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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 3,700 | $337.6K | 0.11% | −100−2.6% | Reduced |
| Perennial Investment Advisors, LLC | 3,696 | $337.2K | 0.03% | +423+12.9% | Added |
| Principal Street Partners, LLC | 3,692 | $336.9K | 0.03% | +3,692 | New |
| Quantum Financial Advisors, LLC | 3,687 | $336.4K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 3,680 | $335.8K | 0.20% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,660 | $333.9K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,430 | $333.0K | 0.15% | +61+1.8% | Added |
| Abacus Planning Group, Inc. | 3,649 | $332.9K | 0.05% | +391+12.0% | Added |
| Advyzon Investment Management, LLC | 3,631 | $331.3K | 0.07% | −50−1.4% | Reduced |
| Allstate Corp | 3,616 | $329.9K | 0.02% | −60,001−94.3% | Reduced |
| Brookwood Investment Group LLC | 3,609 | $329.3K | 0.05% | −5,165−58.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,601 | $328.6K | 0.15% | −475−11.7% | Reduced |
| Paradigm Capital Management, LLC | 3,595 | $328.0K | 0.32% | −180−4.8% | Reduced |
| Wellington Shields Capital Management, LLC | 3,595 | $328.0K | 0.06% | +3+0.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,569 | $324.4K | 0.22% | +141+4.1% | Added |
| Trustmark National Bank Trust Department | 3,547 | $323.6K | 0.02% | −1,798−33.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 3,545 | $323.4K | 0.20% | −314−8.1% | Reduced |
| Prosperitas Financial LLC | 3,534 | $322.5K | 0.15% | +9+0.3% | Added |
| RAM Investment Partners, LLC | 3,534 | $322.4K | 0.07% | +173+5.1% | Added |
| First Interstate Bank | 3,531 | $322.2K | 0.02% | +400+12.8% | Added |
| Tompkins Financial Corp | 3,530 | $322.1K | 0.03% | −58−1.6% | Reduced |
| Norway Savings Bank | 3,525 | $321.6K | 0.17% | −185−5.0% | Reduced |
| Private Client Services, LLC | 3,525 | $321.6K | 0.13% | −72−2.0% | Reduced |
| Harbour Trust & Investment Management Co | 3,514 | $320.6K | 0.04% | −50−1.4% | Reduced |
| Edgewood Management LLC | 3,500 | $319.3K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $319.3K | 0.18% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 3,494 | $318.8K | 0.08% | −4,773−57.7% | Reduced |
| LCM Capital Management Inc | 3,490 | $318.4K | 0.17% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 3,488 | $318.2K | 0.01% | +3,488 | New |
| SeaBridge Investment Advisors LLC | 3,465 | $316.1K | 0.06% | −170−4.7% | Reduced |
| Keystone Wealth Services, LLC | 3,463 | $316.0K | 0.08% | −7−0.2% | Reduced |
| Quent Capital, LLC | 3,454 | $315.1K | 0.03% | +255+8.0% | Added |
| Aprio Wealth Management, LLC | 3,451 | $314.8K | 0.04% | +527+18.0% | Added |
| MBB Public Markets I LLC | 3,446 | $314.4K | 0.04% | −763−18.1% | Reduced |
| Forte Capital LLC | 3,434 | $313.3K | 0.03% | +468+15.8% | Added |
| Good Life Advisors, LLC | 3,401 | $310.4K | 0.02% | −4,268−55.7% | Reduced |
| Florida Financial Advisors, LLC | 3,387 | $309.1K | 0.10% | +3,387 | New |
| Seed Wealth Management, Inc. | 3,357 | $306.3K | 0.23% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,356 | $306.2K | 0.02% | −671−16.7% | Reduced |
| Physicians Financial Services, Inc. | 3,350 | $306.0K | 0.09% | +400+13.6% | Added |
| CWS Financial Advisors, LLC | 3,352 | $305.9K | 0.09% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,339 | $304.7K | 0.26% | −8−0.2% | Reduced |
| St. Nicholas Private Asset Management, Inc | 3,330 | $303.8K | 0.28% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 3,325 | $303.4K | 5.78% | −72−2.1% | Reduced |
| Manchester Capital Management LLC | 3,324 | $303.3K | 0.04% | +295+9.7% | Added |
| Peterson Wealth Services | 3,320 | $302.9K | 0.08% | −336−9.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,315 | $302.4K | 0.04% | +13+0.4% | Added |
| LongView Wealth Management | 3,309 | $301.9K | 0.09% | +10+0.3% | Added |
