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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 79,016 | $7.54M | 0.04% | −8,920−10.1% | Reduced |
| Fagan Associates, Inc. | 79,378 | $7.58M | 1.05% | +4,540+6.1% | Added |
| Central Pacific Bank - Trust Division | 79,586 | $7.60M | 0.92% | −2,331−2.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 79,614 | $7.60M | 0.14% | +5,342+7.2% | Added |
| Resolute Capital Asset Partners LLC | 80,000 | $7.64M | 4.00% | +43,599+119.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 80,059 | $7.64M | 0.19% | −374−0.5% | Reduced |
| Eisler Capital Management Ltd. | 83,256 | $7.69M | 0.17% | −158,393−65.5% | Reduced |
| NewEdge Wealth, LLC | 83,135 | $7.79M | 0.11% | +2,468+3.1% | Added |
| Securian Asset Management, Inc | 82,404 | $7.87M | 0.21% | −6,892−7.7% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 83,300 | $7.95M | 3.42% | −11,500−12.1% | Reduced |
| Investment Management Corp of Ontario | 83,376 | $7.96M | 0.12% | +31,907+62.0% | Added |
| Nomura Holdings Inc | 83,502 | $7.97M | 0.04% | +51,679+162.4% | Added |
| WCG Wealth Advisors LLC | 84,096 | $8.03M | 0.50% | −9,839−10.5% | Reduced |
| Mezzasalma Advisors, LLC | 84,460 | $8.06M | 2.06% | −155−0.2% | Reduced |
| Radnor Capital Management, LLC | 84,650 | $8.08M | 1.23% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 84,837 | $8.10M | 0.10% | −2,062−2.4% | Reduced |
| Maryland State Retirement & Pension System | 85,112 | $8.13M | 0.17% | +2,161+2.6% | Added |
| Hemenway Trust Co LLC | 85,682 | $8.18M | 0.63% | +31,417+57.9% | Added |
| American Assets Investment Management, LLC | 86,674 | $8.27M | 0.61% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 86,682 | $8.28M | 0.27% | −1,523−1.7% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 88,008 | $8.40M | 2.06% | −3,327−3.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 88,378 | $8.44M | 0.40% | −2,464−2.7% | Reduced |
| Capital Investment Counsel, Inc | 88,438 | $8.44M | 1.03% | −2,575−2.8% | Reduced |
| Metis Global Partners, LLC | 88,700 | $8.47M | 0.20% | −4,636−5.0% | Reduced |
| First National Trust Co | 89,224 | $8.52M | 0.29% | +40,257+82.2% | Added |
| Louisiana State Employees Retirement System | 89,500 | $8.54M | 0.14% | −600−0.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $8.55M | 0.12% | 00.0% | Unchanged |
| Country Club Bank | 88,714 | $8.60M | 0.51% | −17,038−16.1% | Reduced |
| Allianz SE | 90,478 | $8.64M | 0.18% | −397−0.4% | Reduced |
| M&G Plc | 91,474 | $8.69M | 0.05% | −23,374−20.4% | Reduced |
| GAM Holding AG | 92,574 | $8.84M | 0.55% | +2,422+2.7% | Added |
| Tocqueville Asset Management L.P. | 92,824 | $8.86M | 0.13% | −4,872−5.0% | Reduced |
| Aviance Capital Partners, LLC | 93,139 | $8.89M | 1.06% | +825+0.9% | Added |
| Warren Averett Asset Management, LLC | 93,558 | $8.93M | 0.09% | +2,679+2.9% | Added |
| Redmond Asset Management, LLC | 93,704 | $8.95M | 2.20% | −1,947−2.0% | Reduced |
| 1248 Management, LLC | 93,729 | $8.95M | 5.05% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 93,769 | $8.95M | 0.33% | +93,769 | New |
| KCM Investment Advisors LLC | 94,206 | $8.99M | 0.29% | +430+0.5% | Added |
| Concentric Capital Strategies, LP | 94,754 | $9.05M | 0.43% | −9,098−8.8% | Reduced |
| Caisse des Depots Et Consignations | 95,120 | $9.08M | 0.39% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 95,293 | $9.10M | 0.08% | −12,988−12.0% | Reduced |
| AMG National Trust Bank | 95,500 | $9.12M | 0.22% | −1,483−1.5% | Reduced |
| Pinnacle Financial Partners Inc | 95,607 | $9.13M | 0.22% | +9,244+10.7% | Added |
| Lafayette Investments, Inc. | 95,948 | $9.16M | 1.75% | −901−0.9% | Reduced |
| Thompson Investment Management, Inc. | 96,558 | $9.22M | 1.23% | −3,491−3.5% | Reduced |
| Norinchukin Bank, The | 96,565 | $9.22M | 0.12% | +2,232+2.4% | Added |
| Shelton Capital Management | 97,058 | $9.27M | 0.20% | −12,000−11.0% | Reduced |
| iA Global Asset Management Inc. | 97,214 | $9.28M | 0.13% | +16,646+20.7% | Added |
| Baldwin Brothers Inc | 97,266 | $9.29M | 0.60% | −1,243−1.3% | Reduced |
