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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 2,719 | $260.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,725 | $260.2K | 0.01% | +286+11.7% | Added |
| First Bank & Trust | 2,730 | $260.6K | 0.04% | +2,730 | New |
| Straight Path Wealth Management | 2,731 | $260.8K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,740 | $261.6K | 0.04% | −11−0.4% | Reduced |
| Patton Fund Management, Inc. | 2,755 | $263.0K | 0.05% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 2,758 | $263.3K | 0.02% | +2,758 | New |
| Riversedge Advisors, LLC | 2,758 | $263.3K | 0.04% | +2,758 | New |
| Pine Harbor Wealth Management, LLC | 2,763 | $263.8K | 0.08% | +334+13.8% | Added |
| ARS Wealth Advisors Group, LLC | 2,770 | $264.4K | 0.03% | +104+3.9% | Added |
| LVW Advisors, LLC | 2,774 | $264.8K | 0.03% | +135+5.1% | Added |
| Kovack Advisors, Inc. | 2,787 | $266.1K | 0.03% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 2,789 | $266.3K | 0.04% | +2,789 | New |
| Tritonpoint Wealth, LLC | 2,799 | $267.2K | 0.02% | +111+4.1% | Added |
| LJI Wealth Management, LLC | 2,802 | $267.5K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,807 | $268.0K | 0.03% | +602+27.3% | Added |
| Pinnacle Bancorp, Inc. | 2,813 | $268.5K | 0.08% | −262−8.5% | Reduced |
| Cypress Capital Group | 2,828 | $270.0K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,829 | $270.1K | 0.02% | −106−3.6% | Reduced |
| Verdence Capital Advisors LLC | 2,855 | $270.8K | 0.02% | +20+0.7% | Added |
| Central Valley Advisors, LLC | 2,838 | $270.9K | 0.08% | +2,838 | New |
| Thrive Wealth Management, LLC | 2,839 | $271.0K | 0.04% | −39−1.4% | Reduced |
| Confluence Wealth Services, Inc. | 2,871 | $274.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 2,883 | $275.3K | 0.05% | +444+18.2% | Added |
| Traveka Wealth, LLC | 2,886 | $275.5K | 0.12% | +45+1.6% | Added |
| Capital Markets Trading UK LLP | 2,891 | $276.0K | 0.28% | +2,891 | New |
| WealthShield Partners, LLC | 2,898 | $276.7K | 0.03% | +61+2.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,910 | $277.8K | 0.01% | +341+13.3% | Added |
| Bernardo Wealth Planning LLC | 2,913 | $278.1K | 0.05% | +47+1.6% | Added |
| Beaumont Financial Advisors, LLC | 2,914 | $278.2K | 0.02% | +24+0.8% | Added |
| Wimmer Associates 1, LLC | 2,924 | $279.2K | 0.13% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,930 | $279.7K | 0.02% | −600−17.0% | Reduced |
| Stockman Wealth Management, Inc. | 2,935 | $280.2K | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,940 | $280.7K | 0.01% | +111+3.9% | Added |
| Clear Street Markets LLC | 2,941 | $280.8K | 0.09% | +1,792+156.0% | Added |
| CRA Financial Services, LLC | 2,943 | $281.0K | 0.04% | +49+1.7% | Added |
| Wedge Capital Management L L P | 2,967 | $283.3K | 0.00% | −65−2.1% | Reduced |
| Green Square Capital Advisors LLC | 3,120 | $284.7K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,995 | $285.9K | 0.01% | +41+1.4% | Added |
| Kathleen S. Wright Associates Inc. | 3,000 | $285.9K | 0.11% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,997 | $286.1K | 0.02% | −139−4.4% | Reduced |
| Hennessy Advisors Inc | 3,000 | $286.4K | 0.01% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 3,000 | $286.4K | 0.04% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $286.4K | 0.05% | 00.0% | Unchanged |
| Manuka Financial, LLC | 3,000 | $286.4K | 0.18% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 3,012 | $287.6K | 0.00% | +281+10.3% | Added |
| Onyx Bridge Wealth Group LLC | 3,020 | $288.3K | 0.03% | +169+5.9% | Added |
| Tradition Wealth Management, LLC | 3,024 | $288.7K | 0.02% | +5+0.2% | Added |
| Cornerstone Advisory, LLC | 3,028 | $289.0K | 0.03% | +33+1.1% | Added |
| Brio Consultants, LLC | 3,028 | $289.1K | 0.04% | +162+5.7% | Added |