| Armis Advisers, LLC | 3,279 | $301.6K | 0.02% | +3,279 | New |
| Sym Financial Corp | 3,302 | $301.3K | 0.03% | +416+14.4% | Added |
| Delta Financial Advisors LLC | 3,299 | $301.0K | 0.11% | −624−15.9% | Reduced |
| Cornerstone Wealth Group, LLC | 3,297 | $300.8K | 0.02% | +604+22.4% | Added |
| Noesis Capital Mangement Corp | 3,296 | $300.7K | 0.05% | −552−14.3% | Reduced |
| Chicago Trust Co NA | 3,281 | $299.4K | 0.04% | +3,281 | New |
| Everpar Advisors LLC | 3,268 | $298.2K | 0.14% | +251+8.3% | Added |
| Caxton Associates LLP | 3,267 | $298.1K | 0.01% | +3,267 | New |
| Hazlett, Burt & Watson, Inc. | 3,296 | $298.0K | 0.12% | +2,777+535.1% | Added |
| TrueWealth Advisors, LLC | 3,266 | $298.0K | 0.09% | −25−0.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,268 | $297.9K | 0.17% | +458+16.3% | Added |
| Legacy Private Trust Co. | 3,265 | $297.9K | 0.02% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 3,257 | $297.2K | 0.09% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,254 | $296.9K | 0.05% | +3,254 | New |
| Lodestar Private Asset Management LLC | 3,250 | $296.6K | 0.03% | −354−9.8% | Reduced |
| Plancorp, LLC | 3,236 | $295.3K | 0.01% | +86+2.7% | Added |
| MONECO Advisors, LLC | 3,229 | $294.6K | 0.03% | −172−5.1% | Reduced |
| Full Sail Capital, LLC | 3,218 | $293.6K | 0.02% | +3,218 | New |
| Marion Wealth Management | 3,217 | $293.5K | 0.07% | +391+13.8% | Added |
| Camden Capital, LLC | 3,199 | $291.9K | 0.03% | +194+6.5% | Added |
| Sigma Investment Counselors Inc | 3,199 | $291.9K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,186 | $290.7K | 0.03% | −3,381−51.5% | Reduced |
| Broderick Brian C | 3,180 | $290.1K | 0.06% | +3,180 | New |
| Morton Community Bank | 3,178 | $290.0K | 0.07% | −555−14.9% | Reduced |
| Essential Partners LLC | 3,172 | $289.4K | 0.12% | +3,172 | New |
| Blodgett Wealth Advisors, LLC | 3,167 | $288.9K | 0.23% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,166 | $288.9K | 0.06% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,115 | $288.4K | 0.06% | −286−8.4% | Reduced |
| Exencial Wealth Advisors, LLC | 3,154 | $287.8K | 0.01% | −28−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 3,149 | $287.3K | 0.01% | 00.0% | Unchanged |
| Little House Capital LLC | 3,143 | $286.8K | 0.07% | −86−2.7% | Reduced |
| Oarsman Capital, Inc. | 3,137 | $286.2K | 0.04% | −845−21.2% | Reduced |
| Austin Private Wealth, LLC | 3,136 | $286.1K | 0.02% | +154+5.2% | Added |
| MQS Management LLC | 3,134 | $285.9K | 0.16% | +3,134 | New |
| SNS Financial Group, LLC | 3,128 | $285.4K | 0.03% | +30+1.0% | Added |
| Green Square Capital Advisors LLC | 3,120 | $284.7K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,107 | $283.5K | 0.01% | −6−0.2% | Reduced |
| Red Door Wealth Management, LLC | 3,104 | $283.2K | 0.03% | 00.0% | Unchanged |
| Benin Management CORP | 3,103 | $283.1K | 0.07% | −1,300−29.5% | Reduced |
| Financial Management Professionals, Inc. | 3,103 | $283.1K | 0.03% | +387+14.2% | Added |
| Highline Wealth Partners LLC | 3,091 | $282.1K | 0.08% | +13+0.4% | Added |
| Hara Capital LLC | 3,078 | $280.8K | 0.17% | −5,249−63.0% | Reduced |
| Diversified Enterprises, LLC | 3,075 | $280.6K | 0.02% | −173−5.3% | Reduced |
| Pinnacle Bancorp, Inc. | 3,075 | $280.6K | 0.09% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,068 | $279.9K | 0.04% | +3,068 | New |
| Burton Enright Welch | 3,067 | $279.8K | 0.05% | +3,067 | New |
| SMART Wealth LLC | 3,066 | $279.7K | 0.09% | +479+18.5% | Added |
| Lantz Financial LLC | 3,062 | $279.4K | 0.07% | +41+1.4% | Added |
| Signature Wealth Management Group | 3,062 | $279.4K | 0.11% | −675−18.1% | Reduced |
| Wedge Capital Management L L P | 3,032 | $276.6K | 0.00% | −241−7.4% | Reduced |
| Tradition Wealth Management, LLC | 3,019 | $275.4K | 0.02% | +5+0.2% | Added |
| Kathleen S. Wright Associates Inc. | 3,000 | $275.3K | 0.11% | 00.0% | Unchanged |