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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 4,122 | $393.5K | 0.01% | +1,929+88.0% | Added |
| Trust Co of the South | 4,146 | $395.8K | 0.07% | +58+1.4% | Added |
| Clearview Wealth Advisors LLC | 4,158 | $397.0K | 0.25% | −112−2.6% | Reduced |
| Aprio Wealth Management, LLC | 4,160 | $397.2K | 0.04% | +709+20.5% | Added |
| Stonegate Investment Group, LLC | 4,167 | $397.9K | 0.01% | −1,110−21.0% | Reduced |
| Brookwood Investment Group LLC | 4,182 | $399.2K | 0.05% | +573+15.9% | Added |
| Aberdeen Wealth Management LLC | 4,199 | $400.9K | 0.25% | +10.0% | Added |
| Laffer Tengler Investments | 4,202 | $401.2K | 0.06% | +177+4.4% | Added |
| Opinicus Capital, Inc. | 4,210 | $402.0K | 0.28% | −387−8.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,224 | $403.3K | 0.17% | +55+1.3% | Added |
| Signature Estate & Investment Advisors LLC | 4,233 | $404.2K | 0.01% | −2,256−34.8% | Reduced |
| Sentry Investment Management LLC | 4,320 | $405.0K | 0.27% | +4,320 | New |
| Fielder Capital Group LLC | 4,243 | $405.0K | 0.09% | +3+0.1% | Added |
| Souders Financial Advisors | 4,243 | $405.1K | 0.05% | +76+1.8% | Added |
| Catalyst Private Wealth, LLC | 4,247 | $405.5K | 0.18% | +29+0.7% | Added |
| Greenfield Savings Bank | 4,249 | $405.7K | 0.17% | +4,249 | New |
| Gibbs Wealth Management | 4,267 | $407.4K | 0.09% | −372−8.0% | Reduced |
| Acropolis Investment Management, LLC | 4,466 | $407.5K | 0.02% | +4,466 | New |
| Semus Wealth Partners LLC | 4,281 | $408.7K | 0.23% | +14+0.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,303 | $410.8K | 0.10% | +6+0.1% | Added |
| Diversify Wealth Management, LLC | 4,412 | $411.0K | 0.02% | −27−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 4,322 | $412.6K | 0.01% | −33−0.8% | Reduced |
| LexAurum Advisors, LLC | 4,324 | $412.8K | 0.06% | −241−5.3% | Reduced |
| WealthPLAN Partners, LLC | 4,345 | $414.8K | 0.06% | −30−0.7% | Reduced |
| Caerus Investment Advisors, LLC | 4,377 | $417.9K | 0.17% | +4,377 | New |
| LBMC Investment Advisors, LLC | 4,388 | $418.9K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,400 | $419.0K | 0.00% | +2,728+163.2% | Added |
| Full Sail Capital, LLC | 4,424 | $422.4K | 0.02% | +1,206+37.5% | Added |
| Peoples Bank | 4,433 | $423.2K | 0.42% | −375−7.8% | Reduced |
| CoreCap Advisors, LLC | 4,459 | $425.8K | 0.02% | +211+5.0% | Added |
| Avantax Planning Partners, Inc. | 4,471 | $426.8K | 0.01% | −235−5.0% | Reduced |
| Opal Wealth Advisors, LLC | 4,473 | $427.0K | 0.12% | +147+3.4% | Added |
| Shum Financial Group, Inc. | 4,482 | $427.9K | 0.32% | +4,482 | New |
| RVW Wealth, LLC | 4,484 | $428.1K | 0.03% | −23−0.5% | Reduced |
| Westmount Partners, LLC | 4,642 | $428.3K | 0.11% | +10+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 4,510 | $430.0K | 0.12% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 4,512 | $430.8K | 0.21% | −193−4.1% | Reduced |
| Sonora Investment Management Group, LLC | 4,543 | $433.8K | 0.03% | −92−2.0% | Reduced |
| Bernard Wealth Management Corp. | 4,544 | $433.8K | 0.18% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,549 | $434.3K | 0.16% | +104+2.3% | Added |
| Arete Wealth Advisors, LLC | 4,611 | $440.0K | 0.03% | +153+3.4% | Added |
| Quarry LP | 4,616 | $440.7K | 0.11% | +3,460+299.3% | Added |
| Orca Investment Management, LLC | 4,641 | $443.1K | 0.36% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 4,653 | $444.2K | 0.13% | −236−4.8% | Reduced |
| SCS Capital Management LLC | 4,656 | $444.5K | 0.00% | −9,918−68.1% | Reduced |
| Welch & Forbes LLC | 4,657 | $444.6K | 0.01% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 4,663 | $445.2K | 0.13% | −2,415−34.1% | Reduced |
| Old Mission Investment Co LLC | 4,665 | $445.4K | 0.11% | +23+0.5% | Added |
| Wrapmanager Inc | 4,667 | $445.6K | 0.14% | −917−16.4% | Reduced |
| Princeton Capital Management LLC | 4,692 | $448.0K | 0.12% | −5−0.1% | Reduced |
