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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 4,816 | $439.4K | 0.03% | +927+23.8% | Added |
| Peoples Bank | 4,808 | $438.7K | 0.29% | −12−0.2% | Reduced |
| Syon Capital LLC | 4,802 | $438.1K | 0.03% | +4,802 | New |
| Diversify Wealth Management, LLC | 4,439 | $438.1K | 0.03% | −275−5.8% | Reduced |
| Polymer Capital Management (US) LLC | 4,787 | $436.8K | 0.07% | +4,787 | New |
| Coastwise Capital Group, LLC | 4,751 | $433.5K | 0.35% | −292−5.8% | Reduced |
| Sunpointe, LLC | 4,712 | $430.0K | 0.17% | +4,712 | New |
| Avantax Planning Partners, Inc. | 4,706 | $429.4K | 0.01% | +91+2.0% | Added |
| Eagle Wealth Strategies LLC | 4,705 | $429.3K | 0.24% | +82+1.8% | Added |
| Versant Capital Management, Inc | 4,704 | $429.2K | 0.07% | +550+13.2% | Added |
| Princeton Capital Management LLC | 4,697 | $428.5K | 0.13% | +4,697 | New |
| Soltis Investment Advisors LLC | 4,673 | $426.4K | 0.03% | +4,673 | New |
| Welch & Forbes LLC | 4,657 | $424.9K | 0.01% | +550+13.4% | Added |
| Old Mission Investment Co LLC | 4,642 | $423.5K | 0.12% | −10.0% | Reduced |
| Orca Investment Management, LLC | 4,641 | $423.4K | 0.38% | −5−0.1% | Reduced |
| Gibbs Wealth Management | 4,639 | $423.3K | 0.08% | +270+6.2% | Added |
| Sonora Investment Management Group, LLC | 4,635 | $422.9K | 0.03% | +13+0.3% | Added |
| Astoria Portfolio Advisors LLC. | 4,380 | $422.7K | 0.12% | 00.0% | Unchanged |
| Westmount Partners, LLC | 4,632 | $422.6K | 0.12% | −19−0.4% | Reduced |
| Farringdon Capital, Ltd. | 4,627 | $422.2K | 0.14% | +4,627 | New |
| Moss Adams Wealth Advisors LLC | 4,624 | $421.9K | 0.04% | +67+1.5% | Added |
| Opinicus Capital, Inc. | 4,597 | $419.5K | 0.32% | −613−11.8% | Reduced |
| Parcion Private Wealth LLC | 4,585 | $418.3K | 0.03% | −963−17.4% | Reduced |
| Smith Thornton Advisors LLC | 4,581 | $418.0K | 0.24% | +36+0.8% | Added |
| TFG Advisers LLC | 4,569 | $416.9K | 0.14% | +324+7.6% | Added |
| LexAurum Advisors, LLC | 4,565 | $416.5K | 0.07% | −9,224−66.9% | Reduced |
| Sivia Capital Partners, LLC | 4,553 | $415.4K | 0.14% | +809+21.6% | Added |
| Bernard Wealth Management Corp. | 4,544 | $414.6K | 0.19% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,445 | $413.6K | 0.18% | +524+13.4% | Added |
| RVW Wealth, LLC | 4,507 | $411.3K | 0.03% | −22−0.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,510 | $411.0K | 0.11% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 4,482 | $408.9K | 0.13% | +1,407+45.8% | Added |
| GTS Securities LLC | 4,470 | $407.8K | 0.02% | −2,986−40.0% | Reduced |
| Arete Wealth Advisors, LLC | 4,458 | $407.0K | 0.03% | −2,471−35.7% | Reduced |
| LBMC Investment Advisors, LLC | 4,388 | $400.4K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 4,375 | $399.2K | 0.06% | +61+1.4% | Added |
| Douglass Winthrop Advisors, LLC | 4,356 | $397.4K | 0.01% | +250+6.1% | Added |
| Bradley Foster & Sargent Inc | 4,355 | $397.4K | 0.01% | −3,587−45.2% | Reduced |
| E Fund Management Co., Ltd. | 4,328 | $394.9K | 0.02% | −121−2.7% | Reduced |
| Opal Wealth Advisors, LLC | 4,326 | $394.7K | 0.11% | +855+24.6% | Added |
| HHM Wealth Advisors, LLC | 4,301 | $392.4K | 0.05% | −915−17.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,297 | $392.1K | 0.11% | +1,236+40.4% | Added |
| Client 1st Advisory Group, LLC | 4,279 | $390.4K | 0.14% | −43−1.0% | Reduced |
| Clearview Wealth Advisors LLC | 4,270 | $389.6K | 0.27% | −6−0.1% | Reduced |
| Semus Wealth Partners LLC | 4,267 | $389.4K | 0.25% | −188−4.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,252 | $388.0K | 0.02% | +489+13.0% | Added |
| CoreCap Advisors, LLC | 4,248 | $387.6K | 0.02% | +147+3.6% | Added |
| Fielder Capital Group LLC | 4,240 | $386.8K | 0.10% | −200−4.5% | Reduced |
| Catalyst Private Wealth, LLC | 4,218 | $384.9K | 0.17% | +26+0.6% | Added |
| AlphaCore Capital LLC | 4,203 | $383.5K | 0.01% | +1,011+31.7% | Added |
