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 |
|---|---|---|---|---|---|
| CWM, LLC | 103,054 | $9.40M | 0.03% | −178,491−63.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 102,503 | $9.35M | 1.76% | +8,560+9.1% | Added |
| Ascent Group, LLC | 102,401 | $9.34M | 0.36% | +7,499+7.9% | Added |
| Hyperion Capital Advisors LP | 101,936 | $9.30M | 5.83% | −16,318−13.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 101,775 | $9.29M | 0.03% | −39,225−27.8% | Reduced |
| Citizens Financial Group Inc | 101,682 | $9.28M | 0.15% | −51−0.1% | Reduced |
| Baxter Bros Inc | 101,004 | $9.22M | 1.13% | +18,510+22.4% | Added |
| Private Advisor Group, LLC | 100,818 | $9.20M | 0.05% | −877−0.9% | Reduced |
| National Philanthropic Trust | 100,422 | $9.16M | 0.12% | −857−0.8% | Reduced |
| Thompson Investment Management, Inc. | 100,049 | $9.13M | 1.29% | −23,953−19.3% | Reduced |
| Tribune Investment Group LP | 100,000 | $9.12M | 4.49% | +100,000 | New |
| Evergreen Capital Management LLC | 99,702 | $9.10M | 0.27% | −12,836−11.4% | Reduced |
| GWM Advisors LLC | 99,561 | $9.08M | 0.05% | −776−0.8% | Reduced |
| Private Wealth Partners, LLC | 99,339 | $9.06M | 0.71% | −5,749−5.5% | Reduced |
| Geneos Wealth Management Inc. | 98,584 | $8.99M | 0.22% | +4,501+4.8% | Added |
| Baldwin Brothers Inc | 98,509 | $8.99M | 0.61% | −3,359−3.3% | Reduced |
| Allen Capital Group, LLC | 98,268 | $8.97M | 0.93% | +7,754+8.6% | Added |
| Americana Partners, LLC | 97,978 | $8.94M | 0.31% | −7,162−6.8% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 91,335 | $8.92M | 2.40% | −3,844−4.0% | Reduced |
| Prudential PLC | 97,710 | $8.92M | 0.05% | +34,700+55.1% | Added |
| Tocqueville Asset Management L.P. | 97,696 | $8.91M | 0.14% | −72,898−42.7% | Reduced |
| Erste Asset Management GmbH | 98,862 | $8.90M | 0.07% | +98,862 | New |
| Group One Trading, L.P. | 97,045 | $8.85M | 0.29% | −116,331−54.5% | Reduced |
| AMG National Trust Bank | 96,983 | $8.85M | 0.23% | +1,182+1.2% | Added |
| Cramer Rosenthal McGlynn LLC | 96,862 | $8.84M | 0.61% | +56,568+140.4% | Added |
| Lafayette Investments, Inc. | 96,849 | $8.84M | 1.79% | −651−0.7% | Reduced |
| Westpac Banking Corp | 96,443 | $8.80M | 0.59% | −14,556−13.1% | Reduced |
| Redmond Asset Management, LLC | 95,651 | $8.73M | 2.08% | −2,356−2.4% | Reduced |
| Caisse des Depots Et Consignations | 95,120 | $8.68M | 0.36% | +18,073+23.5% | Added |
| Pragma Gestao de Patrimonio Ltd | 94,800 | $8.65M | 3.78% | −16,900−15.1% | Reduced |
| Norinchukin Bank, The | 94,333 | $8.61M | 0.13% | +8,677+10.1% | Added |
| Motley Fool Asset Management LLC | 94,232 | $8.60M | 0.40% | +9,872+11.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 93,979 | $8.57M | 0.08% | +12,812+15.8% | Added |
| WCG Wealth Advisors LLC | 93,935 | $8.57M | 0.55% | +13,467+16.7% | Added |
| Jump Financial, LLC | 93,828 | $8.56M | 0.10% | +93,828 | New |
| KCM Investment Advisors LLC | 93,776 | $8.56M | 0.29% | −1,285−1.4% | Reduced |
| 1248 Management, LLC | 93,729 | $8.55M | 3.16% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 93,336 | $8.52M | 0.22% | −7,682−7.6% | Reduced |
| Natixis | 92,703 | $8.46M | 0.04% | −193,429−67.6% | Reduced |
| Aviance Capital Partners, LLC | 92,314 | $8.42M | 1.10% | −461−0.5% | Reduced |
| Capital Investment Counsel, Inc | 91,013 | $8.30M | 1.10% | +56+0.1% | Added |
| Warren Averett Asset Management, LLC | 90,879 | $8.29M | 0.09% | +9,997+12.4% | Added |
| Allianz SE | 90,875 | $8.29M | 0.20% | +82,094+934.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 90,842 | $8.29M | 0.41% | −23,919−20.8% | Reduced |
| GAM Holding AG | 90,152 | $8.23M | 0.58% | −102,057−53.1% | Reduced |
| Louisiana State Employees Retirement System | 90,100 | $8.22M | 0.15% | −1,500−1.6% | Reduced |
| Qsemble Capital Management, LP | 89,586 | $8.17M | 0.78% | +89,586 | New |
| Lighthouse Investment Partners, LLC | 89,577 | $8.17M | 0.36% | −49,865−35.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $8.17M | 0.12% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 89,367 | $8.15M | 0.20% | +89,367 | New |
