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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 1,340 | $122.2K | 0.03% | +13+1.0% | Added |
| Hantz Financial Services, Inc. | 1,338 | $122.0K | 0.00% | +160+13.6% | Added |
| Dynamic Wealth Strategies, LLC | 1,304 | $119.0K | 0.09% | −246−15.9% | Reduced |
| Indiana Trust & Investment Management CO | 1,275 | $116.3K | 0.04% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,271 | $115.0K | 0.05% | +1,000+369.0% | Added |
| Northwest Capital Management Inc | 1,251 | $114.1K | 0.06% | +4+0.3% | Added |
| Wesleyan Assurance Society | 1,250 | $114.0K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,236 | $112.9K | 0.04% | +13+1.1% | Added |
| Sherman Asset Management, Inc. | 1,214 | $110.8K | 0.10% | −298−19.7% | Reduced |
| Farmers & Merchants Investments Inc | 1,199 | $109.4K | 0.00% | −756−38.7% | Reduced |
| IMA Wealth, Inc. | 1,158 | $105.7K | 0.01% | +8+0.7% | Added |
| Quarry LP | 1,156 | $105.5K | 0.02% | −314−21.4% | Reduced |
| Millstone Evans Group, LLC | 1,156 | $105.5K | 0.07% | −87−7.0% | Reduced |
| Clear Street Markets LLC | 1,149 | $104.8K | 0.04% | +1,149 | New |
| Crews Bank & Trust | 1,123 | $102.5K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,136 | $102.2K | 0.04% | −15−1.3% | Reduced |
| Covestor Ltd | 1,120 | $102.0K | 0.06% | −146−11.5% | Reduced |
| Optimum Investment Advisors | 1,103 | $100.6K | 0.04% | −125−10.2% | Reduced |
| Sound Income Strategies, LLC | 1,071 | $97.7K | 0.01% | +35+3.4% | Added |
| NewSquare Capital LLC | 1,070 | $97.6K | 0.01% | +309+40.6% | Added |
| Capital Advisors, Ltd. LLC | 1,067 | $97.0K | 0.01% | −11−1.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 979 | $96.6K | 0.03% | +979 | New |
| North Capital, Inc. | 1,059 | $96.6K | 0.08% | +1+0.1% | Added |
| Meeder Asset Management Inc | 1,052 | $96.0K | 0.01% | +127+13.7% | Added |
| Darwin Advisors, LLC | 1,039 | $94.8K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,024 | $93.4K | 0.04% | +3+0.3% | Added |
| Graney & King, LLC | 928 | $84.7K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 927 | $84.6K | 0.01% | −40−4.1% | Reduced |
| First Financial Corp | 906 | $82.7K | 0.04% | −2,268−71.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 866 | $79.0K | 0.05% | −2−0.2% | Reduced |
| CoreFirst Bank & Trust | 862 | $78.6K | 0.04% | +862 | New |
| Pandora Wealth, Inc. | 854 | $77.9K | 0.05% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 842 | $76.8K | 0.01% | +3+0.4% | Added |
| Traub Capital Management LLC | 812 | $74.0K | 0.07% | +812 | New |
| Hollencrest Capital Management | 810 | $73.9K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 800 | $73.0K | 0.00% | −12,600−94.0% | Reduced |
| Painted Porch Advisors LLC | 775 | $70.7K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 770 | $70.3K | 0.01% | +750+3,750.0% | Added |
| Harbor Asset Planning, Inc. | 757 | $69.1K | 0.07% | +757 | New |
| Missouri Trust & Investment Co | 735 | $67.1K | 0.02% | −39−5.0% | Reduced |
| J.Safra Asset Management Corp | 722 | $65.9K | 0.00% | +483+202.1% | Added |
| Credit Industriel Et Commercial | 718 | $65.5K | 0.01% | −4,760−86.9% | Reduced |
| Bullock Wealth Management Group | 714 | $65.1K | 0.03% | −144−16.8% | Reduced |
| Signature Resources Capital Management, LLC | 707 | $64.5K | 0.04% | +72+11.3% | Added |
| Golden State Wealth Management, LLC | 705 | $64.3K | 0.01% | +560+386.2% | Added |
| IAG Wealth Partners, LLC | 705 | $64.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 704 | $64.2K | 0.01% | +44+6.7% | Added |
| Field & Main Bank | 700 | $63.9K | 0.02% | 00.0% | Unchanged |
