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 |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 5,325 | $508.3K | 0.09% | +117+2.2% | Added |
| WealthPlan Investment Management, LLC | 5,364 | $512.1K | 0.03% | +270+5.3% | Added |
| DAGCO, Inc. | 5,375 | $513.2K | 0.13% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,381 | $513.7K | 0.27% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 5,412 | $516.6K | 0.12% | −269−4.7% | Reduced |
| Western Pacific Wealth Management, LP | 5,415 | $517.0K | 0.50% | 00.0% | Unchanged |
| Ledyard National Bank | 5,416 | $517.1K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,556 | $518.8K | 0.07% | +18+0.3% | Added |
| Octavia Wealth Advisors, LLC | 5,448 | $520.1K | 0.05% | −244−4.3% | Reduced |
| Yarbrough Capital, LLC | 5,454 | $520.7K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,455 | $520.8K | 0.12% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,463 | $521.6K | 0.03% | −26−0.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,470 | $522.2K | 0.09% | −2,250−29.1% | Reduced |
| Apexium Financial, LP | 5,474 | $522.6K | 0.03% | +10.0% | Added |
| KRS Capital Management, LLC | 5,481 | $523.3K | 0.32% | +3+0.1% | Added |
| Revisor Wealth Management LLC | 5,572 | $523.9K | 0.18% | −182−3.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 5,488 | $524.0K | 0.22% | 00.0% | Unchanged |
| Versor Investments LP | 5,500 | $525.1K | 0.10% | +5,500 | New |
| J. Team Financial, Inc. | 5,510 | $526.1K | 0.53% | +5,510 | New |
| Alliance Wealth Advisors, LLC | 5,536 | $528.5K | 0.12% | +8+0.1% | Added |
| First National Bank of Omaha | 5,541 | $529.0K | 0.03% | +241+4.5% | Added |
| Zacks Investment Management | 5,560 | $530.9K | 0.00% | +5,560 | New |
| Douglass Winthrop Advisors, LLC | 5,574 | $532.1K | 0.01% | +1,218+28.0% | Added |
| Private Trust Co NA | 5,585 | $533.2K | 0.05% | +422+8.2% | Added |
| Catalyst Funds Management Pty Ltd | 5,600 | $534.6K | 0.08% | +5,600 | New |
| Delta Investment Management, LLC | 5,613 | $535.8K | 0.10% | +327+6.2% | Added |
| Rosenberg Matthew Hamilton | 5,618 | $536.4K | 0.12% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 5,630 | $537.5K | 0.13% | −47−0.8% | Reduced |
| Wesbanco Bank Inc | 5,631 | $537.6K | 0.01% | +3+0.1% | Added |
| Kingsview Wealth Management, LLC | 5,647 | $539.1K | 0.01% | +68+1.2% | Added |
| Commonwealth Retirement Investments LLC | 5,649 | $539.3K | 0.18% | −606−9.7% | Reduced |
| Zions Bancorporation, National Association | 5,652 | $539.6K | 0.03% | +2,796+97.9% | Added |
| Severin Investments, LLC | 5,654 | $539.8K | 0.48% | +5,654 | New |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $541.0K | 0.05% | 00.0% | Unchanged |
| United Advisor Group, LLC | 5,692 | $543.4K | 0.07% | +5,692 | New |
| BayBridge Capital Group, LLC | 5,707 | $544.9K | 0.35% | −1,400−19.7% | Reduced |
| Icon Wealth Advisors, LLC | 5,715 | $545.6K | 0.04% | −17−0.3% | Reduced |
| Optas, LLC | 5,728 | $546.9K | 0.09% | +319+5.9% | Added |
| Diligent Investors, LLC | 5,735 | $547.5K | 0.14% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 5,748 | $548.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5,766 | $550.5K | 0.03% | −12−0.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,783 | $552.1K | 0.25% | +15+0.3% | Added |
| Intrepid Financial Planning Group LLC | 5,802 | $553.9K | 0.21% | −500−7.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 5,805 | $554.2K | 0.11% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 5,807 | $554.4K | 0.22% | −1,201−17.1% | Reduced |
| Nine Masts Capital Ltd | 5,809 | $554.6K | 0.27% | −2,553−30.5% | Reduced |
| Monograph Wealth Advisors, LLC | 5,818 | $555.4K | 0.06% | −3−0.1% | Reduced |
| Gryphon Financial Partners LLC | 5,828 | $556.4K | 0.06% | +660+12.8% | Added |
| Voisard Asset Management Group, Inc. | 5,828 | $556.4K | 0.13% | +25+0.4% | Added |
