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 |
|---|---|---|---|---|---|
| Prentiss Smith & Co Inc | 67,938 | $6.49M | 3.66% | −1,038−1.5% | Reduced |
| Scotia Capital Inc. | 67,912 | $6.48M | 0.03% | −5,376−7.3% | Reduced |
| Spire Wealth Management | 67,229 | $6.42M | 0.22% | +8,883+15.2% | Added |
| Thompson Siegel & Walmsley LLC | 66,920 | $6.39M | 0.10% | −259−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 66,812 | $6.38M | 0.66% | −616−0.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 66,686 | $6.37M | 2.18% | +608+0.9% | Added |
| Twin Lakes Capital Management, LLC | 66,336 | $6.33M | 2.93% | −1,343−2.0% | Reduced |
| Synovus Financial Corp | 65,785 | $6.28M | 0.07% | +3,545+5.7% | Added |
| Legal Advantage Investments, Inc. | 65,060 | $6.21M | 2.80% | −1,600−2.4% | Reduced |
| Oliver Luxxe Assets LLC | 64,930 | $6.20M | 0.98% | +3,041+4.9% | Added |
| Arkadios Wealth Advisors | 64,520 | $6.16M | 0.15% | +6,738+11.7% | Added |
| Group One Trading, L.P. | 63,628 | $6.07M | 0.18% | −33,417−34.4% | Reduced |
| Tower Research Capital LLC (TRC) | 63,467 | $6.06M | 0.17% | −5,079−7.4% | Reduced |
| Allstate Corp | 63,030 | $6.02M | 0.14% | +59,414+1,643.1% | Added |
| Permanens Capital L.P. | 62,587 | $5.98M | 0.89% | +1,246+2.0% | Added |
| Maltese Capital Management LLC | 62,500 | $5.97M | 0.90% | +12,500+25.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 64,291 | $5.87M | 0.30% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 61,347 | $5.86M | 0.21% | +2,312+3.9% | Added |
| Winton Group Ltd | 61,176 | $5.84M | 0.22% | +35,860+141.6% | Added |
| Perkins Coie Trust Co | 61,061 | $5.83M | 1.10% | +3,612+6.3% | Added |
| LGT Group Foundation | 63,034 | $5.81M | 0.07% | −2,782−4.2% | Reduced |
| Lincoln Capital Corp | 60,685 | $5.79M | 2.08% | −1,658−2.7% | Reduced |
| Lincoln Capital LLC | 61,205 | $5.76M | 1.08% | −355−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 60,201 | $5.75M | 0.31% | −2,178−3.5% | Reduced |
| Lantern Wealth Advisors, LLC | 60,303 | $5.73M | 3.03% | +114+0.2% | Added |
| Bokf, NA | 59,628 | $5.69M | 0.09% | +9,876+19.9% | Added |
| CenterBook Partners LP | 59,395 | $5.67M | 0.28% | +36,002+153.9% | Added |
| William Allan, LLC | 59,072 | $5.64M | 3.16% | −993−1.7% | Reduced |
| Condor Capital Management | 58,794 | $5.61M | 0.46% | −990−1.7% | Reduced |
| Hamilton Capital Partners Inc. | 58,092 | $5.55M | 0.23% | −2,843−4.7% | Reduced |
| Voya Financial Advisors, Inc. | 57,178 | $5.54M | 0.53% | −2,065−3.5% | Reduced |
| Merit Financial Group, LLC | 57,860 | $5.52M | 0.05% | +3,190+5.8% | Added |
| Tokio Marine Asset Management Co Ltd | 57,637 | $5.50M | 0.20% | +2,101+3.8% | Added |
| DLK Investment Management, LLC | 57,187 | $5.46M | 2.06% | −1,732−2.9% | Reduced |
| Aigen Investment Management, LP | 57,070 | $5.45M | 0.84% | −3,794−6.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 57,034 | $5.45M | 0.25% | +1,660+3.0% | Added |
| Plato Investment Management Ltd | 57,039 | $5.40M | 0.37% | +22,764+66.4% | Added |
| Stony Point Wealth Management Inc. | 56,520 | $5.40M | 2.18% | −4,051−6.7% | Reduced |
| HB Wealth Management, LLC | 56,358 | $5.38M | 0.04% | +13,517+31.6% | Added |
| Harrington Investments, INC | 56,273 | $5.37M | 2.68% | −280−0.5% | Reduced |
| Pittenger & Anderson Inc | 55,547 | $5.30M | 0.19% | +170+0.3% | Added |
| Headlands Technologies LLC | 55,476 | $5.30M | 0.42% | +46,116+492.7% | Added |
| Bailard, Inc. | 55,418 | $5.29M | 0.11% | −869−1.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 55,080 | $5.26M | 0.56% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 55,034 | $5.25M | 0.07% | +20,321+58.5% | Added |
| Intrinsic Value Partners, LLC | 54,903 | $5.24M | 4.24% | −380−0.7% | Reduced |
| We Are One Seven, LLC | 54,633 | $5.22M | 0.12% | +7,713+16.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 54,384 | $5.19M | 0.08% | −102−0.2% | Reduced |
| First American Bank | 53,971 | $5.15M | 0.32% | +832+1.6% | Added |
