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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 34,707 | $3.31M | 0.05% | +34,707 | New |
| Stableford Capital II LLC | 34,883 | $3.33M | 1.20% | +58+0.2% | Added |
| Ostrum Asset Management | 34,889 | $3.33M | 0.15% | −1,534−4.2% | Reduced |
| Roundview Capital LLC | 34,914 | $3.33M | 0.21% | −69−0.2% | Reduced |
| Brant Point Investment Management LLC | 35,000 | $3.34M | 0.74% | +15,000+75.0% | Added |
| GAMMA Investing LLC | 35,041 | $3.35M | 0.18% | +2,788+8.6% | Added |
| GM Advisory Group, Inc. | 35,084 | $3.35M | 0.14% | −692−1.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 35,400 | $3.38M | 0.26% | −37,822−51.7% | Reduced |
| Cascade Investment Advisors, Inc. | 35,585 | $3.40M | 2.06% | −365−1.0% | Reduced |
| Brighton Jones LLC | 35,717 | $3.41M | 0.08% | +4,536+14.5% | Added |
| Everence Capital Management Inc | 35,800 | $3.42M | 0.20% | 00.0% | Unchanged |
| Annandale Capital, LLC | 35,848 | $3.42M | 0.60% | 00.0% | Unchanged |
| West Oak Capital, LLC | 36,067 | $3.44M | 1.38% | +1,350+3.9% | Added |
| Centiva Capital, LP | 36,095 | $3.45M | 0.32% | +36,095 | New |
| Correct Capital Wealth Management | 36,224 | $3.46M | 0.64% | +872+2.5% | Added |
| Moneta Group Investment Advisors LLC | 36,260 | $3.46M | 0.03% | +1,317+3.8% | Added |
| Valeo Financial Advisors, LLC | 36,644 | $3.50M | 0.08% | −2,082−5.4% | Reduced |
| Dakota Wealth Management | 36,653 | $3.50M | 0.07% | −13,710−27.2% | Reduced |
| Central Bank & Trust Co | 37,127 | $3.54M | 0.56% | −164−0.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 37,139 | $3.55M | 1.17% | +3,137+9.2% | Added |
| Centaurus Financial, Inc. | 37,155 | $3.55M | 0.17% | +10,994+42.0% | Added |
| HF Advisory Group, LLC | 37,162 | $3.55M | 1.30% | +959+2.6% | Added |
| Vontobel Holding Ltd. | 37,286 | $3.56M | 0.01% | +8,497+29.5% | Added |
| Secure Asset Management, LLC | 38,594 | $3.56M | 0.59% | +9,179+31.2% | Added |
| Inkwell Capital LLC | 37,295 | $3.56M | 3.63% | −451−1.2% | Reduced |
| Groupama Asset Managment | 37,753 | $3.60M | 0.05% | +4,799+14.6% | Added |
| Summit Financial, LLC | 38,034 | $3.63M | 0.06% | +2,457+6.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 38,173 | $3.64M | 0.47% | −16,806−30.6% | Reduced |
| Twin Capital Management Inc | 38,443 | $3.67M | 0.46% | −9,426−19.7% | Reduced |
| SGL Investment Advisors, Inc. | 39,461 | $3.68M | 1.53% | +745+1.9% | Added |
| Fearless Solutions, LLC dba Best Invest | 38,620 | $3.69M | 2.36% | −42−0.1% | Reduced |
| TD Private Client Wealth LLC | 38,712 | $3.70M | 0.08% | +1,662+4.5% | Added |
| Nelson Capital Management, LLC | 39,009 | $3.72M | 0.44% | +377+1.0% | Added |
| GeoWealth Management, LLC | 39,143 | $3.74M | 0.14% | +24,295+163.6% | Added |
| Johnson Investment Counsel Inc | 39,169 | $3.74M | 0.03% | +494+1.3% | Added |
| Independent Advisor Alliance | 39,217 | $3.74M | 0.10% | +2,328+6.3% | Added |
| Stonebridge Capital Advisors LLC | 39,305 | $3.75M | 0.27% | +198+0.5% | Added |
| Apollon Wealth Management, LLC | 40,131 | $3.83M | 0.07% | +1,627+4.2% | Added |
| Threadgill Financial, LLC | 40,131 | $3.83M | 1.86% | +40,131 | New |
| Sepio Capital, LP | 40,237 | $3.84M | 0.23% | +3,086+8.3% | Added |
| Sculati Wealth Management, LLC | 40,322 | $3.85M | 1.36% | −317−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 40,340 | $3.85M | 0.14% | −49,237−55.0% | Reduced |
| Goelzer Investment Management, Inc. | 40,455 | $3.86M | 0.20% | −566−1.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 40,484 | $3.87M | 0.56% | −4,281−9.6% | Reduced |
| Gs Investments, Inc. | 40,488 | $3.87M | 1.91% | −14,967−27.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 40,494 | $3.87M | 1.67% | +518+1.3% | Added |
| Ashton Thomas Private Wealth, LLC | 40,503 | $3.87M | 0.10% | +12,308+43.7% | Added |
| Quadrant Capital Group LLC | 41,261 | $3.94M | 0.13% | +290+0.7% | Added |
| Parallel Advisors, LLC | 41,292 | $3.94M | 0.07% | +2,582+6.7% | Added |
