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 |
|---|---|---|---|---|---|
| Twin Lakes Capital Management, LLC | 67,679 | $6.18M | 3.76% | −82−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 67,428 | $6.15M | 0.67% | +5,341+8.6% | Added |
| Thompson Siegel & Walmsley LLC | 67,179 | $6.13M | 0.10% | −3,753−5.3% | Reduced |
| Bayesian Capital Management, LP | 67,000 | $6.11M | 0.97% | +67,000 | New |
| Legal Advantage Investments, Inc. | 66,660 | $6.08M | 2.84% | −1,240−1.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 66,078 | $6.03M | 2.26% | +896+1.4% | Added |
| LGT Group Foundation | 65,816 | $6.01M | 0.08% | +1,613+2.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 64,291 | $5.87M | 0.30% | +525+0.8% | Added |
| Siemens Fonds Invest GmbH | 62,379 | $5.69M | 0.33% | +2,185+3.6% | Added |
| Lincoln Capital Corp | 62,343 | $5.69M | 2.18% | +414+0.7% | Added |
| Semmax Financial Advisors Inc. | 58,410 | $5.69M | 1.46% | −2,888−4.7% | Reduced |
| Synovus Financial Corp | 62,240 | $5.68M | 0.07% | −143−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 61,889 | $5.65M | 1.01% | +1,552+2.6% | Added |
| Lincoln Capital LLC | 61,560 | $5.62M | 1.08% | −92−0.1% | Reduced |
| Permanens Capital L.P. | 61,341 | $5.60M | 0.76% | +6,813+12.5% | Added |
| Hamilton Capital Partners Inc. | 60,935 | $5.56M | 0.28% | +6,054+11.0% | Added |
| Aigen Investment Management, LP | 60,864 | $5.55M | 0.76% | +29,470+93.9% | Added |
| Stony Point Wealth Management Inc. | 60,571 | $5.53M | 2.35% | −10,038−14.2% | Reduced |
| William Allan, LLC | 60,065 | $5.48M | 3.19% | +5,910+10.9% | Added |
| Condor Capital Management | 59,784 | $5.45M | 0.47% | −1,502−2.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 59,035 | $5.39M | 0.22% | +1,052+1.8% | Added |
| DLK Investment Management, LLC | 58,919 | $5.38M | 2.03% | −202−0.3% | Reduced |
| Voya Financial Advisors, Inc. | 59,243 | $5.33M | 0.54% | +2,204+3.9% | Added |
| Wetherby Asset Management Inc | 57,903 | $5.28M | 0.24% | +57,903 | New |
| Arkadios Wealth Advisors | 57,782 | $5.27M | 0.16% | +738+1.3% | Added |
| Perkins Coie Trust Co | 57,449 | $5.24M | 0.89% | −9,097−13.7% | Reduced |
| Spire Wealth Management | 58,346 | $5.19M | 0.19% | −79,243−57.6% | Reduced |
| Algert Global LLC | 56,655 | $5.17M | 0.11% | +4,051+7.7% | Added |
| Harrington Investments, INC | 56,553 | $5.16M | 2.73% | −510−0.9% | Reduced |
| Gabelli Funds LLC | 56,483 | $5.15M | 0.04% | −2,279−3.9% | Reduced |
| Bailard, Inc. | 56,287 | $5.14M | 0.12% | +8,468+17.7% | Added |
| Svenska Handelsbanken AB (publ) | 56,230 | $5.13M | 4.84% | +43,955+358.1% | Added |
| Tokio Marine Asset Management Co Ltd | 55,536 | $5.07M | 0.19% | +3,446+6.6% | Added |
| Dorsey & Whitney Trust CO LLC | 55,477 | $5.06M | 0.27% | −34,724−38.5% | Reduced |
| Gs Investments, Inc. | 55,455 | $5.06M | 2.24% | −643−1.1% | Reduced |
| Pittenger & Anderson Inc | 55,377 | $5.05M | 0.18% | +1,255+2.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 55,374 | $5.05M | 0.26% | −179−0.3% | Reduced |
| Intrinsic Value Partners, LLC | 55,283 | $5.04M | 4.49% | +1,045+1.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 55,080 | $5.03M | 0.63% | −26,000−32.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 54,979 | $5.02M | 0.58% | +6,776+14.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 54,850 | $5.00M | 2.17% | −11,528−17.4% | Reduced |
| Merit Financial Group, LLC | 54,670 | $4.99M | 0.06% | +9,784+21.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 54,486 | $4.97M | 0.08% | +286+0.5% | Added |
| Montag A & Associates Inc | 54,341 | $4.96M | 0.24% | −1,558−2.8% | Reduced |
| Point72 (DIFC) Ltd | 54,278 | $4.95M | 0.39% | +31,858+142.1% | Added |
| Hemenway Trust Co LLC | 54,265 | $4.95M | 0.38% | +50,180+1,228.4% | Added |
| Brookstone Capital Management | 54,113 | $4.94M | 0.06% | +52+0.1% | Added |
| Machina Capital S.A.S. | 53,310 | $4.86M | 1.01% | +30,311+131.8% | Added |
| Capital Analysts, LLC | 53,278 | $4.86M | 0.16% | +396+0.7% | Added |