| Prospera Financial Services Inc | 53,689 | $5.13M | 0.09% | +652+1.2% | Added |
| Jones Financial Companies LLLP | 53,582 | $5.11M | 0.00% | +12,409+30.1% | Added |
| Conning Inc. | 53,247 | $5.08M | 0.17% | +1,421+2.7% | Added |
| Partners Capital Investment Group, LLP | 53,093 | $5.07M | 0.20% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 53,049 | $5.06M | 1.78% | −1,801−3.3% | Reduced |
| Capital Analysts, LLC | 52,916 | $5.05M | 0.15% | −362−0.7% | Reduced |
| Delta Capital Management LLC | 52,745 | $5.04M | 2.60% | −105−0.2% | Reduced |
| Wetherby Asset Management Inc | 52,564 | $5.02M | 0.20% | −5,339−9.2% | Reduced |
| Gabelli Funds LLC | 52,293 | $4.99M | 0.03% | −4,190−7.4% | Reduced |
| Colonial Trust Co | 52,175 | $4.98M | 0.67% | −59−0.1% | Reduced |
| CAPROCK Group, Inc. | 51,937 | $4.98M | 0.12% | +51,937 | New |
| MASTERINVEST Kapitalanlage GmbH | 52,056 | $4.97M | 0.48% | +9,576+22.5% | Added |
| Ibex Wealth Advisors | 51,820 | $4.95M | 0.47% | +3,040+6.2% | Added |
| Allworth Financial LP | 51,752 | $4.94M | 0.02% | +9,361+22.1% | Added |
| Park Avenue Securities LLC | 51,734 | $4.94M | 0.04% | +12,218+30.9% | Added |
| Greenleaf Trust | 51,547 | $4.92M | 0.04% | −1,696−3.2% | Reduced |
| Empirical Finance, LLC | 51,248 | $4.89M | 0.23% | +580+1.1% | Added |
| RNC Capital Management LLC | 51,155 | $4.88M | 0.22% | +488+1.0% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 51,013 | $4.87M | 2.99% | +1,941+4.0% | Added |
| Coppell Advisory Solutions LLC | 50,222 | $4.87M | 0.53% | +10,164+25.4% | Added |
| Keybank National Association | 50,847 | $4.85M | 0.02% | +716+1.4% | Added |
| Algert Global LLC | 50,726 | $4.84M | 0.08% | −5,929−10.5% | Reduced |
| Paradigm Financial Partners, LLC | 49,999 | $4.77M | 0.49% | +5,894+13.4% | Added |
| American Trust Investment Advisors, LLC | 49,941 | $4.77M | 2.46% | −1,376−2.7% | Reduced |
| Daymark Wealth Partners, LLC | 49,449 | $4.72M | 0.16% | −568−1.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 49,441 | $4.72M | 0.11% | −39,926−44.7% | Reduced |
| SOL Capital Management CO | 49,366 | $4.71M | 0.42% | +710+1.5% | Added |
| Tandem Capital Management Corp | 49,319 | $4.71M | 2.19% | −50−0.1% | Reduced |
| Southeast Asset Advisors Inc. | 49,191 | $4.70M | 0.51% | +334+0.7% | Added |
| Hixon Zuercher, LLC | 49,044 | $4.68M | 1.43% | −1,663−3.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 48,806 | $4.66M | 0.25% | −6,671−12.0% | Reduced |
| Alerus Financial NA | 48,683 | $4.65M | 0.24% | +971+2.0% | Added |
| Montag A & Associates Inc | 48,616 | $4.64M | 0.21% | −5,725−10.5% | Reduced |
| Strategic Global Advisors, LLC | 48,518 | $4.63M | 0.70% | +48,518 | New |
| Integrated Advisors Network LLC | 48,471 | $4.63M | 0.19% | −1,232−2.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 48,170 | $4.60M | 1.02% | −48−0.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 47,886 | $4.57M | 0.89% | +47,886 | New |
| LS Investment Advisors, LLC | 47,878 | $4.57M | 0.64% | +2,091+4.6% | Added |
| Stratos Wealth Partners, LTD. | 47,874 | $4.57M | 0.05% | +9,258+24.0% | Added |
| Brookstone Capital Management | 47,708 | $4.55M | 0.05% | −6,405−11.8% | Reduced |
| Modus Advisors, LLC | 47,439 | $4.53M | 1.23% | +233+0.5% | Added |
| Gotham Asset Management, LLC | 47,040 | $4.49M | 0.02% | +7,897+20.2% | Added |
| Oak Harvest Investment Services | 46,993 | $4.49M | 0.52% | +2,327+5.2% | Added |
| Malaga Cove Capital, LLC | 46,798 | $4.47M | 1.62% | −300−0.6% | Reduced |
| SAM Advisors, LLC | 46,319 | $4.42M | 1.43% | −822−1.7% | Reduced |
| Vestcor Inc | 46,044 | $4.40M | 0.13% | +11,133+31.9% | Added |
| MUFG Securities Americas Inc. | 46,013 | $4.39M | 0.28% | +8,160+21.6% | Added |
| Community Financial Services Group, LLC | 45,554 | $4.35M | 0.80% | −1,072−2.3% | Reduced |
| Bryn Mawr Trust Co | 45,456 | $4.34M | 0.10% | −28,377−38.4% | Reduced |
| Leelyn Smith, LLC | 45,370 | $4.33M | 0.65% | +45,370 | New |
| Chatham Capital Group, Inc. | 45,212 | $4.32M | 0.62% | −30−0.1% | Reduced |