| Wolverine Trading, LLC | 4,652 | $450.7K | 0.01% | −135,411−96.7% | Reduced |
| Telos Capital Management, Inc. | 4,743 | $452.8K | 0.04% | −688−12.7% | Reduced |
| Coastwise Capital Group, LLC | 4,759 | $454.4K | 0.32% | +8+0.2% | Added |
| Moss Adams Wealth Advisors LLC | 4,786 | $456.9K | 0.04% | +162+3.5% | Added |
| Impact Capital Partners LLC | 4,802 | $458.4K | 0.14% | −1,985−29.2% | Reduced |
| AlphaCore Capital LLC | 4,805 | $458.7K | 0.02% | +602+14.3% | Added |
| Capula Management Ltd | 4,806 | $458.8K | 0.00% | +4,806 | New |
| Trillium Asset Management, LLC | 4,817 | $460.0K | 0.01% | −64−1.3% | Reduced |
| Spears Abacus Advisors LLC | 4,820 | $460.2K | 0.01% | −12−0.2% | Reduced |
| Oakworth Capital, Inc. | 4,848 | $462.8K | 0.03% | +2,289+89.4% | Added |
| Smith Thornton Advisors LLC | 4,848 | $462.9K | 0.24% | +267+5.8% | Added |
| Steel Peak Wealth Management LLC | 4,850 | $463.0K | 0.02% | +2,081+75.2% | Added |
| Ferguson Wellman Capital Management, Inc | 4,864 | $464.4K | 0.01% | +2,173+80.8% | Added |
| Advisory Alpha, LLC | 5,010 | $464.7K | 0.01% | −248−4.7% | Reduced |
| Ocean Capital Management, LLC | 4,888 | $466.7K | 0.09% | +5+0.1% | Added |
| Broyhill Asset Management | 4,895 | $467.3K | 0.41% | 00.0% | Unchanged |
| Enzi Wealth | 5,003 | $467.3K | 0.16% | +3+0.1% | Added |
| Optimize Financial Inc | 4,896 | $467.4K | 0.24% | +4,896 | New |
| Hopwood Financial Services, Inc. | 4,906 | $468.4K | 0.31% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,919 | $469.6K | 0.05% | +10.0% | Added |
| KLCM Advisors, Inc. | 4,929 | $470.6K | 0.05% | +795+19.2% | Added |
| Operose Advisors LLC | 4,938 | $471.4K | 0.12% | −415−7.8% | Reduced |
| Integrity Alliance, LLC. | 4,992 | $476.6K | 0.02% | −2,220−30.8% | Reduced |
| Viewpoint Capital Management LLC | 5,000 | $477.4K | 0.21% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5,035 | $479.0K | 0.17% | +1,739+52.8% | Added |
| BBR Partners, LLC | 5,052 | $482.3K | 0.03% | +51+1.0% | Added |
| Lountzis Asset Management, LLC | 5,062 | $483.3K | 0.16% | −104−2.0% | Reduced |
| Sky Investment Group LLC | 5,070 | $484.0K | 0.08% | −150−2.9% | Reduced |
| Alliance Wealth Advisors, LLC | 5,078 | $484.8K | 0.24% | +43+0.9% | Added |
| Soltis Investment Advisors LLC | 5,120 | $488.8K | 0.03% | +447+9.6% | Added |
| Meridian Wealth Management, LLC | 5,135 | $490.2K | 0.02% | +66+1.3% | Added |
| Versant Capital Management, Inc | 5,137 | $490.4K | 0.07% | +433+9.2% | Added |
| River Wealth Advisors LLC | 5,148 | $491.5K | 0.06% | −272−5.0% | Reduced |
| Financial Advisory Corp | 5,154 | $492.0K | 0.14% | −291−5.3% | Reduced |
| James Investment Research Inc | 5,154 | $492.1K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,177 | $494.3K | 0.01% | −154−2.9% | Reduced |
| BCJ Capital Management, LLC | 5,180 | $494.5K | 0.03% | +364+7.6% | Added |
| Gries Financial LLC | 5,197 | $496.2K | 0.08% | +1,233+31.1% | Added |
| Trace Wealth Advisors, LLC | 5,200 | $496.4K | 0.37% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 5,255 | $501.7K | 0.14% | −3,869−42.4% | Reduced |
| Keyvantage Wealth, LLC | 5,257 | $501.9K | 0.21% | −28−0.5% | Reduced |
| Aviso Financial Inc. | 5,265 | $502.6K | 0.02% | −500−8.7% | Reduced |
| Waterloo Capital, L.P. | 5,284 | $504.5K | 0.04% | −778−12.8% | Reduced |
| Tilson Financial Group, Inc. | 5,288 | $504.8K | 0.17% | +3,051+136.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,293 | $505.3K | 0.17% | −47−0.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,298 | $505.8K | 0.11% | +70+1.3% | Added |
| Sciencast Management LP | 5,299 | $505.9K | 0.09% | −39,350−88.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,300 | $506.0K | 0.11% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,305 | $506.5K | 0.03% | +720+15.7% | Added |
| Wall Street Access Asset Management, LLC | 5,313 | $507.2K | 0.13% | +5,313 | New |