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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 14,144 | $1.35M | 0.10% | −291−2.0% | Reduced |
| Stance Capital LLC | 14,365 | $1.37M | 0.50% | −517−3.5% | Reduced |
| Greystone Financial Group, LLC | 14,371 | $1.37M | 0.21% | −215−1.5% | Reduced |
| Uncommon Cents Investing LLC | 14,400 | $1.37M | 0.34% | +19+0.1% | Added |
| Nicolet Bankshares Inc | 14,429 | $1.38M | 0.22% | +1,380+10.6% | Added |
| Walter & Keenan Financial Consulting Co | 14,445 | $1.38M | 0.38% | +12+0.1% | Added |
| Paradigm Asset Management Co LLC | 14,450 | $1.38M | 0.32% | 00.0% | Unchanged |
| Fruth Investment Management | 14,456 | $1.38M | 0.37% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 14,512 | $1.39M | 0.41% | +14,512 | New |
| Toth Financial Advisory Corp | 14,543 | $1.39M | 0.15% | +9,048+164.7% | Added |
| Davis R M Inc | 14,707 | $1.40M | 0.02% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 14,719 | $1.41M | 0.33% | −373−2.5% | Reduced |
| Insigneo Advisory Services, LLC | 14,721 | $1.41M | 0.10% | −468−3.1% | Reduced |
| NorthRock Partners, LLC | 14,740 | $1.41M | 0.03% | +5,357+57.1% | Added |
| Verity Asset Management, Inc. | 14,750 | $1.41M | 0.46% | +7,559+105.1% | Added |
| VELA Investment Management, LLC | 14,785 | $1.41M | 0.41% | −8,411−36.3% | Reduced |
| Fusion Capital, LLC | 14,936 | $1.41M | 0.41% | −58−0.4% | Reduced |
| JNBA Financial Advisors | 14,805 | $1.41M | 0.13% | −50−0.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 14,807 | $1.41M | 0.34% | −100−0.7% | Reduced |
| Continuum Advisory, LLC | 14,915 | $1.42M | 0.15% | −1,358−8.3% | Reduced |
| Aptus Capital Advisors, LLC | 14,922 | $1.42M | 0.01% | +592+4.1% | Added |
| Foundations Investment Advisors, LLC | 14,928 | $1.43M | 0.02% | −2,279−13.2% | Reduced |
| Axxcess Wealth Management, LLC | 14,981 | $1.43M | 0.03% | +148+1.0% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 15,000 | $1.43M | 0.02% | −5,000−25.0% | Reduced |
| Triglav Skladi, D.O.O. | 15,000 | $1.43M | 0.09% | +15,000 | New |
| Blackstone Group Inc. | 15,022 | $1.43M | 0.01% | +15,022 | New |
| Neumann Capital Management, LLC | 15,032 | $1.44M | 0.42% | −100−0.7% | Reduced |
| South Dakota Investment Council | 15,056 | $1.44M | 0.03% | −1,000−6.2% | Reduced |
| Westover Capital Advisors, LLC | 15,062 | $1.44M | 0.27% | +5,691+60.7% | Added |
| Postrock Partners LLC | 15,078 | $1.44M | 0.64% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 15,144 | $1.45M | 0.25% | +15,144 | New |
| Rothschild Investment LLC | 15,190 | $1.45M | 0.08% | −611−3.9% | Reduced |
| VestGen Advisors, LLC | 15,225 | $1.45M | 0.05% | +893+6.2% | Added |
| ArrowMark Colorado Holdings LLC | 15,250 | $1.46M | 0.03% | −600−3.8% | Reduced |
| Brown Brothers Harriman & Co | 15,250 | $1.46M | 0.01% | +1,568+11.5% | Added |
| Cookson Peirce & Co Inc | 15,324 | $1.46M | 0.06% | +62+0.4% | Added |
| Oak Thistle LLC | 15,325 | $1.46M | 0.22% | +15,325 | New |
| Sheets Smith Wealth Management | 15,325 | $1.46M | 0.17% | 00.0% | Unchanged |
| Central Trust Co | 15,326 | $1.46M | 0.03% | +531+3.6% | Added |
| Buckingham Strategic Partners | 15,325 | $1.46M | 0.02% | +3,339+27.9% | Added |
| Tranquility Partners, LLC | 15,407 | $1.47M | 0.50% | −1,694−9.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 15,420 | $1.47M | 0.97% | −3,480−18.4% | Reduced |
| Cove Street Capital, LLC | 15,424 | $1.47M | 1.92% | −244−1.6% | Reduced |
| Chicago Capital, LLC | 15,429 | $1.47M | 0.04% | −200−1.3% | Reduced |
| Tranquilli Financial Advisor LLC | 15,453 | $1.48M | 0.87% | +1,088+7.6% | Added |
| Perpetual Ltd | 15,481 | $1.48M | 0.02% | +4,204+37.3% | Added |
| Clear Harbor Asset Management, LLC | 15,521 | $1.48M | 0.10% | −320−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 15,553 | $1.48M | 0.05% | −568−3.5% | Reduced |
| Pallas Capital Advisors LLC | 15,577 | $1.49M | 0.05% | +142+0.9% | Added |
