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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 28 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.

Other share classesSCHW.PDSCHW.PJ

Q3 2025 vs. Q2 2025

How the institutions holding Schwab Charles Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SCHW: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2,145332,173+61
Shares1.51B21.6M1.46B−27.5M (−1.9%)
Value$137.4B$1.97B$139.2B+$3.74B (+2.8%)

33 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (177)

Institutions that held Schwab Charles Corp at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 177 by value.

Institutions new to SCHW in Q3 2025
InstitutionSharesValue% of portfolio
Mondrian Investment Partners LTD1,771,276$169.1M2.82%
Maverick Capital LtdSuperinvestorMaverick Capital870,072$83.1M1.11%
Credit Agricole S A598,361$57.1M0.19%
Bridgewater Associates, LP483,300$46.1M0.18%
Prana Capital Management, LP461,585$44.1M1.47%
AXA Investment Managers S.A.299,239$28.6M0.08%
CIBC Bancorp USA Inc.236,121$22.5M0.14%
Advocacy Wealth Management Services, LLC155,135$14.8M0.64%
Parallax Volatility Advisers, L.P.149,348$14.3M0.42%
Stony Point Capital LLC136,929$13.1M0.92%
Sienna Gestion133,597$11.6M0.81%
Scopus Asset Management, L.P.100,000$9.55M0.23%
Morningstar Investment Management LLC93,769$8.95M0.33%
FJ Capital Management LLC76,650$7.32M0.79%
Smithbridge Asset Management Inc70,694$6.75M0.98%
CAPROCK Group, Inc.51,937$4.98M0.12%
Strategic Global Advisors, LLC48,518$4.63M0.70%
Prevail Innovative Wealth Advisors, LLC47,886$4.57M0.89%
Leelyn Smith, LLC45,370$4.33M0.65%
Threadgill Financial, LLC40,131$3.83M1.86%
Centiva Capital, LP36,095$3.45M0.32%
J. Safra Sarasin Holding AG34,707$3.31M0.05%
PEAK6 LLC32,176$3.07M0.08%
Rakuten Investment Management, Inc.21,177$3.00M0.01%
Tema ETFs LLC28,587$2.73M0.23%
Weiss Asset Management LP23,169$2.21M0.03%
Pacific Capital Partners Ltd22,924$2.19M2.44%
Horizon Investment Services, LLC22,614$2.16M0.82%
IMC-Chicago, LLC20,224$1.93M0.03%
Cypress Capital, LLC17,692$1.69M0.48%
Landscape Capital Management, L.L.C.17,048$1.63M0.10%
HBW Advisory Services LLC16,789$1.60M0.18%
Montecito Bank & Trust16,193$1.55M0.24%
Ritter Daniher Financial Advisory LLC15,954$1.52M0.27%
Oak Thistle LLC15,325$1.46M0.22%
Portfolio Design Labs, LLC15,144$1.45M0.25%
Blackstone Group Inc.15,022$1.43M0.01%
Triglav Skladi, D.O.O.15,000$1.43M0.09%
Torrey Growth & Income Advisors14,512$1.39M0.41%
Redwood Investment Management, LLC13,219$1.26M0.14%
Atom Investors LP12,383$1.18M0.09%
Capital Planning Advisors, LLC11,655$1.11M0.15%
Simplex Trading, LLC11,497$1.10M0.02%
Financial Consulate, Inc11,187$1.07M0.15%
Stone Point Wealth LLC10,900$1.04M0.30%
Eschler Asset Management LLP10,724$1.02M0.76%
Mizuho Markets Americas LLC10,500$1.00M0.02%
Loring Wolcott & Coolidge Fiduciary Advisors LLP10,080$953.6K0.01%
Hillsdale Investment Management Inc.9,680$924.1K0.03%
Legacy Capital Group California, Inc.9,520$908.9K0.23%
EntryPoint Capital, LLC8,968$856.2K0.33%
Mangrove Partners8,659$826.7K0.07%
Neo Ivy Capital Management8,380$800.0K0.20%
Ramirez Asset Management, Inc.8,268$789.3K0.11%
Ninety One SA (PTY) Ltd8,199$785.5K0.04%
Tred Avon Family Wealth, LLC7,861$750.5K0.26%
Arq Wealth Advisors, LLC7,785$743.2K0.22%
Empirical Asset Management, LLC26,678$734.7K0.20%
Lee Danner & Bass Inc7,419$708.3K0.05%
Noble Wealth Management PBC7,025$670.7K0.36%
Coign Capital Advisors LLC6,581$628.3K0.35%
Orser Capital Management, LLC6,550$625.3K0.35%
Calamos Wealth Management LLC6,363$607.5K0.02%
Baader Bank INC6,096$580.9K0.05%
Vicus Capital5,955$568.5K0.04%
Cypress Capital Advisors, LLC5,879$561.3K0.32%
Oxford Asset Management LLP5,870$560.4K0.18%
United Advisor Group, LLC5,692$543.4K0.07%
Severin Investments, LLC5,654$539.8K0.48%
Catalyst Funds Management Pty Ltd5,600$534.6K0.08%
Zacks Investment Management5,560$530.9K0.00%
J. Team Financial, Inc.5,510$526.1K0.53%
Versor Investments LP5,500$525.1K0.10%
Wall Street Access Asset Management, LLC5,313$507.2K0.13%
Optimize Financial Inc4,896$467.4K0.24%
Capula Management Ltd4,806$458.8K0.00%
Shum Financial Group, Inc.4,482$427.9K0.32%
Caerus Investment Advisors, LLC4,377$417.9K0.17%
Acropolis Investment Management, LLC4,466$407.5K0.02%
Greenfield Savings Bank4,249$405.7K0.17%
Sentry Investment Management LLC4,320$405.0K0.27%
Godsey & Gibb Associates3,964$378.4K0.03%
Fox Run Management, L.L.C.3,921$374.3K0.06%
First Horizon Corp3,883$370.7K0.02%
Ashton Thomas Securities, LLC3,847$367.3K0.05%
Jackson Thornton Asset Management, LLC3,869$362.9K0.04%
Accuvest Global Advisors3,760$359.0K0.22%
Seven Mile Advisory3,622$345.8K0.06%
Requisite Capital Management, LLC3,610$344.6K0.06%
Sherbrooke Park Advisers LLC3,562$340.1K0.16%
Marathon Trading Investment Management LLC3,550$338.9K0.14%
Rational Advisors LLC3,500$334.1K0.03%
Foresight Capital Management Advisors, Inc.3,417$326.2K0.18%
Oversea-Chinese Banking CORP Ltd3,400$324.6K0.01%
Capital Performance Advisors LLP3,374$322.1K0.05%
Twin Tree Management, LP3,303$315.3K0.01%
von Borstel & Associates, Inc.3,248$310.0K0.05%
Simmons Bank3,134$299.2K0.02%
Regent Peak Wealth Advisors LLC3,078$293.9K0.06%
Capital Markets Trading UK LLP2,891$276.0K0.28%

