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.
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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| United Community Bank | 11,045 | $1.05M | 0.33% | +1,206+12.3% | Added |
| Cynosure Management, LLC | 11,090 | $1.06M | 0.11% | +24+0.2% | Added |
| NBC Securities, Inc. | 11,110 | $1.06M | 0.08% | +1,415+14.6% | Added |
| Vigilare Wealth Management | 11,125 | $1.06M | 0.37% | +1,101+11.0% | Added |
| Birmingham Capital Management Co Inc | 11,150 | $1.06M | 0.49% | −225−2.0% | Reduced |
| Financial Consulate, Inc | 11,187 | $1.07M | 0.15% | +11,187 | New |
| Howard Capital Management Inc. | 11,203 | $1.07M | 0.01% | +354+3.3% | Added |
| Sigma Planning Corp | 11,207 | $1.07M | 0.03% | −2,729−19.6% | Reduced |
| Institute for Wealth Management, LLC. | 11,220 | $1.07M | 0.11% | −42−0.4% | Reduced |
| Palisade Asset Management, LLC | 11,249 | $1.07M | 0.10% | +20+0.2% | Added |
| Thomasville National Bank | 11,278 | $1.08M | 0.07% | +74+0.7% | Added |
| O'Rourke & Company, Inc | 11,284 | $1.08M | 0.45% | −773−6.4% | Reduced |
| Personal Cfo Solutions, LLC | 11,291 | $1.08M | 0.19% | −300−2.6% | Reduced |
| Evoke Wealth, LLC | 11,297 | $1.08M | 0.02% | +1,831+19.3% | Added |
| Forbes J M & Co LLP | 11,302 | $1.08M | 0.09% | +20.0% | Added |
| Dempze Nancy E | 11,342 | $1.08M | 0.59% | +3,887+52.1% | Added |
| Islay Capital Management, LLC | 11,345 | $1.08M | 0.62% | −1,128−9.0% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 11,474 | $1.09M | 0.37% | −528−4.4% | Reduced |
| Simplex Trading, LLC | 11,497 | $1.10M | 0.02% | +11,497 | New |
| Novare Capital Management LLC | 11,535 | $1.10M | 0.08% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 11,547 | $1.10M | 0.13% | +97+0.8% | Added |
| Mystic Asset Management, Inc. | 11,551 | $1.10M | 0.25% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,599 | $1.11M | 0.27% | +43+0.4% | Added |
| Hodges Capital Management Inc. | 11,646 | $1.11M | 0.10% | −450−3.7% | Reduced |
| Capital Planning Advisors, LLC | 11,655 | $1.11M | 0.15% | +11,655 | New |
| Sovereign's Capital Management, LLC | 11,677 | $1.11M | 0.60% | +55+0.5% | Added |
| Everhart Financial Group, Inc. | 11,687 | $1.12M | 0.11% | +2,504+27.3% | Added |
| Virtue Capital Management, LLC | 7,686 | $1.12M | 0.25% | −502−6.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,743 | $1.12M | 0.01% | +706+6.4% | Added |
| H&H Retirement Design & Management INC | 11,742 | $1.12M | 0.60% | +206+1.8% | Added |
| Lodestone Wealth Management LLC | 11,757 | $1.12M | 0.50% | +34+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 11,788 | $1.13M | 0.03% | +397+3.5% | Added |
| Fundamentun, LLC | 11,818 | $1.13M | 0.05% | +246+2.1% | Added |
| Legacy Wealth Asset Management, LLC | 11,843 | $1.13M | 0.27% | +2,976+33.6% | Added |
| Oder Investment Management, LLC | 11,855 | $1.13M | 0.81% | +307+2.7% | Added |
| Cullinan Associates Inc | 11,900 | $1.14M | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,970 | $1.14M | 0.06% | −29,518−71.1% | Reduced |
| Summit Asset Management, LLC | 12,002 | $1.15M | 0.18% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,007 | $1.15M | 0.06% | +2,163+22.0% | Added |
| Bridgefront Capital, LLC | 12,023 | $1.15M | 0.34% | −24,309−66.9% | Reduced |
| Future Fund LLC | 12,076 | $1.15M | 0.41% | +2,415+25.0% | Added |
| SMART Wealth LLC | 12,085 | $1.15M | 0.44% | +9,019+294.2% | Added |
| Camden Capital, LLC | 12,103 | $1.16M | 0.08% | +8,904+278.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 12,125 | $1.16M | 0.21% | +18+0.1% | Added |
| Paragon Private Wealth Management, LLC | 12,126 | $1.16M | 0.38% | +4,292+54.8% | Added |
| First Dallas Securities Inc. | 12,161 | $1.16M | 0.43% | −2,948−19.5% | Reduced |
| Leavell Investment Management, Inc. | 12,174 | $1.16M | 0.05% | +10.0% | Added |
| Equitable Trust Co | 12,206 | $1.17M | 0.05% | −27−0.2% | Reduced |
| Stablepoint Partners, LLC | 12,237 | $1.17M | 0.19% | −440−3.5% | Reduced |
