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 |
|---|---|---|---|---|---|
| Field & Main Bank | 700 | $66.8K | 0.02% | 00.0% | Unchanged |
| Promus Capital, LLC | 700 | $66.8K | 0.04% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 705 | $67.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 705 | $67.3K | 0.01% | +8+1.1% | Added |
| Signature Resources Capital Management, LLC | 707 | $67.5K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 735 | $70.2K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 736 | $70.3K | 0.03% | +736 | New |
| GGM Financials LLC | 746 | $71.2K | 0.04% | +746 | New |
| First Financial Corp | 750 | $71.6K | 0.03% | −156−17.2% | Reduced |
| Harbor Asset Planning, Inc. | 759 | $72.5K | 0.06% | +2+0.3% | Added |
| Painted Porch Advisors LLC | 775 | $74.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 810 | $77.3K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 815 | $77.8K | 0.00% | +93+12.9% | Added |
| Disciplina Capital Management LLC | 844 | $80.6K | 0.01% | +2+0.2% | Added |
| Pandora Wealth, Inc. | 854 | $81.5K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 862 | $82.3K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 869 | $83.0K | 0.00% | −491−36.1% | Reduced |
| Kerr Financial Planning Corp | 917 | $86.1K | 0.12% | +917 | New |
| Vermillion & White Wealth Management Group, LLC | 911 | $87.0K | 0.05% | +45+5.2% | Added |
| Community Bank, N.A. | 918 | $87.6K | 0.01% | +918 | New |
| Graney & King, LLC | 928 | $88.6K | 0.06% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 983 | $93.9K | 0.03% | −786−44.4% | Reduced |
| Sound Income Strategies, LLC | 1,014 | $95.3K | 0.01% | −57−5.3% | Reduced |
| Mma Asset Management LLC | 1,000 | $95.5K | 0.03% | +1,000 | New |
| Strategic Advocates LLC | 1,000 | $95.5K | 0.02% | +1,000 | New |
| Westside Investment Management, Inc. | 1,028 | $96.0K | 0.02% | +339+49.2% | Added |
| Darwin Advisors, LLC | 1,039 | $99.2K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,040 | $99.3K | 0.01% | +270+35.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,056 | $100.9K | 0.03% | +370+53.9% | Added |
| Rise Advisors, LLC | 1,063 | $101.5K | 0.04% | +39+3.8% | Added |
| Capital Advisors, Ltd. LLC | 1,067 | $102.0K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 1,083 | $103.4K | 0.08% | +24+2.3% | Added |
| Covestor Ltd | 1,087 | $104.0K | 0.06% | −33−2.9% | Reduced |
| Optimum Investment Advisors | 1,103 | $105.3K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,166 | $107.6K | 0.04% | +30+2.6% | Added |
| Transamerica Financial Advisors, Inc. | 1,155 | $110.2K | 0.01% | +1,155 | New |
| Millstone Evans Group, LLC | 1,156 | $110.4K | 0.07% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,158 | $110.6K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,160 | $110.7K | 0.06% | +1,160 | New |
| Crews Bank & Trust | 1,175 | $112.2K | 0.02% | +52+4.6% | Added |
| Heartwood Wealth Advisors LLC | 1,191 | $113.7K | 0.01% | +1,191 | New |
| Farmers & Merchants Investments Inc | 1,199 | $114.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,205 | $115.0K | 0.08% | −99−7.6% | Reduced |
| Davis Capital Management | 1,208 | $115.3K | 0.08% | +1,208 | New |
| Sherman Asset Management, Inc. | 1,214 | $115.9K | 0.10% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,226 | $117.2K | 0.03% | −10−0.8% | Reduced |
| Wesleyan Assurance Society | 1,250 | $119.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,253 | $119.7K | 0.13% | +2+0.2% | Added |
| Indiana Trust & Investment Management CO | 1,275 | $121.7K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 1,319 | $125.9K | 0.07% | −1,759−57.1% | Reduced |
