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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Quotient Wealth Partners, LLC | 6,125 | $558.8K | 0.02% | +1,532+33.4% | Added |
| Armstrong Henry H Associates Inc | 6,091 | $555.7K | 0.05% | −4,500−42.5% | Reduced |
| Ausdal Financial Partners, Inc. | 6,082 | $554.9K | 0.04% | −1,131−15.7% | Reduced |
| Alpha Family Trust | 6,070 | $553.8K | 0.27% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 6,062 | $553.1K | 0.04% | +656+12.1% | Added |
| Gladstone Institutional Advisory LLC | 6,062 | $553.1K | 0.02% | +925+18.0% | Added |
| Nebula Research & Development LLC | 6,045 | $551.5K | 0.05% | +6,045 | New |
| Fiduciary Trust Co | 5,966 | $544.3K | 0.01% | +218+3.8% | Added |
| Wealth Quarterback LLC | 5,964 | $544.2K | 0.26% | −145−2.4% | Reduced |
| South State Corp. | 5,958 | $543.6K | 0.02% | −113−1.9% | Reduced |
| Heartland Bank & Trust Co | 5,957 | $543.5K | 0.25% | −81−1.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,951 | $543.0K | 0.06% | +316+5.6% | Added |
| PFG Investments, LLC | 5,951 | $543.0K | 0.03% | +550+10.2% | Added |
| Fukoku Mutual Life Insurance Co | 5,928 | $540.9K | 0.03% | −793−11.8% | Reduced |
| SS&H Financial Advisors, Inc. | 5,899 | $538.2K | 0.18% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,890 | $537.4K | 0.03% | +113+2.0% | Added |
| Revisor Wealth Management LLC | 5,754 | $535.4K | 0.19% | +5,754 | New |
| Monograph Wealth Advisors, LLC | 5,821 | $531.1K | 0.07% | +3+0.1% | Added |
| Phoenix Holdings Ltd. | 5,819 | $530.4K | 0.01% | +1,019+21.2% | Added |
| WESPAC Advisors SoCal, LLC | 5,805 | $529.6K | 0.12% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5,803 | $529.5K | 0.14% | +58+1.0% | Added |
| KMG Fiduciary Partners, LLC | 5,800 | $529.2K | 0.04% | −99−1.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,778 | $527.2K | 0.04% | −991−14.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,768 | $526.3K | 0.28% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5,765 | $526.0K | 0.02% | +300+5.5% | Added |
| Sand Hill Global Advisors, LLC | 5,748 | $524.4K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,735 | $523.3K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,732 | $523.0K | 0.04% | +1,044+22.3% | Added |
| Journey Advisory Group, LLC | 5,694 | $519.5K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 5,692 | $519.3K | 0.06% | −582−9.3% | Reduced |
| Tempus Wealth Planning, LLC | 5,681 | $518.3K | 0.13% | −87−1.5% | Reduced |
| David R. Rahn & Associates Inc. | 5,677 | $518.0K | 0.14% | −194−3.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $517.0K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,664 | $516.8K | 0.02% | +620+12.3% | Added |
| Accurate Wealth Management, LLC | 5,538 | $515.3K | 0.08% | +2,075+59.9% | Added |
| Wesbanco Bank Inc | 5,628 | $513.5K | 0.02% | −11−0.2% | Reduced |
| Rosenberg Matthew Hamilton | 5,618 | $512.6K | 0.12% | +215+4.0% | Added |
| Haverford Trust Co | 5,598 | $510.8K | 0.00% | 00.0% | Unchanged |
| Wrapmanager Inc | 5,584 | $509.5K | 0.12% | +5,584 | New |
| Kingsview Wealth Management, LLC | 5,579 | $509.0K | 0.01% | +544+10.8% | Added |
| Alliance Wealth Advisors, LLC | 5,528 | $504.4K | 0.12% | +217+4.1% | Added |
| Toth Financial Advisory Corp | 5,495 | $501.4K | 0.06% | +4,625+531.6% | Added |
| Magnetar Financial LLC | 5,491 | $501.0K | 0.00% | +5,491 | New |
| WSFS Capital Management, LLC | 5,489 | $500.8K | 0.03% | +107+2.0% | Added |
| Greykasell Wealth Strategies, Inc. | 5,488 | $500.7K | 0.24% | +252+4.8% | Added |
| KRS Capital Management, LLC | 5,478 | $499.8K | 0.33% | +3+0.1% | Added |
| Apexium Financial, LP | 5,473 | $499.4K | 0.03% | +72+1.3% | Added |
| Petrus Trust Company, LTA | 5,457 | $497.9K | 0.05% | +2,607+91.5% | Added |
| Addison Advisors LLC | 5,455 | $497.7K | 0.12% | −20−0.4% | Reduced |
