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 | 2,174 | $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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 170,459 | $16.3M | 0.75% | −93,382−35.4% | Reduced |
| Blue Whale Capital LLP | 169,746 | $16.2M | 0.90% | −275,376−61.9% | Reduced |
| Evercore Wealth Management, LLC | 169,728 | $16.2M | 0.24% | −3,675−2.1% | Reduced |
| Asset Advisors Investment Management, LLC | 169,562 | $16.2M | 1.53% | +3,745+2.3% | Added |
| Empowered Funds, LLC | 168,470 | $16.1M | 0.16% | +96,122+132.9% | Added |
| Blume Capital Management, Inc. | 168,384 | $16.1M | 3.09% | −1,070−0.6% | Reduced |
| La Banque Postale Asset Management SA | 166,752 | $15.9M | 0.20% | +2,129+1.3% | Added |
| QRG Capital Management, Inc. | 165,817 | $15.8M | 0.19% | +136,163+459.2% | Added |
| GenTrust, LLC | 165,427 | $15.8M | 0.72% | −8,828−5.1% | Reduced |
| ASR Vermogensbeheer N.V. | 165,409 | $15.8M | 0.19% | −599−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 164,484 | $15.7M | 0.23% | +160,968+4,578.2% | Added |
| Connors Investor Services Inc | 162,271 | $15.5M | 1.32% | −8,342−4.9% | Reduced |
| Tran Capital Management, L.P. | 161,258 | $15.4M | 1.84% | −4,277−2.6% | Reduced |
| Brinker Capital Investments, LLC | 161,116 | $15.4M | 0.12% | −15,369−8.7% | Reduced |
| Empower Advisory Group, LLC | 160,826 | $15.4M | 0.04% | −1,834−1.1% | Reduced |
| Jacobs & Co | 159,285 | $15.2M | 1.45% | −3,614−2.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 158,665 | $15.1M | 2.60% | −5,055−3.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 157,926 | $15.1M | 0.10% | +15,177+10.6% | Added |
| Northwestern Mutual Wealth Management Co | 157,228 | $15.0M | 0.01% | +15,860+11.2% | Added |
| Lakehouse Capital Pty Ltd | 156,467 | $14.9M | 9.13% | 00.0% | Unchanged |
| Elgethun Capital Management | 159,373 | $14.9M | 2.70% | −1,225−0.8% | Reduced |
| Horizon Investments, LLC | 155,762 | $14.9M | 0.20% | +49,370+46.4% | Added |
| Advocacy Wealth Management Services, LLC | 155,135 | $14.8M | 0.64% | +155,135 | New |
| GWM Advisors LLC | 155,095 | $14.8M | 0.07% | +55,534+55.8% | Added |
| Snowden Capital Advisors LLC | 154,607 | $14.8M | 0.40% | +350.0% | Added |
| Winslow Asset Management Inc | 154,132 | $14.7M | 2.76% | −6,006−3.8% | Reduced |
| Perigon Wealth Management, LLC | 153,218 | $14.6M | 0.30% | −675−0.4% | Reduced |
| Jain Global LLC | 152,807 | $14.6M | 0.19% | +5,252+3.6% | Added |
| Principal Securities, Inc. | 152,070 | $14.5M | 0.24% | +8,144+5.7% | Added |
| Atlantic Union Bankshares Corp | 151,267 | $14.4M | 0.27% | +30,043+24.8% | Added |
| Fifth Third Bancorp | 150,996 | $14.4M | 0.05% | −7,055−4.5% | Reduced |
| Toroso Investments, LLC | 150,599 | $14.4M | 0.06% | +21,484+16.6% | Added |
| Parallax Volatility Advisers, L.P. | 149,348 | $14.3M | 0.42% | +149,348 | New |
| Modera Wealth Management, LLC | 149,245 | $14.2M | 0.17% | −5,112−3.3% | Reduced |
| Financial Avengers, Inc. | 149,182 | $14.2M | 6.12% | −5,358−3.5% | Reduced |
| ING Groep NV | 147,977 | $14.1M | 0.08% | +133,005+888.4% | Added |
| CX Institutional | 147,364 | $14.1M | 0.43% | +17,798+13.7% | Added |
| Great Lakes Retirement, Inc. | 146,990 | $14.0M | 1.53% | +340+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 145,928 | $13.9M | 2.17% | −36,021−19.8% | Reduced |
| TCG Advisory Services, LLC | 145,625 | $13.9M | 0.51% | +6,398+4.6% | Added |
| Van Cleef Asset Management,Inc | 145,479 | $13.9M | 1.41% | +540.0% | Added |
| Beacon Pointe Advisors, LLC | 144,929 | $13.8M | 0.12% | −52,019−26.4% | Reduced |
| GCM Grosvenor Holdings, LLC | 143,256 | $13.7M | 2.08% | −49,577−25.7% | Reduced |
| Banque Pictet & Cie SA | 142,533 | $13.6M | 0.14% | −674−0.5% | Reduced |
| 1832 Asset Management L.P. | 142,211 | $13.6M | 0.02% | −1,606,711−91.9% | Reduced |
| Kinsale Capital Group, Inc. | 139,688 | $13.3M | 2.44% | +8,667+6.6% | Added |
| Oppenheimer Asset Management Inc. | 138,944 | $13.3M | 0.15% | −5,287−3.7% | Reduced |
| Prudential PLC | 138,697 | $13.2M | 0.10% | +40,987+41.9% | Added |
