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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 7,851 | $749.5K | 0.20% | +72+0.9% | Added |
| Pitcairn Co | 7,800 | $744.7K | 0.06% | −2,106−21.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,799 | $744.6K | 0.07% | +2,536+48.2% | Added |
| Apriem Advisors | 7,798 | $744.5K | 0.07% | −540−6.5% | 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 |
| First Western Trust Bank | 7,781 | $742.9K | 0.03% | −116−1.5% | Reduced |
| CVA Family Office, LLC | 7,775 | $742.2K | 0.10% | +10.0% | Added |
| 44 Wealth Management LLC | 7,727 | $737.7K | 0.25% | −3,314−30.0% | Reduced |
| Lyell Wealth Management, LP | 7,713 | $736.4K | 0.05% | 00.0% | Unchanged |
| Athena Investment Management | 7,708 | $735.9K | 0.38% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 26,678 | $734.7K | 0.20% | +26,678 | New |
| Western Wealth Management, LLC | 7,694 | $734.6K | 0.04% | −125−1.6% | Reduced |
| Mission Wealth Management, LP | 7,660 | $731.3K | 0.01% | +990+14.8% | Added |
| Transcend Wealth Collective, LLC | 7,628 | $728.3K | 0.05% | +815+12.0% | Added |
| Clarius Group, LLC | 7,627 | $728.1K | 0.04% | −3,174−29.4% | Reduced |
| Harbour Investments, Inc. | 7,620 | $727.5K | 0.02% | +24+0.3% | Added |
| LCNB Corp | 7,609 | $726.4K | 0.25% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 7,576 | $723.3K | 0.09% | −11−0.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 7,645 | $717.0K | 0.19% | +3,265+74.5% | Added |
| Old Port Advisors | 7,508 | $716.8K | 0.18% | −151−2.0% | Reduced |
| Silver Oak Securities, Inc | 7,499 | $715.9K | 0.05% | +3,406+83.2% | Added |
| IHT Wealth Management, LLC | 7,488 | $714.9K | 0.02% | +285+4.0% | Added |
| Accredited Investors Inc. | 7,432 | $709.5K | 0.04% | +205+2.8% | Added |
| Lee Danner & Bass Inc | 7,419 | $708.3K | 0.05% | +7,419 | New |
| First National Advisers, LLC | 7,413 | $707.7K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 7,408 | $707.2K | 0.21% | −6−0.1% | Reduced |
| Trust Point Inc. | 7,406 | $707.1K | 0.06% | +24+0.3% | Added |
| Jackson Creek Investment Advisors LLC | 7,338 | $701.0K | 0.20% | −389−5.0% | Reduced |
| Burling Wealth Partners, LLC | 7,339 | $700.7K | 0.12% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 7,300 | $696.9K | 0.19% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 7,285 | $695.5K | 0.04% | −1,671−18.7% | Reduced |
| Neville Rodie & Shaw Inc | 7,280 | $695.0K | 0.05% | +230+3.3% | Added |
| Bahl & Gaynor Inc | 7,255 | $692.6K | 0.00% | +16+0.2% | Added |
| Mather Group, LLC. | 7,226 | $689.8K | 0.01% | +588+8.9% | Added |
| Gemmer Asset Management LLC | 7,188 | $686.2K | 0.06% | −2,770−27.8% | Reduced |
| Benjamin Edwards Inc | 7,170 | $684.5K | 0.01% | +137+1.9% | Added |
| Unified Investment Management | 7,158 | $683.3K | 0.68% | −598−7.7% | Reduced |
| Inscription Capital, LLC | 7,151 | $682.7K | 0.07% | +4,185+141.1% | Added |
| Rehmann Capital Advisory Group | 7,120 | $679.7K | 0.04% | +525+8.0% | Added |
| Kathmere Capital Management, LLC | 7,087 | $676.6K | 0.05% | +935+15.2% | Added |
| PFG Investments, LLC | 7,066 | $674.6K | 0.04% | +1,115+18.7% | Added |
| Avalon Trust Co | 7,040 | $672.1K | 0.04% | +40+0.6% | Added |
| CMG Global Holdings, LLC | 7,121 | $671.7K | 0.33% | +13+0.2% | Added |
| Unique Wealth Strategies, LLC | 7,028 | $670.9K | 0.26% | −397−5.3% | Reduced |
| Noble Wealth Management PBC | 7,025 | $670.7K | 0.36% | +7,025 | New |
| Naviter Wealth, LLC | 7,011 | $669.3K | 0.08% | +64+0.9% | Added |
| Ellevest, Inc. | 7,001 | $668.4K | 0.10% | −155−2.2% | Reduced |
| Stokes Family Office, LLC | 6,968 | $665.2K | 0.06% | −248−3.4% | Reduced |
| Cozad Asset Management Inc | 6,926 | $661.2K | 0.05% | +10.0% | Added |
