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 |
|---|---|---|---|---|---|
| Power Wealth Management LLC | 32,224 | $2.94M | 1.13% | −1,450−4.3% | Reduced |
| Finer Wealth Management, Inc. | 31,939 | $2.91M | 1.56% | +1,206+3.9% | Added |
| Kinneret Advisory, LLC | 31,844 | $2.91M | 0.26% | −49−0.2% | Reduced |
| Nomura Holdings Inc | 31,823 | $2.90M | 0.02% | −84,341−72.6% | Reduced |
| Strata Wealth Advisors, LLC | 31,817 | $2.90M | 0.80% | +53+0.2% | Added |
| V-Square Quantitative Management LLC | 31,807 | $2.90M | 0.39% | +2,659+9.1% | Added |
| Crux Wealth Advisors | 31,422 | $2.87M | 1.22% | +7,807+33.1% | Added |
| Anchor Investment Management, LLC | 31,336 | $2.86M | 0.25% | +1,849+6.3% | Added |
| Brighton Jones LLC | 31,181 | $2.84M | 0.08% | +6,325+25.4% | Added |
| Mraz, Amerine & Associates, Inc. | 31,122 | $2.84M | 0.46% | −50−0.2% | Reduced |
| CWA Asset Management Group, LLC | 31,105 | $2.84M | 0.12% | +1,689+5.7% | Added |
| Carmel Capital Partners, LLC | 31,094 | $2.84M | 0.99% | +1,953+6.7% | Added |
| Twin City Private Wealth, LLC | 31,033 | $2.83M | 2.31% | +1,665+5.7% | Added |
| Coastline Trust Co | 30,989 | $2.83M | 0.32% | −46−0.1% | Reduced |
| Chaney Capital Management, Inc. | 30,859 | $2.82M | 1.10% | +29+0.1% | Added |
| Bard Financial Services, Inc. | 30,775 | $2.81M | 0.34% | −500−1.6% | Reduced |
| Global Retirement Partners, LLC | 30,701 | $2.80M | 0.07% | +30,701 | New |
| O'Neil Global Advisors, Inc. | 30,664 | $2.80M | 0.64% | +30,664 | New |
| Capital Investment Advisory Services, LLC | 30,609 | $2.79M | 0.23% | −143−0.5% | Reduced |
| Donoghue Forlines LLC | 30,572 | $2.79M | 0.80% | +30,572 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 30,556 | $2.79M | 0.08% | +10,413+51.7% | Added |
| Alpha Cubed Investments, LLC | 30,536 | $2.79M | 0.11% | −710−2.3% | Reduced |
| Iowa State Bank | 30,415 | $2.78M | 0.55% | +150+0.5% | Added |
| Mount Vernon Associates Inc | 30,300 | $2.77M | 2.00% | +200+0.7% | Added |
| Hager Investment Management Services, LLC | 30,015 | $2.74M | 1.63% | +1,362+4.8% | Added |
| Capital Advisors Inc | 29,862 | $2.72M | 0.05% | +60.0% | Added |
| Boston Private Wealth LLC | 29,837 | $2.72M | 0.15% | +29,837 | New |
| QRG Capital Management, Inc. | 29,654 | $2.71M | 0.02% | +2,580+9.5% | Added |
| Canandaigua National Bank & Trust Co | 29,484 | $2.69M | 0.25% | −4,226−12.5% | Reduced |
| Hudson Canyon Capital Management | 29,418 | $2.68M | 1.67% | −632−2.1% | Reduced |
| Secure Asset Management, LLC | 29,415 | $2.68M | 0.50% | −552−1.8% | Reduced |
| Great Valley Advisor Group, Inc. | 29,136 | $2.66M | 0.06% | −16−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 29,120 | $2.66M | 0.06% | +29,120 | New |
| Napa Wealth Management | 29,098 | $2.65M | 1.27% | +29,098 | New |
| Signaturefd, LLC | 28,974 | $2.64M | 0.05% | +1,177+4.2% | Added |
| Coldstream Capital Management Inc | 28,883 | $2.64M | 0.04% | +5,394+23.0% | Added |
| Argus Investors' Counsel, Inc. | 28,819 | $2.63M | 1.87% | −530−1.8% | Reduced |
| Vontobel Holding Ltd. | 28,789 | $2.63M | 0.01% | −1,558−5.1% | Reduced |
| Cetera Trust Company, N.A | 28,605 | $2.61M | 1.56% | −75−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 28,264 | $2.58M | 0.03% | +966+3.5% | Added |
| SageView Advisory Group, LLC | 26,311 | $2.58M | 0.10% | +3,957+17.7% | Added |
| Ashton Thomas Private Wealth, LLC | 28,195 | $2.57M | 0.09% | −2,810−9.1% | Reduced |
| Xcel Wealth Management, LLC | 28,171 | $2.57M | 0.73% | −24−0.1% | Reduced |
| Martin Capital Advisors, LLP | 28,010 | $2.56M | 1.66% | +600+2.2% | Added |
| Bleakley Financial Group, LLC | 27,922 | $2.55M | 0.06% | +1,496+5.7% | Added |
| Wynn Capital, LLC | 27,867 | $2.54M | 1.36% | +124+0.4% | Added |
| Garrison Bradford & Associates Inc | 27,850 | $2.54M | 2.81% | +3,577+14.7% | Added |
| Shell Asset Management Co | 27,855 | $2.54M | 0.09% | +10,457+60.1% | Added |
| Chicago Partners Investment Group LLC | 26,589 | $2.53M | 0.07% | +2,366+9.8% | Added |