| Mesirow Financial Investment Management, Inc. | 138,119 | $13.2M | 0.24% | +533+0.4% | Added |
| Pacer Advisors, Inc. | 137,441 | $13.1M | 0.03% | −928−0.7% | Reduced |
| Stony Point Capital LLC | 136,929 | $13.1M | 0.92% | +136,929 | New |
| Parthenon LLC | 135,888 | $13.0M | 1.44% | −4,917−3.5% | Reduced |
| Cornerstone Capital, Inc. | 134,228 | $12.8M | 1.25% | −4,315−3.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 133,461 | $12.7M | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 133,428 | $12.7M | 0.08% | +5,813+4.6% | Added |
| McGuire Investment Group, LLC | 132,547 | $12.7M | 1.43% | −896−0.7% | Reduced |
| Crestwood Advisors Group LLC | 132,110 | $12.6M | 0.21% | −4,132−3.0% | Reduced |
| Ironwood Investment Counsel, LLC | 132,033 | $12.6M | 1.84% | +491+0.4% | Added |
| Advisors Capital Management, LLC | 131,565 | $12.6M | 0.16% | −2,014−1.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 129,521 | $12.4M | 1.57% | +1,868+1.5% | Added |
| Vinva Investment Management Ltd | 126,545 | $12.3M | 0.25% | +11,664+10.2% | Added |
| UniSuper Management Pty Ltd | 128,018 | $12.2M | 0.07% | +22,027+20.8% | Added |
| Engineers Gate Manager LP | 127,838 | $12.2M | 0.14% | −38,662−23.2% | Reduced |
| Avanza Fonder AB | 127,542 | $12.2M | 0.32% | +7,472+6.2% | Added |
| Cornerstone Planning Group LLC | 327,803 | $12.2M | 2.04% | +325,869+16,849.5% | Added |
| Mizuho Markets Cayman LP | 127,093 | $12.1M | 1.03% | −14,801−10.4% | Reduced |
| AlTi Global, Inc. | 125,634 | $12.0M | 0.28% | −1,992−1.6% | Reduced |
| Motley Fool Asset Management LLC | 125,315 | $12.0M | 0.49% | +31,083+33.0% | Added |
| Bright Rock Capital Management, LLC | 125,000 | $11.9M | 2.34% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 124,276 | $11.9M | 0.24% | +6,231+5.3% | Added |
| United Capital Financial Advisers, LLC | 123,607 | $11.8M | 0.08% | +83,752+210.1% | Added |
| Motco | 123,194 | $11.8M | 1.07% | −2,771−2.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 122,053 | $11.7M | 3.25% | −2,291−1.8% | Reduced |
| Sienna Gestion | 133,597 | $11.6M | 0.81% | +133,597 | New |
| Hanson & Doremus Investment Management | 121,397 | $11.6M | 1.46% | −3,841−3.1% | Reduced |
| Tower Bridge Advisors | 121,243 | $11.6M | 1.16% | −2,785−2.2% | Reduced |
| CWM, LLC | 120,424 | $11.5M | 0.03% | +17,370+16.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 120,223 | $11.5M | 0.23% | +950+0.8% | Added |
| Glenview Trust Co | 119,839 | $11.4M | 0.18% | +5,461+4.8% | Added |
| BNP Paribas | 119,715 | $11.4M | 0.35% | +10,986+10.1% | Added |
| Optiver Holding B.V. | 119,660 | $11.4M | 0.19% | +115,636+2,873.7% | Added |
| Cornerstone Advisors, LLC | 119,400 | $11.4M | 0.38% | −13,400−10.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 121,113 | $11.4M | 0.24% | +3,247+2.8% | Added |
| Baxter Bros Inc | 119,036 | $11.4M | 1.31% | +18,032+17.9% | Added |
| Boston Common Asset Management, LLC | 119,012 | $11.4M | 0.32% | −9,012−7.0% | Reduced |
| Terry L. Blaker | 118,761 | $11.3M | 0.43% | −4,662−3.8% | Reduced |
| Univest Financial Corp | 118,699 | $11.3M | 0.63% | −8,327−6.6% | Reduced |
| Ascent Group, LLC | 118,013 | $11.3M | 0.40% | +15,612+15.2% | Added |
| Westend Capital Management, LLC | 116,481 | $11.1M | 3.24% | +1,997+1.7% | Added |
| Baker Avenue Asset Management, LP | 116,229 | $11.1M | 0.27% | +352+0.3% | Added |
| Elo Mutual Pension Insurance Co | 116,139 | $11.1M | 0.18% | −11,174−8.8% | Reduced |
| Advocate Group LLC | 114,736 | $11.0M | 1.80% | −3,619−3.1% | Reduced |
| Rathbone Brothers plc | 114,554 | $10.9M | 0.04% | −3,514−3.0% | Reduced |
| Nicholas Company, Inc. | 114,467 | $10.9M | 0.19% | −12,275−9.7% | Reduced |
| Andra AP-fonden | 112,903 | $10.8M | 0.14% | +66,100+141.2% | Added |
| HRT Financial LP | 111,843 | $10.7M | 0.04% | −59,147−34.6% | Reduced |
| Trajan Wealth LLC | 111,673 | $10.7M | 0.46% | +25,358+29.4% | Added |
| Citizens Financial Group Inc | 110,926 | $10.6M | 0.15% | +9,244+9.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 110,463 | $10.5M | 0.10% | +16,484+17.5% | Added |
| Argent Trust Co | 109,683 | $10.5M | 0.37% | +4,569+4.3% | Added |