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
- 2,174
- +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
- 764 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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Horizon Financial Services, LLC | 214 | $20.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 217 | $20.7K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 225 | $21.0K | 0.01% | +8+3.7% | Added |
| Hurley Capital, LLC | 223 | $21.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 224 | $21.4K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 225 | $21.5K | 0.00% | +21+10.3% | Added |
| Vermillion Wealth Management, Inc. | 225 | $21.5K | 0.01% | +25+12.5% | Added |
| Roxbury Financial LLC | 227 | $21.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 238 | $22.4K | 0.00% | −10−4.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 235 | $22.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 239 | $22.8K | 0.00% | +1+0.4% | Added |
| Vision Financial Markets LLC | 242 | $23.1K | 0.02% | 00.0% | Unchanged |
| Guerra Advisors Inc | 242 | $23.1K | 0.01% | +242 | New |
| Gables Capital Management Inc. | 249 | $23.8K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 256 | $24.4K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 271 | $25.0K | 0.01% | −1,000−78.7% | Reduced |
| Robinswood Financial LLC | 262 | $25.0K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 264 | $25.2K | 0.00% | +7+2.7% | Added |
| Abound Wealth Management | 275 | $26.2K | 0.01% | +10+3.8% | Added |
| Princeton Global Asset Management LLC | 279 | $26.6K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 285 | $26.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 286 | $27.0K | 0.01% | +44+18.2% | Added |
| West Branch Capital LLC | 287 | $27.4K | 0.01% | +287 | New |
| Kayne Anderson Rudnick Investment Management LLC | 289 | $27.6K | 0.00% | +15+5.5% | Added |
| Bellevue Asset Management, LLC | 293 | $28.0K | 0.01% | +1+0.3% | Added |
| Ransom Advisory, Ltd | 300 | $28.6K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 301 | $28.7K | 0.01% | +1+0.3% | Added |
| Albion Financial Group | 310 | $29.6K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,285 | $29.6K | 0.02% | +975+314.5% | Added |
| Arlington Trust Co LLC | 311 | $29.7K | 0.01% | +100+47.4% | Added |
| Raffa Wealth Management, LLC | 313 | $29.9K | 0.01% | +32+11.4% | Added |
| Valued Wealth Advisors LLC | 316 | $30.1K | 0.01% | +8+2.6% | Added |
| Binnacle Investments Inc | 320 | $30.6K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 325 | $31.0K | 0.00% | +108+49.8% | Added |
| Aventus Investment Advisors, Inc. | 330 | $31.5K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 331 | $31.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 342 | $32.7K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 352 | $33.6K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 352 | $33.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 357 | $34.1K | 0.01% | +250+233.6% | Added |
| Redmont Wealth Advisors LLC | 358 | $34.2K | 0.05% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 367 | $35.0K | 0.02% | −1−0.3% | Reduced |
| Meeder Asset Management Inc | 370 | $35.3K | 0.00% | −682−64.8% | Reduced |
| Cranbrook Wealth Management, LLC | 380 | $36.3K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 386 | $36.9K | 0.01% | +165+74.7% | Added |
| Estabrook Capital Management | 395 | $37.7K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 395 | $37.7K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 399 | $38.1K | 0.00% | +7+1.8% | Added |
| IAG Wealth Partners, LLC | 400 | $38.2K | 0.00% | −305−43.3% | Reduced |
| CGC Financial Services, LLC | 400 | $38.2K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 404 | $38.6K | 0.03% | +364+910.0% | Added |
| Beaird Harris Wealth Management, LLC | 422 | $40.3K | 0.00% | +103+32.3% | Added |
| Cedar Mountain Advisors, LLC | 425 | $40.6K | 0.01% | +28+7.1% | Added |
| Seneschal Advisors, LLC | 427 | $40.8K | 0.03% | +427 | New |
| Murphy & Mullick Capital Management Corp | 433 | $41.0K | 0.03% | +130+42.9% | Added |
| Sachetta, LLC | 436 | $41.6K | 0.02% | +20+4.8% | Added |
| Core Alternative Capital | 437 | $41.7K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 447 | $42.6K | 0.07% | −64−12.5% | Reduced |
| Bogart Wealth, LLC | 451 | $43.0K | 0.00% | +125+38.3% | Added |
| Frazier Financial Advisors, LLC | 459 | $43.8K | 0.03% | +190+70.6% | Added |
| Key Financial Inc | 476 | $43.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 467 | $44.6K | 0.01% | +103+28.3% | Added |
| Wealth Watch Advisors, INC | 470 | $44.9K | 0.02% | +470 | New |
| Boreal Capital Management LLC | 475 | $45.3K | 0.04% | +475 | New |
| True Wealth Design, LLC | 485 | $46.3K | 0.01% | +311+178.7% | Added |
| Imprint Wealth LLC | 485 | $46.3K | 0.15% | +485 | New |
| North Star Investment Management Corp. | 500 | $47.7K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $47.7K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $47.7K | 0.00% | +500 | New |
| Glass Jacobson Investment Advisors llc | 500 | $47.7K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 506 | $48.3K | 0.01% | +117+30.1% | Added |
| CBIZ Investment Advisory Services, LLC | 508 | $48.5K | 0.00% | +17+3.5% | Added |
| Country Trust Bank | 509 | $48.6K | 0.00% | +84+19.8% | Added |
| NVWM, LLC | 515 | $49.2K | 0.01% | +500+3,333.3% | Added |
| Byrne Asset Management LLC | 522 | $49.8K | 0.03% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 529 | $50.5K | 0.06% | +529 | New |
| Investors Research Corp | 530 | $50.6K | 0.01% | −29−5.2% | Reduced |
| Mendota Financial Group, LLC | 531 | $50.7K | 0.04% | +531 | New |
| Hughes Financial Services, LLC | 543 | $51.9K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 544 | $51.9K | 0.04% | 00.0% | Unchanged |
| Knuff & Co LLC | 546 | $52.1K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 550 | $52.5K | 0.02% | +200+57.1% | Added |
| First PREMIER Bank | 557 | $53.0K | 0.01% | +107+23.8% | Added |
| UMA Financial Services, Inc. | 556 | $53.1K | 0.01% | +302+118.9% | Added |
| Trifecta Capital Advisors, LLC | 557 | $53.1K | 0.01% | +275+97.5% | Added |
| Carolina Wealth Advisors, LLC | 565 | $53.9K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 552 | $55.1K | 0.03% | +3+0.5% | Added |
| Gould Capital, LLC | 600 | $57.3K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 601 | $57.4K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 604 | $57.7K | 0.01% | +604 | New |
| Fortitude Family Office, LLC | 611 | $58.3K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 621 | $59.3K | 0.04% | +621 | New |
| Tradewinds Capital Management, LLC | 621 | $59.3K | 0.01% | +433+230.3% | Added |
| AdvisorNet Financial, Inc | 641 | $61.2K | 0.00% | −286−30.9% | Reduced |
| Monetary Management Group Inc | 650 | $62.1K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 659 | $62.9K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 665 | $63.5K | 0.01% | +75+12.7% | Added |
| Crewe Advisors LLC | 684 | $65.3K | 0.01% | −20−2.8% | Reduced |
| WPG Advisers, LLC | 686 | $65.5K | 0.05% | +5+0.7% | Added |
| Bullock Wealth Management Group | 715 | $65.9K | 0.03% | +1+0.1% | Added |