| Rossmore Private Capital | 27,700 | $2.53M | 0.30% | +25+0.1% | Added |
| HBK Sorce Advisory LLC | 27,635 | $2.52M | 0.07% | +446+1.6% | Added |
| Meeder Advisory Services, Inc. | 27,281 | $2.49M | 0.13% | +4,044+17.4% | Added |
| Guggenheim Capital LLC | 26,997 | $2.46M | 0.02% | +1,258+4.9% | Added |
| Stenger Family Office, LLC | 24,759 | $2.44M | 0.64% | +24,759 | New |
| Dynamic Technology Lab Private Ltd | 26,610 | $2.43M | 0.33% | +26,610 | New |
| EPG Wealth Management LLC | 26,187 | $2.39M | 0.72% | +409+1.6% | Added |
| Centaurus Financial, Inc. | 26,161 | $2.39M | 0.14% | −692−2.6% | Reduced |
| Savvy Advisors, Inc. | 26,068 | $2.38M | 0.16% | +5,293+25.5% | Added |
| Cape Investment Advisory, Inc. | 26,043 | $2.38M | 0.87% | +1,165+4.7% | Added |
| Fifth Third Wealth Advisors LLC | 26,024 | $2.37M | 0.10% | +132+0.5% | Added |
| J.W. Cole Advisors, Inc. | 26,018 | $2.37M | 0.05% | +17,470+204.4% | Added |
| Salem Investment Counselors Inc | 25,881 | $2.36M | 0.07% | +50.0% | Added |
| Columbia Asset Management | 25,677 | $2.34M | 0.46% | −281−1.1% | Reduced |
| Ancora Advisors, LLC | 25,663 | $2.34M | 0.05% | −2,211−7.9% | Reduced |
| Valley National Advisers Inc | 25,639 | $2.34M | 0.38% | −342−1.3% | Reduced |
| Regions Financial Corp | 25,494 | $2.33M | 0.02% | +10,579+70.9% | Added |
| Winton Group Ltd | 25,316 | $2.31M | 0.12% | +8,370+49.4% | Added |
| Investment Advisory Services Inc | 25,286 | $2.31M | 0.77% | −110−0.4% | Reduced |
| RiverPark Advisors, LLC | 25,243 | $2.30M | 1.41% | +10,054+66.2% | Added |
| Strategic Wealth Partners, Ltd. | 25,238 | $2.30M | 0.18% | +25,238 | New |
| David Loasby | 24,049 | $2.30M | 0.20% | +2,091+9.5% | Added |
| Greenline Partners, LLC | 25,066 | $2.29M | 0.31% | +730+3.0% | Added |
| Integrated Investment Consultants, LLC | 24,966 | $2.28M | 0.45% | −2,854−10.3% | Reduced |
| JFS Wealth Advisors, LLC | 24,963 | $2.28M | 0.14% | −288−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,933 | $2.27M | 0.07% | −666−2.6% | Reduced |
| Aspiriant, LLC | 24,806 | $2.26M | 0.07% | −1,126−4.3% | Reduced |
| Copperleaf Capital, LLC | 24,804 | $2.26M | 1.15% | +355+1.5% | Added |
| Pettyjohn, Wood & White, Inc | 24,791 | $2.26M | 0.40% | +1,111+4.7% | Added |
| Hutchinson Financial Advisors, INC | 24,769 | $2.26M | 2.53% | +24,769 | New |
| Texas Yale Capital Corp. | 24,715 | $2.25M | 0.07% | −784−3.1% | Reduced |
| Norden Group LLC | 24,634 | $2.25M | 0.24% | +451+1.9% | Added |
| Cullen Investment Group, Ltd. | 24,622 | $2.25M | 0.32% | +979+4.1% | Added |
| Tealwood Asset Management Inc | 24,602 | $2.25M | 1.00% | −661−2.6% | Reduced |
| Aspen Investment Management Inc | 24,470 | $2.23M | 0.94% | +305+1.3% | Added |
| Stephens Inc | 24,393 | $2.23M | 0.03% | −6,101−20.0% | Reduced |
| Somerville Kurt F | 24,368 | $2.22M | 0.37% | +24,368 | New |
| Krilogy Financial LLC | 24,330 | $2.22M | 0.13% | +3,491+16.8% | Added |
| Pine Valley Investments Ltd Liability Co | 24,181 | $2.21M | 0.13% | +242+1.0% | Added |
| Financial Partners Group, LLC | 24,142 | $2.20M | 0.80% | −815−3.3% | Reduced |
| Moody National Bank Trust Division | 24,138 | $2.20M | 0.20% | −1,404−5.5% | Reduced |
| Atria Wealth Solutions, Inc. | 24,103 | $2.20M | 0.05% | −6,290−20.7% | Reduced |
| Ritholtz Wealth Management | 24,071 | $2.20M | 0.05% | +3,409+16.5% | Added |
| Ascent Wealth Partners, LLC | 24,013 | $2.19M | 0.27% | +170+0.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 23,800 | $2.17M | 2.08% | −5,345−18.3% | Reduced |
| Advisory Services Network, LLC | 22,208 | $2.17M | 0.03% | −832−3.6% | Reduced |
| Bridges Investment Management Inc | 23,706 | $2.16M | 0.03% | −750−3.1% | Reduced |
| 1st Source Bank | 23,680 | $2.16M | 0.12% | +117+0.5% | Added |
| Chesley Taft & Associates LLC | 23,623 | $2.16M | 0.10% | +750+3.3% | Added |
| CenterBook Partners LP | 23,393 | $2.13M | 0.12% | +23,393 | New |
| Roberts Wealth Advisors, LLC | 23,348 | $2.13M | 0.61% | +51+0.2% | Added |