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 |
|---|---|---|---|---|---|
| Papp L Roy & Associates | 2,518 | $229.8K | 0.03% | +2,518 | New |
| Farmers Trust Co | 2,510 | $229.0K | 0.04% | −152−5.7% | Reduced |
| Creative Financial Designs Inc | 2,508 | $228.8K | 0.02% | +19+0.8% | Added |
| Northside Capital Management, LLC | 2,506 | $228.6K | 0.02% | +2,506 | New |
| Clear Creek Financial Management, LLC | 2,498 | $227.9K | 0.02% | +2,498 | New |
| Meyer Handelman Co | 2,492 | $227.4K | 0.01% | +2,492 | New |
| SOA Wealth Advisors, LLC. | 2,492 | $227.4K | 0.04% | +3+0.1% | Added |
| Grandfield & Dodd, LLC | 2,480 | $226.3K | 0.01% | +2,480 | New |
| Almanack Investment Partners, LLC. | 2,480 | $226.3K | 0.04% | +2,480 | New |
| Guyasuta Investment Advisors Inc | 2,472 | $225.5K | 0.01% | +2,472 | New |
| GW&K Investment Management, LLC | 2,471 | $225.0K | 0.00% | −2,416−49.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,460 | $224.4K | 0.03% | −697−22.1% | Reduced |
| Family Wealth Group, LLC | 2,458 | $224.3K | 0.17% | +2,458 | New |
| Invenio Wealth Partners LLC | 2,452 | $223.7K | 0.09% | +2,452 | New |
| Simon Quick Advisors, LLC | 2,439 | $222.5K | 0.01% | −7,903−76.4% | Reduced |
| ORG Partners LLC | 2,439 | $222.4K | 0.05% | +862+54.7% | Added |
| ZRC Wealth Management, LLC | 2,434 | $222.1K | 0.09% | −94−3.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 2,429 | $221.6K | 0.08% | +2,429 | New |
| Alteri Wealth LLC | 2,428 | $221.5K | 0.09% | +2,428 | New |
| Rainey & Randall Investment Management Inc. | 2,419 | $220.7K | 0.04% | +2,419 | New |
| Lifeworks Advisors, LLC | 2,410 | $219.9K | 0.03% | +2,410 | New |
| D'Orazio & Associates, Inc. | 2,409 | $219.8K | 0.03% | −219−8.3% | Reduced |
| Elyxium Wealth, LLC | 2,406 | $219.5K | 0.08% | +2,406 | New |
| Violich Capital Management, Inc. | 2,400 | $219.0K | 0.03% | +2,400 | New |
| Fedenia Advisers LLC | 2,398 | $218.8K | 0.10% | +2,398 | New |
| Asset Management Group, Inc. | 2,388 | $217.9K | 0.04% | +2,388 | New |
| Ignite Planners, LLC | 2,273 | $217.8K | 0.04% | +2,273 | New |
| Morling Financial Advisors, LLC | 2,386 | $217.7K | 0.07% | −684−22.3% | Reduced |
| McAdam, LLC | 2,384 | $217.5K | 0.01% | +2,384 | New |
| Teza Capital Management LLC | 2,380 | $217.2K | 0.16% | +2,380 | New |
| Segment Wealth Management, LLC | 2,376 | $216.8K | 0.01% | +2,376 | New |
| D.B. Root & Company, LLC | 2,375 | $216.7K | 0.06% | +2,375 | New |
| Kera Capital Partners, Inc. | 2,373 | $216.5K | 0.04% | +2,373 | New |
| First Nebraska Trust Co | 2,373 | $216.5K | 0.02% | +2,373 | New |
| Bellwether Advisors, LLC | 2,363 | $215.6K | 0.04% | −25,759−91.6% | Reduced |
| Acorn Financial Advisory Services Inc | 2,356 | $215.0K | 0.04% | +2,356 | New |
| Foster Group, Inc. | 2,351 | $214.5K | 0.01% | +2,351 | New |
| Brooklyn FI, LLC | 2,344 | $213.9K | 0.05% | +2,344 | New |
| Bruce G. Allen Investments, LLC | 2,343 | $213.8K | 0.16% | −841−26.4% | Reduced |
| Hilltop National Bank | 2,336 | $213.1K | 0.06% | +2,336 | New |
| Prospera Capital Management, LLC | 2,332 | $212.8K | 0.12% | +2,332 | New |
| Camden National Bank | 2,325 | $212.1K | 0.03% | −467−16.7% | Reduced |
| Tower View Investment Management & Research LLC | 2,323 | $212.0K | 0.11% | +2,323 | New |
| Atwood & Palmer Inc | 2,313 | $211.0K | 0.01% | +2,000+639.0% | Added |
| Cardiff Park Advisors, LLC | 2,310 | $210.8K | 0.02% | +2,310 | New |
| New Republic Capital, LLC | 2,301 | $210.0K | 0.07% | +2,301 | New |
| Jacobsen Capital Management | 2,294 | $209.3K | 0.08% | +2,294 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,289 | $208.9K | 0.07% | +2,289 | New |
| ZWJ Investment Counsel Inc | 2,284 | $208.4K | 0.01% | +2,284 | New |
