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, 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
- 2,173
- +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
- 763 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HMV Wealth Advisors, LLC | 8,491 | $810.6K | 0.45% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,506 | $812.1K | 0.03% | +2,364+38.5% | Added |
| Fidelis Capital Partners, LLC | 8,519 | $813.3K | 0.06% | +433+5.4% | Added |
| SkyView Investment Advisors, LLC | 8,539 | $815.0K | 0.10% | −149−1.7% | Reduced |
| Fulton Bank, N.A. | 8,572 | $818.4K | 0.03% | +247+3.0% | Added |
| Avondale Wealth Management | 8,600 | $821.0K | 0.44% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 8,611 | $822.1K | 0.13% | +9+0.1% | Added |
| TCI Wealth Advisors, Inc. | 8,615 | $822.5K | 0.05% | −4,178−32.7% | Reduced |
| St Germain D J Co Inc | 8,623 | $823.2K | 0.03% | −20−0.2% | Reduced |
| N.E.W. Advisory Services LLC | 8,637 | $824.5K | 0.07% | +20.0% | Added |
| Mangrove Partners | 8,659 | $826.7K | 0.07% | +8,659 | New |
| Boston Trust Walden Corp | 8,670 | $827.7K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 8,670 | $827.7K | 0.25% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 8,672 | $828.0K | 0.03% | +3,008+53.1% | Added |
| Quadcap Wealth Management, LLC | 8,679 | $828.6K | 0.10% | +15+0.2% | Added |
| Capital Investment Advisors, LLC | 8,725 | $833.0K | 0.01% | −5,121−37.0% | Reduced |
| Keebeck Wealth Management, LLC | 8,767 | $836.9K | 0.10% | +654+8.1% | Added |
| Angeles Wealth Management, LLC | 8,776 | $837.8K | 0.05% | −33−0.4% | Reduced |
| Advyzon Investment Management, LLC | 8,781 | $838.3K | 0.14% | +5,150+141.8% | Added |
| Journey Strategic Wealth LLC | 8,785 | $838.6K | 0.02% | +1,056+13.7% | Added |
| Weaver Capital Management LLC | 8,824 | $842.4K | 0.18% | −204−2.3% | Reduced |
| Keel Point, LLC | 8,837 | $843.7K | 0.05% | +135+1.6% | Added |
| Regatta Capital Group, LLC | 8,848 | $844.7K | 0.13% | −778−8.1% | Reduced |
| Osborne Partners Capital Management, LLC | 8,848 | $844.7K | 0.04% | +214+2.5% | Added |
| Main Street Financial Solutions, LLC | 8,856 | $845.5K | 0.05% | +2,028+29.7% | Added |
| Manchester Financial Inc | 8,884 | $848.1K | 0.17% | −72−0.8% | Reduced |
| Sutton Place Investors LLC | 8,918 | $851.4K | 0.49% | +58+0.7% | Added |
| Canvas Wealth Advisors, LLC | 9,070 | $853.3K | 0.16% | −33−0.4% | Reduced |
| EntryPoint Capital, LLC | 8,968 | $856.2K | 0.33% | +8,968 | New |
| Joel Isaacson & Co., LLC | 8,968 | $856.2K | 0.03% | +1,506+20.2% | Added |
| Kearns & Associates LLC | 9,000 | $859.2K | 0.46% | 00.0% | Unchanged |
| One Capital Management, LLC | 9,025 | $861.6K | 0.03% | −133−1.5% | Reduced |
| Premier Path Wealth Partners, LLC | 9,076 | $866.5K | 0.11% | +337+3.9% | Added |
| RiverFront Investment Group, LLC | 9,114 | $870.1K | 0.02% | −59−0.6% | Reduced |
| Change Path, LLC | 9,150 | $873.5K | 0.02% | +906+11.0% | Added |
| Hohimer Wealth Management, LLC | 9,250 | $883.1K | 0.12% | −139−1.5% | Reduced |
| Venture Visionary Partners LLC | 9,293 | $887.2K | 0.03% | +338+3.8% | Added |
| Crumly & Associates Inc. | 9,302 | $888.0K | 0.19% | +275+3.0% | Added |
| Herold Advisors, Inc. | 9,355 | $893.1K | 0.21% | +1,400+17.6% | Added |
| Integrated Quantitative Investments LLC | 9,370 | $894.6K | 0.25% | −4,822−34.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 9,392 | $896.6K | 0.36% | −13−0.1% | Reduced |
| Hedges Asset Management LLC | 9,400 | $897.4K | 0.69% | −100−1.1% | Reduced |
| Sax Wealth Advisors, LLC | 9,424 | $899.7K | 0.05% | +630+7.2% | Added |
| SeaCrest Wealth Management, LLC | 9,618 | $902.1K | 0.10% | +510+5.6% | Added |
| Sage Mountain Advisors LLC | 9,461 | $903.2K | 0.05% | −495−5.0% | Reduced |
| Nilsine Partners, LLC | 9,469 | $904.0K | 0.08% | +462+5.1% | Added |
| Legacy Capital Group California, Inc. | 9,520 | $908.9K | 0.23% | +9,520 | New |
| Kestra Private Wealth Services, LLC | 9,521 | $909.0K | 0.01% | +66+0.7% | Added |