Sold out (116)

Institutions that held Schwab Charles Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 116 by value.

Institutions that sold out of SCHW in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Bain Capital Public Equity Management II, LLC1,023,658$93.4M
Azora Capital LP507,207$46.3M
Greenstone Partners & Co., LLC361,845$33.0M
Tudor Investment Corp Et Al361,407$33.0M
AXA S.A.329,222$30.0M
ExodusPoint Capital Management, LP244,720$22.3M
North Reef Capital Management LP150,000$13.7M
AMF Pensionsforsakring AB148,914$13.6M
Tribune Investment Group LP100,000$9.12M
Qsemble Capital Management, LP89,586$8.17M
Longaeva Partners L.P.78,666$7.18M
Bayesian Capital Management, LP67,000$6.11M
Svenska Handelsbanken AB (publ)56,230$5.13M
FORA Capital, LLC52,261$4.77M
Bain Capital Public Equity, LP51,331$4.68M
Mach-1 Financial Group, Inc.42,367$3.87M
Marvin & Palmer Associates Inc40,111$3.66M
Caption Management, LLC40,000$3.65M
Quantitative Investment Management, LLC35,007$3.19M
Fieldview Capital Management, LLC34,144$3.12M
Q3 Asset Management34,070$3.11M
111 Capital32,619$2.98M
O'Neil Global Advisors, Inc.30,664$2.80M
Donoghue Forlines LLC30,572$2.79M
Napa Wealth Management29,098$2.65M
PMC FIG Opportunities LLC20,422$1.86M
Bayview Asset Management, LLC17,250$1.57M
Glaxis Capital Management, LLC15,000$1.37M
Disciplined Investors, L.L.C.13,806$1.26M
VCI Wealth Management LLC13,734$1.25M
Two Sigma Securities, LLC13,245$1.21M
Worth Asset Management, LLC13,052$1.19M
Maven Securities LTD12,598$1.15M
Interval Partners, LP12,424$1.13M
Investment House LLC11,500$1.05M
Livforsakringsbolaget Skandia, Omsesidigt11,411$1.04M
Polar Asset Management Partners Inc.11,100$1.01M
ICONIQ Capital, LLC10,868$991.6K
Bryce Point Capital, LLC9,510$867.7K
Twinbeech Capital LP8,272$754.7K
Titleist Asset Management, LLC7,869$718.0K
Blueshift Asset Management, LLC7,510$685.2K
Whalen Wealth Management Inc.7,089$646.8K
Persistent Asset Partners Ltd7,043$642.6K
Michels Family Financial, LLC7,010$639.6K
Proficio Capital Partners LLC6,950$634.1K
ASB Consultores, LLC6,524$595.3K
CTC Alternative Strategies, Ltd.6,302$575.0K
Nebula Research & Development LLC6,045$551.5K
Wealth Quarterback LLC5,964$544.2K
Magnetar Financial LLC5,491$501.0K
Petrus Trust Company, LTA5,457$497.9K
Ameliora Wealth Management Ltd.5,355$488.6K
Point72 Asia (Singapore) Pte. Ltd.5,096$465.0K
Farringdon Capital, Ltd.4,627$422.2K
Cyndeo Wealth Partners, LLC4,252$388.0K
Advisor Resource Council4,064$370.8K
CMT Capital Markets Trading GmbH3,700$338.0K
Principal Street Partners, LLC3,692$336.9K
Paradigm Capital Management, LLC3,595$328.0K
Harbour Trust & Investment Management Co3,514$320.6K
MBB Public Markets I LLC3,446$314.4K
Seed Wealth Management, Inc.3,357$306.3K
LongView Wealth Management3,309$301.9K
