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
- 2,174
- +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
- 764 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 |
|---|---|---|---|---|---|
| Clough Capital Partners L P | 312,880 | $29.9M | 2.66% | +272,280+670.6% | Added |
| Intech Investment Management LLC | 302,036 | $28.8M | 0.26% | +183,122+154.0% | Added |
| Aquatic Capital Management LLC | 301,720 | $28.8M | 0.53% | +191,426+173.6% | Added |
| Mairs & Power Inc | 299,389 | $28.6M | 0.27% | −37,888−11.2% | Reduced |
| AXA Investment Managers S.A. | 299,239 | $28.6M | 0.08% | +299,239 | New |
| Davis Selected Advisers | 296,441 | $28.3M | 0.15% | +30.0% | Added |
| King Luther Capital Management Corp | 296,409 | $28.3M | 0.12% | +75,820+34.4% | Added |
| O'Shaughnessy Asset Management, LLC | 293,085 | $28.0M | 0.16% | +75,613+34.8% | Added |
| Varma Mutual Pension Insurance Co | 289,681 | $27.7M | 0.18% | +52,100+21.9% | Added |
| Martingale Asset Management L P | 288,816 | $27.6M | 0.69% | −2,360−0.8% | Reduced |
| Captrust Financial Advisors | 287,613 | $27.5M | 0.06% | −3,407−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 285,405 | $27.2M | 0.26% | +281,302+6,856.0% | Added |
| Bessemer Group Inc | 284,159 | $27.1M | 0.04% | −32,349−10.2% | Reduced |
| Titan Global Capital Management USA LLC | 284,130 | $27.1M | 3.99% | −13,153−4.4% | Reduced |
| Utah Retirement Systems | 281,930 | $26.9M | 0.26% | +6,254+2.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 281,260 | $26.9M | 0.23% | −5,200−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 279,254 | $26.7M | 0.08% | −67,447−19.5% | Reduced |
| Ieq Capital, LLC | 277,665 | $26.5M | 0.08% | +63,280+29.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 275,597 | $26.3M | 0.21% | +16,203+6.2% | Added |
| Hosking Partners LLP | 275,077 | $26.3M | 0.95% | −5,001−1.8% | Reduced |
| USS Investment Management Ltd | 275,021 | $26.2M | 0.13% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 272,551 | $26.0M | 0.18% | +99,226+57.2% | Added |
| Ossiam | 267,750 | $25.6M | 0.33% | −161,764−37.7% | Reduced |
| CIBC World Markets Inc. | 266,174 | $25.4M | 0.05% | −118,312−30.8% | Reduced |
| Park National Corp | 266,111 | $25.4M | 0.79% | −25,934−8.9% | Reduced |
| Midwest Trust Co | 265,157 | $25.3M | 0.33% | −6,680−2.5% | Reduced |
| Rockland Trust Co | 263,231 | $25.1M | 1.03% | +21,611+8.9% | Added |
| Pacific Heights Asset Management LLC | 260,000 | $24.8M | 1.10% | +45,000+20.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 259,705 | $24.8M | 1.43% | −15,375−5.6% | Reduced |
| GW Henssler & Associates Ltd | 259,599 | $24.8M | 1.24% | −5,520−2.1% | Reduced |
| CIBC Asset Management Inc | 258,584 | $24.7M | 0.07% | +4,658+1.8% | Added |
| Heron Bay Capital Management | 257,875 | $24.6M | 4.59% | −7,080−2.7% | Reduced |
| Colony Group, LLC | 257,368 | $24.6M | 0.04% | +49,369+23.7% | Added |
| Hudson Bay Capital Management LP | 256,262 | $24.5M | 0.15% | +5,929+2.4% | Added |
| Canada Post Corp Registered Pension Plan | 249,459 | $24.2M | 1.07% | −17,360−6.5% | Reduced |
| Banco Santander, S.A. | 250,706 | $23.9M | 0.21% | +90,615+56.6% | Added |
| Susquehanna International Group, LLP | 249,161 | $23.8M | 0.03% | −50,656−16.9% | Reduced |
| British Columbia Investment Management Corp | 248,356 | $23.7M | 0.14% | −23,093−8.5% | Reduced |
| Peapack Gladstone Financial Corp | 244,955 | $23.4M | 0.30% | +15,467+6.7% | Added |
| Davidson Investment Advisors | 244,491 | $23.3M | 0.99% | −2,587−1.0% | Reduced |
| Jefferies Financial Group Inc. | 244,307 | $23.3M | 0.21% | +71,345+41.2% | Added |
| Clearstead Advisors, LLC | 241,123 | $23.0M | 0.34% | +6,460+2.8% | Added |
| Dudley & Shanley, Inc. | 240,863 | $23.0M | 3.70% | −1000.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 238,341 | $22.8M | 2.06% | +362+0.2% | Added |
| CIBC Bancorp USA Inc. | 236,121 | $22.5M | 0.14% | +236,121 | New |
| Ilmarinen Mutual Pension Insurance Co | 235,471 | $22.5M | 0.17% | +1,500+0.6% | Added |
| New York Life Investment Management LLC | 231,645 | $22.1M | 0.19% | −631−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 229,984 | $22.0M | 0.18% | +5,844+2.6% | Added |
