Partners Capital Management, LLC | 8,634 | $787.8K | 0.04% | −385−4.3% | Reduced |
| Cypress Wealth Services, LLC | 8,602 | $784.9K | 0.14% | +289+3.5% | Added |
| Avondale Wealth Management | 8,600 | $784.7K | 0.44% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 8,575 | $782.4K | 0.06% | −35−0.4% | Reduced |
| SkyView Investment Advisors, LLC | 8,688 | $782.0K | 0.11% | −90−1.0% | Reduced |
| Fidelis Capital Partners, LLC | 8,086 | $782.0K | 0.07% | +830+11.4% | Added |
| Klingman & Associates, LLC | 8,535 | $778.7K | 0.04% | +2,748+47.5% | Added |
| Bordeaux Wealth Advisors LLC | 8,495 | $775.1K | 0.10% | +182+2.2% | Added |
| HMV Wealth Advisors, LLC | 8,491 | $774.7K | 0.51% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 8,427 | $768.9K | 0.73% | −860−9.3% | Reduced |
| Ironwood Financial, llc | 9,802 | $767.3K | 0.16% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,398 | $766.2K | 0.02% | −118−1.4% | Reduced |
| Ethos Financial Group, LLC | 8,381 | $764.7K | 0.07% | +8,381 | New |
| Nine Masts Capital Ltd | 8,362 | $762.9K | 0.30% | +8,362 | New |
| Apriem Advisors | 8,338 | $760.8K | 0.08% | +207+2.5% | Added |
| Modern Wealth Management, LLC | 8,330 | $760.0K | 0.02% | +1,072+14.8% | Added |
| Fulton Bank, N.A. | 8,325 | $759.6K | 0.03% | −688−7.6% | Reduced |
| Twinbeech Capital LP | 8,272 | $754.7K | 0.02% | +8,272 | New |
| Change Path, LLC | 8,244 | $752.1K | 0.02% | +2,012+32.3% | Added |
| Ofi Invest Asset Management | 9,659 | $750.8K | 0.02% | −26,835−73.5% | Reduced |
| Virtue Capital Management, LLC | 8,188 | $747.1K | 0.14% | +1,989+32.1% | Added |
| Mitchell Sinkler & Starr | 8,142 | $742.9K | 0.36% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 8,113 | $740.2K | 0.10% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 8,079 | $737.2K | 0.02% | −254−3.0% | Reduced |
| Citizens National Bank Trust Department | 8,065 | $735.9K | 0.15% | −560−6.5% | Reduced |
| Parkside Financial Bank & Trust | 8,065 | $735.8K | 0.08% | +419+5.5% | Added |
| Ameritas Advisory Services, LLC | 7,960 | $726.3K | 0.04% | +2,235+39.0% | Added |
| Herold Advisors, Inc. | 7,955 | $725.8K | 0.15% | −2,683−25.2% | Reduced |
| Aspen Grove Capital, LLC | 7,926 | $723.2K | 0.12% | −3,030−27.7% | Reduced |
| First Western Trust Bank | 7,897 | $720.5K | 0.03% | −134−1.7% | Reduced |
| Compass Advisory Group LLC | 7,875 | $718.5K | 0.23% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 7,869 | $718.0K | 0.07% | −1,138−12.6% | Reduced |
| West Family Investments, Inc. | 7,860 | $717.1K | 0.19% | +3,439+77.8% | Added |
| Paragon Private Wealth Management, LLC | 7,834 | $714.8K | 0.28% | +2,805+55.8% | Added |
| Western Wealth Management, LLC | 7,819 | $713.4K | 0.04% | −20−0.3% | Reduced |
| Whelan Financial | 7,781 | $709.9K | 0.26% | +1,875+31.7% | Added |
| Boltwood Capital Management | 7,779 | $709.8K | 0.20% | +62+0.8% | Added |
| CVA Family Office, LLC | 7,774 | $709.3K | 0.10% | +216+2.9% | Added |
| Unified Investment Management | 7,756 | $707.6K | 0.76% | +153+2.0% | Added |
| RMR Wealth Builders | 7,732 | $705.5K | 0.06% | +239+3.2% | Added |
| Journey Strategic Wealth LLC | 7,729 | $705.1K | 0.02% | +3,243+72.3% | Added |
| Jackson Creek Investment Advisors LLC | 7,727 | $705.0K | 0.19% | −106−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,720 | $704.4K | 0.12% | 00.0% | Unchanged |