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 |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 3,325 | $317.4K | 0.03% | −371−10.0% | Reduced |
| St. Nicholas Private Asset Management, Inc | 3,330 | $317.9K | 0.28% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,343 | $319.2K | 0.13% | +75+2.3% | Added |
| Physicians Financial Services, Inc. | 3,350 | $320.0K | 0.09% | 00.0% | Unchanged |
| Sym Financial Corp | 3,356 | $320.4K | 0.03% | +54+1.6% | Added |
| CWS Financial Advisors, LLC | 3,360 | $320.7K | 0.09% | +8+0.2% | Added |
| Horizon Bancorp Inc | 3,366 | $321.0K | 0.15% | +462+15.9% | Added |
| Capital Performance Advisors LLP | 3,374 | $322.1K | 0.05% | +3,374 | New |
| Oversea-Chinese Banking CORP Ltd | 3,400 | $324.6K | 0.01% | +3,400 | New |
| Quent Capital, LLC | 3,407 | $325.3K | 0.03% | −47−1.4% | Reduced |
| Red Door Wealth Management, LLC | 3,415 | $326.1K | 0.03% | +311+10.0% | Added |
| Foresight Capital Management Advisors, Inc. | 3,417 | $326.2K | 0.18% | +3,417 | New |
| Wayfinding Financial, LLC | 3,430 | $327.0K | 0.14% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,430 | $327.5K | 0.01% | +276+8.8% | Added |
| Strategic Blueprint, LLC | 3,435 | $328.0K | 0.01% | +79+2.4% | Added |
| RDA Financial Network | 3,442 | $328.6K | 0.08% | +513+17.5% | Added |
| Peterson Wealth Services | 1,753 | $329.9K | 0.08% | −1,567−47.2% | Reduced |
| Norway Savings Bank | 3,460 | $330.3K | 0.16% | −65−1.8% | Reduced |
| Noesis Capital Mangement Corp | 3,461 | $330.4K | 0.05% | +165+5.0% | Added |
| Prosperitas Financial LLC | 3,462 | $330.5K | 0.14% | −72−2.0% | Reduced |
| Chilton Investment Co LLC | 3,488 | $333.0K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,490 | $333.1K | 0.05% | +236+7.3% | Added |
| LCM Capital Management Inc | 3,490 | $333.2K | 0.16% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 3,498 | $333.9K | 0.05% | −97−2.7% | Reduced |
| Court Place Advisors, LLC | 3,500 | $334.1K | 0.10% | −200−5.4% | Reduced |
| Edgewood Management LLC | 3,500 | $334.1K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $334.1K | 0.17% | 00.0% | Unchanged |
| Rational Advisors LLC | 3,500 | $334.1K | 0.03% | +3,500 | New |
| Brave Asset Management Inc | 3,505 | $334.6K | 0.08% | +517+17.3% | Added |
| Capital Management Associates, Inc | 3,521 | $336.2K | 0.09% | −524−13.0% | Reduced |
| Westshore Wealth, LLC | 3,528 | $336.8K | 0.12% | −224−6.0% | Reduced |
| Private Client Services, LLC | 3,530 | $337.0K | 0.11% | +5+0.1% | Added |
| First Interstate Bank | 3,531 | $337.1K | 0.02% | 00.0% | Unchanged |
| Armis Advisers, LLC | 3,620 | $337.2K | 0.03% | +341+10.4% | Added |
| Marathon Trading Investment Management LLC | 3,550 | $338.9K | 0.14% | +3,550 | New |
| Sentinus, LLC | 3,554 | $339.3K | 0.07% | +555+18.5% | Added |
| Sherbrooke Park Advisers LLC | 3,562 | $340.1K | 0.16% | +3,562 | New |
| Requisite Capital Management, LLC | 3,610 | $344.6K | 0.06% | +3,610 | New |
| Seven Mile Advisory | 3,622 | $345.8K | 0.06% | +3,622 | New |
| RAM Investment Partners, LLC | 3,634 | $346.9K | 0.07% | +100+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,637 | $347.2K | 0.02% | −244−6.3% | Reduced |
| Phoenix Holdings Ltd. | 3,643 | $348.0K | 0.00% | −2,176−37.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,645 | $348.0K | 0.14% | +44+1.2% | Added |
| Abacus Planning Group, Inc. | 3,649 | $348.4K | 0.05% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,660 | $349.4K | 0.01% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 3,665 | $349.9K | 0.20% | +120+3.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,676 | $351.0K | 0.04% | +361+10.9% | Added |
| TriaGen Wealth Management LLC | 3,677 | $351.0K | 0.09% | −104−2.8% | Reduced |
| Founders Capital Management | 3,680 | $351.3K | 0.19% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,687 | $352.0K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,718 | $355.0K | 0.02% | +1,035+38.6% | Added |
