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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 25,349 | $2.42M | 0.13% | −4,488−15.0% | Reduced |
| Salem Investment Counselors Inc | 25,661 | $2.45M | 0.07% | −220−0.9% | Reduced |
| Alpha Cubed Investments, LLC | 25,701 | $2.45M | 0.09% | −4,835−15.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 25,728 | $2.46M | 0.41% | +937+3.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 25,911 | $2.47M | 0.07% | +14,963+136.7% | Added |
| Columbia Asset Management | 25,981 | $2.48M | 0.46% | +304+1.2% | Added |
| Parsonex Advisory Services, Inc. | 25,989 | $2.48M | 1.69% | +5,526+27.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $2.48M | 1.20% | +7,000+36.8% | Added |
| Qtron Investments LLC | 26,019 | $2.48M | 0.31% | +12,321+89.9% | Added |
| Regions Financial Corp | 26,063 | $2.49M | 0.02% | +569+2.2% | Added |
| Advisory Services Network, LLC | 26,162 | $2.50M | 0.04% | +3,954+17.8% | Added |
| Ritholtz Wealth Management | 26,298 | $2.51M | 0.05% | +2,227+9.3% | Added |
| Ballentine Partners, LLC | 26,301 | $2.51M | 0.03% | +3,958+17.7% | Added |
| Fifth Third Wealth Advisors LLC | 26,371 | $2.52M | 0.09% | +347+1.3% | Added |
| Acadian Asset Management LLC | 26,557 | $2.53M | 0.00% | +4,955+22.9% | Added |
| Cape Investment Advisory, Inc. | 26,546 | $2.53M | 2.49% | +503+1.9% | Added |
| Guggenheim Capital LLC | 26,789 | $2.56M | 0.02% | −208−0.8% | Reduced |
| EPG Wealth Management LLC | 26,971 | $2.57M | 0.71% | +784+3.0% | Added |
| Teewinot Capital Advisers, L.L.C. | 27,099 | $2.59M | 0.20% | −419,928−93.9% | Reduced |
| Garrison Bradford & Associates Inc | 27,310 | $2.61M | 2.79% | −540−1.9% | Reduced |
| Clean Yield Group | 27,349 | $2.61M | 0.74% | +17,676+182.7% | Added |
| HBK Sorce Advisory LLC | 27,691 | $2.61M | 0.07% | +56+0.2% | Added |
| Hudson Canyon Capital Management | 28,215 | $2.63M | 1.51% | −1,203−4.1% | Reduced |
| Skylands Capital, LLC | 27,550 | $2.63M | 0.36% | +12,850+87.4% | Added |
| SageView Advisory Group, LLC | 27,598 | $2.63M | 0.09% | +1,287+4.9% | Added |
| Kestra Investment Management, LLC | 27,669 | $2.64M | 0.07% | +4,633+20.1% | Added |
| Rossmore Private Capital | 27,700 | $2.64M | 0.28% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 27,755 | $2.65M | 0.22% | +3,617+15.0% | Added |
| Power Wealth Management LLC | 27,787 | $2.65M | 0.97% | −4,437−13.8% | Reduced |
| Savvy Advisors, Inc. | 27,969 | $2.67M | 0.12% | +1,901+7.3% | Added |
| Martin Capital Advisors, LLP | 28,038 | $2.68M | 1.62% | +28+0.1% | Added |
| Xcel Wealth Management, LLC | 28,171 | $2.69M | 0.70% | 00.0% | Unchanged |
| Wynn Capital, LLC | 28,242 | $2.70M | 1.31% | +375+1.3% | Added |
| Gamco Investors, Inc. Et Al | 28,256 | $2.70M | 0.03% | −80.0% | Reduced |
| CBOE Vest Financial, LLC | 28,502 | $2.72M | 0.04% | +7,390+35.0% | Added |
| Cetera Trust Company, N.A | 28,505 | $2.72M | 1.52% | −100−0.3% | Reduced |
| Tema ETFs LLC | 28,587 | $2.73M | 0.23% | +28,587 | New |
| Stenger Family Office, LLC | 28,928 | $2.74M | 0.58% | +4,169+16.8% | Added |
| Argus Investors' Counsel, Inc. | 28,739 | $2.74M | 2.18% | −80−0.3% | Reduced |
| Bleakley Financial Group, LLC | 28,912 | $2.76M | 0.06% | +990+3.5% | Added |
| Kozak & Associates, Inc. | 30,156 | $2.77M | 0.55% | −1,951−6.1% | Reduced |
| Catalytic Wealth RIA, LLC | 29,045 | $2.77M | 0.09% | +13,569+87.7% | Added |
| Bridgeway Capital Management, LLC | 29,120 | $2.78M | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 29,271 | $2.79M | 0.06% | +135+0.5% | Added |
| Canandaigua National Bank & Trust Co | 29,292 | $2.80M | 0.25% | −192−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 30,577 | $2.82M | 0.23% | +12,448+68.7% | Added |
| J.W. Cole Advisors, Inc. | 29,722 | $2.84M | 0.05% | +3,704+14.2% | Added |
| Hager Investment Management Services, LLC | 29,751 | $2.84M | 1.54% | −264−0.9% | Reduced |
| Mount Vernon Associates Inc | 29,800 | $2.85M | 1.99% | −500−1.7% | Reduced |