| Greenleaf Trust | 53,243 | $4.86M | 0.04% | −4,414−7.7% | Reduced |
| First American Bank | 53,139 | $4.85M | 0.33% | +297+0.6% | Added |
| Partners Capital Investment Group, LLP | 53,093 | $4.84M | 0.19% | +53,093 | New |
| Prospera Financial Services Inc | 53,037 | $4.84M | 0.09% | −170.0% | Reduced |
| Delta Capital Management LLC | 52,850 | $4.82M | 2.70% | 00.0% | Unchanged |
| FORA Capital, LLC | 52,261 | $4.77M | 0.53% | +52,261 | New |
| Colonial Trust Co | 52,234 | $4.77M | 0.69% | +477+0.9% | Added |
| Conning Inc. | 51,826 | $4.73M | 0.16% | −3,821−6.9% | Reduced |
| Investment Management Corp of Ontario | 51,469 | $4.70M | 0.07% | −6,500−11.2% | Reduced |
| Bain Capital Public Equity, LP | 51,331 | $4.68M | 3.10% | −10,190−16.6% | Reduced |
| American Trust Investment Advisors, LLC | 51,317 | $4.68M | 2.36% | −18,055−26.0% | Reduced |
| Hixon Zuercher, LLC | 50,707 | $4.63M | 1.49% | −170.0% | Reduced |
| Empirical Finance, LLC | 50,668 | $4.62M | 0.24% | +456+0.9% | Added |
| RNC Capital Management LLC | 50,667 | $4.62M | 0.22% | +10,772+27.0% | Added |
| Greenwich Wealth Management LLC | 50,492 | $4.61M | 0.22% | +50,492 | New |
| Dakota Wealth Management | 50,363 | $4.60M | 0.10% | +6,769+15.5% | Added |
| Keybank National Association | 50,131 | $4.57M | 0.02% | +523+1.1% | Added |
| Daymark Wealth Partners, LLC | 50,017 | $4.56M | 0.17% | +313+0.6% | Added |
| Maltese Capital Management LLC | 50,000 | $4.56M | 0.64% | +35,000+233.3% | Added |
| Congress Wealth Management LLC | 49,823 | $4.55M | 0.04% | +29,466+144.7% | Added |
| Bokf, NA | 49,752 | $4.54M | 0.07% | +22,912+85.4% | Added |
| Integrated Advisors Network LLC | 49,703 | $4.53M | 0.20% | −6,654−11.8% | Reduced |
| Boothbay Fund Management, LLC | 49,648 | $4.53M | 0.14% | +49,648 | New |
| Tandem Capital Management Corp | 49,369 | $4.50M | 2.28% | −182−0.4% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 49,072 | $4.48M | 2.99% | −9,536−16.3% | Reduced |
| First National Trust Co | 48,967 | $4.47M | 0.17% | +3,496+7.7% | Added |
| Southeast Asset Advisors Inc. | 48,857 | $4.46M | 0.53% | +203+0.4% | Added |
| Ibex Wealth Advisors | 48,780 | $4.45M | 0.47% | +48,780 | New |
| SOL Capital Management CO | 48,656 | $4.44M | 0.43% | −370−0.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 48,218 | $4.40M | 1.04% | −50−0.1% | Reduced |
| Conscious Wealth Investments, LLC | 44,697 | $4.38M | 2.80% | +46+0.1% | Added |
| Twin Capital Management Inc | 47,869 | $4.37M | 0.46% | −158−0.3% | Reduced |
| Alerus Financial NA | 47,712 | $4.35M | 0.31% | +23,504+97.1% | Added |
| JB Capital LLC | 47,689 | $4.35M | 0.21% | −720−1.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 47,453 | $4.33M | 5.19% | +662+1.4% | Added |
| Fiduciary Financial Group, LLC | 47,253 | $4.31M | 0.78% | −2,903−5.8% | Reduced |
| Modus Advisors, LLC | 47,206 | $4.31M | 1.28% | +393+0.8% | Added |
| Greenup Street Wealth Management LLC | 47,177 | $4.30M | 0.75% | +150+0.3% | Added |
| SAM Advisors, LLC | 47,141 | $4.30M | 1.49% | +81+0.2% | Added |
| Malaga Cove Capital, LLC | 47,098 | $4.30M | 1.69% | −784−1.6% | Reduced |
| We Are One Seven, LLC | 46,920 | $4.28M | 0.14% | −4,239−8.3% | Reduced |
| Andra AP-fonden | 46,803 | $4.27M | 0.06% | +46,803 | New |
| Community Financial Services Group, LLC | 46,626 | $4.25M | 0.85% | −3,797−7.5% | Reduced |
| TCW Group Inc | 46,241 | $4.22M | 0.03% | +2,218+5.0% | Added |
| LS Investment Advisors, LLC | 45,787 | $4.18M | 0.61% | +692+1.5% | Added |
| Resources Investment Advisors, LLC. | 45,497 | $4.15M | 0.05% | −1,619−3.4% | Reduced |
| Chatham Capital Group, Inc. | 45,242 | $4.13M | 0.63% | +1,105+2.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 45,072 | $4.11M | 0.28% | −3,125−6.5% | Reduced |
| East Coast Asset Management, LLC. | 44,916 | $4.10M | 1.36% | +27+0.1% | Added |
| Means Investment Co., Inc. | 44,874 | $4.09M | 0.39% | −2,084−4.4% | Reduced |
| American Trust | 44,808 | $4.09M | 0.39% | +2,006+4.7% | Added |