| J. L. Bainbridge & Co., Inc. | 15,601 | $1.49M | 0.13% | −110−0.7% | Reduced |
| First Commonwealth Financial Corp | 15,825 | $1.51M | 0.25% | +41+0.3% | Added |
| Canopy Partners, LLC | 15,849 | $1.51M | 0.51% | −1,443−8.3% | Reduced |
| Riverpark Capital Management LLC | 15,865 | $1.51M | 2.74% | −2,812−15.1% | Reduced |
| Sagespring Wealth Partners, LLC | 15,883 | $1.52M | 0.03% | +1,570+11.0% | Added |
| Ritter Daniher Financial Advisory LLC | 15,954 | $1.52M | 0.27% | +15,954 | New |
| Howard Financial Services, Ltd. | 16,045 | $1.53M | 0.19% | +45+0.3% | Added |
| S-Bank Fund Management Ltd | 16,058 | $1.53M | 0.20% | −209−1.3% | Reduced |
| NBT Bank N A | 15,474 | $1.54M | 0.10% | +1,039+7.2% | Added |
| Montecito Bank & Trust | 16,193 | $1.55M | 0.24% | +16,193 | New |
| Wedbush Securities Inc | 16,266 | $1.55M | 0.05% | −2,019−11.0% | Reduced |
| Cooper Financial Group | 16,300 | $1.56M | 0.17% | +1,974+13.8% | Added |
| Elmwood Wealth Management, Inc. | 16,364 | $1.56M | 0.55% | 00.0% | Unchanged |
| Wealth Alliance | 16,412 | $1.57M | 0.16% | +680+4.3% | Added |
| IPG Investment Advisors LLC | 16,413 | $1.57M | 0.28% | +127+0.8% | Added |
| United Bank | 16,483 | $1.57M | 0.55% | +430+2.7% | Added |
| FineMark National Bank & Trust | 16,621 | $1.59M | 0.05% | −491−2.9% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 16,624 | $1.59M | 0.46% | +423+2.6% | Added |
| Retirement Planning Group | 16,679 | $1.59M | 0.06% | +6,899+70.5% | Added |
| Embree Financial Group | 16,679 | $1.59M | 0.21% | +157+1.0% | Added |
| Cigna Investments Inc | 16,736 | $1.60M | 0.23% | −95−0.6% | Reduced |
| Highland Capital Management, LLC | 16,747 | $1.60M | 0.08% | −279−1.6% | Reduced |
| HBW Advisory Services LLC | 16,789 | $1.60M | 0.18% | +16,789 | New |
| Nicholas Hoffman & Company, LLC. | 16,834 | $1.61M | 0.04% | +52+0.3% | Added |
| EverSource Wealth Advisors, LLC | 16,877 | $1.61M | 0.06% | +326+2.0% | Added |
| RMR Capital Management, LLC | 16,885 | $1.61M | 1.13% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 17,005 | $1.62M | 1.08% | +291+1.7% | Added |
| Johnson Financial Group, Inc. | 17,014 | $1.62M | 0.06% | +7,063+71.0% | Added |
| AIA Group Ltd | 17,024 | $1.63M | 0.03% | +6,210+57.4% | Added |
| Landscape Capital Management, L.L.C. | 17,048 | $1.63M | 0.10% | +17,048 | New |
| Notis-McConarty Edward | 17,050 | $1.63M | 0.76% | +5,155+43.3% | Added |
| JT Stratford LLC | 17,071 | $1.63M | 0.22% | +2,933+20.7% | Added |
| Mount Yale Investment Advisors, LLC | 17,118 | $1.63M | 0.11% | −16,408−48.9% | Reduced |
| Providence Wealth Advisors, LLC | 17,426 | $1.64M | 1.03% | +293+1.7% | Added |
| First Citizens Bank & Trust Co | 17,186 | $1.64M | 0.04% | −601−3.4% | Reduced |
| HM Payson & Co | 17,236 | $1.65M | 0.02% | −538−3.0% | Reduced |
| Trust Asset Management LLC | 17,244 | $1.65M | 0.11% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 17,249 | $1.65M | 0.95% | −72−0.4% | Reduced |
| Commerzbank Aktiengesellschaft | 17,285 | $1.65M | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 17,596 | $1.65M | 0.06% | +648+3.8% | Added |
| Dark Forest Capital Management LP | 17,365 | $1.66M | 0.06% | −55,843−76.3% | Reduced |
| MBM Wealth Consultants, LLC | 17,514 | $1.67M | 0.42% | −80.0% | Reduced |
| Cypress Capital, LLC | 17,692 | $1.69M | 0.48% | +17,692 | New |
| Dynasty Wealth Management, LLC | 17,786 | $1.70M | 0.02% | +8,891+100.0% | Added |
| Wolff Wiese Magana LLC | 17,900 | $1.71M | 0.97% | +783+4.6% | Added |
| Legacy Financial Advisors, Inc. | 18,008 | $1.72M | 0.24% | −616−3.3% | Reduced |
| Arjuna Capital | 18,020 | $1.72M | 0.43% | +115+0.6% | Added |
| Cidel Asset Management Inc | 18,028 | $1.72M | 0.10% | −269−1.5% | Reduced |
| Pictet & Cie (Europe) SA | 18,084 | $1.73M | 0.03% | +68+0.4% | Added |
| Bank of Hawaii | 18,166 | $1.73M | 0.09% | +1,135+6.7% | Added |
| Guardian Asset Advisors, LLC | 18,257 | $1.74M | 0.94% | +1,039+6.0% | Added |