| Trustmark National Bank Trust Department | 3,032 | $289.5K | 0.02% | −515−14.5% | Reduced |
| Cito Capital Group, LLC | 3,033 | $290.0K | 0.08% | +908+42.7% | Added |
| Signature Wealth Management Group | 3,050 | $291.2K | 0.11% | −12−0.4% | Reduced |
| McAdam, LLC | 3,055 | $291.6K | 0.01% | +671+28.1% | Added |
| Flagship Harbor Advisors, LLC | 3,057 | $291.9K | 0.01% | +61+2.0% | Added |
| Guardian Wealth Advisors, LLC | 3,060 | $292.2K | 0.02% | +68+2.3% | Added |
| Diversified Enterprises, LLC | 3,061 | $292.2K | 0.02% | −14−0.5% | Reduced |
| Calton & Associates, Inc. | 3,070 | $293.1K | 0.04% | −874−22.2% | Reduced |
| RWM Asset Management, LLC | 3,070 | $293.1K | 0.04% | +2+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 3,078 | $293.9K | 0.06% | +3,078 | New |
| Spartan Planning & Wealth Management | 3,087 | $294.7K | 0.23% | −252−7.5% | Reduced |
| Benin Management CORP | 3,103 | $296.2K | 0.07% | 00.0% | Unchanged |
| Simmons Bank | 3,134 | $299.2K | 0.02% | +3,134 | New |
| Burton Enright Welch | 3,135 | $299.3K | 0.05% | +68+2.2% | Added |
| Deseret Mutual Benefit Administrators | 3,136 | $299.4K | 0.13% | +261+9.1% | Added |
| Oarsman Capital, Inc. | 3,138 | $299.6K | 0.04% | +10.0% | Added |
| Holderness Investments Co | 3,140 | $299.8K | 0.06% | +555+21.5% | Added |
| MQS Management LLC | 3,141 | $299.9K | 0.17% | +7+0.2% | Added |
| Little House Capital LLC | 3,144 | $300.1K | 0.07% | +10.0% | Added |
| Lantz Financial LLC | 3,144 | $300.1K | 0.07% | +82+2.7% | Added |
| Azimuth Capital Investment Management LLC | 3,149 | $300.6K | 0.01% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,151 | $300.8K | 0.03% | +23+0.7% | Added |
| Maridea Wealth Management LLC | 3,171 | $301.1K | 0.05% | −2,005−38.7% | Reduced |
| Whalerock Point Partners, LLC | 3,166 | $302.3K | 0.06% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,167 | $302.3K | 0.22% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,175 | $303.1K | 0.01% | +68+2.2% | Added |
| SeaBridge Investment Advisors LLC | 3,190 | $304.6K | 0.05% | −275−7.9% | Reduced |
| Highline Wealth Partners LLC | 3,200 | $305.5K | 0.08% | +109+3.5% | Added |
| Financial Management Professionals, Inc. | 3,203 | $305.8K | 0.03% | +100+3.2% | Added |
| Boyar Asset Management Inc. | 3,205 | $306.0K | 0.19% | −670−17.3% | Reduced |
| Sigma Investment Counselors Inc | 3,205 | $306.0K | 0.02% | +6+0.2% | Added |
| Raab & Moskowitz Asset Management LLC | 3,221 | $307.5K | 0.07% | −273−7.8% | Reduced |
| Marshall Financial Group LLC | 3,224 | $307.8K | 0.06% | +109+3.5% | Added |
| Gsa Capital Partners LLP | 3,242 | $310.0K | 0.03% | −34,838−91.5% | Reduced |
| von Borstel & Associates, Inc. | 3,248 | $310.0K | 0.05% | +3,248 | New |
| Lodestar Private Asset Management LLC | 3,251 | $310.4K | 0.03% | +10.0% | Added |
| Elyxium Wealth, LLC | 3,256 | $310.8K | 0.11% | +850+35.3% | Added |
| BOS Asset Management, LLC | 3,257 | $310.9K | 0.09% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,265 | $311.7K | 0.02% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,266 | $311.8K | 0.08% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,269 | $312.1K | 0.07% | −194−5.6% | Reduced |
| LRI Investments, LLC | 3,271 | $312.3K | 0.03% | −437−11.8% | Reduced |
| MONECO Advisors, LLC | 3,282 | $313.3K | 0.03% | +53+1.6% | Added |
| BlackDiamond Wealth Management Inc. | 3,288 | $313.9K | 0.17% | +20+0.6% | Added |
| Delta Financial Advisors LLC | 3,299 | $314.9K | 0.09% | 00.0% | Unchanged |
| Twin Tree Management, LP | 3,303 | $315.3K | 0.01% | +3,303 | New |
| Manchester Capital Management LLC | 3,310 | $316.0K | 0.04% | −14−0.4% | Reduced |
| Essential Partners LLC | 3,321 | $317.1K | 0.10% | +149+4.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,335 | $317.3K | 0.20% | −234−6.6% | Reduced |
| Marion Wealth Management | 3,324 | $317.3K | 0.08% | +107+3.3% | Added |