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 |
|---|---|---|---|---|---|
| University of Texas/Texas Am Investment Managment Co | 44,765 | $4.08M | 0.64% | +42,609+1,976.3% | Added |
| Oak Harvest Investment Services | 44,666 | $4.08M | 0.51% | +2,714+6.5% | Added |
| Sciencast Management LP | 44,649 | $4.07M | 0.84% | +44,649 | New |
| Paradigm Financial Partners, LLC | 44,105 | $4.02M | 0.44% | +9,418+27.2% | Added |
| Linscomb & Williams, Inc. | 43,776 | $3.99M | 0.18% | +3,562+8.9% | Added |
| 180 Wealth Advisors, LLC | 43,728 | $3.99M | 0.56% | +858+2.0% | Added |
| Buttonwood Financial Advisors Inc. | 43,479 | $3.97M | 1.59% | −388−0.9% | Reduced |
| AE Wealth Management LLC | 43,223 | $3.94M | 0.03% | +1,894+4.6% | Added |
| Victrix Investment Advisors | 42,936 | $3.92M | 1.73% | −312−0.7% | Reduced |
| Lantern Wealth Advisors, LLC | 60,189 | $3.91M | 2.34% | +60,189 | New |
| HB Wealth Management, LLC | 42,841 | $3.91M | 0.03% | −10,105−19.1% | Reduced |
| Miracle Mile Advisors, LLC | 42,781 | $3.90M | 0.07% | +881+2.1% | Added |
| Courier Capital LLC | 42,746 | $3.90M | 0.24% | −841−1.9% | Reduced |
| Ci Investments Inc. | 42,719 | $3.90M | 0.01% | +1,067+2.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 42,480 | $3.88M | 0.41% | +42,480 | New |
| Allworth Financial LP | 42,391 | $3.87M | 0.02% | +9,260+27.9% | Added |
| Mach-1 Financial Group, Inc. | 42,367 | $3.87M | 1.13% | −2,335−5.2% | Reduced |
| Mengis Capital Management, Inc. | 42,255 | $3.86M | 0.82% | −11,587−21.5% | Reduced |
| Fiduciary Group LLC | 42,068 | $3.84M | 0.36% | −770−1.8% | Reduced |
| Pine Haven Investment Counsel, Inc | 41,793 | $3.81M | 3.00% | +110+0.3% | Added |
| Red Spruce Capital, LLC | 41,717 | $3.81M | 1.65% | −463−1.1% | Reduced |
| XTX Topco Ltd | 41,488 | $3.79M | 0.16% | +41,488 | New |
| Goelzer Investment Management, Inc. | 41,021 | $3.74M | 0.21% | −915−2.2% | Reduced |
| Quadrant Capital Group LLC | 40,971 | $3.74M | 0.13% | +7,804+23.5% | Added |
| Sculati Wealth Management, LLC | 40,639 | $3.71M | 1.39% | −421−1.0% | Reduced |
| Jones Financial Companies LLLP | 41,173 | $3.71M | 0.00% | +15,589+60.9% | Added |
| Clough Capital Partners L P | 40,600 | $3.70M | 0.37% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 40,477 | $3.69M | 0.06% | +40,477 | New |
| D L Carlson Investment Group Inc | 40,370 | $3.68M | 0.67% | +4,306+11.9% | Added |
| Marvin & Palmer Associates Inc | 40,111 | $3.66M | 3.14% | −615−1.5% | Reduced |
| Caption Management, LLC | 40,000 | $3.65M | 0.33% | +40,000 | New |
| Eagle Bluffs Wealth Management LLC | 39,976 | $3.65M | 1.74% | −101−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 39,855 | $3.64M | 0.03% | +113+0.3% | Added |
| Park Avenue Securities LLC | 39,516 | $3.60M | 0.03% | +39,516 | New |
| Coppell Advisory Solutions LLC | 40,058 | $3.60M | 0.43% | +28,670+251.8% | Added |
| Maia Wealth LLC | 39,431 | $3.60M | 0.69% | −4,619−10.5% | Reduced |
| EP Wealth Advisors, LLC | 39,425 | $3.60M | 0.02% | +1,101+2.9% | Added |
| Gotham Asset Management, LLC | 39,143 | $3.57M | 0.02% | +7,983+25.6% | Added |
| Stonebridge Capital Advisors LLC | 39,107 | $3.57M | 0.27% | −2,295−5.5% | Reduced |
| SGL Investment Advisors, Inc. | 38,716 | $3.56M | 1.69% | −489−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 38,726 | $3.53M | 0.09% | +121+0.3% | Added |
| Parallel Advisors, LLC | 38,710 | $3.53M | 0.07% | −562−1.4% | Reduced |
| Johnson Investment Counsel Inc | 38,675 | $3.53M | 0.03% | +4,659+13.7% | Added |
| Fearless Solutions, LLC dba Best Invest | 38,662 | $3.53M | 2.47% | −151−0.4% | Reduced |
| Nelson Capital Management, LLC | 38,632 | $3.52M | 0.47% | +260+0.7% | Added |
| Stratos Wealth Partners, LTD. | 38,616 | $3.52M | 0.05% | +523+1.4% | Added |
| Apollon Wealth Management, LLC | 38,504 | $3.51M | 0.07% | +785+2.1% | Added |
| Gsa Capital Partners LLP | 38,080 | $3.47M | 0.24% | +38,080 | New |
| Huntington National Bank | 38,055 | $3.47M | 0.02% | −541−1.4% | Reduced |