| Verition Fund Management LLC | 97,398 | $9.30M | 0.05% | −98,130−50.2% | Reduced |
| Geneos Wealth Management Inc. | 97,565 | $9.31M | 0.24% | −1,019−1.0% | Reduced |
| Hyperion Capital Advisors LP | 97,880 | $9.34M | 5.00% | −4,056−4.0% | Reduced |
| Brevan Howard Capital Management LP | 97,931 | $9.35M | 0.13% | −34,578−26.1% | Reduced |
| Evergreen Capital Management LLC | 98,058 | $9.36M | 0.22% | −1,644−1.6% | Reduced |
| Private Advisor Group, LLC | 98,280 | $9.38M | 0.05% | −2,538−2.5% | Reduced |
| Point72 (DIFC) Ltd | 99,493 | $9.50M | 0.66% | +45,215+83.3% | Added |
| AE Wealth Management LLC | 99,832 | $9.53M | 0.06% | +56,609+131.0% | Added |
| Scopus Asset Management, L.P. | 100,000 | $9.55M | 0.23% | +100,000 | New |
| Hartford Investment Management Co | 100,132 | $9.56M | 0.29% | −2,983−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 100,795 | $9.62M | 0.04% | −980−1.0% | Reduced |
| Private Wealth Partners, LLC | 101,029 | $9.65M | 0.69% | +1,690+1.7% | Added |
| National Philanthropic Trust | 101,310 | $9.67M | 0.11% | +888+0.9% | Added |
| Americana Partners, LLC | 102,920 | $9.83M | 0.30% | +4,942+5.0% | Added |
| Timber Creek Capital Management LLC | 103,728 | $9.90M | 2.39% | −453−0.4% | Reduced |
| Generali Asset Management SPA SGR | 104,264 | $9.95M | 0.21% | −20,462−16.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 104,505 | $9.98M | 1.76% | +2,002+2.0% | Added |
| Allen Capital Group, LLC | 105,236 | $10.0M | 0.96% | +6,968+7.1% | Added |
| Sig Brokerage, LP | 106,554 | $10.2M | 2.56% | −92,656−46.5% | Reduced |
| Patten & Patten Inc | 107,001 | $10.2M | 0.60% | +277+0.3% | Added |
| Kentucky Retirement Systems | 107,152 | $10.2M | 0.28% | +953+0.9% | Added |
| Omers Administration Corp | 107,391 | $10.3M | 0.07% | −1,800−1.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 107,601 | $10.3M | 0.66% | +10,739+11.1% | Added |
| RSM US Wealth Management LLC | 109,503 | $10.5M | 0.14% | −1,753−1.6% | Reduced |
| Argent Trust Co | 109,683 | $10.5M | 0.37% | +4,569+4.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 110,463 | $10.5M | 0.10% | +16,484+17.5% | Added |
| Citizens Financial Group Inc | 110,926 | $10.6M | 0.15% | +9,244+9.1% | Added |
| Trajan Wealth LLC | 111,673 | $10.7M | 0.46% | +25,358+29.4% | Added |
| HRT Financial LP | 111,843 | $10.7M | 0.04% | −59,147−34.6% | Reduced |
| Andra AP-fonden | 112,903 | $10.8M | 0.14% | +66,100+141.2% | Added |
| Nicholas Company, Inc. | 114,467 | $10.9M | 0.19% | −12,275−9.7% | Reduced |
| Rathbone Brothers plc | 114,554 | $10.9M | 0.04% | −3,514−3.0% | Reduced |
| Advocate Group LLC | 114,736 | $11.0M | 1.80% | −3,619−3.1% | Reduced |
| Elo Mutual Pension Insurance Co | 116,139 | $11.1M | 0.18% | −11,174−8.8% | Reduced |
| Baker Avenue Asset Management, LP | 116,229 | $11.1M | 0.27% | +352+0.3% | Added |
| Westend Capital Management, LLC | 116,481 | $11.1M | 3.24% | +1,997+1.7% | Added |
| Ascent Group, LLC | 118,013 | $11.3M | 0.40% | +15,612+15.2% | Added |
| Univest Financial Corp | 118,699 | $11.3M | 0.63% | −8,327−6.6% | Reduced |
| Terry L. Blaker | 118,761 | $11.3M | 0.43% | −4,662−3.8% | Reduced |
| Boston Common Asset Management, LLC | 119,012 | $11.4M | 0.32% | −9,012−7.0% | Reduced |
| Baxter Bros Inc | 119,036 | $11.4M | 1.31% | +18,032+17.9% | Added |
| Whittier Trust Co of Nevada Inc | 121,113 | $11.4M | 0.24% | +3,247+2.8% | Added |
| Cornerstone Advisors, LLC | 119,400 | $11.4M | 0.38% | −13,400−10.1% | Reduced |
| Optiver Holding B.V. | 119,660 | $11.4M | 0.19% | +115,636+2,873.7% | Added |
| BNP Paribas | 119,715 | $11.4M | 0.35% | +10,986+10.1% | Added |
| Glenview Trust Co | 119,839 | $11.4M | 0.18% | +5,461+4.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 120,223 | $11.5M | 0.23% | +950+0.8% | Added |
| CWM, LLC | 120,424 | $11.5M | 0.03% | +17,370+16.9% | Added |
| Tower Bridge Advisors | 121,243 | $11.6M | 1.16% | −2,785−2.2% | Reduced |
| Hanson & Doremus Investment Management | 121,397 | $11.6M | 1.46% | −3,841−3.1% | Reduced |
| Sienna Gestion | 133,597 | $11.6M | 0.81% | +133,597 | New |