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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 3,000 | $273.7K | 0.01% | −6,000−66.7% | Reduced |
| Sanders Morris Harris LLC | 3,000 | $273.7K | 0.07% | −1,000−25.0% | Reduced |
| Sierra Summit Advisors LLC | 3,000 | $273.7K | 0.05% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $273.7K | 0.05% | 00.0% | Unchanged |
| Manuka Financial, LLC | 3,000 | $273.7K | 0.15% | 00.0% | Unchanged |
| Sentinus, LLC | 2,999 | $273.6K | 0.07% | −490−14.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,996 | $273.4K | 0.01% | −61−2.0% | Reduced |
| Cornerstone Advisory, LLC | 2,995 | $273.3K | 0.03% | +2+0.1% | Added |
| Guardian Wealth Advisors, LLC | 2,992 | $273.0K | 0.02% | −329−9.9% | Reduced |
| Brave Asset Management Inc | 2,988 | $272.6K | 0.07% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,966 | $270.6K | 0.04% | −4,530−60.4% | Reduced |
| Prelude Capital Management, LLC | 2,963 | $270.3K | 0.03% | +2,963 | New |
| Chilton Capital Management LLC | 2,954 | $269.5K | 0.01% | +28+1.0% | Added |
| B&L Asset Management LLC | 2,941 | $268.3K | 0.15% | +2,941 | New |
| Root Financial Partners, LLC | 2,935 | $267.8K | 0.03% | −2,528−46.3% | Reduced |
| Stockman Wealth Management, Inc. | 2,935 | $267.8K | 0.04% | 00.0% | Unchanged |
| RDA Financial Network | 2,929 | $267.2K | 0.07% | +2,929 | New |
| Wimmer Associates 1, LLC | 2,924 | $266.8K | 0.14% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,915 | $266.0K | 0.07% | −8,103−73.5% | Reduced |
| Horizon Bancorp Inc | 2,904 | $265.0K | 0.13% | +605+26.3% | Added |
| Coordinated Financial Services, Inc. | 2,902 | $264.8K | 0.18% | +2,902 | New |
| CRA Financial Services, LLC | 2,894 | $264.0K | 0.04% | −136−4.5% | Reduced |
| Caliber Wealth Management, LLC | 2,893 | $264.0K | 0.03% | +47+1.7% | Added |
| Beaumont Financial Advisors, LLC | 2,890 | $263.7K | 0.02% | +140+5.1% | Added |
| Acas, LLC | 2,751 | $262.9K | 0.18% | −50−1.8% | Reduced |
| Thrive Wealth Management, LLC | 2,878 | $262.6K | 0.04% | +39+1.4% | Added |
| Deseret Mutual Benefit Administrators | 2,875 | $262.3K | 0.12% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,871 | $261.9K | 0.01% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 2,861 | $261.7K | 0.09% | +2,861 | New |
| Brio Consultants, LLC | 2,866 | $261.5K | 0.04% | +229+8.7% | Added |
| Bernardo Wealth Planning LLC | 2,866 | $261.0K | 0.06% | +98+3.5% | Added |
| Zions Bancorporation, National Association | 2,856 | $260.6K | 0.01% | +444+18.4% | Added |
| Onyx Bridge Wealth Group LLC | 2,851 | $260.2K | 0.03% | +194+7.3% | Added |
| Traveka Wealth, LLC | 2,841 | $259.2K | 0.14% | +117+4.3% | Added |
| WealthShield Partners, LLC | 2,837 | $258.9K | 0.03% | −664−19.0% | Reduced |
| Verdence Capital Advisors LLC | 2,835 | $258.6K | 0.02% | −144−4.8% | Reduced |
| BKD Wealth Advisors, LLC | 2,829 | $258.1K | 0.01% | +2,829 | New |
| Cypress Capital Group | 2,828 | $258.0K | 0.03% | +2,828 | New |
| Asset Dedication, LLC | 2,824 | $257.7K | 0.02% | +334+13.4% | Added |
| Longview Financial Advisors LLC | 2,822 | $257.5K | 0.16% | +6+0.2% | Added |
| LJI Wealth Management, LLC | 2,802 | $255.7K | 0.04% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,799 | $255.4K | 0.06% | +2,799 | New |
| TRUE Private Wealth Advisors | 2,791 | $254.7K | 0.03% | +38+1.4% | Added |
| Kovack Advisors, Inc. | 2,787 | $254.3K | 0.02% | −1,143−29.1% | Reduced |
| Auxano Advisors, LLC | 2,777 | $253.3K | 0.06% | +58+2.1% | Added |
| Steel Peak Wealth Management LLC | 2,769 | $252.6K | 0.01% | −73,070−96.3% | Reduced |
| Patton Fund Management, Inc. | 2,755 | $251.4K | 0.06% | +2,755 | New |
| Claro Advisors LLC | 2,751 | $251.0K | 0.04% | −2,117−43.5% | Reduced |
| Grove Bank & Trust | 2,746 | $250.5K | 0.03% | +360+15.1% | Added |
| Fountainhead AM, LLC | 2,745 | $250.5K | 0.04% | +2,745 | New |