| Burney Co | 226,656 | $21.6M | 0.69% | +48,091+26.9% | Added |
| Woodline Partners LP | 225,510 | $21.5M | 0.10% | +40,762+22.1% | Added |
| Busey Wealth Management | 224,217 | $21.4M | 0.60% | +966+0.4% | Added |
| Virginia Retirement Systems Et Al | 223,600 | $21.3M | 0.14% | +37,600+20.2% | Added |
| Public Employees Retirement Association of Colorado | 223,263 | $21.3M | 0.08% | −4,629−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 219,996 | $21.0M | 0.19% | +629+0.3% | Added |
| OP Asset Management Ltd | 219,015 | $20.9M | 0.28% | +24,123+12.4% | Added |
| Cohen Capital Management, Inc. | 218,988 | $20.9M | 3.26% | −422−0.2% | Reduced |
| Live Oak Private Wealth LLC | 218,711 | $20.9M | 2.91% | −1,187−0.5% | Reduced |
| M&T Bank Corp | 215,667 | $20.6M | 0.07% | −24,013−10.0% | Reduced |
| Nissay Asset Management Corp | 215,181 | $20.5M | 0.11% | +2,637+1.2% | Added |
| Davenport & Co LLC | 212,211 | $20.3M | 0.11% | −78,030−26.9% | Reduced |
| Everett Harris & Co | 212,302 | $20.3M | 0.25% | +1,471+0.7% | Added |
| Trexquant Investment LP | 211,671 | $20.2M | 0.21% | −91,409−30.2% | Reduced |
| Callan Family Office, LLC | 207,833 | $19.8M | 0.63% | −11,730−5.3% | Reduced |
| Epoch Investment Partners, Inc. | 207,281 | $19.8M | 0.11% | −94,160−31.2% | Reduced |
| Jump Financial, LLC | 205,278 | $19.6M | 0.25% | +111,450+118.8% | Added |
| NEOS Investment Management LLC | 205,018 | $19.6M | 0.15% | +66,382+47.9% | Added |
| Addenda Capital Inc. | 202,348 | $19.3M | 0.57% | +41,410+25.7% | Added |
| Warther Private Wealth, LLC | 201,406 | $19.2M | 4.55% | −63,713−24.0% | Reduced |
| Yousif Capital Management, LLC | 199,058 | $19.0M | 0.20% | −12,306−5.8% | Reduced |
| Courant Investment Management LLC | 198,499 | $19.0M | 14.98% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 197,179 | $18.8M | 0.07% | +9,165+4.9% | Added |
| Mutual of America Capital Management LLC | 196,503 | $18.8M | 0.20% | +628+0.3% | Added |
| First Foundation Advisors | 196,247 | $18.7M | 0.69% | −15,001−7.1% | Reduced |
| Cutler Investment Counsel LLC | 195,145 | $18.6M | 1.95% | −677−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 195,018 | $18.6M | 0.24% | +47,326+32.0% | Added |
| Goodman Financial Corp | 194,440 | $18.6M | 3.61% | −7,940−3.9% | Reduced |
| JustInvest LLC | 192,938 | $18.4M | 0.19% | +2,400+1.3% | Added |
| Talbot Financial, LLC | 192,691 | $18.4M | 1.56% | +8,117+4.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 192,290 | $18.4M | 0.03% | −22,058−10.3% | Reduced |
| United Asset Strategies, Inc. | 190,567 | $18.2M | 1.46% | −3,732−1.9% | Reduced |
| Greenwich Wealth Management LLC | 190,367 | $18.2M | 0.91% | +139,875+277.0% | Added |
| Summit Trail Advisors, LLC | 188,423 | $18.0M | 0.25% | +8,852+4.9% | Added |
| ProVise Management Group, LLC | 186,007 | $17.8M | 1.31% | +4,549+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 184,444 | $17.6M | 0.10% | +7,483+4.2% | Added |
| Lathrop Investment Management Corp | 184,343 | $17.6M | 3.25% | −4,721−2.5% | Reduced |
| Wealthfront Advisers LLC | 184,221 | $17.6M | 0.04% | +15,973+9.5% | Added |
| Adviser Investments LLC | 184,221 | $17.6M | 0.20% | −11,004−5.6% | Reduced |
| State of Alaska, Department of Revenue | 183,358 | $17.5M | 0.18% | −8,459−4.4% | Reduced |
| Atria Investments LLC | 181,568 | $17.3M | 0.20% | +981+0.5% | Added |
| Edgemoor Investment Advisors, Inc. | 180,055 | $17.2M | 1.33% | +154+0.1% | Added |
| Vivaldi Capital Management, LLC | 179,023 | $17.1M | 2.42% | −11,587−6.1% | Reduced |
| Sanctuary Advisors, LLC | 178,032 | $17.0M | 0.10% | −32,515−15.4% | Reduced |
| Poehling Capital Management, LLC | 176,774 | $16.9M | 3.55% | −1,466−0.8% | Reduced |
| Ethic Inc. | 176,618 | $16.9M | 0.28% | +3,432+2.0% | Added |
| Kestra Advisory Services, LLC | 175,841 | $16.8M | 0.08% | +18,749+11.9% | Added |
| TCTC Holdings, LLC | 175,775 | $16.8M | 0.50% | +615+0.4% | Added |
| HFR Wealth Management, LLC | 174,715 | $16.7M | 3.82% | −434−0.2% | Reduced |
| Pensionmark Financial Group, LLC | 173,817 | $16.6M | 0.34% | −452−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 172,441 | $16.5M | 0.05% | +11,447+7.1% | Added |
| RMB Capital Management, LLC | 171,277 | $16.4M | 0.30% | −1,071−0.6% | Reduced |