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
- 2,173
- +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
- 763 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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 6,709 | $640.5K | 0.02% | +27+0.4% | Added |
| Michael B. Yongue | 6,711 | $640.7K | 0.45% | +249+3.9% | Added |
| Palacios Wealth Management, LLC | 6,723 | $641.8K | 0.42% | +438+7.0% | Added |
| Defined Wealth Management, LLC | 6,741 | $643.6K | 0.37% | +4+0.1% | Added |
| Axq Capital, LP | 6,752 | $644.6K | 0.25% | −2,629−28.0% | Reduced |
| Secured Retirement Advisors, LLC | 6,758 | $645.2K | 0.36% | −4,223−38.5% | Reduced |
| Arcataur Capital Management LLC | 6,758 | $645.2K | 0.19% | −80−1.2% | Reduced |
| Mayflower Financial Advisors, LLC | 6,763 | $645.7K | 0.08% | +36+0.5% | Added |
| Traynor Capital Management, Inc. | 6,768 | $646.1K | 0.04% | −347−4.9% | Reduced |
| Bridgewater Advisors Inc. | 6,859 | $646.1K | 0.04% | +345+5.3% | Added |
| MCF Advisors LLC | 6,783 | $647.6K | 0.04% | +59+0.9% | Added |
| Modern Wealth Management, LLC | 6,811 | $650.3K | 0.01% | −1,519−18.2% | Reduced |
| Garrison Point Advisors, LLC | 6,815 | $650.6K | 0.27% | −40−0.6% | Reduced |
| Platform Technology Partners | 6,847 | $653.7K | 0.16% | −325−4.5% | Reduced |
| Auxier Asset Management | 6,850 | $654.0K | 0.09% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,175 | $654.1K | 0.05% | 00.0% | Unchanged |
| RW Investment Management LLC | 6,865 | $655.4K | 0.07% | −259−3.6% | Reduced |
| Kera Capital Partners, Inc. | 6,881 | $656.9K | 0.10% | +4,508+190.0% | Added |
| Pointe Capital Management LLC | 6,884 | $657.2K | 0.32% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 6,897 | $658.5K | 0.04% | 00.0% | Unchanged |
| MJP Associates Inc | 6,902 | $658.9K | 0.09% | −196−2.8% | Reduced |
| Quantbot Technologies LP | 6,902 | $658.9K | 0.02% | −67,811−90.8% | Reduced |
| Intrust Bank NA | 6,915 | $660.2K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,926 | $661.2K | 0.05% | +10.0% | Added |
| Stokes Family Office, LLC | 6,968 | $665.2K | 0.06% | −248−3.4% | Reduced |
| Ellevest, Inc. | 7,001 | $668.4K | 0.10% | −155−2.2% | Reduced |
| Naviter Wealth, LLC | 7,011 | $669.3K | 0.08% | +64+0.9% | Added |
| Noble Wealth Management PBC | 7,025 | $670.7K | 0.36% | +7,025 | New |
| Unique Wealth Strategies, LLC | 7,028 | $670.9K | 0.26% | −397−5.3% | Reduced |
| CMG Global Holdings, LLC | 7,121 | $671.7K | 0.33% | +13+0.2% | Added |
| Avalon Trust Co | 7,040 | $672.1K | 0.04% | +40+0.6% | Added |
| PFG Investments, LLC | 7,066 | $674.6K | 0.04% | +1,115+18.7% | Added |
| Kathmere Capital Management, LLC | 7,087 | $676.6K | 0.05% | +935+15.2% | Added |
| Rehmann Capital Advisory Group | 7,120 | $679.7K | 0.04% | +525+8.0% | Added |
| Inscription Capital, LLC | 7,151 | $682.7K | 0.07% | +4,185+141.1% | Added |
| Unified Investment Management | 7,158 | $683.3K | 0.68% | −598−7.7% | Reduced |
| Benjamin Edwards Inc | 7,170 | $684.5K | 0.01% | +137+1.9% | Added |
| Gemmer Asset Management LLC | 7,188 | $686.2K | 0.06% | −2,770−27.8% | Reduced |
| Mather Group, LLC. | 7,226 | $689.8K | 0.01% | +588+8.9% | Added |
| Bahl & Gaynor Inc | 7,255 | $692.6K | 0.00% | +16+0.2% | Added |
| Neville Rodie & Shaw Inc | 7,280 | $695.0K | 0.05% | +230+3.3% | Added |
| Kingswood Wealth Advisors, LLC | 7,285 | $695.5K | 0.04% | −1,671−18.7% | Reduced |
| Integral Investment Advisors, Inc. | 7,300 | $696.9K | 0.19% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 7,339 | $700.7K | 0.12% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 7,338 | $701.0K | 0.20% | −389−5.0% | Reduced |
| Trust Point Inc. | 7,406 | $707.1K | 0.06% | +24+0.3% | Added |
| Heritage Wealth Management, Inc. | 7,408 | $707.2K | 0.21% | −6−0.1% | Reduced |
| First National Advisers, LLC | 7,413 | $707.7K | 0.10% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,419 | $708.3K | 0.05% | +7,419 | New |
