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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 2,198 | $209.8K | 0.00% | −3,400−60.7% | Reduced |
| Aspire Capital Advisors LLC | 2,207 | $210.7K | 0.05% | +2,207 | New |
| Tumwater Wealth Management, LLC | 2,228 | $212.7K | 0.09% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,234 | $213.3K | 0.06% | 00.0% | Unchanged |
| Nwam LLC | 2,251 | $213.7K | 0.01% | −217−8.8% | Reduced |
| WP Advisors, LLC | 2,243 | $214.2K | 0.05% | +6+0.3% | Added |
| CAP Partners, LLC | 2,250 | $214.8K | 0.12% | 00.0% | Unchanged |
| Camden National Bank | 2,251 | $214.9K | 0.03% | −74−3.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,338 | $215.7K | 0.03% | +2,338 | New |
| First Long Island Investors, LLC | 2,271 | $216.8K | 0.02% | −371−14.0% | Reduced |
| Ignite Planners, LLC | 2,274 | $217.2K | 0.04% | +10.0% | Added |
| WorthPointe, LLC | 2,276 | $217.3K | 0.08% | +24+1.1% | Added |
| Longview Financial Advisors LLC | 2,293 | $218.9K | 0.13% | −529−18.7% | Reduced |
| Plancorp, LLC | 2,297 | $219.3K | 0.01% | −939−29.0% | Reduced |
| Morling Financial Advisors, LLC | 2,300 | $219.6K | 0.07% | −86−3.6% | Reduced |
| Cardiff Park Advisors, LLC | 2,312 | $220.7K | 0.02% | +2+0.1% | Added |
| Fountainhead AM, LLC | 2,327 | $222.1K | 0.03% | −418−15.2% | Reduced |
| Hilltop National Bank | 2,335 | $222.9K | 0.05% | −10.0% | Reduced |
| Prospera Capital Management, LLC | 2,338 | $223.2K | 0.11% | +6+0.3% | Added |
| Mainsail Asset Management, LLC | 2,341 | $223.5K | 0.10% | +2,341 | New |
| Brooklyn FI, LLC | 2,344 | $223.8K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 2,348 | $224.2K | 0.04% | −162−6.5% | Reduced |
| Muirfield Wealth Advisors LLC | 2,348 | $224.2K | 0.17% | +82+3.6% | Added |
| Jacobsen Capital Management | 2,359 | $225.2K | 0.08% | +65+2.8% | Added |
| Affinity Investment Advisors, LLC | 2,359 | $225.2K | 0.15% | +2,359 | New |
| First Nebraska Trust Co | 2,373 | $226.6K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,376 | $226.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,377 | $226.9K | 0.04% | −115−4.6% | Reduced |
| Advus Financial Partners, LLC | 2,381 | $227.3K | 0.05% | −270−10.2% | Reduced |
| ZWJ Investment Counsel Inc | 2,390 | $228.2K | 0.01% | +106+4.6% | Added |
| Asset Management Group, Inc. | 2,395 | $228.6K | 0.04% | +7+0.3% | Added |
| D.B. Root & Company, LLC | 2,399 | $229.0K | 0.06% | +24+1.0% | Added |
| Auxano Advisors, LLC | 2,400 | $229.1K | 0.05% | −377−13.6% | Reduced |
| Violich Capital Management, Inc. | 2,400 | $229.1K | 0.03% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 2,400 | $229.1K | 0.02% | +200+9.1% | Added |
| Coordinated Financial Services, Inc. | 2,406 | $229.7K | 0.15% | −496−17.1% | Reduced |
| Bayforest Capital Ltd | 2,408 | $229.9K | 0.11% | +2,408 | New |
| Thoroughbred Financial Services, LLC | 2,426 | $231.0K | 0.01% | +2,426 | New |
| Rainey & Randall Investment Management Inc. | 2,423 | $231.3K | 0.04% | +4+0.2% | Added |
| Acorn Financial Advisory Services Inc | 2,426 | $231.6K | 0.04% | +70+3.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,427 | $231.7K | 0.01% | −179−6.9% | Reduced |
| Foster Group, Inc. | 2,432 | $232.2K | 0.01% | +81+3.4% | Added |
| Wealthstream Advisors, Inc. | 2,446 | $233.5K | 0.04% | −171−6.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,448 | $233.7K | 0.01% | −738−23.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,456 | $234.5K | 0.07% | +167+7.3% | Added |
| Schrum Private Wealth Management LLC | 2,456 | $234.5K | 0.17% | −100−3.9% | Reduced |
| Leigh Baldwin & Co., LLC | 2,459 | $234.8K | 0.13% | −166−6.3% | Reduced |
| Limestone Investment Advisors LP | 2,460 | $234.9K | 0.11% | +2,460 | New |
| Pathway Financial Advisors LLC | 2,470 | $235.8K | 0.03% | +2,470 | New |
| Redhawk Wealth Advisors, Inc. | 2,471 | $235.9K | 0.03% | +11+0.4% | Added |
