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 |
|---|---|---|---|---|---|
| Navalign, LLC | 10,214 | $975.2K | 0.26% | −216−2.1% | Reduced |
| Kanawha Capital Management LLC | 10,182 | $972.1K | 0.07% | −2,441−19.3% | Reduced |
| Circle Wealth Management, LLC | 10,179 | $971.8K | 0.02% | +460+4.7% | Added |
| Silvercrest Asset Management Group LLC | 10,091 | $963.4K | 0.01% | 00.0% | Unchanged |
| Variant Private Wealth, LLC | 10,085 | $962.9K | 0.89% | −121−1.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 10,083 | $962.6K | 0.38% | −577−5.4% | Reduced |
| American Money Management, LLC | 10,049 | $959.4K | 0.16% | +35+0.3% | Added |
| Advisors Asset Management, Inc. | 10,020 | $956.6K | 0.02% | −2,483−19.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,000 | $954.7K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $954.7K | 0.23% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,080 | $953.6K | 0.01% | +10,080 | New |
| Pure Financial Advisors, Inc. | 9,985 | $953.2K | 0.02% | +248+2.5% | Added |
| Colton Groome Financial Advisors, LLC | 9,975 | $952.3K | 0.29% | +240+2.5% | Added |
| Novem Group | 9,903 | $945.5K | 0.11% | +394+4.1% | Added |
| Balboa Wealth Partners | 9,862 | $941.5K | 0.16% | −1,315−11.8% | Reduced |
| Ironwood Financial, llc | 9,802 | $935.8K | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 9,780 | $933.7K | 0.05% | +4,978+103.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,778 | $933.5K | 0.07% | +147+1.5% | Added |
| Canandaigua National Trust Co of Florida | 9,746 | $930.5K | 0.74% | −615−5.9% | Reduced |
| Hillsdale Investment Management Inc. | 9,680 | $924.1K | 0.03% | +9,680 | New |
| Erste Asset Management GmbH | 9,529 | $923.3K | 0.01% | −89,333−90.4% | Reduced |
| Matisse Capital | 9,625 | $918.9K | 0.41% | −2,385−19.9% | Reduced |
| PFG Advisors | 9,625 | $918.9K | 0.04% | −1,985,311−99.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 9,535 | $910.3K | 0.17% | +525+5.8% | Added |
| Trust Co of Toledo NA | 9,530 | $909.8K | 0.09% | +692+7.8% | Added |
| Kestra Private Wealth Services, LLC | 9,521 | $909.0K | 0.01% | +66+0.7% | Added |
| Legacy Capital Group California, Inc. | 9,520 | $908.9K | 0.23% | +9,520 | New |
| Nilsine Partners, LLC | 9,469 | $904.0K | 0.08% | +462+5.1% | Added |
| Sage Mountain Advisors LLC | 9,461 | $903.2K | 0.05% | −495−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 9,618 | $902.1K | 0.10% | +510+5.6% | Added |
| Sax Wealth Advisors, LLC | 9,424 | $899.7K | 0.05% | +630+7.2% | Added |
| Hedges Asset Management LLC | 9,400 | $897.4K | 0.69% | −100−1.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 9,392 | $896.6K | 0.36% | −13−0.1% | Reduced |
| Integrated Quantitative Investments LLC | 9,370 | $894.6K | 0.25% | −4,822−34.0% | Reduced |
| Herold Advisors, Inc. | 9,355 | $893.1K | 0.21% | +1,400+17.6% | Added |
| Crumly & Associates Inc. | 9,302 | $888.0K | 0.19% | +275+3.0% | Added |
| Venture Visionary Partners LLC | 9,293 | $887.2K | 0.03% | +338+3.8% | Added |
| Hohimer Wealth Management, LLC | 9,250 | $883.1K | 0.12% | −139−1.5% | Reduced |
| Change Path, LLC | 9,150 | $873.5K | 0.02% | +906+11.0% | Added |
| RiverFront Investment Group, LLC | 9,114 | $870.1K | 0.02% | −59−0.6% | Reduced |
| Premier Path Wealth Partners, LLC | 9,076 | $866.5K | 0.11% | +337+3.9% | Added |
| One Capital Management, LLC | 9,025 | $861.6K | 0.03% | −133−1.5% | Reduced |
| Kearns & Associates LLC | 9,000 | $859.2K | 0.46% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 8,968 | $856.2K | 0.03% | +1,506+20.2% | Added |
| EntryPoint Capital, LLC | 8,968 | $856.2K | 0.33% | +8,968 | New |
| Canvas Wealth Advisors, LLC | 9,070 | $853.3K | 0.16% | −33−0.4% | Reduced |
| Sutton Place Investors LLC | 8,918 | $851.4K | 0.49% | +58+0.7% | Added |
| Manchester Financial Inc | 8,884 | $848.1K | 0.17% | −72−0.8% | Reduced |
| Main Street Financial Solutions, LLC | 8,856 | $845.5K | 0.05% | +2,028+29.7% | Added |