| Accredited Investors Inc. | 7,432 | $709.5K | 0.04% | +205+2.8% | Added |
| IHT Wealth Management, LLC | 7,488 | $714.9K | 0.02% | +285+4.0% | Added |
| Silver Oak Securities, Inc | 7,499 | $715.9K | 0.05% | +3,406+83.2% | Added |
| Old Port Advisors | 7,508 | $716.8K | 0.18% | −151−2.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 7,645 | $717.0K | 0.19% | +3,265+74.5% | Added |
| One Wealth Advisors, LLC | 7,576 | $723.3K | 0.09% | −11−0.1% | Reduced |
| LCNB Corp | 7,609 | $726.4K | 0.25% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,620 | $727.5K | 0.02% | +24+0.3% | Added |
| Clarius Group, LLC | 7,627 | $728.1K | 0.04% | −3,174−29.4% | Reduced |
| Transcend Wealth Collective, LLC | 7,628 | $728.3K | 0.05% | +815+12.0% | Added |
| Mission Wealth Management, LP | 7,660 | $731.3K | 0.01% | +990+14.8% | Added |
| Western Wealth Management, LLC | 7,694 | $734.6K | 0.04% | −125−1.6% | Reduced |
| Empirical Asset Management, LLC | 26,678 | $734.7K | 0.20% | +26,678 | New |
| Athena Investment Management | 7,708 | $735.9K | 0.38% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 7,713 | $736.4K | 0.05% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 7,727 | $737.7K | 0.25% | −3,314−30.0% | Reduced |
| CVA Family Office, LLC | 7,775 | $742.2K | 0.10% | +10.0% | Added |
| First Western Trust Bank | 7,781 | $742.9K | 0.03% | −116−1.5% | Reduced |
| Citizens National Bank Trust Department | 7,785 | $743.2K | 0.13% | −280−3.5% | Reduced |
| Arq Wealth Advisors, LLC | 7,785 | $743.2K | 0.22% | +7,785 | New |
| Apriem Advisors | 7,798 | $744.5K | 0.07% | −540−6.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,799 | $744.6K | 0.07% | +2,536+48.2% | Added |
| Pitcairn Co | 7,800 | $744.7K | 0.06% | −2,106−21.3% | Reduced |
| Boltwood Capital Management | 7,851 | $749.5K | 0.20% | +72+0.9% | Added |
| Tred Avon Family Wealth, LLC | 7,861 | $750.5K | 0.26% | +7,861 | New |
| Compass Advisory Group LLC | 7,875 | $751.8K | 0.21% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 7,891 | $753.4K | 0.02% | +970+14.0% | Added |
| Ethos Financial Group, LLC | 7,899 | $754.1K | 0.06% | −482−5.8% | Reduced |
| Agf Management Ltd | 7,900 | $754.2K | 0.00% | −8,312−51.3% | Reduced |
| West Family Investments, Inc. | 7,939 | $757.9K | 0.17% | +79+1.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,979 | $761.8K | 0.02% | −100−1.2% | Reduced |
| Okabena Investment Services Inc | 8,006 | $764.3K | 0.15% | −4,208−34.5% | Reduced |
| Massmutual Trust Co FSB | 8,024 | $766.1K | 0.02% | +1,488+22.8% | Added |
| Kennebec Savings Bank | 8,037 | $767.3K | 0.70% | −1,605−16.6% | Reduced |
| Mitchell Sinkler & Starr | 8,042 | $767.8K | 0.35% | −100−1.2% | Reduced |
| TownSquare Capital, LLC | 8,051 | $768.6K | 0.12% | −2,791−25.7% | Reduced |
| L2 Asset Management, LLC | 8,083 | $771.7K | 0.11% | +413+5.4% | Added |
| Jericho Financial, LLP | 8,161 | $779.1K | 0.47% | −718−8.1% | Reduced |
| Klingman & Associates, LLC | 8,199 | $782.8K | 0.04% | −336−3.9% | Reduced |
| Parkside Financial Bank & Trust | 8,216 | $784.4K | 0.06% | +151+1.9% | Added |
| Ninety One SA (PTY) Ltd | 8,199 | $785.5K | 0.04% | +8,199 | New |
| ISAM Funds (UK) Ltd | 8,241 | $786.8K | 0.16% | −1,194−12.7% | Reduced |
| Founders Financial Securities LLC | 8,246 | $787.3K | 0.05% | −329−3.8% | Reduced |
| Ramirez Asset Management, Inc. | 8,268 | $789.3K | 0.11% | +8,268 | New |
| Quest Partners LLC | 8,346 | $796.8K | 0.05% | +1,462+21.2% | Added |
| Oregon Pacific Wealth Management, LLC | 8,357 | $797.8K | 0.69% | −70−0.8% | Reduced |
| Ridgewood Investments LLC | 8,377 | $799.8K | 0.34% | −1,150−12.1% | Reduced |
| Neo Ivy Capital Management | 8,380 | $800.0K | 0.20% | +8,380 | New |
| Viawealth, LLC | 8,380 | $800.0K | 0.44% | −828−9.0% | Reduced |
| Wealthcare Advisory Partners LLC | 8,473 | $809.0K | 0.02% | +75+0.9% | Added |
| GTS Securities LLC | 8,484 | $810.0K | 0.03% | +4,014+89.8% | Added |