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
- 2,146
- +142 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
- 246
- 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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 166,500 | $15.2M | 0.19% | +104,229+167.4% | Added |
| ASR Vermogensbeheer N.V. | 166,008 | $15.1M | 0.20% | +15,528+10.3% | Added |
| Asset Advisors Investment Management, LLC | 165,817 | $15.1M | 1.49% | +945+0.6% | Added |
| Tran Capital Management, L.P. | 165,535 | $15.1M | 1.78% | −12,887−7.2% | Reduced |
| La Banque Postale Asset Management SA | 164,623 | $15.0M | 0.21% | +117,817+251.7% | Added |
| Jacobson & Schmitt Advisors, LLC | 163,720 | $14.9M | 2.65% | −639−0.4% | Reduced |
| Jacobs & Co | 162,899 | $14.9M | 1.47% | −4,267−2.6% | Reduced |
| Empower Advisory Group, LLC | 162,660 | $14.8M | 0.04% | −3,638−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 160,994 | $14.7M | 0.04% | −10,473−6.1% | Reduced |
| Addenda Capital Inc. | 160,938 | $14.7M | 0.53% | +5,174+3.3% | Added |
| Elgethun Capital Management | 160,598 | $14.7M | 2.95% | +1,597+1.0% | Added |
| Winslow Asset Management Inc | 160,138 | $14.6M | 2.95% | +904+0.6% | Added |
| Banco Santander, S.A. | 160,091 | $14.6M | 0.14% | +116,288+265.5% | Added |
| Fifth Third Bancorp | 158,051 | $14.4M | 0.05% | +15,690+11.0% | Added |
| Kestra Advisory Services, LLC | 157,092 | $14.3M | 0.07% | +974+0.6% | Added |
| Lakehouse Capital Pty Ltd | 156,467 | $14.3M | 8.71% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 154,572 | $14.1M | 0.42% | −956−0.6% | Reduced |
| Financial Avengers, Inc. | 154,540 | $14.1M | 6.55% | −1,507−1.0% | Reduced |
| Modera Wealth Management, LLC | 154,357 | $14.1M | 0.17% | −2,906−1.8% | Reduced |
| Perigon Wealth Management, LLC | 153,893 | $14.0M | 0.33% | −3,557−2.3% | Reduced |
| North Reef Capital Management LP | 150,000 | $13.7M | 0.61% | −125,000−45.5% | Reduced |
| Montag & Caldwell, LLC | 149,635 | $13.7M | 2.99% | −7,375−4.7% | Reduced |
| AMF Pensionsforsakring AB | 148,914 | $13.6M | 0.09% | −25,186−14.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 148,603 | $13.6M | 0.05% | +142,554+2,356.7% | Added |
| Oregon Public Employees Retirement Fund | 147,692 | $13.5M | 0.24% | +1,300+0.9% | Added |
| Jain Global LLC | 147,555 | $13.5M | 0.21% | −30,733−17.2% | Reduced |
| Great Lakes Retirement, Inc. | 146,650 | $13.4M | 1.58% | +1,466+1.0% | Added |
| Van Cleef Asset Management,Inc | 145,425 | $13.3M | 1.43% | −540.0% | Reduced |
| Oppenheimer Asset Management Inc. | 144,231 | $13.2M | 0.15% | +13,366+10.2% | Added |
| Principal Securities, Inc. | 143,926 | $13.1M | 0.25% | +10,083+7.5% | Added |
| Banque Pictet & Cie SA | 143,207 | $13.1M | 0.14% | −1,297−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 142,749 | $13.0M | 0.10% | +28,409+24.8% | Added |
| Entropy Technologies, LP | 142,708 | $13.0M | 1.03% | +142,708 | New |
| Mizuho Markets Cayman LP | 141,894 | $12.9M | 0.93% | +141,894 | New |
| Capital Fund Management S.A. | 141,863 | $12.9M | 0.14% | +141,863 | New |
| Northwestern Mutual Wealth Management Co | 141,368 | $12.9M | 0.01% | +5,676+4.2% | Added |
| Parthenon LLC | 140,805 | $12.8M | 1.47% | −500−0.4% | Reduced |
| Graham Capital Management, L.P. | 140,487 | $12.8M | 0.39% | +121,776+650.8% | Added |
| TCG Advisory Services, LLC | 139,227 | $12.7M | 0.44% | +1,887+1.4% | Added |
| NEOS Investment Management LLC | 138,636 | $12.6M | 0.16% | +28,758+26.2% | Added |
| Cornerstone Capital, Inc. | 138,543 | $12.6M | 1.32% | −8,659−5.9% | Reduced |
| Pacer Advisors, Inc. | 138,369 | $12.6M | 0.03% | +51,277+58.9% | Added |
| Wolverine Trading, LLC | 140,063 | $12.6M | 0.32% | +78,998+129.4% | Added |
| Mesirow Financial Investment Management, Inc. | 137,586 | $12.6M | 0.24% | −323−0.2% | Reduced |
| Crestwood Advisors Group LLC | 136,242 | $12.4M | 0.22% | −504,686−78.7% | Reduced |
| Motco | 125,965 | $12.3M | 1.18% | +1,506+1.2% | Added |
| Advisors Capital Management, LLC | 133,579 | $12.2M | 0.17% | −1,208−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 133,461 | $12.2M | 0.10% | +1,985+1.5% | Added |
