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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 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.

Other share classesSCHW.PDSCHW.PJ

13F holders, Q3 2025

Institutional positions in Schwab Charles Corp as of Sep 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
2,174
+61 vs. Q2 2025
Shares held
1.46B
−27.5M (−1.9%) vs. Q2 2025
Total value
$139.2B
+$3.74B (+2.8%) vs. Q2 2025
New holders
177
932 more added
Sold out
116
764 more reduced

33 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 2,174 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ3 2025: $139.2B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2025.

Institutions holding SCHW in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Midwest Capital Advisors, LLC1$950.00%+1New
Legacy Bridge, LLC2$1910.00%00.0%Unchanged
First Pacific Financial3$2870.00%+3New
Evolution Wealth Management Inc.4$3820.00%−193−98.0%Reduced
Y.D. More Investments Ltd1,343$3880.00%−23−1.7%Reduced
Breakwater Investment Management5$4780.00%+5New
Aspect Partners, LLC6$5730.00%+2+50.0%Added
New Millennium Group LLC7$6680.00%+7New
Quest 10 Wealth Builders, Inc.7$6740.00%00.0%Unchanged
Ameriflex Group, Inc.8$7640.00%−28−77.8%Reduced
Strengthening Families & Communities, LLC10$9590.00%+10New
E Fund Management (Hong Kong) Co., Ltd.11$1.05K0.00%+11New
Perritt Capital Management Inc14$1.34K0.00%−35−71.4%Reduced
Redwood Park Advisors LLC14$1.34K0.00%+10+250.0%Added
LGT Financial Advisors LLC15$1.43K0.00%00.0%Unchanged
DecisionPoint Financial, LLC17$1.59K0.00%00.0%Unchanged
Trust Co17$1.62K0.00%00.0%Unchanged
Kimelman & Baird, LLC19$1.81K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.20$1.93K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.21$1.94K0.00%+21New
Focused Wealth Management, Inc21$1.98K0.00%+21New
HFM Investment Advisors, LLC25$2.39K0.00%+1+4.2%Added
MJT & Associates Financial Advisory Group, Inc.27$2.58K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC28$2.67K0.00%00.0%Unchanged
Evergreen Private Wealth LLC29$2.77K0.00%00.0%Unchanged
Family Legacy Financial Solutions, LLC32$3.06K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.33$3.15K0.00%00.0%Unchanged
PayPay Securities Corp39$3.72K0.13%+2+5.4%Added
WestEnd Advisors, LLC39$3.72K0.00%+2+5.4%Added
Hoey Investments, Inc39$3.72K0.00%00.0%Unchanged
Cloud Capital Management, LLC50$4.00K0.00%+50New
ROSS\JOHNSON & Associates LLC44$4.20K0.08%00.0%Unchanged
Bangor Savings Bank46$4.39K0.00%00.0%Unchanged
Fairman Group, LLC46$4.39K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC46$4.39K0.00%+46New
Nemes Rush Group LLC46$4.39K0.00%−11−19.3%Reduced
First Command Advisory Services, Inc.50$4.77K0.00%00.0%Unchanged
Kilter Group LLC50$4.77K0.00%+1+2.0%Added
Texas Capital Bancshares Inc50$4.77K0.00%+50New
Tidemark, LLC51$4.87K0.00%00.0%Unchanged
Rialto Wealth Management, LLC51$4.87K0.00%+7+15.9%Added
Paladin Advisory Group, LLC52$4.96K0.00%00.0%Unchanged
Winnow Wealth LLC52$4.99K0.00%+52New
Duncker Streett & Co Inc53$5.06K0.00%00.0%Unchanged
Winch Advisory Services, LLC57$5.41K0.00%00.0%Unchanged
1 North Wealth Services LLC57$5.44K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC59$5.63K0.00%+59New
S&T Bank61$5.82K0.00%+13+27.1%Added
Jackson, Grant Investment Advisers, Inc.62$5.92K0.00%00.0%Unchanged
Holos Integrated Wealth LLC65$5.98K0.00%00.0%Unchanged
Centerpoint Advisors, LLC77$7.00K0.00%+77New
IMG Wealth Management, Inc.75$7.16K0.00%00.0%Unchanged
United Financial Planning Group LLC75$7.16K0.00%+75New
TFC Financial Management77$7.36K0.00%00.0%Unchanged
Sofos Investments, Inc.77$7.39K0.00%+77New
DiNuzzo Private Wealth, Inc.78$7.48K0.00%00.0%Unchanged
High Note Wealth, LLC82$7.83K0.00%+10+13.9%Added
Global Wealth Strategies & Associates83$7.92K0.00%00.0%Unchanged
American National Bank90$8.59K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.90$8.59K0.01%00.0%Unchanged
Centennial Bank92$8.78K0.00%00.0%Unchanged
Silicon Valley Capital Partners92$8.81K0.00%+92New
First United Bank Trust93$8.88K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$9.55K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC103$9.83K0.01%00.0%Unchanged
MRP Capital Investments, LLC115$10.5K0.01%−50−30.3%Reduced
Halbert Hargrove Global Advisors, LLC110$10.5K0.00%+110New
Bay Harbor Wealth Management, LLC114$10.9K0.00%+16+16.3%Added
BOK Financial Private Wealth, Inc.114$10.9K0.00%−393−77.5%Reduced
Bare Financial Services, Inc114$10.9K0.00%+24+26.7%Added
Old Point Trust & Financial Services N A116$11.1K0.00%00.0%Unchanged
Icon Advisers Inc120$11.5K0.00%00.0%Unchanged
Consultiva Wealth Management, Corp.121$11.6K0.03%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna122$11.6K0.00%00.0%Unchanged
Dogwood Wealth Management LLC124$11.8K0.01%+5+4.2%Added
McIlrath & Eck, LLC132$12.6K0.00%−44−25.0%Reduced
Sittner & Nelson, LLC142$13.6K0.00%00.0%Unchanged
Aventura Private Wealth, LLC142$13.6K0.01%+39+37.9%Added
New England Capital Financial Advisors LLC143$13.7K0.01%00.0%Unchanged
Red Tortoise LLC148$14.1K0.01%00.0%Unchanged
HighMark Wealth Management LLC152$14.5K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC153$14.6K0.00%00.0%Unchanged
Rakuten Securities, Inc.155$14.8K0.01%+129+496.2%Added
Park Place Capital Corp156$14.9K0.00%+156New
Thurston, Springer, Miller, Herd & Titak, Inc.157$15.0K0.03%−6,892−97.8%Reduced
Marquette Asset Management, LLC160$15.3K0.00%+160New
Rossby Financial, LCC168$15.5K0.01%+11+7.0%Added
Adirondack Trust Co165$15.8K0.01%−130−44.1%Reduced
Acima Private Wealth, LLC169$16.1K0.01%+169New
Washington Trust Advisors, Inc.174$16.6K0.00%−258−59.7%Reduced
Financial Network Wealth Advisors LLC174$16.6K0.02%00.0%Unchanged
Clear Investment Research, LLC180$17.2K0.02%00.0%Unchanged
Front Row Advisors LLC180$17.2K0.01%00.0%Unchanged
Arcadia Investment Management Corp182$17.4K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC195$18.6K0.02%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC200$19.1K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC200$19.1K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC208$19.8K0.01%+208New
Dunhill Financial, LLC211$20.1K0.01%−37−14.9%Reduced
Blue Bell Private Wealth Management, LLC213$20.3K0.00%+76+55.5%Added