| Interchange Capital Partners, LLC | 2,281 | $208.1K | 0.05% | +2,281 | New |
| Muirfield Wealth Advisors LLC | 2,266 | $206.8K | 0.16% | +2,266 | New |
| WorthPointe, LLC | 2,252 | $205.4K | 0.09% | −1,121−33.2% | Reduced |
| CAP Partners, LLC | 2,250 | $205.3K | 0.13% | +2,250 | New |
| SLT Holdings LLC | 2,250 | $205.3K | 0.15% | +2,250 | New |
| Teamwork Financial Advisors, LLC | 2,239 | $204.2K | 0.03% | +2,239 | New |
| WP Advisors, LLC | 2,237 | $204.1K | 0.06% | +2,237 | New |
| Tilson Financial Group, Inc. | 2,237 | $204.0K | 0.08% | +2,237 | New |
| BankPlus Trust Department | 2,234 | $203.8K | 0.06% | −26−1.2% | Reduced |
| Tumwater Wealth Management, LLC | 2,228 | $203.3K | 0.09% | +2,228 | New |
| Annex Advisory Services, LLC | 2,223 | $202.8K | 0.00% | +2,223 | New |
| Sather Financial Group Inc | 2,219 | $202.5K | 0.01% | +2,219 | New |
| Medallion Wealth Advisors, LLC | 2,210 | $201.6K | 0.08% | +30+1.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,205 | $201.2K | 0.02% | +2,205 | New |
| Gillespie Robinson & Grimm Inc | 2,200 | $200.7K | 0.01% | +2,200 | New |
| SBI Securities Co., Ltd. | 2,193 | $200.1K | 0.01% | +32+1.5% | Added |
| Birchbrook, Inc. | 2,167 | $197.7K | 0.11% | −99−4.4% | Reduced |
| Cito Capital Group, LLC | 2,125 | $194.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,934 | $186.6K | 0.04% | +1,471+317.7% | Added |
| Ulland Investment Advisors, LLC | 2,035 | $186.0K | 0.14% | −210−9.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,010 | $183.4K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,951 | $177.9K | 0.00% | +1,367+234.1% | Added |
| Bell Investment Advisors, Inc | 1,901 | $173.5K | 0.03% | +20+1.1% | Added |
| Rocky Mountain Advisers, LLC | 1,855 | $169.3K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,965 | $164.4K | 0.01% | +6+0.1% | Added |
| VSM Wealth Advisory, LLC | 1,769 | $161.4K | 0.05% | +789+80.5% | Added |
| Hartford Financial Management Inc. | 1,742 | $158.9K | 0.04% | −58−3.2% | Reduced |
| WFA of San Diego, LLC | 1,736 | $158.4K | 0.12% | +1,736 | New |
| Hemington Wealth Management | 1,729 | $157.0K | 0.02% | +263+17.9% | Added |
| City State Bank | 1,695 | $154.7K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 1,688 | $154.0K | 0.00% | −718−29.8% | Reduced |
| Leonteq Securities AG | 1,685 | $153.7K | 0.01% | −4,762−73.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,672 | $153.0K | 0.00% | +1,672 | New |
| Global Trust Asset Management, LLC | 1,671 | $152.5K | 0.08% | +1,600+2,253.5% | Added |
| Pflug Koory, LLC | 1,662 | $151.6K | 0.08% | −40−2.4% | Reduced |
| Rexford Capital Inc | 1,651 | $150.6K | 0.12% | +1,651 | New |
| Concord Wealth Partners | 1,618 | $147.6K | 0.02% | −395−19.6% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 1,580 | $144.2K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,559 | $142.2K | 0.08% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,545 | $141.0K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,545 | $141.0K | 0.05% | +1,545 | New |
| Atlantic Trust, LLC | 1,530 | $139.6K | 0.03% | −60−3.8% | Reduced |
| Riverview Trust Co | 1,524 | $139.1K | 0.17% | −1,031−40.4% | Reduced |
| YANKCOM Partnership | 1,516 | $138.3K | 0.07% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,514 | $138.1K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,492 | $136.1K | 0.01% | +39+2.7% | Added |
| Rowland & Co Investment Counsel | 1,435 | $130.9K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,391 | $126.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,367 | $124.8K | 0.02% | −176−11.4% | Reduced |
| Catalyst Capital Advisors LLC | 1,360 | $124.1K | 0.00% | −220−13.9% | Reduced |
| Asset Planning,Inc | 1,345 | $122.7K | 0.09% | +1+0.1% | Added |