| Trust Co of Toledo NA | 9,530 | $909.8K | 0.09% | +692+7.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 9,535 | $910.3K | 0.17% | +525+5.8% | Added |
| PFG Advisors | 9,625 | $918.9K | 0.04% | −1,985,311−99.5% | Reduced |
| Matisse Capital | 9,625 | $918.9K | 0.41% | −2,385−19.9% | Reduced |
| Erste Asset Management GmbH | 9,529 | $923.3K | 0.01% | −89,333−90.4% | Reduced |
| Hillsdale Investment Management Inc. | 9,680 | $924.1K | 0.03% | +9,680 | New |
| Canandaigua National Trust Co of Florida | 9,746 | $930.5K | 0.74% | −615−5.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,778 | $933.5K | 0.07% | +147+1.5% | Added |
| Syon Capital LLC | 9,780 | $933.7K | 0.05% | +4,978+103.7% | Added |
| Ironwood Financial, llc | 9,802 | $935.8K | 0.17% | 00.0% | Unchanged |
| Balboa Wealth Partners | 9,862 | $941.5K | 0.16% | −1,315−11.8% | Reduced |
| Novem Group | 9,903 | $945.5K | 0.11% | +394+4.1% | Added |
| Colton Groome Financial Advisors, LLC | 9,975 | $952.3K | 0.29% | +240+2.5% | Added |
| Pure Financial Advisors, Inc. | 9,985 | $953.2K | 0.02% | +248+2.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,080 | $953.6K | 0.01% | +10,080 | New |
| Edmond de Rothschild Holding S.A. | 10,000 | $954.7K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $954.7K | 0.23% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,020 | $956.6K | 0.02% | −2,483−19.9% | Reduced |
| American Money Management, LLC | 10,049 | $959.4K | 0.16% | +35+0.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 10,083 | $962.6K | 0.38% | −577−5.4% | Reduced |
| Variant Private Wealth, LLC | 10,085 | $962.9K | 0.89% | −121−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 10,091 | $963.4K | 0.01% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 10,179 | $971.8K | 0.02% | +460+4.7% | Added |
| Kanawha Capital Management LLC | 10,182 | $972.1K | 0.07% | −2,441−19.3% | Reduced |
| Navalign, LLC | 10,214 | $975.2K | 0.26% | −216−2.1% | Reduced |
| PDS Planning, Inc | 10,220 | $975.7K | 0.07% | +640+6.7% | Added |
| Figure 8 Investment Strategies LLC | 10,224 | $976.1K | 0.87% | +100+1.0% | Added |
| Tower Trust & Investment Co | 10,291 | $982.4K | 0.66% | −94−0.9% | Reduced |
| Advisor OS, LLC | 10,365 | $989.5K | 0.09% | +439+4.4% | Added |
| Harvest Fund Management Co., Ltd | 10,394 | $992.0K | 0.04% | +3,692+55.1% | Added |
| Moseley Investment Management Inc | 10,439 | $996.6K | 0.30% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 10,482 | $1.00M | 0.25% | +436+4.3% | Added |
| Mizuho Markets Americas LLC | 10,500 | $1.00M | 0.02% | +10,500 | New |
| Invictus Private Wealth, LLC | 10,529 | $1.01M | 0.06% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 10,637 | $1.02M | 0.30% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10,639 | $1.02M | 0.13% | −3,096−22.5% | Reduced |
| Gladstone Institutional Advisory LLC | 10,694 | $1.02M | 0.04% | +4,632+76.4% | Added |
| Eschler Asset Management LLP | 10,724 | $1.02M | 0.76% | +10,724 | New |
| Navellier & Associates Inc | 10,755 | $1.03M | 0.10% | +3,055+39.7% | Added |
| Capital Advantage, Inc. | 10,768 | $1.03M | 0.15% | −320−2.9% | Reduced |
| Thor Investment Management Inc | 10,770 | $1.03M | 0.62% | +30+0.3% | Added |
| Walleye Capital LLC | 10,780 | $1.03M | 0.01% | −240,362−95.7% | Reduced |
| SJS Investment Consulting Inc. | 10,843 | $1.04M | 0.14% | +364+3.5% | Added |
| Burns Matteson Capital Management, LLC | 10,845 | $1.04M | 0.43% | −237−2.1% | Reduced |
| Stone Point Wealth LLC | 10,900 | $1.04M | 0.30% | +10,900 | New |
| Mutual Advisors, LLC | 11,014 | $1.04M | 0.02% | −382−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,939 | $1.04M | 0.03% | −803−6.8% | Reduced |
| WBI Investments | 10,942 | $1.04M | 0.27% | −6,195−36.1% | Reduced |
| Shira Ridge Wealth Management | 10,976 | $1.05M | 0.44% | 00.0% | Unchanged |
| Bank of Stockton | 11,023 | $1.05M | 0.30% | +430+4.1% | Added |
| Davidson Kahn Capital Management, LLC | 11,037 | $1.05M | 0.59% | −293−2.6% | Reduced |
| Nabity-Jensen Investment Management Inc | 11,039 | $1.05M | 0.73% | 00.0% | Unchanged |