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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.

Other share classesSCHW.PDSCHW.PJ

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.

Institutional holdersQ2 2025: 2,145 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,145 institutionsQ3 2025: 2,173 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ2 2025: $137.4B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,173$139.2B
Q2 20252,145$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2025.

Institutions holding SCHW in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
GPS Wealth Strategies Group, LLC342$31.2K0.00%−66−16.2%Reduced
Private Wealth Management Group, LLC331$30.2K0.01%00.0%Unchanged
Aventus Investment Advisors, Inc.330$30.1K0.03%+330New
Bogart Wealth, LLC326$29.7K0.00%+24+7.9%Added
Binnacle Investments Inc320$29.2K0.02%+24+8.1%Added
Beacon Capital Management, LLC320$29.2K0.00%−167−34.3%Reduced
Beaird Harris Wealth Management, LLC319$29.1K0.00%+27+9.2%Added
Albion Financial Group310$28.3K0.00%00.0%Unchanged
Accredited Wealth Management, LLC310$28.3K0.02%00.0%Unchanged
Murphy & Mullick Capital Management Corp303$28.3K0.02%−209−40.8%Reduced
Valued Wealth Advisors LLC308$28.1K0.01%+11+3.7%Added
Ransom Advisory, Ltd300$27.4K0.01%00.0%Unchanged
Battery Global Advisors, LLC300$27.4K0.01%+1+0.3%Added
RMG Wealth Management LLC285$27.2K0.00%+285New
Adirondack Trust Co295$26.9K0.01%00.0%Unchanged
Bellevue Asset Management, LLC292$26.7K0.01%+1+0.3%Added
Trifecta Capital Advisors, LLC282$25.7K0.00%00.0%Unchanged
Raffa Wealth Management, LLC281$25.6K0.01%−56−16.6%Reduced
Princeton Global Asset Management LLC279$25.5K0.00%+279New
Kayne Anderson Rudnick Investment Management LLC274$25.0K0.00%+44+19.1%Added
Frazier Financial Advisors, LLC269$24.5K0.02%00.0%Unchanged
Abound Wealth Management265$24.1K0.01%+32+13.7%Added
Robinswood Financial LLC262$23.9K0.01%−17−6.1%Reduced
Stone House Investment Management, LLC257$23.4K0.00%−138−34.9%Reduced
Logan Capital Management Inc256$23.4K0.00%−703−73.3%Reduced
UMA Financial Services, Inc.254$23.2K0.00%+50+24.5%Added
Gables Capital Management Inc.249$22.7K0.01%+100+67.1%Added
Dunhill Financial, LLC248$22.7K0.01%−74−23.0%Reduced
Salomon & Ludwin, LLC248$22.7K0.00%−80−24.4%Reduced
Vision Financial Markets LLC242$22.0K0.02%+1+0.4%Added
Avion Wealth242$22.0K0.01%+116+92.1%Added
TD Capital Management LLC238$21.8K0.00%+190+395.8%Added
LFA - Lugano Financial Advisors SA235$21.4K0.01%+235New
Roxbury Financial LLC227$20.7K0.02%+1+0.4%Added
Hurley Capital, LLC223$20.3K0.01%+1+0.5%Added
Stephenson National Bank & Trust221$20.2K0.01%−6−2.6%Reduced
Mascoma Wealth Management LLC217$19.8K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC217$19.8K0.00%00.0%Unchanged
Horizon Financial Services, LLC214$19.5K0.01%00.0%Unchanged
Arlington Trust Co LLC211$19.3K0.00%00.0%Unchanged
Ogorek Anthony Joseph217$19.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC204$18.6K0.00%+75+58.1%Added
Vermillion Wealth Management, Inc.200$18.2K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC200$18.2K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC200$18.2K0.01%00.0%Unchanged
Evolution Wealth Management Inc.197$18.0K0.02%+197New
Minot DeBlois Advisors LLC195$17.8K0.02%00.0%Unchanged
Gleason Group, Inc.194$17.7K0.00%+1+0.5%Added
Decker Retirement Planning Inc.190$17.3K0.01%+190New
Tradewinds Capital Management, LLC188$17.1K0.00%+1+0.5%Added
Pin Oak Investment Advisors Inc224$17.0K0.01%00.0%Unchanged
Arcadia Investment Management Corp182$16.6K0.00%00.0%Unchanged
Front Row Advisors LLC180$16.4K0.01%−3,409−95.0%Reduced
Clear Investment Research, LLC180$16.4K0.02%00.0%Unchanged
McIlrath & Eck, LLC176$16.0K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC174$15.9K0.02%+1+0.6%Added
True Wealth Design, LLC174$15.9K0.01%+25+16.8%Added
Transce3nd, LLC167$15.2K0.01%+21+14.4%Added
MRP Capital Investments, LLC165$15.1K0.01%+50+43.5%Added
Rossby Financial, LCC157$14.3K0.01%+121+336.1%Added
PrairieView Partners, LLC162$14.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC153$14.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC152$13.9K0.01%+26+20.6%Added
Red Tortoise LLC148$13.5K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC143$13.0K0.01%+1+0.7%Added
Sittner & Nelson, LLC142$13.0K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC137$12.5K0.00%+94+218.6%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna122$11.1K0.00%+122New
Riggs Asset Managment Co. Inc.121$11.0K0.00%00.0%Unchanged
Consultiva Wealth Management, Corp.121$11.0K0.03%00.0%Unchanged
Icon Advisers Inc120$10.9K0.00%+120New
Dogwood Wealth Management LLC119$10.9K0.01%+25+26.6%Added
BFSG, LLC118$10.8K0.00%−165−58.3%Reduced
Old Point Trust & Financial Services N A116$10.6K0.00%00.0%Unchanged
Robbins Farley LLC108$9.85K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.107$9.75K0.00%−76−41.5%Reduced
Aventura Private Wealth, LLC103$9.41K0.00%+8+8.4%Added
Nalls Sherbakoff Group, LLC103$9.40K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC100$9.12K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC98$8.92K0.00%+30+44.1%Added
Uniplan Investment Counsel, Inc.97$8.89K0.00%+97New
First United Bank Trust93$8.48K0.00%00.0%Unchanged
Centennial Bank92$8.39K0.00%+92New
Morse Asset Management, Inc91$8.30K0.00%+91New
American National Bank90$8.21K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.90$8.21K0.01%00.0%Unchanged
Bare Financial Services, Inc90$8.21K0.00%+64+246.2%Added
Global Wealth Strategies & Associates83$7.57K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.78$7.12K0.00%00.0%Unchanged
TFC Financial Management77$7.03K0.00%−29−27.4%Reduced
IMG Wealth Management, Inc.75$6.84K0.01%+75New
Eq Wealth Advisors, LLC74$6.75K0.00%00.0%Unchanged
High Note Wealth, LLC72$6.57K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC70$6.41K0.00%−17−19.5%Reduced
Holos Integrated Wealth LLC65$6.31K0.00%00.0%Unchanged
GFG Capital, LLC69$6.30K0.00%−37,078−99.8%Reduced
Jackson, Grant Investment Advisers, Inc.62$5.66K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC58$5.29K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC58$5.29K0.00%+58New
1 North Wealth Services LLC57$5.20K0.00%00.0%Unchanged