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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 7,713 | $703.7K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 7,708 | $703.3K | 0.39% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,700 | $702.5K | 0.09% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 7,670 | $699.8K | 0.11% | +1,100+16.7% | Added |
| Old Port Advisors | 7,659 | $698.8K | 0.19% | +176+2.4% | Added |
| CMG Global Holdings, LLC | 7,108 | $695.9K | 0.37% | +513+7.8% | Added |
| LCNB Corp | 7,609 | $694.2K | 0.24% | +800+11.7% | Added |
| Harbour Investments, Inc. | 7,596 | $693.0K | 0.02% | −11−0.1% | Reduced |
| One Wealth Advisors, LLC | 7,587 | $692.2K | 0.10% | −186−2.4% | Reduced |
| Blueshift Asset Management, LLC | 7,510 | $685.2K | 0.21% | +7,510 | New |
| Joel Isaacson & Co., LLC | 7,462 | $680.9K | 0.03% | +77+1.0% | Added |
| Dempze Nancy E | 7,455 | $680.2K | 0.39% | +7,455 | New |
| Unique Wealth Strategies, LLC | 7,425 | $677.4K | 0.28% | −930−11.1% | Reduced |
| Heritage Wealth Management, Inc. | 7,414 | $676.5K | 0.22% | 00.0% | Unchanged |
| First National Advisers, LLC | 7,413 | $676.4K | 0.10% | −2,987−28.7% | Reduced |
| Trust Point Inc. | 7,382 | $673.5K | 0.06% | +1,569+27.0% | Added |
| Exchange Capital Management, Inc. | 7,365 | $672.0K | 0.10% | +625+9.3% | Added |
| Burling Wealth Partners, LLC | 7,339 | $669.6K | 0.12% | −1,544−17.4% | Reduced |
| Integral Investment Advisors, Inc. | 7,300 | $666.0K | 0.19% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 7,239 | $660.5K | 0.00% | −30.0% | Reduced |
| Accredited Investors Inc. | 7,227 | $659.4K | 0.04% | +7,227 | New |
| Stokes Family Office, LLC | 7,216 | $658.4K | 0.07% | −335−4.4% | Reduced |
| Integrity Alliance, LLC. | 7,212 | $658.1K | 0.04% | −1,000−12.2% | Reduced |
| IHT Wealth Management, LLC | 7,203 | $657.2K | 0.02% | −153−2.1% | Reduced |
| Verity Asset Management, Inc. | 7,191 | $656.1K | 0.31% | −7,733−51.8% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,188 | $655.8K | 0.57% | −47−0.6% | Reduced |
| Csenge Advisory Group | 7,419 | $655.4K | 0.03% | +533+7.7% | Added |
| International Assets Investment Management, LLC | 7,175 | $654.6K | 0.05% | −2,521−26.0% | Reduced |
| Platform Technology Partners | 7,172 | $654.4K | 0.17% | +300+4.4% | Added |
| Ellevest, Inc. | 7,156 | $652.9K | 0.10% | +186+2.7% | Added |
| TAGStone Capital, Inc. | 6,684 | $650.7K | 0.27% | +20+0.3% | Added |
| RW Investment Management LLC | 7,124 | $650.0K | 0.07% | −50−0.7% | Reduced |
| Traynor Capital Management, Inc. | 7,115 | $648.6K | 0.05% | +95+1.4% | Added |
| BayBridge Capital Group, LLC | 7,107 | $648.5K | 0.42% | −12−0.2% | Reduced |
| MJP Associates Inc | 7,098 | $647.7K | 0.10% | +4,410+164.1% | Added |
| Whalen Wealth Management Inc. | 7,089 | $646.8K | 0.41% | +7,089 | New |
| Howard Bailey Securities, LLC | 7,078 | $645.8K | 0.20% | −213−2.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,049 | $643.3K | 0.08% | +216+3.2% | Added |
| Neville Rodie & Shaw Inc | 7,050 | $643.0K | 0.05% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 7,043 | $642.6K | 0.56% | +7,043 | New |
| Benjamin Edwards Inc | 7,033 | $641.7K | 0.01% | +606+9.4% | Added |
| Michels Family Financial, LLC | 7,010 | $639.6K | 0.55% | −195−2.7% | Reduced |
| Beta Wealth Group, Inc. | 7,008 | $639.4K | 0.23% | +102+1.5% | Added |
| Avalon Trust Co | 7,000 | $638.7K | 0.05% | −1,320−15.9% | Reduced |
| Bridgewater Advisors Inc. | 6,514 | $637.8K | 0.05% | −165−2.5% | Reduced |
| Proficio Capital Partners LLC | 6,950 | $634.1K | 0.04% | +565+8.8% | Added |
| Naviter Wealth, LLC | 6,947 | $633.8K | 0.08% | −96−1.4% | Reduced |
| Elefante Mark B | 6,940 | $633.2K | 0.48% | +6,940 | New |
| Cozad Asset Management Inc | 6,925 | $631.8K | 0.06% | −349−4.8% | Reduced |
| Bragg Financial Advisors, Inc | 6,921 | $631.5K | 0.02% | −30.0% | Reduced |