| Sendero Wealth Management, LLC | 89,320 | $8.15M | 1.02% | −29,465−24.8% | Reduced |
| Securian Asset Management, Inc | 89,296 | $8.15M | 0.23% | −963−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 88,205 | $8.05M | 0.28% | −10,676−10.8% | Reduced |
| Wealthspire Advisors, LLC | 87,936 | $8.02M | 0.05% | −766−0.9% | Reduced |
| Oppenheimer & Co Inc | 86,899 | $7.93M | 0.10% | −2,872−3.2% | Reduced |
| American Assets Investment Management, LLC | 86,674 | $7.91M | 0.64% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 86,363 | $7.88M | 0.17% | +67,904+367.9% | Added |
| Trajan Wealth LLC | 86,315 | $7.88M | 0.39% | +13,761+19.0% | Added |
| NewEdge Wealth, LLC | 80,667 | $7.74M | 0.12% | +3,786+4.9% | Added |
| Radnor Capital Management, LLC | 84,650 | $7.72M | 1.23% | −3,829−4.3% | Reduced |
| Mezzasalma Advisors, LLC | 84,615 | $7.72M | 2.32% | +98+0.1% | Added |
| Maryland State Retirement & Pension System | 82,951 | $7.57M | 0.17% | +5,473+7.1% | Added |
| Vestor Capital, LLC | 68,292 | $7.52M | 0.73% | +66,754+4,340.3% | Added |
| Central Pacific Bank - Trust Division | 81,917 | $7.47M | 0.95% | +10,915+15.4% | Added |
| Abn Amro Investment Solutions | 81,290 | $7.42M | 0.15% | +2,510+3.2% | Added |
| iA Global Asset Management Inc. | 80,568 | $7.35M | 0.11% | +22,883+39.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 80,433 | $7.34M | 0.21% | −36,924−31.5% | Reduced |
| Pring Turner Capital Group Inc | 80,341 | $7.33M | 4.74% | −651−0.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 79,737 | $7.28M | 0.81% | −16,987−17.6% | Reduced |
| New Mexico Educational Retirement Board | 79,687 | $7.27M | 0.24% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 78,666 | $7.18M | 1.72% | −480,634−85.9% | Reduced |
| Avantax Advisory Services, Inc. | 78,658 | $7.18M | 0.04% | +8,197+11.6% | Added |
| Equitable Holdings, Inc. | 77,569 | $7.08M | 0.06% | −94,147−54.8% | Reduced |
| Cloverfields Capital Group, LP | 77,462 | $7.07M | 2.10% | −840−1.1% | Reduced |
| Marco Investment Management LLC | 77,389 | $7.06M | 0.59% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 75,048 | $6.85M | 0.02% | +53,227+243.9% | Added |
| Fagan Associates, Inc. | 74,838 | $6.83M | 1.06% | +2,415+3.3% | Added |
| Colonial Trust Advisors | 74,755 | $6.82M | 0.56% | +216+0.3% | Added |
| Quantbot Technologies LP | 74,713 | $6.82M | 0.17% | +71,677+2,360.9% | Added |
| Vestmark Advisory Solutions, Inc. | 74,272 | $6.78M | 0.10% | −23,809−24.3% | Reduced |
| Marshall & Sullivan Inc | 74,042 | $6.76M | 3.25% | −944−1.3% | Reduced |
| Bryn Mawr Trust Co | 73,833 | $6.74M | 0.12% | −3,595−4.6% | Reduced |
| Salvus Wealth Management, LLC | 73,307 | $6.69M | 3.90% | −1,491−2.0% | Reduced |
| Scotia Capital Inc. | 73,288 | $6.69M | 0.03% | −6,806−8.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 73,222 | $6.68M | 0.42% | +73,222 | New |
| Dark Forest Capital Management LP | 73,208 | $6.68M | 0.27% | +73,208 | New |
| Birch Capital Management, LLC | 73,153 | $6.67M | 3.42% | +416+0.6% | Added |
| LaFleur & Godfrey LLC | 72,780 | $6.64M | 0.83% | −3,230−4.2% | Reduced |
| Empowered Funds, LLC | 72,348 | $6.60M | 0.07% | +10,308+16.6% | Added |
| Alberta Investment Management Corp | 72,200 | $6.59M | 0.05% | −118,879−62.2% | Reduced |
| Commerce Bank | 71,237 | $6.50M | 0.04% | −5,104−6.7% | Reduced |
| Kavar Capital Partners Group, LLC | 71,167 | $6.49M | 0.93% | −296−0.4% | Reduced |
| Naples Global Advisors, LLC | 70,688 | $6.45M | 0.55% | −954−1.3% | Reduced |
| Achmea Investment Management B.V. | 69,625 | $6.35M | 0.08% | +6,230+9.8% | Added |
| Gilman Hill Asset Management, LLC | 69,519 | $6.34M | 1.04% | +366+0.5% | Added |
| Citizens Business Bank | 69,115 | $6.31M | 1.23% | +2,160+3.2% | Added |
| Prentiss Smith & Co Inc | 68,976 | $6.29M | 3.74% | −1,007−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 68,546 | $6.25M | 0.17% | +12,864+23.1% | Added |
| DRW Securities, LLC | 68,478 | $6.25M | 0.44% | +33,216+94.2% | Added |
| GHP Investment Advisors, Inc. | 68,390 | $6.24M | 0.28% | +671+1.0% | Added |