| Asset Planning,Inc | 1,345 | $128.4K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,422 | $135.7K | 0.02% | −108−7.1% | Reduced |
| Rowland & Co Investment Counsel | 1,435 | $137.0K | 0.03% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,440 | $137.5K | 0.06% | −76−5.0% | Reduced |
| Rexford Capital Inc | 1,451 | $138.5K | 0.11% | −200−12.1% | Reduced |
| MV Capital Management, Inc. | 1,492 | $142.4K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 1,500 | $143.2K | 0.08% | +1,500 | New |
| Barrett & Company, Inc. | 1,514 | $144.5K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 1,524 | $145.5K | 0.18% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,545 | $147.5K | 0.03% | +178+13.0% | Added |
| MTM Investment Management, LLC | 1,545 | $147.5K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,545 | $147.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,559 | $148.8K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,580 | $150.8K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,584 | $151.0K | 0.01% | −66,708−97.7% | Reduced |
| Concord Wealth Partners | 1,657 | $158.2K | 0.02% | +39+2.4% | Added |
| Pflug Koory, LLC | 1,662 | $158.6K | 0.08% | 00.0% | Unchanged |
| City State Bank | 1,695 | $161.8K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,736 | $165.7K | 0.11% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,742 | $166.3K | 0.04% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 1,770 | $169.0K | 0.00% | +1,770 | New |
| Hemington Wealth Management | 1,847 | $176.0K | 0.02% | +118+6.8% | Added |
| Harbor Investment Advisory, LLC | 8,013 | $176.3K | 0.01% | +48+0.6% | Added |
| Rocky Mountain Advisers, LLC | 1,855 | $177.1K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,858 | $177.4K | 0.01% | +467+33.6% | Added |
| Bell Investment Advisors, Inc | 1,879 | $179.4K | 0.03% | −22−1.2% | Reduced |
| Hantz Financial Services, Inc. | 1,909 | $182.0K | 0.00% | +571+42.7% | Added |
| Eastern Bank | 1,967 | $187.8K | 0.00% | +279+16.5% | Added |
| Tower View Investment Management & Research LLC | 2,000 | $190.9K | 0.10% | −323−13.9% | Reduced |
| Atwood & Palmer Inc | 2,006 | $191.5K | 0.01% | −307−13.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,010 | $191.9K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,061 | $196.8K | 0.09% | +390+23.3% | Added |
| Hutchinson Capital Management | 2,101 | $200.6K | 0.03% | +2,101 | New |
| Howe & Rusling Inc | 2,122 | $202.6K | 0.01% | −546−20.5% | Reduced |
| Bruce G. Allen Investments, LLC | 2,124 | $202.8K | 0.15% | −219−9.3% | Reduced |
| Castleview Partners, LLC | 2,125 | $202.9K | 0.11% | +2,125 | New |
| Lighthouse Wealth Management Inc. | 2,130 | $203.3K | 0.17% | +2,130 | New |
| Firestone Capital Management | 2,134 | $203.7K | 0.04% | +2,134 | New |
| Aspen Grove Capital, LLC | 2,135 | $203.8K | 0.03% | −5,791−73.1% | Reduced |
| Arvest Bank Trust Division | 2,139 | $204.2K | 0.01% | +2,139 | New |
| Granite Harbor Advisors, Inc. | 2,139 | $204.2K | 0.09% | +2,139 | New |
| Liberty Wealth Management LLC | 2,148 | $205.1K | 0.03% | +2,148 | New |
| Apella Capital, LLC | 2,200 | $205.5K | 0.00% | +2,200 | New |
| OneAscent Financial Services LLC | 2,158 | $206.0K | 0.01% | +2,158 | New |
| Hendershot Investments Inc. | 2,165 | $206.7K | 0.03% | +2,165 | New |
| Birchbrook, Inc. | 2,167 | $206.9K | 0.11% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,167 | $206.9K | 0.33% | +2,167 | New |
| Ulland Investment Advisors, LLC | 2,166 | $207.0K | 0.16% | +131+6.4% | Added |
| Grey Fox Wealth Advisors, LLC | 2,180 | $208.1K | 0.04% | +2,180 | New |
| Medallion Wealth Advisors, LLC | 2,197 | $209.8K | 0.07% | −13−0.6% | Reduced |