| Chicago Partners Investment Group LLC | 30,346 | $2.85M | 0.07% | +3,757+14.1% | Added |
| Capital Advisors Inc | 29,857 | $2.85M | 0.05% | −50.0% | Reduced |
| Vaughan David Investments LLC | 29,864 | $2.85M | 0.06% | −3,220−9.7% | Reduced |
| Signaturefd, LLC | 29,874 | $2.85M | 0.04% | +900+3.1% | Added |
| Iowa State Bank | 29,906 | $2.86M | 0.54% | −509−1.7% | Reduced |
| Bard Financial Services, Inc. | 30,025 | $2.87M | 0.31% | −750−2.4% | Reduced |
| Capital Investment Advisory Services, LLC | 30,143 | $2.88M | 0.23% | −466−1.5% | Reduced |
| Meeder Advisory Services, Inc. | 30,199 | $2.88M | 0.13% | +2,918+10.7% | Added |
| Lecap Asset Management Ltd | 30,273 | $2.89M | 1.00% | +7,961+35.7% | Added |
| Coastline Trust Co | 30,300 | $2.89M | 0.31% | −689−2.2% | Reduced |
| Krilogy Financial LLC | 31,101 | $2.91M | 0.11% | +6,771+27.8% | Added |
| Global Retirement Partners, LLC | 30,817 | $2.94M | 0.07% | +116+0.4% | Added |
| R Squared Ltd | 30,921 | $2.95M | 1.27% | +17,927+138.0% | Added |
| CWA Asset Management Group, LLC | 31,087 | $2.97M | 0.11% | −18−0.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 31,122 | $2.97M | 0.46% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 31,186 | $2.98M | 1.06% | +327+1.1% | Added |
| Grimes & Company, Inc. | 31,258 | $2.98M | 0.07% | +14,649+88.2% | Added |
| Rakuten Investment Management, Inc. | 21,177 | $3.00M | 0.01% | +21,177 | New |
| DRW Securities, LLC | 31,400 | $3.00M | 0.15% | −37,078−54.1% | Reduced |
| Twin City Private Wealth, LLC | 31,681 | $3.02M | 2.36% | +648+2.1% | Added |
| Kinneret Advisory, LLC | 31,702 | $3.03M | 0.26% | −142−0.4% | Reduced |
| Strata Wealth Advisors, LLC | 31,817 | $3.04M | 0.80% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 32,004 | $3.06M | 1.52% | +65+0.2% | Added |
| Scott & Selber, Inc. | 32,060 | $3.06M | 0.78% | −350−1.1% | Reduced |
| Entropy Technologies, LP | 32,110 | $3.07M | 0.23% | −110,598−77.5% | Reduced |
| D L Carlson Investment Group Inc | 32,172 | $3.07M | 0.52% | −8,198−20.3% | Reduced |
| PEAK6 LLC | 32,176 | $3.07M | 0.08% | +32,176 | New |
| Sterling Investment Advisors, Ltd. | 32,221 | $3.08M | 0.60% | −200−0.6% | Reduced |
| Beacon Financial Group | 32,346 | $3.09M | 0.30% | +106+0.3% | Added |
| Cary Street Partners Financial LLC | 32,564 | $3.11M | 0.08% | −136−0.4% | Reduced |
| Aaron Wealth Advisors | 32,625 | $3.11M | 0.19% | +13,811+73.4% | Added |
| MUFG Securities EMEA plc | 32,660 | $3.12M | 0.08% | +27,613+547.1% | Added |
| Anchor Investment Management, LLC | 32,857 | $3.14M | 0.26% | +1,521+4.9% | Added |
| HighPoint Advisor Group LLC | 32,867 | $3.14M | 0.15% | +303+0.9% | Added |
| Compass Wealth Management LLC | 33,365 | $3.19M | 0.71% | −638−1.9% | Reduced |
| Chemistry Wealth Management LLC | 33,424 | $3.19M | 0.62% | +80.0% | Added |
| Coldstream Capital Management Inc | 33,674 | $3.21M | 0.04% | +4,791+16.6% | Added |
| GPM Growth Investors, Inc. | 33,678 | $3.22M | 1.24% | +609+1.8% | Added |
| Harfst & Associates, Inc. | 33,724 | $3.22M | 0.59% | +107+0.3% | Added |
| IFG Advisory, LLC | 33,780 | $3.23M | 0.15% | +265+0.8% | Added |
| NJ State Employees Deferred Compensation Plan | 33,800 | $3.23M | 0.36% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 33,829 | $3.23M | 0.19% | −1,390−3.9% | Reduced |
| V-Square Quantitative Management LLC | 33,859 | $3.23M | 0.55% | +2,052+6.5% | Added |
| Maia Wealth LLC | 33,987 | $3.25M | 0.55% | −5,444−13.8% | Reduced |
| Gill Capital Partners, LLC | 34,058 | $3.25M | 0.99% | −222−0.6% | Reduced |
| Main Street Research LLC | 34,098 | $3.26M | 0.18% | +481+1.4% | Added |
| Webster Bank, N. A. | 34,369 | $3.28M | 0.32% | −1,093−3.1% | Reduced |
| Choate Investment Advisors | 34,640 | $3.31M | 0.07% | +165+0.5% | Added |
| Crux Wealth Advisors | 34,666 | $3.31M | 1.31% | +3,244+10.3% | Added |
| Edgestream Partners, L.P. | 34,686 | $3.31M | 0.10% | +21,219+157.6% | Added |
| Greenup Street Wealth Management LLC | 34,707 | $3.31M | 0.51% | −12,470−26.4% | Reduced |