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 28 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 | 2,173 | $139.2B |
| Q2 2025 | 2,145 | $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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 23,943 | $2.22M | 0.32% | −11,000−31.5% | Reduced |
| Weiss Asset Management LP | 23,169 | $2.21M | 0.03% | +23,169 | New |
| Diversified Investment Strategies, LLC | 23,112 | $2.21M | 1.45% | 00.0% | Unchanged |
| David Loasby | 23,445 | $2.20M | 0.17% | −604−2.5% | Reduced |
| 3Chopt Investment Partners, LLC | 23,033 | $2.20M | 0.50% | +208+0.9% | Added |
| Pacific Capital Partners Ltd | 22,924 | $2.19M | 2.44% | +22,924 | New |
| Diversify Advisory Services, LLC | 23,490 | $2.19M | 0.07% | +5,524+30.7% | Added |
| Roberts Wealth Advisors, LLC | 22,856 | $2.18M | 0.58% | −492−2.1% | Reduced |
| Horizon Investment Services, LLC | 22,614 | $2.16M | 0.82% | +22,614 | New |
| Cornercap Investment Counsel Inc | 22,591 | $2.16M | 1.07% | −380−1.7% | Reduced |
| Profund Advisors LLC | 22,534 | $2.15M | 0.07% | +3,429+17.9% | Added |
| Pine Valley Investments Ltd Liability Co | 22,450 | $2.14M | 0.11% | −1,731−7.2% | Reduced |
| Savant Capital, LLC | 22,371 | $2.14M | 0.01% | +1,393+6.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,348 | $2.13M | 2.05% | −1,452−6.1% | Reduced |
| Pettee Investors, Inc. | 22,157 | $2.12M | 1.16% | 00.0% | Unchanged |
| Citizens & Northern Corp | 22,098 | $2.11M | 0.52% | +154+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 21,971 | $2.10M | 0.03% | +644+3.0% | Added |
| LOM Asset Management Ltd | 21,921 | $2.09M | 0.64% | +3,467+18.8% | Added |
| Bartlett & Co. Wealth Management LLC | 21,834 | $2.08M | 0.03% | +136+0.6% | Added |
| Old National Bancorp | 21,787 | $2.08M | 0.04% | +1,429+7.0% | Added |
| Riverwater Partners LLC | 21,780 | $2.08M | 0.86% | −205−0.9% | Reduced |
| Essex Savings Bank | 21,702 | $2.07M | 0.47% | −39−0.2% | Reduced |
| Professional Financial Advisors, LLC | 21,498 | $2.05M | 0.43% | +641+3.1% | Added |
| Graham Capital Management, L.P. | 21,312 | $2.03M | 0.08% | −119,175−84.8% | Reduced |
| Hills Bank & Trust Co | 21,267 | $2.03M | 0.12% | +301+1.4% | Added |
| Sunbelt Securities, Inc. | 21,174 | $2.02M | 0.14% | +10,485+98.1% | Added |
| Vise Technologies, Inc. | 21,143 | $2.02M | 0.08% | +1,801+9.3% | Added |
| Convergence Investment Partners, LLC | 20,918 | $2.00M | 0.45% | +5,188+33.0% | Added |
| Frank, Rimerman Advisors LLC | 20,815 | $1.99M | 0.13% | +917+4.6% | Added |
| Forum Financial Management, LP | 20,720 | $1.98M | 0.03% | +1,378+7.1% | Added |
| IFP Advisors, Inc | 20,700 | $1.98M | 0.05% | +602+3.0% | Added |
| Dana Investment Advisors, Inc. | 20,692 | $1.98M | 0.06% | +2,244+12.2% | Added |
| Aviso Wealth Management | 20,650 | $1.97M | 0.86% | +551+2.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,574 | $1.96M | 0.06% | −2,706−11.6% | Reduced |
| Banque Cantonale Vaudoise | 20,553 | $1.96M | 0.07% | −925−4.3% | Reduced |
| Moors & Cabot, Inc. | 20,408 | $1.95M | 0.09% | −293−1.4% | Reduced |
| Keystone Financial Services | 20,369 | $1.94M | 0.60% | +1,092+5.7% | Added |
| Copperleaf Capital, LLC | 20,297 | $1.94M | 0.93% | −4,507−18.2% | Reduced |
| IMC-Chicago, LLC | 20,224 | $1.93M | 0.03% | +20,224 | New |
| Bridges Investment Management Inc | 20,178 | $1.93M | 0.02% | −3,528−14.9% | Reduced |
| Raiffeisen Bank International AG | 19,817 | $1.92M | 0.03% | +6,646+50.5% | Added |
| TCW Group Inc | 20,032 | $1.91M | 0.02% | −26,209−56.7% | Reduced |
| Caldwell Trust Co | 20,006 | $1.91M | 0.18% | +201+1.0% | Added |
| City Holding Co | 19,990 | $1.91M | 0.24% | +932+4.9% | Added |
| Lebenthal Global Advisors, LLC | 19,870 | $1.90M | 0.33% | +1,538+8.4% | Added |
| Next Capital Management LLC | 26,840 | $1.89M | 0.63% | +10,156+60.9% | Added |
| Concurrent Investment Advisors, LLC | 19,833 | $1.89M | 0.03% | +1,665+9.2% | Added |
| Delaney Dennis R | 19,765 | $1.89M | 0.94% | +7,265+58.1% | Added |
| Hancock Whitney Corp | 19,761 | $1.89M | 0.03% | +5,909+42.7% | Added |