| Intrust Bank NA | 6,915 | $630.9K | 0.06% | −279−3.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 6,897 | $629.3K | 0.04% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 6,884 | $628.1K | 0.33% | +138+2.0% | Added |
| Quest Partners LLC | 6,884 | $628.1K | 0.06% | +6,325+1,131.5% | Added |
| Garrison Point Advisors, LLC | 6,855 | $625.5K | 0.29% | 00.0% | Unchanged |
| Auxier Asset Management | 6,850 | $625.0K | 0.09% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 6,846 | $624.6K | 0.03% | +43+0.6% | Added |
| Arcataur Capital Management LLC | 6,838 | $623.9K | 0.19% | −95−1.4% | Reduced |
| Main Street Financial Solutions, LLC | 6,828 | $623.0K | 0.05% | +305+4.7% | Added |
| Transcend Wealth Collective, LLC | 6,813 | $621.7K | 0.05% | +4,008+142.9% | Added |
| Impact Capital Partners LLC | 6,787 | $619.2K | 0.20% | −266−3.8% | Reduced |
| Defined Wealth Management, LLC | 6,737 | $614.7K | 0.38% | +78+1.2% | Added |
| Mayflower Financial Advisors, LLC | 6,727 | $613.8K | 0.09% | +36+0.5% | Added |
| MCF Advisors LLC | 6,724 | $613.5K | 0.04% | +89+1.3% | Added |
| Harvest Fund Management Co., Ltd | 6,702 | $611.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 6,682 | $609.7K | 0.02% | −74−1.1% | Reduced |
| Mission Wealth Management, LP | 6,670 | $608.6K | 0.01% | −192−2.8% | Reduced |
| Bingham Private Wealth, LLC | 6,638 | $605.7K | 0.58% | −324−4.7% | Reduced |
| Mather Group, LLC. | 6,638 | $605.6K | 0.01% | +453+7.3% | Added |
| 5T Wealth, LLC | 6,630 | $605.0K | 0.31% | +4+0.1% | Added |
| Rehmann Capital Advisory Group | 6,595 | $601.8K | 0.04% | +54+0.8% | Added |
| Aspetuck Financial Management LLC | 6,577 | $600.1K | 0.45% | −300−4.4% | Reduced |
| Sweeney & Michel, LLC | 6,508 | $598.6K | 0.21% | +12+0.2% | Added |
| Carson Advisory Inc. | 6,557 | $598.3K | 0.38% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6,536 | $596.3K | 0.02% | +460+7.6% | Added |
| ASB Consultores, LLC | 6,524 | $595.3K | 0.40% | +1,000+18.1% | Added |
| Cassaday & Co Wealth Management LLC | 6,512 | $594.2K | 0.01% | +212+3.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,494 | $592.5K | 0.08% | +513+8.6% | Added |
| Signature Estate & Investment Advisors LLC | 6,489 | $592.1K | 0.01% | −346−5.1% | Reduced |
| Michael B. Yongue | 6,462 | $589.6K | 0.44% | +426+7.1% | Added |
| Cornerstone Wealth Management, LLC | 6,453 | $588.8K | 0.04% | −98−1.5% | Reduced |
| Michael S. Ryan, Inc. | 6,437 | $587.3K | 0.37% | +439+7.3% | Added |
| Wellington Capital Management, Inc. | 6,390 | $583.0K | 0.88% | +6,390 | New |
| Larson Financial Group LLC | 6,378 | $581.9K | 0.02% | −55−0.9% | Reduced |
| WNY Asset Management, LLC | 6,331 | $577.6K | 0.06% | −101−1.6% | Reduced |
| SFMG, LLC | 6,326 | $577.2K | 0.04% | +31+0.5% | Added |
| Prosperity Wealth Management, Inc. | 6,325 | $577.1K | 0.21% | −1,890−23.0% | Reduced |
| Lazari Capital Management, Inc. | 6,308 | $575.5K | 0.22% | −540−7.9% | Reduced |
| Intrepid Financial Planning Group LLC | 6,302 | $575.0K | 0.24% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 6,302 | $575.0K | 0.50% | +6,302 | New |
| Centurion Wealth Management LLC | 6,300 | $574.9K | 0.16% | −359−5.4% | Reduced |
| Family Legacy, Inc. | 6,300 | $574.8K | 0.19% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 6,285 | $573.4K | 0.47% | +6,285 | New |
| Commonwealth Retirement Investments LLC | 6,255 | $570.7K | 0.22% | −28,391−81.9% | Reduced |
| New Hampshire Trust | 6,240 | $569.3K | 0.12% | −37−0.6% | Reduced |
| Mason & Associates Inc | 6,232 | $568.6K | 0.13% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 6,184 | $564.2K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 6,169 | $562.9K | 0.05% | −451−6.8% | Reduced |
| Kathmere Capital Management, LLC | 6,152 | $561.3K | 0.04% | +2,557+71.1% | Added |
| Belpointe Asset Management LLC | 6,142 | $560.4K | 0.02% | +421+7.4% | Added |