| Aberdeen Wealth Management LLC | 4,198 | $383.0K | 0.25% | +10.0% | Added |
| CFO4Life Group, LLC | 4,180 | $381.4K | 0.06% | −216−4.9% | Reduced |
| Investors Asset Management of Georgia Inc | 4,169 | $380.4K | 0.18% | +3+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 4,169 | $380.4K | 0.18% | +511+14.0% | Added |
| Souders Financial Advisors | 4,167 | $380.2K | 0.05% | −242−5.5% | Reduced |
| Affinity Capital Advisors, LLC | 4,164 | $380.0K | 0.07% | −1,046−20.1% | Reduced |
| Level Four Advisory Services, LLC | 4,141 | $377.8K | 0.01% | −29−0.7% | Reduced |
| CNB Bank | 4,140 | $377.7K | 0.18% | −1,078−20.7% | Reduced |
| KLCM Advisors, Inc. | 4,134 | $377.2K | 0.04% | −112−2.6% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 4,126 | $376.5K | 0.29% | +288+7.5% | Added |
| Exchange Traded Concepts, LLC | 4,103 | $374.4K | 0.00% | −13,157−76.2% | Reduced |
| Silver Oak Securities, Inc | 4,093 | $373.4K | 0.03% | +276+7.2% | Added |
| Trust Co of the South | 4,088 | $373.0K | 0.07% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 4,087 | $372.9K | 0.19% | +3+0.1% | Added |
| Advisor Resource Council | 4,064 | $370.8K | 0.18% | −8,085−66.5% | Reduced |
| Essex LLC | 4,050 | $369.5K | 0.07% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 4,045 | $369.0K | 0.12% | −4,105−50.4% | Reduced |
| Laffer Tengler Investments | 4,025 | $367.2K | 0.07% | 00.0% | Unchanged |
| Optiver Holding B.V. | 4,024 | $367.1K | 0.01% | +3,643+956.2% | Added |
| Principia Wealth Advisory, LLC | 4,016 | $366.4K | 0.31% | +13+0.3% | Added |
| Romano Brothers and Company | 3,974 | $362.6K | 0.04% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,970 | $362.2K | 0.10% | +1,252+46.1% | Added |
| Gries Financial LLC | 3,964 | $361.7K | 0.07% | +1,300+48.8% | Added |
| Ariston Services Group | 3,958 | $361.1K | 0.26% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,951 | $360.5K | 0.13% | +310+8.5% | Added |
| Van Strum & Towne Inc. | 3,950 | $360.4K | 0.11% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,947 | $360.2K | 0.06% | −6,006−60.3% | Reduced |
| Calton & Associates, Inc. | 3,944 | $359.9K | 0.06% | +747+23.4% | Added |
| Nova R Wealth, Inc. | 3,936 | $359.1K | 0.17% | 00.0% | Unchanged |
| Onefund, LLC | 3,932 | $359.0K | 0.26% | −19−0.5% | Reduced |
| First Business Financial Services, Inc. | 3,931 | $358.7K | 0.03% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 3,915 | $357.2K | 0.11% | +2+0.1% | Added |
| American Institute for Advanced Investment Management, LLP | 3,915 | $357.2K | 0.25% | +90+2.4% | Added |
| Biltmore Family Office, LLC | 3,905 | $356.3K | 0.06% | +47+1.2% | Added |
| Triumph Capital Management | 3,897 | $355.5K | 0.11% | +250+6.9% | Added |
| Klingenstein Fields & Co LP | 3,895 | $355.4K | 0.01% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 3,893 | $355.0K | 0.35% | +318+8.9% | Added |
| Sound View Wealth Advisors Group, LLC | 3,881 | $354.1K | 0.03% | +123+3.3% | Added |
| Opus Capital Group, LLC | 3,875 | $354.0K | 0.04% | +11+0.3% | Added |
| Boyar Asset Management Inc. | 3,875 | $353.6K | 0.23% | −75−1.9% | Reduced |
| Purus Wealth Management, LLC | 3,870 | $353.1K | 0.12% | −35−0.9% | Reduced |
| Studio Investment Management LLC | 3,861 | $352.3K | 0.07% | −101−2.5% | Reduced |
| Rothschild Capital Partners, LLC | 3,860 | $352.2K | 0.09% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,860 | $352.2K | 0.08% | −4,631−54.5% | Reduced |
| Berger Financial Group, Inc | 3,786 | $345.4K | 0.02% | +3+0.1% | Added |
| TriaGen Wealth Management LLC | 3,781 | $345.0K | 0.10% | +3,781 | New |
| Marks Group Wealth Management, Inc | 3,755 | $342.6K | 0.03% | −745−16.6% | Reduced |
| Westshore Wealth, LLC | 3,752 | $342.3K | 0.13% | 00.0% | Unchanged |
| LRI Investments, LLC | 3,708 | $338.3K | 0.03% | +1,419+62.0% | Added |
| CMT Capital Markets Trading GmbH | 3,700 | $338.0K | 0.16% | +3,700 | New |