| Guyasuta Investment Advisors Inc | 2,472 | $236.0K | 0.01% | 00.0% | Unchanged |
| Morton Community Bank | 2,500 | $236.3K | 0.05% | −678−21.3% | Reduced |
| Grandfield & Dodd, LLC | 2,480 | $236.8K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,486 | $237.4K | 0.07% | +185+8.0% | Added |
| Meyer Handelman Co | 2,492 | $237.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,493 | $238.0K | 0.00% | +22+0.9% | Added |
| Morse Asset Management, Inc | 2,497 | $238.4K | 0.05% | +2,406+2,644.0% | Added |
| New Wave Wealth Advisors LLC | 2,506 | $239.2K | 0.09% | −50−2.0% | Reduced |
| Northside Capital Management, LLC | 2,506 | $239.2K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,507 | $239.4K | 0.02% | −317−11.2% | Reduced |
| Teamwork Financial Advisors, LLC | 2,509 | $239.4K | 0.03% | +270+12.1% | Added |
| Creative Financial Designs Inc | 2,512 | $239.8K | 0.02% | +4+0.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,520 | $240.6K | 0.06% | −220−8.0% | Reduced |
| Papp L Roy & Associates | 2,520 | $240.6K | 0.03% | +2+0.1% | Added |
| STAR Financial Bank | 2,521 | $240.7K | 0.14% | +2,521 | New |
| Pines Wealth Management, LLC | 2,524 | $241.0K | 0.08% | −337−11.8% | Reduced |
| Wood Tarver Financial Group, LLC | 2,533 | $241.0K | 0.07% | +4+0.2% | Added |
| Garrett Wealth Advisory Group, LLC | 2,526 | $241.2K | 0.05% | 00.0% | Unchanged |
| TFR Capital, LLC. | 2,533 | $241.8K | 0.08% | −47−1.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,540 | $242.5K | 0.07% | +8+0.3% | Added |
| Investments & Financial Planning, LLC | 2,549 | $243.4K | 0.13% | +10.0% | Added |
| Wellspring Financial Advisors, LLC | 2,550 | $243.4K | 0.02% | +2,550 | New |
| Grove Bank & Trust | 2,554 | $243.8K | 0.03% | −192−7.0% | Reduced |
| Five Oceans Advisors | 2,560 | $244.4K | 0.09% | −145−5.4% | Reduced |
| D'Orazio & Associates, Inc. | 2,567 | $245.1K | 0.03% | +158+6.6% | Added |
| ZRC Wealth Management, LLC | 2,571 | $245.5K | 0.09% | +137+5.6% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 2,573 | $245.6K | 0.11% | +2,573 | New |
| FSM Wealth Advisors, LLC | 2,581 | $246.4K | 0.03% | +2,581 | New |
| Trust Co of Virginia | 2,582 | $246.5K | 0.02% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 2,584 | $246.7K | 0.09% | +132+5.4% | Added |
| Olistico Wealth, LLC | 2,595 | $247.8K | 0.13% | +10.0% | Added |
| Goepper Burkhardt LLC | 2,600 | $248.2K | 0.08% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,645 | $248.9K | 0.09% | +5+0.2% | Added |
| First Affirmative Financial Network | 2,615 | $249.7K | 0.12% | −15−0.6% | Reduced |
| Financial Advisory Service, Inc. | 2,616 | $249.8K | 0.02% | +13+0.5% | Added |
| Lazard Freres Gestion S.A.S. | 2,625 | $250.0K | 0.00% | +2,625 | Added |
| Douglas Lane & Associates, LLC | 2,637 | $251.8K | 0.00% | −15−0.6% | Reduced |
| Broadleaf Partners, LLC | 2,640 | $252.0K | 0.05% | 00.0% | Unchanged |
| Sather Financial Group Inc | 2,646 | $252.6K | 0.01% | +427+19.2% | Added |
| TRUE Private Wealth Advisors | 2,647 | $252.8K | 0.03% | −144−5.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,707 | $254.1K | 0.04% | +10.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,665 | $254.4K | 0.07% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,678 | $255.7K | 0.03% | +268+11.1% | Added |
| Linden Thomas Advisory Services, LLC | 2,686 | $256.4K | 0.03% | −27−1.0% | Reduced |
| Revolve Wealth Partners, LLC | 2,694 | $257.2K | 0.03% | +2,694 | New |
| Wolverine Asset Management LLC | 2,700 | $257.8K | 0.00% | +2,700 | New |
| W.H. Cornerstone Investments Inc. | 2,707 | $258.4K | 0.16% | +8+0.3% | Added |
| Sunflower Bank, N.A. | 2,707 | $258.4K | 0.06% | +95+3.6% | Added |
| Three Bridge Wealth Advisors, LLC | 2,718 | $259.4K | 0.07% | −1,252−31.5% | Reduced |
| waypoint wealth counsel | 2,718 | $259.5K | 0.10% | +2,718 | New |