| Osborne Partners Capital Management, LLC | 8,848 | $844.7K | 0.04% | +214+2.5% | Added |
| Regatta Capital Group, LLC | 8,848 | $844.7K | 0.13% | −778−8.1% | Reduced |
| Keel Point, LLC | 8,837 | $843.7K | 0.05% | +135+1.6% | Added |
| Weaver Capital Management LLC | 8,824 | $842.4K | 0.18% | −204−2.3% | Reduced |
| Journey Strategic Wealth LLC | 8,785 | $838.6K | 0.02% | +1,056+13.7% | Added |
| Advyzon Investment Management, LLC | 8,781 | $838.3K | 0.14% | +5,150+141.8% | Added |
| Angeles Wealth Management, LLC | 8,776 | $837.8K | 0.05% | −33−0.4% | Reduced |
| Keebeck Wealth Management, LLC | 8,767 | $836.9K | 0.10% | +654+8.1% | Added |
| Capital Investment Advisors, LLC | 8,725 | $833.0K | 0.01% | −5,121−37.0% | Reduced |
| Quadcap Wealth Management, LLC | 8,679 | $828.6K | 0.10% | +15+0.2% | Added |
| Freestone Capital Holdings, LLC | 8,672 | $828.0K | 0.03% | +3,008+53.1% | Added |
| Boston Trust Walden Corp | 8,670 | $827.7K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 8,670 | $827.7K | 0.25% | 00.0% | Unchanged |
| Mangrove Partners | 8,659 | $826.7K | 0.07% | +8,659 | New |
| N.E.W. Advisory Services LLC | 8,637 | $824.5K | 0.07% | +20.0% | Added |
| St Germain D J Co Inc | 8,623 | $823.2K | 0.03% | −20−0.2% | Reduced |
| TCI Wealth Advisors, Inc. | 8,615 | $822.5K | 0.05% | −4,178−32.7% | Reduced |
| Cypress Wealth Services, LLC | 8,611 | $822.1K | 0.13% | +9+0.1% | Added |
| Avondale Wealth Management | 8,600 | $821.0K | 0.44% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,572 | $818.4K | 0.03% | +247+3.0% | Added |
| SkyView Investment Advisors, LLC | 8,539 | $815.0K | 0.10% | −149−1.7% | Reduced |
| Fidelis Capital Partners, LLC | 8,519 | $813.3K | 0.06% | +433+5.4% | Added |
| Belpointe Asset Management LLC | 8,506 | $812.1K | 0.03% | +2,364+38.5% | Added |
| HMV Wealth Advisors, LLC | 8,491 | $810.6K | 0.45% | 00.0% | Unchanged |
| GTS Securities LLC | 8,484 | $810.0K | 0.03% | +4,014+89.8% | Added |
| Wealthcare Advisory Partners LLC | 8,473 | $809.0K | 0.02% | +75+0.9% | Added |
| Viawealth, LLC | 8,380 | $800.0K | 0.44% | −828−9.0% | Reduced |
| Neo Ivy Capital Management | 8,380 | $800.0K | 0.20% | +8,380 | New |
| Ridgewood Investments LLC | 8,377 | $799.8K | 0.34% | −1,150−12.1% | Reduced |
| Oregon Pacific Wealth Management, LLC | 8,357 | $797.8K | 0.69% | −70−0.8% | Reduced |
| Quest Partners LLC | 8,346 | $796.8K | 0.05% | +1,462+21.2% | Added |
| Ramirez Asset Management, Inc. | 8,268 | $789.3K | 0.11% | +8,268 | New |
| Founders Financial Securities LLC | 8,246 | $787.3K | 0.05% | −329−3.8% | Reduced |
| ISAM Funds (UK) Ltd | 8,241 | $786.8K | 0.16% | −1,194−12.7% | Reduced |
| Ninety One SA (PTY) Ltd | 8,199 | $785.5K | 0.04% | +8,199 | New |
| Parkside Financial Bank & Trust | 8,216 | $784.4K | 0.06% | +151+1.9% | Added |
| Klingman & Associates, LLC | 8,199 | $782.8K | 0.04% | −336−3.9% | Reduced |
| Jericho Financial, LLP | 8,161 | $779.1K | 0.47% | −718−8.1% | Reduced |
| L2 Asset Management, LLC | 8,083 | $771.7K | 0.11% | +413+5.4% | Added |
| TownSquare Capital, LLC | 8,051 | $768.6K | 0.12% | −2,791−25.7% | Reduced |
| Mitchell Sinkler & Starr | 8,042 | $767.8K | 0.35% | −100−1.2% | Reduced |
| Kennebec Savings Bank | 8,037 | $767.3K | 0.70% | −1,605−16.6% | Reduced |
| Massmutual Trust Co FSB | 8,024 | $766.1K | 0.02% | +1,488+22.8% | Added |
| Okabena Investment Services Inc | 8,006 | $764.3K | 0.15% | −4,208−34.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,979 | $761.8K | 0.02% | −100−1.2% | Reduced |
| West Family Investments, Inc. | 7,939 | $757.9K | 0.17% | +79+1.0% | Added |
| Agf Management Ltd | 7,900 | $754.2K | 0.00% | −8,312−51.3% | Reduced |
| Ethos Financial Group, LLC | 7,899 | $754.1K | 0.06% | −482−5.8% | Reduced |
| Bragg Financial Advisors, Inc | 7,891 | $753.4K | 0.02% | +970+14.0% | Added |
| Compass Advisory Group LLC | 7,875 | $751.8K | 0.21% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 7,861 | $750.5K | 0.26% | +7,861 | New |