| Promus Capital, LLC | 700 | $63.9K | 0.04% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 697 | $63.6K | 0.01% | −1,125−61.7% | Reduced |
| Westside Investment Management, Inc. | 689 | $62.8K | 0.01% | +339+96.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 686 | $62.6K | 0.02% | −762−52.6% | Reduced |
| WPG Advisers, LLC | 681 | $62.1K | 0.05% | +14+2.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 659 | $60.1K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 650 | $59.3K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 626 | $57.1K | 0.02% | −42−6.3% | Reduced |
| Fortitude Family Office, LLC | 611 | $55.7K | 0.02% | +7+1.2% | Added |
| Gen-Wealth Partners Inc | 601 | $54.8K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 600 | $54.7K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 590 | $53.8K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 544 | $53.2K | 0.04% | +544 | New |
| WD Rutherford LLC | 580 | $52.9K | 0.02% | +580 | New |
| Hughes Financial Services, LLC | 543 | $52.5K | 0.01% | +30+5.8% | Added |
| Carolina Wealth Advisors, LLC | 565 | $51.6K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 559 | $51.0K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 549 | $50.1K | 0.03% | +7+1.3% | Added |
| Knuff & Co LLC | 546 | $49.8K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 522 | $47.6K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 511 | $46.6K | 0.08% | −1,743−77.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 507 | $46.3K | 0.00% | +293+136.9% | Added |
| North Star Investment Management Corp. | 500 | $45.6K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $45.6K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 500 | $45.6K | 0.02% | −116−18.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 491 | $44.8K | 0.00% | +105+27.2% | Added |
| Key Financial Inc | 476 | $43.4K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 471 | $43.0K | 0.02% | −22,605−98.0% | Reduced |
| Sierra Ocean, LLC | 458 | $41.8K | 0.03% | +106+30.1% | Added |
| First PREMIER Bank | 450 | $41.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 437 | $39.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 432 | $39.4K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 425 | $38.8K | 0.00% | +75+21.4% | Added |
| ORG Wealth Partners, LLC | 417 | $38.0K | 0.01% | −658−61.2% | Reduced |
| Sachetta, LLC | 416 | $38.0K | 0.02% | +87+26.4% | Added |
| CGC Financial Services, LLC | 400 | $36.5K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 400 | $36.5K | 0.01% | +400 | New |
| Cedar Mountain Advisors, LLC | 397 | $36.3K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 395 | $36.0K | 0.01% | −1,500−79.2% | Reduced |
| American Capital Advisory, LLC | 395 | $36.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 392 | $35.8K | 0.00% | +392 | New |
| Activest Wealth Management | 389 | $35.5K | 0.01% | −16−4.0% | Reduced |
| Cranbrook Wealth Management, LLC | 380 | $34.7K | 0.01% | −71−15.7% | Reduced |
| Howard Hughes Medical Institute | 368 | $33.6K | 0.01% | +368 | New |
| Puff Wealth Management, LLC | 364 | $33.2K | 0.05% | +3+0.8% | Added |
| Evelyn Partners Asset Management Ltd | 364 | $33.2K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 358 | $32.7K | 0.05% | +126+54.3% | Added |
| Kiker Wealth Management, LLC | 353 | $32.2K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 352 | $32.1K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 352 | $32.1K | 0.03% | +200+131.6% | Added |
| Caldwell Sutter Capital, Inc. | 350 | $31.9K | 0.01% | −4−1.1% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 348 | $31.8K | 0.02% | +348 | New |