Prelude Capital Management, LLC2,963$270.3K
B&L Asset Management LLC2,941$268.3K
Stevens Capital Management LP2,915$266.0K
Caliber Wealth Management, LLC2,893$264.0K
Encompass More Asset Management2,799$255.4K
Diametric Capital, LP2,736$249.6K
Eqis Capital Management, Inc.2,706$246.9K
Keystone Financial Group2,698$246.1K
Meadow Creek Wealth Advisors LLC2,653$242.1K
Wilkinson Global Asset Management LLC2,580$235.4K
Graves-Light Private Wealth Management, Inc.2,518$229.8K
Family Wealth Group, LLC2,458$224.3K
Alteri Wealth LLC2,428$221.5K
Fedenia Advisers LLC2,398$218.8K
Teza Capital Management LLC2,380$217.2K
SLT Holdings LLC2,250$205.3K
Annex Advisory Services, LLC2,223$202.8K
Atticus Wealth Management, LLC1,340$122.2K
NewSquare Capital LLC1,070$97.6K
Twin Peaks Wealth Advisors, LLC979$96.6K
Traub Capital Management LLC812$74.0K
Intact Investment Management Inc.800$73.0K
Credit Industriel Et Commercial718$65.5K
MorganRosel Wealth Management, LLC626$57.1K
WD Rutherford LLC580$52.9K
Whipplewood Advisors, LLC471$43.0K
Sierra Ocean, LLC458$41.8K
ORG Wealth Partners, LLC417$38.0K
FSA Wealth Management LLC400$36.5K
Puff Wealth Management, LLC364$33.2K
Kiker Wealth Management, LLC353$32.2K
Mid-American Wealth Advisory Group, Inc.348$31.8K
Beacon Capital Management, LLC320$29.2K
Gleason Group, Inc.194$17.7K
Decker Retirement Planning Inc.190$17.3K
Transce3nd, LLC167$15.2K

Not filed for Q3 2025 yet (33)

Institutions that held Schwab Charles Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank20,713,047$1.89B
CIBC World Markets Corp215,547$19.7M
Montag & Caldwell, LLC149,635$13.7M
Grassi Investment Management117,018$10.7M
Avantax Advisory Services, Inc.78,658$7.18M
Semmax Financial Advisors Inc.58,410$5.69M
Congress Wealth Management LLC49,823$4.55M
EP Wealth Advisors, LLC39,425$3.60M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH30,556$2.79M
Financial Partners Group, LLC24,142$2.20M
Atria Wealth Solutions, Inc.24,103$2.20M
Covey Capital Advisors, LLC21,713$1.98M
Hickory Asset Management, Inc.16,933$1.54M
Enterprise Bank & Trust Co12,006$1.10M
Graypoint LLC10,260$936.1K
Bordeaux Wealth Advisors LLC8,495$775.1K
Exchange Capital Management, Inc.7,365$672.0K
Total Wealth Planning & Management, Inc.7,188$655.8K
Bingham Private Wealth, LLC6,638$605.7K
Wellington Capital Management, Inc.6,390$583.0K
First Horizon Advisors, Inc.5,295$483.2K
Moser Wealth Advisors, LLC5,010$457.1K
TFG Advisers LLC4,569$416.9K
E Fund Management Co., Ltd.4,328$394.9K
Wealth Group, Ltd.3,893$355.0K
Forte Capital LLC3,434$313.3K
Good Life Advisors, LLC3,401$310.4K
Alpha DNA Investment Management LLC3,325$303.4K
Acas, LLC2,751$262.9K
Waypoint Wealth Partners Inc.2,705$246.8K
DHK Financial Advisors, Inc.2,584$235.7K
PrairieView Partners, LLC162$14.0K
Parkworth Wealth Management, Inc.39$3.56K