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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 18,481 | $1.76M | 0.42% | +336+1.9% | Added |
| Atomi Financial Group, Inc. | 18,490 | $1.77M | 0.06% | +2,351+14.6% | Added |
| RBF Capital, LLC | 18,500 | $1.77M | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 18,524 | $1.77M | 0.09% | +1,627+9.6% | Added |
| Sheets Smith Investment Management | 18,668 | $1.78M | 1.16% | +15+0.1% | Added |
| Virtus Investment Advisers, Inc. | 18,714 | $1.79M | 0.51% | +1,379+8.0% | Added |
| TLWM | 18,763 | $1.79M | 0.32% | +1,076+6.1% | Added |
| NorthCrest Asset Manangement, LLC | 19,058 | $1.79M | 0.04% | +1,628+9.3% | Added |
| Kidder Stephen W | 18,795 | $1.79M | 0.51% | +7,770+70.5% | Added |
| Northwest & Ethical Investments L.P. | 18,520 | $1.79M | 0.04% | −80−0.4% | Reduced |
| National Asset Management, Inc. | 18,800 | $1.79M | 0.09% | +1,907+11.3% | Added |
| Focus Financial Network, Inc. | 18,849 | $1.80M | 0.06% | −403−2.1% | Reduced |
| Jeppson Wealth Management, LLC | 18,918 | $1.81M | 0.58% | −265−1.4% | Reduced |
| Machina Capital S.A.S. | 18,932 | $1.81M | 0.32% | −34,378−64.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19,119 | $1.83M | 0.47% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 19,182 | $1.83M | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19,275 | $1.84M | 0.03% | +2,323+13.7% | Added |
| Smartleaf Asset Management LLC | 19,006 | $1.84M | 0.11% | +5,414+39.8% | Added |
| Zullo Investment Group, Inc. | 19,379 | $1.85M | 0.68% | −296−1.5% | Reduced |
| Integrated Investment Consultants, LLC | 19,487 | $1.86M | 0.32% | −5,479−21.9% | Reduced |
| Lummis Asset Management, LP | 19,546 | $1.87M | 1.23% | −236−1.2% | Reduced |
| StoneX Group Inc. | 19,564 | $1.87M | 0.08% | +447+2.3% | Added |
| Csenge Advisory Group | 19,639 | $1.87M | 0.09% | +12,220+164.7% | Added |
| Letko, Brosseau & Associates Inc | 19,746 | $1.89M | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 19,761 | $1.89M | 0.03% | +5,909+42.7% | Added |
| Delaney Dennis R | 19,765 | $1.89M | 0.94% | +7,265+58.1% | Added |
| Concurrent Investment Advisors, LLC | 19,833 | $1.89M | 0.03% | +1,665+9.2% | Added |
| Next Capital Management LLC | 26,840 | $1.89M | 0.63% | +10,156+60.9% | Added |
| Lebenthal Global Advisors, LLC | 19,870 | $1.90M | 0.33% | +1,538+8.4% | Added |
| City Holding Co | 19,990 | $1.91M | 0.24% | +932+4.9% | Added |
| Caldwell Trust Co | 20,006 | $1.91M | 0.18% | +201+1.0% | Added |
| TCW Group Inc | 20,032 | $1.91M | 0.02% | −26,209−56.7% | Reduced |
| Raiffeisen Bank International AG | 19,817 | $1.92M | 0.03% | +6,646+50.5% | Added |
| Bridges Investment Management Inc | 20,178 | $1.93M | 0.02% | −3,528−14.9% | Reduced |
| IMC-Chicago, LLC | 20,224 | $1.93M | 0.03% | +20,224 | New |
| Copperleaf Capital, LLC | 20,297 | $1.94M | 0.93% | −4,507−18.2% | Reduced |
| Keystone Financial Services | 20,369 | $1.94M | 0.60% | +1,092+5.7% | Added |
| Moors & Cabot, Inc. | 20,408 | $1.95M | 0.09% | −293−1.4% | Reduced |
| Banque Cantonale Vaudoise | 20,553 | $1.96M | 0.07% | −925−4.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,574 | $1.96M | 0.06% | −2,706−11.6% | Reduced |
| Aviso Wealth Management | 20,650 | $1.97M | 0.86% | +551+2.7% | Added |
| Dana Investment Advisors, Inc. | 20,692 | $1.98M | 0.06% | +2,244+12.2% | Added |
| IFP Advisors, Inc | 20,700 | $1.98M | 0.05% | +602+3.0% | Added |
| Forum Financial Management, LP | 20,720 | $1.98M | 0.03% | +1,378+7.1% | Added |
| Frank, Rimerman Advisors LLC | 20,815 | $1.99M | 0.13% | +917+4.6% | Added |
| Convergence Investment Partners, LLC | 20,918 | $2.00M | 0.45% | +5,188+33.0% | Added |
| Vise Technologies, Inc. | 21,143 | $2.02M | 0.08% | +1,801+9.3% | Added |
| Sunbelt Securities, Inc. | 21,174 | $2.02M | 0.14% | +10,485+98.1% | Added |
| Hills Bank & Trust Co | 21,267 | $2.03M | 0.12% | +301+1.4% | Added |
| Graham Capital Management, L.P. | 21,312 | $2.03M | 0.08% | −119,175−84.8% | Reduced |