| B.O.S.S. Retirement Advisors, LLC | 2,740 | $250.0K | 0.06% | −1,079−28.3% | Reduced |
| Smithfield Trust Co | 2,719 | $250.0K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 2,736 | $249.6K | 0.13% | +2,736 | New |
| Straight Path Wealth Management | 2,731 | $249.2K | 0.08% | −10.0% | Reduced |
| Clark Capital Management Group, Inc. | 2,731 | $249.2K | 0.00% | +2,731 | New |
| Linden Thomas Advisory Services, LLC | 2,713 | $247.5K | 0.03% | −547−16.8% | Reduced |
| Eqis Capital Management, Inc. | 2,706 | $246.9K | 0.02% | −1,163−30.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,706 | $246.9K | 0.05% | +2,706 | New |
| Waypoint Wealth Partners Inc. | 2,705 | $246.8K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,705 | $246.8K | 0.11% | +25+0.9% | Added |
| W.H. Cornerstone Investments Inc. | 2,699 | $246.3K | 0.16% | +2,699 | New |
| Keystone Financial Group | 2,698 | $246.1K | 0.02% | −65−2.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,691 | $245.6K | 0.00% | −3,368−55.6% | Reduced |
| Tritonpoint Wealth, LLC | 2,688 | $245.3K | 0.02% | +2,688 | New |
| Penserra Capital Management LLC | 2,703 | $245.0K | 0.00% | +2,586+2,210.3% | Added |
| Venturi Wealth Management, LLC | 2,683 | $244.8K | 0.01% | +2,683 | New |
| Arkfeld Wealth Strategies, L.L.C. | 2,640 | $244.5K | 0.10% | +2,640 | New |
| Howe & Rusling Inc | 2,668 | $243.4K | 0.02% | +2,668 | New |
| ARS Wealth Advisors Group, LLC | 2,666 | $243.2K | 0.03% | +10.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,665 | $243.2K | 0.07% | −30−1.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,653 | $242.1K | 0.16% | +2,653 | New |
| Douglas Lane & Associates, LLC | 2,652 | $242.0K | 0.00% | +2,652 | New |
| Nwam LLC | 2,468 | $241.2K | 0.01% | +2,468 | New |
| First Long Island Investors, LLC | 2,642 | $241.1K | 0.02% | +2,642 | New |
| Broadleaf Partners, LLC | 2,640 | $240.9K | 0.05% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,639 | $240.8K | 0.03% | −31−1.2% | Reduced |
| First Affirmative Financial Network | 2,630 | $239.9K | 0.12% | −34−1.3% | Reduced |
| Leigh Baldwin & Co., LLC | 2,625 | $239.5K | 0.16% | +2,625 | New |
| Lazard Freres Gestion S.A.S. | 0 | $239.0K | 0.00% | 0 | New |
| Wealthstream Advisors, Inc. | 2,617 | $238.8K | 0.04% | +2,617 | New |
| Sunflower Bank, N.A. | 2,612 | $238.3K | 0.06% | −89−3.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,606 | $237.8K | 0.02% | −24−0.9% | Reduced |
| First Financial Bankshares Inc | 2,606 | $237.8K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,603 | $237.5K | 0.02% | +5+0.2% | Added |
| Goepper Burkhardt LLC | 2,600 | $237.2K | 0.09% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 2,594 | $236.7K | 0.13% | −2,786−51.8% | Reduced |
| Holderness Investments Co | 2,585 | $235.9K | 0.05% | −175−6.3% | Reduced |
| DHK Financial Advisors, Inc. | 2,584 | $235.7K | 0.14% | +2+0.1% | Added |
| Trust Co of Virginia | 2,582 | $235.6K | 0.02% | −500−16.2% | Reduced |
| Wilkinson Global Asset Management LLC | 2,580 | $235.4K | 0.01% | 00.0% | Unchanged |
| TFR Capital, LLC. | 2,580 | $235.4K | 0.09% | +2,580 | New |
| Gallagher Fiduciary Advisors, LLC | 2,569 | $234.4K | 0.01% | +2,569 | New |
| Oakworth Capital, Inc. | 2,559 | $233.5K | 0.02% | +300+13.3% | Added |
| New Wave Wealth Advisors LLC | 2,556 | $233.2K | 0.10% | −868−25.4% | Reduced |
| Schrum Private Wealth Management LLC | 2,556 | $233.2K | 0.19% | 00.0% | Unchanged |
| Investments & Financial Planning, LLC | 2,548 | $232.5K | 0.13% | +2,548 | New |
| Bond & Devick Financial Network, Inc. | 2,532 | $231.1K | 0.08% | −576−18.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,526 | $230.5K | 0.05% | +2,526 | New |
| Wood Tarver Financial Group, LLC | 2,529 | $230.0K | 0.07% | +3+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,518 | $229.8K | 0.03% | −395−13.6% | Reduced |