| Larson Financial Group LLC | 12,248 | $1.17M | 0.04% | +5,870+92.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 12,265 | $1.17M | 0.53% | +570+4.9% | Added |
| Dynamic Technology Lab Private Ltd | 12,335 | $1.18M | 0.20% | −14,275−53.6% | Reduced |
| Atom Investors LP | 12,383 | $1.18M | 0.09% | +12,383 | New |
| Nautilus Advisors LLC | 12,431 | $1.19M | 0.80% | −50−0.4% | Reduced |
| Diversified Trust Co | 12,454 | $1.19M | 0.02% | +2,518+25.3% | Added |
| Avestar Capital, LLC | 12,491 | $1.19M | 0.09% | −144−1.1% | Reduced |
| Shell Asset Management Co | 12,553 | $1.20M | 0.12% | −15,302−54.9% | Reduced |
| West Financial Advisors, LLC | 12,600 | $1.20M | 0.20% | 00.0% | Unchanged |
| BIP Wealth, LLC | 12,605 | $1.20M | 0.06% | +472+3.9% | Added |
| Boyd Watterson Asset Management LLC | 12,623 | $1.21M | 0.36% | +214+1.7% | Added |
| Knollwood Investment Advisory, LLC | 12,698 | $1.21M | 0.11% | −112−0.9% | Reduced |
| Proffitt & Goodson Inc | 12,724 | $1.21M | 0.17% | −41−0.3% | Reduced |
| Essex Financial Services, Inc. | 12,728 | $1.22M | 0.07% | −642−4.8% | Reduced |
| Costello Asset Management, INC | 12,741 | $1.22M | 0.41% | +10.0% | Added |
| Granite Investment Partners, LLC | 12,791 | $1.22M | 0.07% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 12,848 | $1.23M | 0.04% | −467−3.5% | Reduced |
| Elefante Mark B | 12,925 | $1.23M | 0.79% | +5,985+86.2% | Added |
| Uhlmann Price Securities, LLC | 12,967 | $1.24M | 0.76% | +2,235+20.8% | Added |
| Checchi Capital Advisers, LLC | 13,000 | $1.24M | 0.09% | −1,688−11.5% | Reduced |
| Franklin Street Advisors Inc | 13,010 | $1.24M | 0.07% | −49−0.4% | Reduced |
| Hamel Associates, Inc. | 13,050 | $1.25M | 0.38% | +105+0.8% | Added |
| Ausdal Financial Partners, Inc. | 13,112 | $1.25M | 0.06% | +7,030+115.6% | Added |
| FLC Capital Advisors | 13,116 | $1.25M | 0.24% | −457−3.4% | Reduced |
| HCR Wealth Advisors | 13,540 | $1.26M | 0.13% | +495+3.8% | Added |
| Redwood Investment Management, LLC | 13,219 | $1.26M | 0.14% | +13,219 | New |
| Boothbay Fund Management, LLC | 13,258 | $1.27M | 0.03% | −36,390−73.3% | Reduced |
| Broderick Brian C | 13,270 | $1.27M | 0.24% | +10,090+317.3% | Added |
| RFG Advisory, LLC | 13,307 | $1.27M | 0.03% | −992−6.9% | Reduced |
| Portside Wealth Group, LLC | 13,326 | $1.27M | 0.18% | +989+8.0% | Added |
| Panoramic Investment Advisors, LLC | 13,333 | $1.27M | 0.72% | +800+6.4% | Added |
| Ronald Blue Trust, Inc. | 13,364 | $1.28M | 0.01% | −815−5.7% | Reduced |
| Drucker Wealth 3.0, LLC | 13,370 | $1.28M | 0.23% | −4,343−24.5% | Reduced |
| Hardy Reed LLC | 13,374 | $1.28M | 0.09% | +356+2.7% | Added |
| Patrick M Sweeney & Associates, Inc | 13,406 | $1.28M | 0.83% | +76+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,460 | $1.29M | 0.00% | −383−2.8% | Reduced |
| Garner Asset Management Corp | 13,463 | $1.29M | 0.52% | −120−0.9% | Reduced |
| Catalyst Financial Partners LLC | 13,505 | $1.29M | 0.16% | +466+3.6% | Added |
| Blalock Williams, LLC | 13,557 | $1.29M | 1.13% | +771+6.0% | Added |
| Destination Wealth Management | 13,560 | $1.29M | 0.04% | +819+6.4% | Added |
| Koshinski Asset Management, Inc. | 13,615 | $1.30M | 0.09% | −93−0.7% | Reduced |
| Capricorn Fund Managers Ltd | 13,617 | $1.30M | 0.44% | +916+7.2% | Added |
| Leisure Capital Management | 13,630 | $1.30M | 0.45% | −198−1.4% | Reduced |
| Skopos Labs, Inc. | 14,706 | $1.32M | 0.18% | −589−3.9% | Reduced |
| Golden State Equity Partners | 13,870 | $1.32M | 0.22% | +559+4.2% | Added |
| Bellwether Advisors, LLC | 13,983 | $1.33M | 0.22% | +11,620+491.7% | Added |
| IMS Capital Management | 14,002 | $1.34M | 0.62% | 00.0% | Unchanged |
| Whelan Financial | 14,007 | $1.34M | 0.42% | +6,226+80.0% | Added |
| HighVista Strategies LLC | 14,100 | $1.35M | 0.33% | −2,200−13.5% | Reduced |
| Sage Rhino Capital LLC | 14,102 | $1.35M | 0.26% | −158−1.1% | Reduced |
| VisionPoint Advisory Group, LLC | 14,112 | $1.35M | 0.27% | +95+0.7% | Added |