| Letko, Brosseau & Associates Inc | 19,746 | $1.89M | 0.03% | 00.0% | Unchanged |
| Csenge Advisory Group | 19,639 | $1.87M | 0.09% | +12,220+164.7% | Added |
| StoneX Group Inc. | 19,564 | $1.87M | 0.08% | +447+2.3% | Added |
| Lummis Asset Management, LP | 19,546 | $1.87M | 1.23% | −236−1.2% | Reduced |
| Integrated Investment Consultants, LLC | 19,487 | $1.86M | 0.32% | −5,479−21.9% | Reduced |
| Zullo Investment Group, Inc. | 19,379 | $1.85M | 0.68% | −296−1.5% | Reduced |
| Smartleaf Asset Management LLC | 19,006 | $1.84M | 0.11% | +5,414+39.8% | Added |
| Farther Finance Advisors, LLC | 19,275 | $1.84M | 0.03% | +2,323+13.7% | Added |
| Clifford Swan Investment Counsel LLC | 19,182 | $1.83M | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 19,119 | $1.83M | 0.47% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 18,932 | $1.81M | 0.32% | −34,378−64.5% | Reduced |
| Jeppson Wealth Management, LLC | 18,918 | $1.81M | 0.58% | −265−1.4% | Reduced |
| Focus Financial Network, Inc. | 18,849 | $1.80M | 0.06% | −403−2.1% | Reduced |
| National Asset Management, Inc. | 18,800 | $1.79M | 0.09% | +1,907+11.3% | Added |
| Northwest & Ethical Investments L.P. | 18,520 | $1.79M | 0.04% | −80−0.4% | Reduced |
| Kidder Stephen W | 18,795 | $1.79M | 0.51% | +7,770+70.5% | Added |
| NorthCrest Asset Manangement, LLC | 19,058 | $1.79M | 0.04% | +1,628+9.3% | Added |
| TLWM | 18,763 | $1.79M | 0.32% | +1,076+6.1% | Added |
| Virtus Investment Advisers, Inc. | 18,714 | $1.79M | 0.51% | +1,379+8.0% | Added |
| Sheets Smith Investment Management | 18,668 | $1.78M | 1.16% | +15+0.1% | Added |
| Stratos Wealth Advisors, LLC | 18,524 | $1.77M | 0.09% | +1,627+9.6% | Added |
| RBF Capital, LLC | 18,500 | $1.77M | 0.08% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 18,490 | $1.77M | 0.06% | +2,351+14.6% | Added |
| Whitener Capital Management, Inc. | 18,481 | $1.76M | 0.42% | +336+1.9% | Added |
| Guardian Asset Advisors, LLC | 18,257 | $1.74M | 0.94% | +1,039+6.0% | Added |
| Bank of Hawaii | 18,166 | $1.73M | 0.09% | +1,135+6.7% | Added |
| Pictet & Cie (Europe) SA | 18,084 | $1.73M | 0.03% | +68+0.4% | Added |
| Cidel Asset Management Inc | 18,028 | $1.72M | 0.10% | −269−1.5% | Reduced |
| Arjuna Capital | 18,020 | $1.72M | 0.43% | +115+0.6% | Added |
| Legacy Financial Advisors, Inc. | 18,008 | $1.72M | 0.24% | −616−3.3% | Reduced |
| Wolff Wiese Magana LLC | 17,900 | $1.71M | 0.97% | +783+4.6% | Added |
| Dynasty Wealth Management, LLC | 17,786 | $1.70M | 0.02% | +8,891+100.0% | Added |
| Cypress Capital, LLC | 17,692 | $1.69M | 0.48% | +17,692 | New |
| MBM Wealth Consultants, LLC | 17,514 | $1.67M | 0.42% | −80.0% | Reduced |
| Dark Forest Capital Management LP | 17,365 | $1.66M | 0.06% | −55,843−76.3% | Reduced |
| Wedmont Private Capital | 17,596 | $1.65M | 0.06% | +648+3.8% | Added |
| Commerzbank Aktiengesellschaft | 17,285 | $1.65M | 0.03% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 17,249 | $1.65M | 0.95% | −72−0.4% | Reduced |
| Trust Asset Management LLC | 17,244 | $1.65M | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 17,236 | $1.65M | 0.02% | −538−3.0% | Reduced |
| First Citizens Bank & Trust Co | 17,186 | $1.64M | 0.04% | −601−3.4% | Reduced |
| Providence Wealth Advisors, LLC | 17,426 | $1.64M | 1.03% | +293+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 17,118 | $1.63M | 0.11% | −16,408−48.9% | Reduced |
| JT Stratford LLC | 17,071 | $1.63M | 0.22% | +2,933+20.7% | Added |
| Notis-McConarty Edward | 17,050 | $1.63M | 0.76% | +5,155+43.3% | Added |
| Landscape Capital Management, L.L.C. | 17,048 | $1.63M | 0.10% | +17,048 | New |
| AIA Group Ltd | 17,024 | $1.63M | 0.03% | +6,210+57.4% | Added |
| Johnson Financial Group, Inc. | 17,014 | $1.62M | 0.06% | +7,063+71.0% | Added |
| Mainstream Capital Management LLC | 17,005 | $1.62M | 1.08% | +291+1.7% | Added |
| RMR Capital Management, LLC | 16,885 | $1.61M | 1.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16,877 | $1.61M | 0.06% | +326+2.0% | Added |