| Professional Financial Advisors, LLC | 21,498 | $2.05M | 0.43% | +641+3.1% | Added |
| Essex Savings Bank | 21,702 | $2.07M | 0.47% | −39−0.2% | Reduced |
| Riverwater Partners LLC | 21,780 | $2.08M | 0.86% | −205−0.9% | Reduced |
| Old National Bancorp | 21,787 | $2.08M | 0.04% | +1,429+7.0% | Added |
| Bartlett & Co. Wealth Management LLC | 21,834 | $2.08M | 0.03% | +136+0.6% | Added |
| LOM Asset Management Ltd | 21,921 | $2.09M | 0.64% | +3,467+18.8% | Added |
| Prime Capital Investment Advisors, LLC | 21,971 | $2.10M | 0.03% | +644+3.0% | Added |
| Citizens & Northern Corp | 22,098 | $2.11M | 0.52% | +154+0.7% | Added |
| Pettee Investors, Inc. | 22,157 | $2.12M | 1.16% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 22,348 | $2.13M | 2.05% | −1,452−6.1% | Reduced |
| Savant Capital, LLC | 22,371 | $2.14M | 0.01% | +1,393+6.6% | Added |
| Pine Valley Investments Ltd Liability Co | 22,450 | $2.14M | 0.11% | −1,731−7.2% | Reduced |
| Profund Advisors LLC | 22,534 | $2.15M | 0.07% | +3,429+17.9% | Added |
| Cornercap Investment Counsel Inc | 22,591 | $2.16M | 1.07% | −380−1.7% | Reduced |
| Horizon Investment Services, LLC | 22,614 | $2.16M | 0.82% | +22,614 | New |
| Roberts Wealth Advisors, LLC | 22,856 | $2.18M | 0.58% | −492−2.1% | Reduced |
| Diversify Advisory Services, LLC | 23,490 | $2.19M | 0.07% | +5,524+30.7% | Added |
| Pacific Capital Partners Ltd | 22,924 | $2.19M | 2.44% | +22,924 | New |
| 3Chopt Investment Partners, LLC | 23,033 | $2.20M | 0.50% | +208+0.9% | Added |
| David Loasby | 23,445 | $2.20M | 0.17% | −604−2.5% | Reduced |
| Diversified Investment Strategies, LLC | 23,112 | $2.21M | 1.45% | 00.0% | Unchanged |
| Weiss Asset Management LP | 23,169 | $2.21M | 0.03% | +23,169 | New |
| K.J. Harrison & Partners Inc | 23,943 | $2.22M | 0.32% | −11,000−31.5% | Reduced |
| 1st Source Bank | 23,370 | $2.23M | 0.12% | −310−1.3% | Reduced |
| Tealwood Asset Management Inc | 23,374 | $2.23M | 0.90% | −1,228−5.0% | Reduced |
| Pinnacle Associates Ltd | 23,386 | $2.23M | 0.03% | +51+0.2% | Added |
| Stephens Inc | 23,495 | $2.24M | 0.03% | −898−3.7% | Reduced |
| Chesley Taft & Associates LLC | 23,609 | $2.25M | 0.10% | −14−0.1% | Reduced |
| Umb Bank N A | 23,681 | $2.26M | 0.03% | +2,332+10.9% | Added |
| Aspiriant, LLC | 23,813 | $2.27M | 0.07% | −993−4.0% | Reduced |
| Puzo Michael J | 23,903 | $2.28M | 0.62% | +6,125+34.5% | Added |
| Ancora Advisors, LLC | 24,184 | $2.31M | 0.05% | −1,479−5.8% | Reduced |
| Ascent Wealth Partners, LLC | 24,207 | $2.31M | 0.27% | +194+0.8% | Added |
| Carmel Capital Partners, LLC | 24,302 | $2.32M | 0.98% | −6,792−21.8% | Reduced |
| Greenline Partners, LLC | 24,336 | $2.32M | 0.28% | −730−2.9% | Reduced |
| Aspen Investment Management Inc | 24,364 | $2.33M | 0.90% | −106−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 24,411 | $2.33M | 0.07% | +5,428+28.6% | Added |
| Integrated Wealth Concepts LLC | 24,515 | $2.34M | 0.02% | +4,050+19.8% | Added |
| JFS Wealth Advisors, LLC | 24,519 | $2.34M | 0.14% | −444−1.8% | Reduced |
| Cullen Investment Group, Ltd. | 24,923 | $2.34M | 0.31% | +301+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 24,725 | $2.36M | 0.18% | −513−2.0% | Reduced |
| Wright Investors Service Inc | 24,905 | $2.38M | 0.69% | +7,159+40.3% | Added |
| Norden Group LLC | 25,007 | $2.39M | 0.24% | +373+1.5% | Added |
| Meiji Yasuda Life Insurance Co | 25,021 | $2.39M | 0.07% | +88+0.4% | Added |
| Investment Advisory Services Inc | 25,080 | $2.39M | 0.75% | −206−0.8% | Reduced |
| Texas Yale Capital Corp. | 25,115 | $2.40M | 0.08% | +400+1.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 25,155 | $2.40M | 0.50% | +8,385+50.0% | Added |
| RiverPark Advisors, LLC | 25,243 | $2.41M | 1.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25,295 | $2.41M | 0.37% | −344−1.3% | Reduced |
| Hutchinson Financial Advisors, INC | 25,347 | $2.42M | 2.38% | +578+2.3% | Added |