| MUFG Securities Americas Inc. | 37,853 | $3.45M | 0.30% | +7,688+25.5% | Added |
| Inkwell Capital LLC | 37,746 | $3.44M | 3.69% | −324−0.9% | Reduced |
| Central Bank & Trust Co | 37,291 | $3.40M | 0.56% | −1,740−4.5% | Reduced |
| Sepio Capital, LP | 37,151 | $3.39M | 0.24% | −396−1.1% | Reduced |
| TD Private Client Wealth LLC | 37,050 | $3.38M | 0.08% | +17,242+87.0% | Added |
| Stableford Capital II LLC | 34,825 | $3.38M | 1.27% | −538−1.5% | Reduced |
| Independent Advisor Alliance | 36,889 | $3.37M | 0.10% | −2,214−5.7% | Reduced |
| Ostrum Asset Management | 36,423 | $3.32M | 0.16% | +6,109+20.2% | Added |
| Resolute Capital Asset Partners LLC | 36,401 | $3.32M | 1.74% | +6,401+21.3% | Added |
| Bridgefront Capital, LLC | 36,332 | $3.31M | 0.88% | +26,802+281.2% | Added |
| HF Advisory Group, LLC | 36,203 | $3.30M | 1.31% | −1,770−4.7% | Reduced |
| Cascade Investment Advisors, Inc. | 35,950 | $3.28M | 2.11% | −1,435−3.8% | Reduced |
| Annandale Capital, LLC | 35,848 | $3.27M | 0.60% | −13,900−27.9% | Reduced |
| Everence Capital Management Inc | 35,800 | $3.27M | 0.21% | −560−1.5% | Reduced |
| GM Advisory Group, Inc. | 35,776 | $3.26M | 0.16% | +3,228+9.9% | Added |
| Summit Financial, LLC | 35,577 | $3.25M | 0.07% | +979+2.8% | Added |
| Webster Bank, N. A. | 35,462 | $3.24M | 0.33% | −406−1.1% | Reduced |
| Correct Capital Wealth Management | 35,352 | $3.23M | 0.63% | +1,904+5.7% | Added |
| Resonant Capital Advisors, LLC | 35,219 | $3.21M | 0.21% | +2,741+8.4% | Added |
| FWL Investment Management, LLC | 35,124 | $3.20M | 0.98% | −19,610−35.8% | Reduced |
| Quantitative Investment Management, LLC | 35,007 | $3.19M | 0.43% | +21,181+153.2% | Added |
| Roundview Capital LLC | 34,983 | $3.19M | 0.21% | −63,321−64.4% | Reduced |
| Moneta Group Investment Advisors LLC | 34,943 | $3.19M | 0.04% | −18,602−34.7% | Reduced |
| K.J. Harrison & Partners Inc | 34,943 | $3.19M | 0.53% | −20,000−36.4% | Reduced |
| Vestcor Inc | 34,911 | $3.19M | 0.10% | +1,751+5.3% | Added |
| West Oak Capital, LLC | 34,717 | $3.17M | 1.25% | +1,255+3.8% | Added |
| Illinois Municipal Retirement Fund | 34,713 | $3.17M | 0.04% | +8,895+34.5% | Added |
| Choate Investment Advisors | 34,475 | $3.15M | 0.07% | −1,551−4.3% | Reduced |
| Gill Capital Partners, LLC | 34,280 | $3.13M | 1.01% | −4,514−11.6% | Reduced |
| Plato Investment Management Ltd | 34,275 | $3.12M | 0.23% | +3,431+11.1% | Added |
| Fieldview Capital Management, LLC | 34,144 | $3.12M | 0.47% | +34,144 | New |
| Q3 Asset Management | 34,070 | $3.11M | 1.10% | +34,070 | New |
| Compass Wealth Management LLC | 34,003 | $3.10M | 0.74% | −264−0.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 34,002 | $3.10M | 1.11% | +4,061+13.6% | Added |
| NJ State Employees Deferred Compensation Plan | 33,800 | $3.08M | 0.36% | 00.0% | Unchanged |
| Main Street Research LLC | 33,617 | $3.07M | 0.19% | −1,799−5.1% | Reduced |
| Harfst & Associates, Inc. | 33,617 | $3.07M | 0.63% | −10,023−23.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 33,526 | $3.06M | 0.24% | −1,717−4.9% | Reduced |
| IFG Advisory, LLC | 33,515 | $3.06M | 0.15% | +301+0.9% | Added |
| Chemistry Wealth Management LLC | 33,416 | $3.05M | 0.65% | −206−0.6% | Reduced |
| Vaughan David Investments LLC | 33,084 | $3.02M | 0.07% | −3,905−10.6% | Reduced |
| GPM Growth Investors, Inc. | 33,069 | $3.02M | 1.20% | −811−2.4% | Reduced |
| Cary Street Partners Financial LLC | 32,700 | $2.98M | 0.08% | +6,398+24.3% | Added |
| 111 Capital | 32,619 | $2.98M | 0.51% | +32,619 | New |
| HighPoint Advisor Group LLC | 32,564 | $2.97M | 0.16% | −437−1.3% | Reduced |
| Groupama Asset Managment | 32,954 | $2.97M | 0.05% | −3,195−8.8% | Reduced |
| Kozak & Associates, Inc. | 32,107 | $2.96M | 0.60% | −776−2.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 32,421 | $2.96M | 0.65% | −32−0.1% | Reduced |
| Scott & Selber, Inc. | 32,410 | $2.96M | 0.82% | +292+0.9% | Added |
| GAMMA Investing LLC | 32,253 | $2.94M | 0.19% | +5,131+18.9% | Added |
| Beacon Financial Group | 32,240 | $2.94M | 0.31% | −55−0.2% | Reduced |