| Intrust Bank NA | 6,915 | $660.2K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,902 | $658.9K | 0.02% | −67,811−90.8% | Reduced |
| MJP Associates Inc | 6,902 | $658.9K | 0.09% | −196−2.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 6,897 | $658.5K | 0.04% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 6,884 | $657.2K | 0.32% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 6,881 | $656.9K | 0.10% | +4,508+190.0% | Added |
| RW Investment Management LLC | 6,865 | $655.4K | 0.07% | −259−3.6% | Reduced |
| International Assets Investment Management, LLC | 7,175 | $654.1K | 0.05% | 00.0% | Unchanged |
| Auxier Asset Management | 6,850 | $654.0K | 0.09% | 00.0% | Unchanged |
| Platform Technology Partners | 6,847 | $653.7K | 0.16% | −325−4.5% | Reduced |
| Garrison Point Advisors, LLC | 6,815 | $650.6K | 0.27% | −40−0.6% | Reduced |
| Modern Wealth Management, LLC | 6,811 | $650.3K | 0.01% | −1,519−18.2% | Reduced |
| MCF Advisors LLC | 6,783 | $647.6K | 0.04% | +59+0.9% | Added |
| Bridgewater Advisors Inc. | 6,859 | $646.1K | 0.04% | +345+5.3% | Added |
| Traynor Capital Management, Inc. | 6,768 | $646.1K | 0.04% | −347−4.9% | Reduced |
| Mayflower Financial Advisors, LLC | 6,763 | $645.7K | 0.08% | +36+0.5% | Added |
| Arcataur Capital Management LLC | 6,758 | $645.2K | 0.19% | −80−1.2% | Reduced |
| Secured Retirement Advisors, LLC | 6,758 | $645.2K | 0.36% | −4,223−38.5% | Reduced |
| Axq Capital, LP | 6,752 | $644.6K | 0.25% | −2,629−28.0% | Reduced |
| Defined Wealth Management, LLC | 6,741 | $643.6K | 0.37% | +4+0.1% | Added |
| Palacios Wealth Management, LLC | 6,723 | $641.8K | 0.42% | +438+7.0% | Added |
| Michael B. Yongue | 6,711 | $640.7K | 0.45% | +249+3.9% | Added |
| Independent Financial Group, LLC | 6,709 | $640.5K | 0.02% | +27+0.4% | Added |
| TAGStone Capital, Inc. | 6,697 | $639.4K | 0.25% | +13+0.2% | Added |
| Prosperity Wealth Management, Inc. | 6,659 | $635.7K | 0.22% | +334+5.3% | Added |
| 5T Wealth, LLC | 6,634 | $633.5K | 0.28% | +4+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 6,587 | $628.9K | 0.01% | +75+1.2% | Added |
| Coign Capital Advisors LLC | 6,581 | $628.3K | 0.35% | +6,581 | New |
| Carson Advisory Inc. | 6,557 | $626.0K | 0.34% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 6,552 | $625.5K | 0.43% | −25−0.4% | Reduced |
| Orser Capital Management, LLC | 6,550 | $625.3K | 0.35% | +6,550 | New |
| Fiduciary Trust Co | 6,543 | $624.6K | 0.01% | +577+9.7% | Added |
| Sowell Financial Services LLC | 6,539 | $624.3K | 0.02% | −307−4.5% | Reduced |
| Sunpointe, LLC | 6,535 | $623.9K | 0.23% | +1,823+38.7% | Added |
| SFMG, LLC | 6,528 | $623.2K | 0.04% | +202+3.2% | Added |
| TD Waterhouse Canada Inc. | 6,741 | $621.8K | 0.00% | +4,790+245.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,479 | $618.5K | 0.07% | −15−0.2% | Reduced |
| Centurion Wealth Management LLC | 6,462 | $616.9K | 0.14% | +162+2.6% | Added |
| Client 1st Advisory Group, LLC | 6,452 | $616.0K | 0.20% | +2,173+50.8% | Added |
| Michael S. Ryan, Inc. | 6,368 | $608.0K | 0.36% | −69−1.1% | Reduced |
| Waddell & Associates, LLC | 6,367 | $607.9K | 0.05% | +1,044+19.6% | Added |
| Calamos Wealth Management LLC | 6,363 | $607.5K | 0.02% | +6,363 | New |
| Ameritas Advisory Services, LLC | 6,333 | $604.6K | 0.04% | −1,627−20.4% | Reduced |
| Lazari Capital Management, Inc. | 6,311 | $602.5K | 0.20% | +30.0% | Added |
| Family Legacy, Inc. | 6,300 | $601.5K | 0.18% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 6,281 | $599.7K | 0.02% | +156+2.5% | Added |
| Sweeney & Michel, LLC | 6,520 | $599.6K | 0.20% | +12+0.2% | Added |
| BSW Wealth Partners | 6,258 | $597.4K | 0.07% | +833+15.4% | Added |
| New Hampshire Trust | 6,240 | $595.7K | 0.12% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 6,199 | $591.8K | 0.03% | +15+0.2% | Added |