| Pine Haven Investment Counsel, Inc | 41,438 | $3.96M | 2.86% | −355−0.8% | Reduced |
| Huntington National Bank | 41,496 | $3.96M | 0.02% | +3,441+9.0% | Added |
| Red Spruce Capital, LLC | 41,546 | $3.97M | 1.62% | −171−0.4% | Reduced |
| Fiduciary Group LLC | 41,595 | $3.97M | 0.35% | −473−1.1% | Reduced |
| Mengis Capital Management, Inc. | 41,906 | $4.00M | 0.79% | −349−0.8% | Reduced |
| Courier Capital LLC | 41,913 | $4.00M | 0.23% | −833−1.9% | Reduced |
| Means Investment Co., Inc. | 42,321 | $4.04M | 0.35% | −2,553−5.7% | Reduced |
| Miracle Mile Advisors, LLC | 42,846 | $4.09M | 0.06% | +65+0.2% | Added |
| Buttonwood Financial Advisors Inc. | 42,979 | $4.10M | 1.41% | −500−1.1% | Reduced |
| FWL Investment Management, LLC | 43,381 | $4.14M | 1.08% | +8,257+23.5% | Added |
| Resources Investment Advisors, LLC. | 43,386 | $4.14M | 0.04% | −2,111−4.6% | Reduced |
| 180 Wealth Advisors, LLC | 43,480 | $4.15M | 0.51% | −248−0.6% | Reduced |
| Conscious Wealth Investments, LLC | 44,232 | $4.18M | 2.48% | −465−1.0% | Reduced |
| Somerville Kurt F | 43,793 | $4.18M | 0.69% | +19,425+79.7% | Added |
| Ci Investments Inc. | 43,806 | $4.18M | 0.02% | +1,087+2.5% | Added |
| Victrix Investment Advisors | 43,838 | $4.19M | 2.29% | +902+2.1% | Added |
| Barnes Dennig Private Wealth Management LLC | 43,867 | $4.19M | 4.50% | −3,586−7.6% | Reduced |
| American Trust | 43,970 | $4.20M | 0.35% | −838−1.9% | Reduced |
| Westpac Banking Corp | 44,128 | $4.21M | 0.26% | −52,315−54.2% | Reduced |
| Linscomb & Williams, Inc. | 44,228 | $4.22M | 0.18% | +452+1.0% | Added |
| Fiduciary Financial Group, LLC | 44,751 | $4.27M | 0.67% | −2,502−5.3% | Reduced |
| East Coast Asset Management, LLC. | 44,892 | $4.29M | 1.34% | −24−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 44,913 | $4.29M | 0.28% | −159−0.4% | Reduced |
| JB Capital LLC | 45,186 | $4.31M | 0.19% | −2,503−5.2% | Reduced |
| Chatham Capital Group, Inc. | 45,212 | $4.32M | 0.62% | −30−0.1% | Reduced |
| Leelyn Smith, LLC | 45,370 | $4.33M | 0.65% | +45,370 | New |
| Bryn Mawr Trust Co | 45,456 | $4.34M | 0.10% | −28,377−38.4% | Reduced |
| Community Financial Services Group, LLC | 45,554 | $4.35M | 0.80% | −1,072−2.3% | Reduced |
| MUFG Securities Americas Inc. | 46,013 | $4.39M | 0.28% | +8,160+21.6% | Added |
| Vestcor Inc | 46,044 | $4.40M | 0.13% | +11,133+31.9% | Added |
| SAM Advisors, LLC | 46,319 | $4.42M | 1.43% | −822−1.7% | Reduced |
| Malaga Cove Capital, LLC | 46,798 | $4.47M | 1.62% | −300−0.6% | Reduced |
| Oak Harvest Investment Services | 46,993 | $4.49M | 0.52% | +2,327+5.2% | Added |
| Gotham Asset Management, LLC | 47,040 | $4.49M | 0.02% | +7,897+20.2% | Added |
| Modus Advisors, LLC | 47,439 | $4.53M | 1.23% | +233+0.5% | Added |
| Brookstone Capital Management | 47,708 | $4.55M | 0.05% | −6,405−11.8% | Reduced |
| Stratos Wealth Partners, LTD. | 47,874 | $4.57M | 0.05% | +9,258+24.0% | Added |
| LS Investment Advisors, LLC | 47,878 | $4.57M | 0.64% | +2,091+4.6% | Added |
| Prevail Innovative Wealth Advisors, LLC | 47,886 | $4.57M | 0.89% | +47,886 | New |
| Hunter Perkins Capital Management, LLC | 48,170 | $4.60M | 1.02% | −48−0.1% | Reduced |
| Integrated Advisors Network LLC | 48,471 | $4.63M | 0.19% | −1,232−2.5% | Reduced |
| Strategic Global Advisors, LLC | 48,518 | $4.63M | 0.70% | +48,518 | New |
| Montag A & Associates Inc | 48,616 | $4.64M | 0.21% | −5,725−10.5% | Reduced |
| Alerus Financial NA | 48,683 | $4.65M | 0.24% | +971+2.0% | Added |
| Dorsey & Whitney Trust CO LLC | 48,806 | $4.66M | 0.25% | −6,671−12.0% | Reduced |
| Hixon Zuercher, LLC | 49,044 | $4.68M | 1.43% | −1,663−3.3% | Reduced |
| Southeast Asset Advisors Inc. | 49,191 | $4.70M | 0.51% | +334+0.7% | Added |
| Tandem Capital Management Corp | 49,319 | $4.71M | 2.19% | −50−0.1% | Reduced |
| SOL Capital Management CO | 49,366 | $4.71M | 0.42% | +710+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 49,441 | $4.72M | 0.11% | −39,926−44.7% | Reduced |
| Daymark Wealth Partners, LLC | 49,449 | $4.72M | 0.16% | −568−1.1% | Reduced |