| Cornerstone Wealth Group, LLC | 3,732 | $356.3K | 0.02% | +435+13.2% | Added |
| First Financial Bankshares Inc | 3,732 | $356.3K | 0.01% | +1,126+43.2% | Added |
| Vista Private Wealth Partners. LLC | 3,915 | $357.2K | 0.11% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3,745 | $357.5K | 0.07% | −116−3.0% | Reduced |
| Penserra Capital Management LLC | 3,759 | $358.0K | 0.00% | +1,056+39.1% | Added |
| Marks Group Wealth Management, Inc | 3,755 | $358.5K | 0.03% | 00.0% | Unchanged |
| Accuvest Global Advisors | 3,760 | $359.0K | 0.22% | +3,760 | New |
| Baron Wealth Management LLC | 3,771 | $360.0K | 0.12% | −180−4.6% | Reduced |
| Purus Wealth Management, LLC | 3,787 | $361.6K | 0.12% | −83−2.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,869 | $362.9K | 0.04% | +3,869 | New |
| Leonteq Securities AG | 3,822 | $364.9K | 0.02% | +2,137+126.8% | Added |
| Fiduciary Family Office, LLC | 3,832 | $365.8K | 0.10% | −650−14.5% | Reduced |
| Ashton Thomas Securities, LLC | 3,847 | $367.3K | 0.05% | +3,847 | New |
| Berger Financial Group, Inc | 3,847 | $367.3K | 0.02% | +61+1.6% | Added |
| Rothschild Capital Partners, LLC | 3,860 | $368.5K | 0.09% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 3,875 | $370.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 3,883 | $370.7K | 0.02% | +3,883 | New |
| Triumph Capital Management | 3,888 | $371.1K | 0.10% | −9−0.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,893 | $371.7K | 0.24% | −22−0.6% | Reduced |
| Klingenstein Fields & Co LP | 3,895 | $371.9K | 0.01% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,904 | $372.8K | 0.12% | +517+15.3% | Added |
| Clear Creek Financial Management, LLC | 3,920 | $374.2K | 0.03% | +1,422+56.9% | Added |
| Fox Run Management, L.L.C. | 3,921 | $374.3K | 0.06% | +3,921 | New |
| First Business Financial Services, Inc. | 3,931 | $375.3K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,941 | $376.2K | 0.05% | +36+0.9% | Added |
| Van Strum & Towne Inc. | 3,950 | $377.1K | 0.11% | 00.0% | Unchanged |
| Essex LLC | 3,958 | $377.9K | 0.07% | −92−2.3% | Reduced |
| Ariston Services Group | 3,958 | $377.9K | 0.23% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,959 | $377.9K | 0.06% | +12+0.3% | Added |
| Godsey & Gibb Associates | 3,964 | $378.4K | 0.03% | +3,964 | New |
| Chicago Trust Co NA | 3,965 | $378.5K | 0.05% | +684+20.8% | Added |
| HHM Wealth Advisors, LLC | 3,965 | $378.5K | 0.04% | −336−7.8% | Reduced |
| Romano Brothers and Company | 3,974 | $379.4K | 0.04% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,975 | $379.5K | 0.08% | +115+3.0% | Added |
| Nova R Wealth, Inc. | 3,979 | $379.9K | 0.16% | +43+1.1% | Added |
| Interchange Capital Partners, LLC | 3,992 | $381.1K | 0.07% | +1,711+75.0% | Added |
| Level Four Advisory Services, LLC | 3,998 | $381.7K | 0.01% | −143−3.5% | Reduced |
| Sanders Morris Harris LLC | 4,000 | $381.9K | 0.05% | +1,000+33.3% | Added |
| CFO4Life Group, LLC | 4,014 | $383.2K | 0.06% | −166−4.0% | Reduced |
| Caxton Associates LLP | 4,023 | $384.1K | 0.01% | +756+23.1% | Added |
| Principia Wealth Advisory, LLC | 4,027 | $384.5K | 0.27% | +11+0.3% | Added |
| Simplicity Wealth,LLC | 4,028 | $384.5K | 0.02% | −6,968−63.4% | Reduced |
| Almanack Investment Partners, LLC. | 4,037 | $385.4K | 0.06% | +1,557+62.8% | Added |
| Affinity Capital Advisors, LLC | 4,164 | $386.0K | 0.06% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 4,122 | $388.8K | 0.29% | −4−0.1% | Reduced |
| CNB Bank | 4,084 | $389.9K | 0.16% | −56−1.4% | Reduced |
| Onefund, LLC | 4,087 | $390.2K | 0.25% | +155+3.9% | Added |
| Oxinas Partners Wealth Management LLC | 4,089 | $390.4K | 0.21% | +20.0% | Added |
| Investors Asset Management of Georgia Inc | 4,122 | $393.5K | 0.17% | −47−1.1% | Reduced |