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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 109,503 | $10.5M | 0.14% | −1,753−1.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 107,601 | $10.3M | 0.66% | +10,739+11.1% | Added |
| Omers Administration Corp | 107,391 | $10.3M | 0.07% | −1,800−1.6% | Reduced |
| Kentucky Retirement Systems | 107,152 | $10.2M | 0.28% | +953+0.9% | Added |
| Patten & Patten Inc | 107,001 | $10.2M | 0.60% | +277+0.3% | Added |
| Sig Brokerage, LP | 106,554 | $10.2M | 2.56% | −92,656−46.5% | Reduced |
| Allen Capital Group, LLC | 105,236 | $10.0M | 0.96% | +6,968+7.1% | Added |
| Beverly Hills Private Wealth, LLC | 104,505 | $9.98M | 1.76% | +2,002+2.0% | Added |
| Generali Asset Management SPA SGR | 104,264 | $9.95M | 0.21% | −20,462−16.4% | Reduced |
| Timber Creek Capital Management LLC | 103,728 | $9.90M | 2.39% | −453−0.4% | Reduced |
| Americana Partners, LLC | 102,920 | $9.83M | 0.30% | +4,942+5.0% | Added |
| National Philanthropic Trust | 101,310 | $9.67M | 0.11% | +888+0.9% | Added |
| Private Wealth Partners, LLC | 101,029 | $9.65M | 0.69% | +1,690+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 100,795 | $9.62M | 0.04% | −980−1.0% | Reduced |
| Hartford Investment Management Co | 100,132 | $9.56M | 0.29% | −2,983−2.9% | Reduced |
| Scopus Asset Management, L.P. | 100,000 | $9.55M | 0.23% | +100,000 | New |
| AE Wealth Management LLC | 99,832 | $9.53M | 0.06% | +56,609+131.0% | Added |
| Point72 (DIFC) Ltd | 99,493 | $9.50M | 0.66% | +45,215+83.3% | Added |
| Private Advisor Group, LLC | 98,280 | $9.38M | 0.05% | −2,538−2.5% | Reduced |
| Evergreen Capital Management LLC | 98,058 | $9.36M | 0.22% | −1,644−1.6% | Reduced |
| Brevan Howard Capital Management LP | 97,931 | $9.35M | 0.13% | −34,578−26.1% | Reduced |
| Hyperion Capital Advisors LP | 97,880 | $9.34M | 5.00% | −4,056−4.0% | Reduced |
| Geneos Wealth Management Inc. | 97,565 | $9.31M | 0.24% | −1,019−1.0% | Reduced |
| Verition Fund Management LLC | 97,398 | $9.30M | 0.05% | −98,130−50.2% | Reduced |
| Baldwin Brothers Inc | 97,266 | $9.29M | 0.60% | −1,243−1.3% | Reduced |
| iA Global Asset Management Inc. | 97,214 | $9.28M | 0.13% | +16,646+20.7% | Added |
| Shelton Capital Management | 97,058 | $9.27M | 0.20% | −12,000−11.0% | Reduced |
| Norinchukin Bank, The | 96,565 | $9.22M | 0.12% | +2,232+2.4% | Added |
| Thompson Investment Management, Inc. | 96,558 | $9.22M | 1.23% | −3,491−3.5% | Reduced |
| Lafayette Investments, Inc. | 95,948 | $9.16M | 1.75% | −901−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 95,607 | $9.13M | 0.22% | +9,244+10.7% | Added |
| AMG National Trust Bank | 95,500 | $9.12M | 0.22% | −1,483−1.5% | Reduced |
| Great Lakes Advisors, LLC | 95,293 | $9.10M | 0.08% | −12,988−12.0% | Reduced |
| Caisse des Depots Et Consignations | 95,120 | $9.08M | 0.39% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 94,754 | $9.05M | 0.43% | −9,098−8.8% | Reduced |
| KCM Investment Advisors LLC | 94,206 | $8.99M | 0.29% | +430+0.5% | Added |
| Morningstar Investment Management LLC | 93,769 | $8.95M | 0.33% | +93,769 | New |
| 1248 Management, LLC | 93,729 | $8.95M | 5.05% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 93,704 | $8.95M | 2.20% | −1,947−2.0% | Reduced |
| Warren Averett Asset Management, LLC | 93,558 | $8.93M | 0.09% | +2,679+2.9% | Added |
| Aviance Capital Partners, LLC | 93,139 | $8.89M | 1.06% | +825+0.9% | Added |
| Tocqueville Asset Management L.P. | 92,824 | $8.86M | 0.13% | −4,872−5.0% | Reduced |
| GAM Holding AG | 92,574 | $8.84M | 0.55% | +2,422+2.7% | Added |
| M&G Plc | 91,474 | $8.69M | 0.05% | −23,374−20.4% | Reduced |
| Allianz SE | 90,478 | $8.64M | 0.18% | −397−0.4% | Reduced |
| Country Club Bank | 88,714 | $8.60M | 0.51% | −17,038−16.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $8.55M | 0.12% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 89,500 | $8.54M | 0.14% | −600−0.7% | Reduced |
| First National Trust Co | 89,224 | $8.52M | 0.29% | +40,257+82.2% | Added |
| Metis Global Partners, LLC | 88,700 | $8.47M | 0.20% | −4,636−5.0% | Reduced |