| Yarbrough Capital, LLC | 5,454 | $497.6K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 5,445 | $497.0K | 0.15% | +87+1.6% | Added |
| Telos Capital Management, Inc. | 5,431 | $495.5K | 0.05% | −735−11.9% | Reduced |
| BSW Wealth Partners | 5,425 | $495.0K | 0.07% | +240+4.6% | Added |
| River Wealth Advisors LLC | 5,420 | $494.6K | 0.06% | +391+7.8% | Added |
| Ledyard National Bank | 5,416 | $494.2K | 0.05% | +1,038+23.7% | Added |
| Western Pacific Wealth Management, LP | 5,415 | $494.1K | 0.47% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,414 | $494.0K | 0.02% | −25−0.5% | Reduced |
| Optas, LLC | 5,409 | $493.5K | 0.09% | +71+1.3% | Added |
| Cromwell Holdings LLC | 5,381 | $491.0K | 0.30% | +2,911+117.9% | Added |
| DAGCO, Inc. | 5,375 | $490.4K | 0.14% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,355 | $488.6K | 0.17% | +5,355 | New |
| Operose Advisors LLC | 5,353 | $488.4K | 0.14% | +8+0.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,340 | $487.2K | 0.18% | +410+8.3% | Added |
| Williams Jones Wealth Management, LLC. | 5,331 | $486.4K | 0.01% | +2,307+76.3% | Added |
| Waddell & Associates, LLC | 5,323 | $485.7K | 0.05% | +1,249+30.7% | Added |
| First National Bank of Omaha | 5,300 | $483.6K | 0.03% | −250−4.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,300 | $483.6K | 0.11% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,295 | $483.2K | 0.01% | +1,997+60.6% | Added |
| Delta Investment Management, LLC | 5,286 | $482.3K | 0.09% | +29+0.6% | Added |
| Keyvantage Wealth, LLC | 5,285 | $482.2K | 0.22% | +577+12.3% | Added |
| Stonegate Investment Group, LLC | 5,277 | $481.5K | 0.01% | +2,368+81.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,263 | $480.2K | 0.06% | +5,263 | New |
| Advisory Alpha, LLC | 5,258 | $479.8K | 0.01% | +258+5.2% | Added |
| Legacy Capital Wealth Partners, LLC | 5,228 | $477.0K | 0.11% | −2,777−34.7% | Reduced |
| Sky Investment Group LLC | 5,220 | $476.3K | 0.08% | +75+1.5% | Added |
| Quadrant Private Wealth Management, LLC | 5,208 | $475.1K | 0.10% | −14−0.3% | Reduced |
| Trace Wealth Advisors, LLC | 5,200 | $474.4K | 0.39% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 5,176 | $472.3K | 0.12% | +1,818+54.1% | Added |
| Gryphon Financial Partners LLC | 5,168 | $471.5K | 0.06% | +923+21.7% | Added |
| Lountzis Asset Management, LLC | 5,166 | $471.3K | 0.17% | 00.0% | Unchanged |
| Private Trust Co NA | 5,163 | $471.1K | 0.04% | −373−6.7% | Reduced |
| James Investment Research Inc | 5,154 | $470.3K | 0.06% | −279−5.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,096 | $465.0K | 0.08% | +5,096 | New |
| WealthPlan Investment Management, LLC | 5,094 | $464.7K | 0.03% | +1,705+50.3% | Added |
| Meridian Wealth Management, LLC | 5,069 | $462.5K | 0.02% | −1,123−18.1% | Reduced |
| MUFG Securities EMEA plc | 5,047 | $460.5K | 0.02% | +5,047 | New |
| Enzi Wealth | 5,000 | $459.9K | 0.17% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,035 | $459.4K | 0.25% | +191+3.9% | Added |
| Fiduciary Alliance LLC | 5,032 | $459.1K | 0.03% | +991+24.5% | Added |
| Moser Wealth Advisors, LLC | 5,010 | $457.1K | 0.22% | −700−12.3% | Reduced |
| BBR Partners, LLC | 5,001 | $456.3K | 0.03% | −18−0.4% | Reduced |
| Viewpoint Capital Management LLC | 5,000 | $456.2K | 0.22% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,918 | $448.8K | 0.06% | +10.0% | Added |
| Hopwood Financial Services, Inc. | 4,906 | $447.6K | 0.35% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,896 | $446.7K | 0.11% | +1,319+36.9% | Added |
| Broyhill Asset Management | 4,895 | $446.6K | 0.41% | −19,983−80.3% | Reduced |
| Tactive Advisors, LLC | 4,889 | $446.1K | 0.14% | +4,889 | New |
| Ocean Capital Management, LLC | 4,883 | $445.5K | 0.10% | +5+0.1% | Added |
| Trillium Asset Management, LLC | 4,881 | $445.0K | 0.01% | +725+17.4% | Added |
| Spears Abacus Advisors LLC | 4,832 | $440.9K | 0.01% | +7+0.1% | Added |