| Sivia Capital Partners, LLC | 5,829 | $556.5K | 0.16% | +1,276+28.0% | Added |
| WNY Asset Management, LLC | 5,843 | $557.9K | 0.05% | −488−7.7% | Reduced |
| Journey Advisory Group, LLC | 5,844 | $557.9K | 0.04% | +150+2.6% | Added |
| KMG Fiduciary Partners, LLC | 5,856 | $559.0K | 0.04% | +56+1.0% | Added |
| Oxford Asset Management LLP | 5,870 | $560.4K | 0.18% | +5,870 | New |
| Childress Capital Advisors, LLC | 5,875 | $560.8K | 0.10% | +979+20.0% | Added |
| Cypress Capital Advisors, LLC | 5,879 | $561.3K | 0.32% | +5,879 | New |
| Heartland Bank & Trust Co | 5,893 | $562.6K | 0.23% | −64−1.1% | Reduced |
| SS&H Financial Advisors, Inc. | 5,899 | $563.2K | 0.17% | 00.0% | Unchanged |
| South State Corp. | 5,902 | $563.5K | 0.03% | −56−0.9% | Reduced |
| Polymer Capital Management (US) LLC | 5,911 | $564.3K | 0.07% | +1,124+23.5% | Added |
| Crescent Grove Advisors, LLC | 5,920 | $565.2K | 0.05% | −249−4.0% | Reduced |
| Cornerstone Wealth Management, LLC | 5,924 | $565.6K | 0.03% | −529−8.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,928 | $565.9K | 0.03% | 00.0% | Unchanged |
| Mason & Associates Inc | 5,932 | $566.3K | 0.11% | −300−4.8% | Reduced |
| Vicus Capital | 5,955 | $568.5K | 0.04% | +5,955 | New |
| Relyea Zuckerberg Hanson LLC | 5,980 | $570.9K | 0.06% | +29+0.5% | Added |
| Avidian Wealth Solutions, LLC | 5,984 | $571.3K | 0.02% | +570+10.5% | Added |
| Principle Wealth Partners LLC | 5,984 | $571.3K | 0.03% | +94+1.6% | Added |
| Alpha Family Trust | 6,070 | $579.5K | 0.27% | 00.0% | Unchanged |
| Baader Bank INC | 6,096 | $580.9K | 0.05% | +6,096 | New |
| Armstrong Henry H Associates Inc | 6,091 | $581.5K | 0.05% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6,096 | $582.0K | 0.10% | −3,768−38.2% | Reduced |
| RMR Wealth Builders | 6,119 | $584.2K | 0.05% | −1,613−20.9% | Reduced |
| Fiduciary Alliance LLC | 6,130 | $585.3K | 0.04% | +1,098+21.8% | Added |
| Strategic Financial Services, Inc, | 6,199 | $591.8K | 0.03% | +15+0.2% | Added |
| New Hampshire Trust | 6,240 | $595.7K | 0.12% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,258 | $597.4K | 0.07% | +833+15.4% | Added |
| Sweeney & Michel, LLC | 6,520 | $599.6K | 0.20% | +12+0.2% | Added |
| Quotient Wealth Partners, LLC | 6,281 | $599.7K | 0.02% | +156+2.5% | Added |
| Family Legacy, Inc. | 6,300 | $601.5K | 0.18% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 6,311 | $602.5K | 0.20% | +30.0% | Added |
| Ameritas Advisory Services, LLC | 6,333 | $604.6K | 0.04% | −1,627−20.4% | Reduced |
| Calamos Wealth Management LLC | 6,363 | $607.5K | 0.02% | +6,363 | New |
| Waddell & Associates, LLC | 6,367 | $607.9K | 0.05% | +1,044+19.6% | Added |
| Michael S. Ryan, Inc. | 6,368 | $608.0K | 0.36% | −69−1.1% | Reduced |
| Client 1st Advisory Group, LLC | 6,452 | $616.0K | 0.20% | +2,173+50.8% | Added |
| Centurion Wealth Management LLC | 6,462 | $616.9K | 0.14% | +162+2.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,479 | $618.5K | 0.07% | −15−0.2% | Reduced |
| TD Waterhouse Canada Inc. | 6,741 | $621.8K | 0.00% | +4,790+245.5% | Added |
| SFMG, LLC | 6,528 | $623.2K | 0.04% | +202+3.2% | Added |
| Sunpointe, LLC | 6,535 | $623.9K | 0.23% | +1,823+38.7% | Added |
| Sowell Financial Services LLC | 6,539 | $624.3K | 0.02% | −307−4.5% | Reduced |
| Fiduciary Trust Co | 6,543 | $624.6K | 0.01% | +577+9.7% | Added |
| Orser Capital Management, LLC | 6,550 | $625.3K | 0.35% | +6,550 | New |
| Aspetuck Financial Management LLC | 6,552 | $625.5K | 0.43% | −25−0.4% | Reduced |
| Carson Advisory Inc. | 6,557 | $626.0K | 0.34% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 6,581 | $628.3K | 0.35% | +6,581 | New |
| Cassaday & Co Wealth Management LLC | 6,587 | $628.9K | 0.01% | +75+1.2% | Added |
| 5T Wealth, LLC | 6,634 | $633.5K | 0.28% | +4+0.1% | Added |
| Prosperity Wealth Management, Inc. | 6,659 | $635.7K | 0.22% | +334+5.3% | Added |