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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 57 | $5.20K | 0.00% | +24+72.7% | Added |
| Winch Advisory Services, LLC | 57 | $5.16K | 0.00% | +1+1.8% | Added |
| Duncker Streett & Co Inc | 53 | $4.84K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 52 | $4.74K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 51 | $4.65K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 50 | $4.56K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 49 | $4.47K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 49 | $4.47K | 0.00% | +49 | New |
| S&T Bank | 48 | $4.38K | 0.00% | +32+200.0% | Added |
| Bangor Savings Bank | 46 | $4.20K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 46 | $4.20K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 45 | $4.11K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 44 | $4.01K | 0.08% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $4.01K | 0.00% | +6+15.8% | Added |
| GoalVest Advisory LLC | 43 | $3.92K | 0.00% | −93−68.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 40 | $3.65K | 0.00% | +37+1,233.3% | Added |
| Hoey Investments, Inc | 39 | $3.56K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 39 | $3.56K | 0.00% | +27+225.0% | Added |
| SWAN Capital LLC | 39 | $3.56K | 0.00% | +39 | New |
| WestEnd Advisors, LLC | 37 | $3.38K | 0.00% | −13−26.0% | Reduced |
| PayPay Securities Corp | 37 | $3.38K | 0.16% | +4+12.1% | Added |
| Ameriflex Group, Inc. | 36 | $3.22K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 34 | $3.10K | 0.00% | +34 | New |
| 1620 Investment Advisors, Inc. | 33 | $3.01K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 32 | $2.92K | 0.00% | +32 | New |
| Evergreen Private Wealth LLC | 29 | $2.65K | 0.00% | +29 | New |
| Wealth Preservation Advisors, LLC | 28 | $2.56K | 0.00% | −6−17.6% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $2.46K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $2.37K | 0.00% | −19−42.2% | Reduced |
| Total Investment Management Inc | 25 | $2.28K | 0.00% | +25 | New |
| HFM Investment Advisors, LLC | 24 | $2.19K | 0.00% | +14+140.0% | Added |
| DHJJ Financial Advisors, Ltd. | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 17 | $1.57K | 0.00% | +17 | Added |
| Trust Co | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $1.37K | 0.00% | +7+87.5% | Added |
| LGT Financial Advisors LLC | 15 | $1.37K | 0.00% | +15 | New |
| Pineridge Advisors LLC | 14 | $1.28K | 0.00% | +14 | New |
| Quest 10 Wealth Builders, Inc. | 7 | $644 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,366 | $365 | 0.00% | −738−35.1% | Reduced |
| Aspect Partners, LLC | 4 | $365 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $365 | 0.00% | +4 | New |
| Legacy Bridge, LLC | 2 | $183 | 0.00% | +2 | New |
| Your Advocates Ltd., LLP | 434 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,516 | – | – | +1,215+52.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,425,125−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,132,385−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −950,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −418,026−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −371,694−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −263,219−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −256,305−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −152,783−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −95,297−100.0% | Sold out |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −90,693−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −86,364−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −84,797−100.0% | Sold out |
| Skba Capital Management LLC | 0 | $0 | 0.00% | −84,600−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −75,400−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −63,214−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −61,043−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −58,715−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −57,575−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −56,574−100.0% | Sold out |
| Cabot Wealth Management Inc | 0 | $0 | 0.00% | −44,873−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −39,512−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −33,428−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −32,063−100.0% | Sold out |
| Kampmann Melissa S. | 0 | $0 | 0.00% | −30,335−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −20,524−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −20,279−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −16,617−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Scharf Investments, LLC | 0 | $0 | 0.00% | −14,765−100.0% | Sold out |
| Peak Planning Group, LLC | 0 | $0 | 0.00% | −12,152−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −11,576−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −10,388−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −10,345−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −9,038−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −7,859−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −6,980−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −6,157−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −5,491−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −5,486−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −4,950−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −4,621−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −3,672−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |