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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 16,834 | $1.61M | 0.04% | +52+0.3% | Added |
| HBW Advisory Services LLC | 16,789 | $1.60M | 0.18% | +16,789 | New |
| Highland Capital Management, LLC | 16,747 | $1.60M | 0.08% | −279−1.6% | Reduced |
| Cigna Investments Inc | 16,736 | $1.60M | 0.23% | −95−0.6% | Reduced |
| Embree Financial Group | 16,679 | $1.59M | 0.21% | +157+1.0% | Added |
| Retirement Planning Group | 16,679 | $1.59M | 0.06% | +6,899+70.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 16,624 | $1.59M | 0.46% | +423+2.6% | Added |
| FineMark National Bank & Trust | 16,621 | $1.59M | 0.05% | −491−2.9% | Reduced |
| United Bank | 16,483 | $1.57M | 0.55% | +430+2.7% | Added |
| IPG Investment Advisors LLC | 16,413 | $1.57M | 0.28% | +127+0.8% | Added |
| Wealth Alliance | 16,412 | $1.57M | 0.16% | +680+4.3% | Added |
| Elmwood Wealth Management, Inc. | 16,364 | $1.56M | 0.55% | 00.0% | Unchanged |
| Cooper Financial Group | 16,300 | $1.56M | 0.17% | +1,974+13.8% | Added |
| Wedbush Securities Inc | 16,266 | $1.55M | 0.05% | −2,019−11.0% | Reduced |
| Montecito Bank & Trust | 16,193 | $1.55M | 0.24% | +16,193 | New |
| NBT Bank N A | 15,474 | $1.54M | 0.10% | +1,039+7.2% | Added |
| S-Bank Fund Management Ltd | 16,058 | $1.53M | 0.20% | −209−1.3% | Reduced |
| Howard Financial Services, Ltd. | 16,045 | $1.53M | 0.19% | +45+0.3% | Added |
| Ritter Daniher Financial Advisory LLC | 15,954 | $1.52M | 0.27% | +15,954 | New |
| Sagespring Wealth Partners, LLC | 15,883 | $1.52M | 0.03% | +1,570+11.0% | Added |
| Riverpark Capital Management LLC | 15,865 | $1.51M | 2.74% | −2,812−15.1% | Reduced |
| Canopy Partners, LLC | 15,849 | $1.51M | 0.51% | −1,443−8.3% | Reduced |
| First Commonwealth Financial Corp | 15,825 | $1.51M | 0.25% | +41+0.3% | Added |
| J. L. Bainbridge & Co., Inc. | 15,601 | $1.49M | 0.13% | −110−0.7% | Reduced |
| Pallas Capital Advisors LLC | 15,577 | $1.49M | 0.05% | +142+0.9% | Added |
| Ameritas Investment Partners, Inc. | 15,553 | $1.48M | 0.05% | −568−3.5% | Reduced |
| Clear Harbor Asset Management, LLC | 15,521 | $1.48M | 0.10% | −320−2.0% | Reduced |
| Perpetual Ltd | 15,481 | $1.48M | 0.02% | +4,204+37.3% | Added |
| Tranquilli Financial Advisor LLC | 15,453 | $1.48M | 0.87% | +1,088+7.6% | Added |
| Chicago Capital, LLC | 15,429 | $1.47M | 0.04% | −200−1.3% | Reduced |
| Cove Street Capital, LLC | 15,424 | $1.47M | 1.92% | −244−1.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 15,420 | $1.47M | 0.97% | −3,480−18.4% | Reduced |
| Tranquility Partners, LLC | 15,407 | $1.47M | 0.50% | −1,694−9.9% | Reduced |
| Buckingham Strategic Partners | 15,325 | $1.46M | 0.02% | +3,339+27.9% | Added |
| Central Trust Co | 15,326 | $1.46M | 0.03% | +531+3.6% | Added |
| Sheets Smith Wealth Management | 15,325 | $1.46M | 0.17% | 00.0% | Unchanged |
| Oak Thistle LLC | 15,325 | $1.46M | 0.22% | +15,325 | New |
| Cookson Peirce & Co Inc | 15,324 | $1.46M | 0.06% | +62+0.4% | Added |
| ArrowMark Colorado Holdings LLC | 15,250 | $1.46M | 0.03% | −600−3.8% | Reduced |
| Brown Brothers Harriman & Co | 15,250 | $1.46M | 0.01% | +1,568+11.5% | Added |
| VestGen Advisors, LLC | 15,225 | $1.45M | 0.05% | +893+6.2% | Added |
| Rothschild Investment LLC | 15,190 | $1.45M | 0.08% | −611−3.9% | Reduced |
| Portfolio Design Labs, LLC | 15,144 | $1.45M | 0.25% | +15,144 | New |
| Postrock Partners LLC | 15,078 | $1.44M | 0.64% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 15,062 | $1.44M | 0.27% | +5,691+60.7% | Added |
| South Dakota Investment Council | 15,056 | $1.44M | 0.03% | −1,000−6.2% | Reduced |
| Neumann Capital Management, LLC | 15,032 | $1.44M | 0.42% | −100−0.7% | Reduced |
| Blackstone Group Inc. | 15,022 | $1.43M | 0.01% | +15,022 | New |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 15,000 | $1.43M | 0.02% | −5,000−25.0% | Reduced |
| Triglav Skladi, D.O.O. | 15,000 | $1.43M | 0.09% | +15,000 | New |
| Axxcess Wealth Management, LLC | 14,981 | $1.43M | 0.03% | +148+1.0% | Added |
| Foundations Investment Advisors, LLC | 14,928 | $1.43M | 0.02% | −2,279−13.2% | Reduced |
| Aptus Capital Advisors, LLC | 14,922 | $1.42M | 0.01% | +592+4.1% | Added |
| Continuum Advisory, LLC | 14,915 | $1.42M | 0.15% | −1,358−8.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 14,807 | $1.41M | 0.34% | −100−0.7% | Reduced |
| JNBA Financial Advisors | 14,805 | $1.41M | 0.13% | −50−0.3% | Reduced |
| Fusion Capital, LLC | 14,936 | $1.41M | 0.41% | −58−0.4% | Reduced |
| VELA Investment Management, LLC | 14,785 | $1.41M | 0.41% | −8,411−36.3% | Reduced |
| Verity Asset Management, Inc. | 14,750 | $1.41M | 0.46% | +7,559+105.1% | Added |
| NorthRock Partners, LLC | 14,740 | $1.41M | 0.03% | +5,357+57.1% | Added |
| Insigneo Advisory Services, LLC | 14,721 | $1.41M | 0.10% | −468−3.1% | Reduced |
| Frisch Financial Group, Inc. | 14,719 | $1.41M | 0.33% | −373−2.5% | Reduced |
| Davis R M Inc | 14,707 | $1.40M | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 14,543 | $1.39M | 0.15% | +9,048+164.7% | Added |
| Torrey Growth & Income Advisors | 14,512 | $1.39M | 0.41% | +14,512 | New |
| Fruth Investment Management | 14,456 | $1.38M | 0.37% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 14,450 | $1.38M | 0.32% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 14,445 | $1.38M | 0.38% | +12+0.1% | Added |
| Nicolet Bankshares Inc | 14,429 | $1.38M | 0.22% | +1,380+10.6% | Added |
| Uncommon Cents Investing LLC | 14,400 | $1.37M | 0.34% | +19+0.1% | Added |
| Greystone Financial Group, LLC | 14,371 | $1.37M | 0.21% | −215−1.5% | Reduced |
| Stance Capital LLC | 14,365 | $1.37M | 0.50% | −517−3.5% | Reduced |
| Smith, Moore & Co. | 14,144 | $1.35M | 0.10% | −291−2.0% | Reduced |
| VisionPoint Advisory Group, LLC | 14,112 | $1.35M | 0.27% | +95+0.7% | Added |
| Sage Rhino Capital LLC | 14,102 | $1.35M | 0.26% | −158−1.1% | Reduced |
| HighVista Strategies LLC | 14,100 | $1.35M | 0.33% | −2,200−13.5% | Reduced |
| Whelan Financial | 14,007 | $1.34M | 0.42% | +6,226+80.0% | Added |
| IMS Capital Management | 14,002 | $1.34M | 0.62% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13,983 | $1.33M | 0.22% | +11,620+491.7% | Added |
| Golden State Equity Partners | 13,870 | $1.32M | 0.22% | +559+4.2% | Added |
| Skopos Labs, Inc. | 14,706 | $1.32M | 0.18% | −589−3.9% | Reduced |
| Leisure Capital Management | 13,630 | $1.30M | 0.45% | −198−1.4% | Reduced |
| Capricorn Fund Managers Ltd | 13,617 | $1.30M | 0.44% | +916+7.2% | Added |
| Koshinski Asset Management, Inc. | 13,615 | $1.30M | 0.09% | −93−0.7% | Reduced |
| Destination Wealth Management | 13,560 | $1.29M | 0.04% | +819+6.4% | Added |
| Blalock Williams, LLC | 13,557 | $1.29M | 1.13% | +771+6.0% | Added |
| Catalyst Financial Partners LLC | 13,505 | $1.29M | 0.16% | +466+3.6% | Added |
| Garner Asset Management Corp | 13,463 | $1.29M | 0.52% | −120−0.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,460 | $1.29M | 0.00% | −383−2.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,406 | $1.28M | 0.83% | +76+0.6% | Added |
| Hardy Reed LLC | 13,374 | $1.28M | 0.09% | +356+2.7% | Added |
| Drucker Wealth 3.0, LLC | 13,370 | $1.28M | 0.23% | −4,343−24.5% | Reduced |
| Ronald Blue Trust, Inc. | 13,364 | $1.28M | 0.01% | −815−5.7% | Reduced |
| Panoramic Investment Advisors, LLC | 13,333 | $1.27M | 0.72% | +800+6.4% | Added |
| Portside Wealth Group, LLC | 13,326 | $1.27M | 0.18% | +989+8.0% | Added |
| RFG Advisory, LLC | 13,307 | $1.27M | 0.03% | −992−6.9% | Reduced |
| Broderick Brian C | 13,270 | $1.27M | 0.24% | +10,090+317.3% | Added |
| Boothbay Fund Management, LLC | 13,258 | $1.27M | 0.03% | −36,390−73.3% | Reduced |
| Redwood Investment Management, LLC | 13,219 | $1.26M | 0.14% | +13,219 | New |
| HCR Wealth Advisors | 13,540 | $1.26M | 0.13% | +495+3.8% | Added |