| McGuire Investment Group, LLC | 133,443 | $12.2M | 1.56% | +640+0.5% | Added |
| Cornerstone Advisors, LLC | 132,800 | $12.1M | 0.42% | +25,000+23.2% | Added |
| Brevan Howard Capital Management LP | 132,509 | $12.1M | 0.13% | +76,806+137.9% | Added |
| Ironwood Investment Counsel, LLC | 131,542 | $12.0M | 1.85% | −1,819−1.4% | Reduced |
| Kinsale Capital Group, Inc. | 131,021 | $12.0M | 2.45% | +10,905+9.1% | Added |
| CX Institutional | 129,566 | $11.8M | 0.41% | −51,347−28.4% | Reduced |
| Toroso Investments, LLC | 129,115 | $11.8M | 0.08% | +13,660+11.8% | Added |
| Boston Common Asset Management, LLC | 128,024 | $11.7M | 0.33% | −3,588−2.7% | Reduced |
| AlTi Global, Inc. | 127,626 | $11.7M | 0.29% | +74,314+139.4% | Added |
| Jamison Private Wealth Management, Inc. | 127,653 | $11.6M | 1.67% | +300+0.2% | Added |
| MAI Capital Management | 127,615 | $11.6M | 0.08% | −973−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 127,313 | $11.6M | 0.24% | +46,309+57.2% | Added |
| Univest Financial Corp | 127,026 | $11.6M | 0.70% | −1,094−0.9% | Reduced |
| Nicholas Company, Inc. | 126,742 | $11.6M | 0.19% | −9,995−7.3% | Reduced |
| Hanson & Doremus Investment Management | 125,238 | $11.4M | 1.53% | −10,725−7.9% | Reduced |
| Bright Rock Capital Management, LLC | 125,000 | $11.4M | 2.31% | +125,000 | New |
| Generali Asset Management SPA SGR | 124,726 | $11.4M | 0.26% | +971+0.8% | Added |
| Westbourne Investment Advisors, Inc. | 124,344 | $11.3M | 3.44% | −1,156−0.9% | Reduced |
| Tower Bridge Advisors | 124,028 | $11.3M | 1.22% | +7,910+6.8% | Added |
| Terry L. Blaker | 123,423 | $11.3M | 0.44% | −2,493−2.0% | Reduced |
| Atlantic Union Bankshares Corp | 121,224 | $11.1M | 0.25% | +121,224 | New |
| Avanza Fonder AB | 120,070 | $11.0M | 0.32% | +19,398+19.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,273 | $10.9M | 0.25% | +62+0.1% | Added |
| Intech Investment Management LLC | 118,914 | $10.8M | 0.10% | −46,494−28.1% | Reduced |
| Advocate Group LLC | 118,355 | $10.8M | 1.93% | −1,575−1.3% | Reduced |
| Rathbone Brothers plc | 118,068 | $10.8M | 0.05% | +87,153+281.9% | Added |
| Mizuho Securities USA LLC | 118,045 | $10.8M | 0.23% | +118,045 | New |
| Whittier Trust Co of Nevada Inc | 117,866 | $10.8M | 0.24% | +3,951+3.5% | Added |
| Candriam Luxembourg S.C.A. | 117,043 | $10.7M | 0.06% | −1,738−1.5% | Reduced |
| Grassi Investment Management | 117,018 | $10.7M | 0.85% | −1,500−1.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 116,913 | $10.7M | 0.10% | −6,092−5.0% | Reduced |
| Baker Avenue Asset Management, LP | 115,877 | $10.6M | 0.30% | −9,005−7.2% | Reduced |
| M&G Plc | 114,848 | $10.5M | 0.06% | −14,538−11.2% | Reduced |
| Westend Capital Management, LLC | 114,484 | $10.4M | 3.22% | +114,484 | New |
| Glenview Trust Co | 114,378 | $10.4M | 0.18% | +7,316+6.8% | Added |
| Vinva Investment Management Ltd | 114,881 | $10.3M | 0.28% | +28,045+32.3% | Added |
| RSM US Wealth Management LLC | 111,256 | $10.2M | 0.14% | +9,734+9.6% | Added |
| Aquatic Capital Management LLC | 110,294 | $10.1M | 0.20% | +110,294 | New |
| Timber Creek Capital Management LLC | 104,181 | $10.0M | 2.56% | −13,509−11.5% | Reduced |
| Omers Administration Corp | 109,191 | $9.96M | 0.08% | +43,300+65.7% | Added |
| Shelton Capital Management | 109,058 | $9.95M | 0.23% | +5,900+5.7% | Added |
| Voleon Capital Management LP | 108,877 | $9.93M | 0.54% | +101,974+1,477.2% | Added |
| BNP Paribas | 108,729 | $9.92M | 0.32% | +5,347+5.2% | Added |
| Great Lakes Advisors, LLC | 108,281 | $9.88M | 0.08% | +1,692+1.6% | Added |
| Patten & Patten Inc | 106,724 | $9.74M | 0.63% | +213+0.2% | Added |
| Kentucky Retirement Systems | 106,199 | $9.69M | 0.28% | −6,958−6.1% | Reduced |
| Horizon Investments, LLC | 106,392 | $9.68M | 0.15% | +76,613+257.3% | Added |
| UniSuper Management Pty Ltd | 105,991 | $9.67M | 0.06% | −6,327−5.6% | Reduced |
| Argent Trust Co | 105,114 | $9.59M | 0.36% | +8,845+9.2% | Added |
| Country Club Bank | 105,752 | $9.52M | 0.60% | −710−0.7% | Reduced |
| Concentric Capital Strategies, LP | 103,852 | $9.48M | 0.53% | +19,787+23.5% | Added |
| Hartford Investment Management Co | 103,115 | $9.41M | 0.30% | −925−0.9% | Reduced |