| Capital Investment Counsel, Inc | 88,438 | $8.44M | 1.03% | −2,575−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 88,378 | $8.44M | 0.40% | −2,464−2.7% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 88,008 | $8.40M | 2.06% | −3,327−3.6% | Reduced |
| Gulf International Bank (UK) Ltd | 86,682 | $8.28M | 0.27% | −1,523−1.7% | Reduced |
| American Assets Investment Management, LLC | 86,674 | $8.27M | 0.61% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 85,682 | $8.18M | 0.63% | +31,417+57.9% | Added |
| Maryland State Retirement & Pension System | 85,112 | $8.13M | 0.17% | +2,161+2.6% | Added |
| Oppenheimer & Co Inc | 84,837 | $8.10M | 0.10% | −2,062−2.4% | Reduced |
| Radnor Capital Management, LLC | 84,650 | $8.08M | 1.23% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 84,460 | $8.06M | 2.06% | −155−0.2% | Reduced |
| WCG Wealth Advisors LLC | 84,096 | $8.03M | 0.50% | −9,839−10.5% | Reduced |
| Nomura Holdings Inc | 83,502 | $7.97M | 0.04% | +51,679+162.4% | Added |
| Investment Management Corp of Ontario | 83,376 | $7.96M | 0.12% | +31,907+62.0% | Added |
| Pragma Gestao de Patrimonio Ltd | 83,300 | $7.95M | 3.42% | −11,500−12.1% | Reduced |
| Securian Asset Management, Inc | 82,404 | $7.87M | 0.21% | −6,892−7.7% | Reduced |
| NewEdge Wealth, LLC | 83,135 | $7.79M | 0.11% | +2,468+3.1% | Added |
| Eisler Capital Management Ltd. | 83,256 | $7.69M | 0.17% | −158,393−65.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 80,059 | $7.64M | 0.19% | −374−0.5% | Reduced |
| Resolute Capital Asset Partners LLC | 80,000 | $7.64M | 4.00% | +43,599+119.8% | Added |
| Vestmark Advisory Solutions, Inc. | 79,614 | $7.60M | 0.14% | +5,342+7.2% | Added |
| Central Pacific Bank - Trust Division | 79,586 | $7.60M | 0.92% | −2,331−2.8% | Reduced |
| Fagan Associates, Inc. | 79,378 | $7.58M | 1.05% | +4,540+6.1% | Added |
| Wealthspire Advisors, LLC | 79,016 | $7.54M | 0.04% | −8,920−10.1% | Reduced |
| Colonial Trust Advisors | 78,739 | $7.52M | 0.58% | +3,984+5.3% | Added |
| Marco Investment Management LLC | 77,389 | $7.39M | 0.57% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 77,187 | $7.37M | 0.23% | −2,500−3.1% | Reduced |
| Cloverfields Capital Group, LP | 77,074 | $7.36M | 2.30% | −388−0.5% | Reduced |
| FJ Capital Management LLC | 76,650 | $7.32M | 0.79% | +76,650 | New |
| Pring Turner Capital Group Inc | 75,649 | $7.22M | 4.41% | −4,692−5.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 75,638 | $7.22M | 0.74% | −4,099−5.1% | Reduced |
| Parkwood LLC | 75,532 | $7.21M | 0.70% | −147,722−66.2% | Reduced |
| Alberta Investment Management Corp | 75,500 | $7.21M | 0.05% | +3,300+4.6% | Added |
| Tiaa Trust, National Association | 73,882 | $7.05M | 0.02% | −1,166−1.6% | Reduced |
| Commerce Bank | 73,668 | $7.03M | 0.04% | +2,431+3.4% | Added |
| Marshall & Sullivan Inc | 72,973 | $6.97M | 3.23% | −1,069−1.4% | Reduced |
| Capstone Investment Advisors, LLC | 72,727 | $6.94M | 0.06% | −141,743−66.1% | Reduced |
| Salvus Wealth Management, LLC | 72,349 | $6.91M | 3.86% | −958−1.3% | Reduced |
| Sendero Wealth Management, LLC | 72,300 | $6.90M | 0.81% | −17,020−19.1% | Reduced |
| Kavar Capital Partners Group, LLC | 71,467 | $6.82M | 0.91% | +300+0.4% | Added |
| Birch Capital Management, LLC | 71,427 | $6.82M | 3.48% | −1,726−2.4% | Reduced |
| Gilman Hill Asset Management, LLC | 71,309 | $6.81M | 1.07% | +1,790+2.6% | Added |
| Abn Amro Investment Solutions | 71,006 | $6.78M | 0.14% | −10,284−12.7% | Reduced |
| Naples Global Advisors, LLC | 70,956 | $6.77M | 0.53% | +268+0.4% | Added |
| Smithbridge Asset Management Inc | 70,694 | $6.75M | 0.98% | +70,694 | New |
| Citizens Business Bank | 70,165 | $6.70M | 1.12% | +1,050+1.5% | Added |
| GHP Investment Advisors, Inc. | 70,071 | $6.69M | 0.28% | +1,681+2.5% | Added |
| Mark Asset Management LP | 70,000 | $6.68M | 0.68% | +60,000+600.0% | Added |
| Achmea Investment Management B.V. | 69,625 | $6.65M | 0.08% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 69,220 | $6.61M | 0.80% | −3,560−4.9% | Reduced |
| Equitable Holdings, Inc. | 68,805 | $6.57M | 0.05% | −8,764−11.3% | Reduced |