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 |
|---|---|---|---|---|---|
| JB Capital LLC | 45,186 | $4.31M | 0.19% | −2,503−5.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 44,913 | $4.29M | 0.28% | −159−0.4% | Reduced |
| East Coast Asset Management, LLC. | 44,892 | $4.29M | 1.34% | −24−0.1% | Reduced |
| Fiduciary Financial Group, LLC | 44,751 | $4.27M | 0.67% | −2,502−5.3% | Reduced |
| Linscomb & Williams, Inc. | 44,228 | $4.22M | 0.18% | +452+1.0% | Added |
| Westpac Banking Corp | 44,128 | $4.21M | 0.26% | −52,315−54.2% | Reduced |
| American Trust | 43,970 | $4.20M | 0.35% | −838−1.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 43,867 | $4.19M | 4.50% | −3,586−7.6% | Reduced |
| Victrix Investment Advisors | 43,838 | $4.19M | 2.29% | +902+2.1% | Added |
| Ci Investments Inc. | 43,806 | $4.18M | 0.02% | +1,087+2.5% | Added |
| Somerville Kurt F | 43,793 | $4.18M | 0.69% | +19,425+79.7% | Added |
| Conscious Wealth Investments, LLC | 44,232 | $4.18M | 2.48% | −465−1.0% | Reduced |
| 180 Wealth Advisors, LLC | 43,480 | $4.15M | 0.51% | −248−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 43,386 | $4.14M | 0.04% | −2,111−4.6% | Reduced |
| FWL Investment Management, LLC | 43,381 | $4.14M | 1.08% | +8,257+23.5% | Added |
| Buttonwood Financial Advisors Inc. | 42,979 | $4.10M | 1.41% | −500−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 42,846 | $4.09M | 0.06% | +65+0.2% | Added |
| Means Investment Co., Inc. | 42,321 | $4.04M | 0.35% | −2,553−5.7% | Reduced |
| Courier Capital LLC | 41,913 | $4.00M | 0.23% | −833−1.9% | Reduced |
| Mengis Capital Management, Inc. | 41,906 | $4.00M | 0.79% | −349−0.8% | Reduced |
| Fiduciary Group LLC | 41,595 | $3.97M | 0.35% | −473−1.1% | Reduced |
| Red Spruce Capital, LLC | 41,546 | $3.97M | 1.62% | −171−0.4% | Reduced |
| Huntington National Bank | 41,496 | $3.96M | 0.02% | +3,441+9.0% | Added |
| Pine Haven Investment Counsel, Inc | 41,438 | $3.96M | 2.86% | −355−0.8% | Reduced |
| Parallel Advisors, LLC | 41,292 | $3.94M | 0.07% | +2,582+6.7% | Added |
| Quadrant Capital Group LLC | 41,261 | $3.94M | 0.13% | +290+0.7% | Added |
| Ashton Thomas Private Wealth, LLC | 40,503 | $3.87M | 0.10% | +12,308+43.7% | Added |
| Eagle Bluffs Wealth Management LLC | 40,494 | $3.87M | 1.67% | +518+1.3% | Added |
| Gs Investments, Inc. | 40,488 | $3.87M | 1.91% | −14,967−27.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 40,484 | $3.87M | 0.56% | −4,281−9.6% | Reduced |
| Goelzer Investment Management, Inc. | 40,455 | $3.86M | 0.20% | −566−1.4% | Reduced |
| Lighthouse Investment Partners, LLC | 40,340 | $3.85M | 0.14% | −49,237−55.0% | Reduced |
| Sculati Wealth Management, LLC | 40,322 | $3.85M | 1.36% | −317−0.8% | Reduced |
| Sepio Capital, LP | 40,237 | $3.84M | 0.23% | +3,086+8.3% | Added |
| Threadgill Financial, LLC | 40,131 | $3.83M | 1.86% | +40,131 | New |
| Apollon Wealth Management, LLC | 40,131 | $3.83M | 0.07% | +1,627+4.2% | Added |
| Stonebridge Capital Advisors LLC | 39,305 | $3.75M | 0.27% | +198+0.5% | Added |
| Independent Advisor Alliance | 39,217 | $3.74M | 0.10% | +2,328+6.3% | Added |
| Johnson Investment Counsel Inc | 39,169 | $3.74M | 0.03% | +494+1.3% | Added |
| GeoWealth Management, LLC | 39,143 | $3.74M | 0.14% | +24,295+163.6% | Added |
| Nelson Capital Management, LLC | 39,009 | $3.72M | 0.44% | +377+1.0% | Added |
| TD Private Client Wealth LLC | 38,712 | $3.70M | 0.08% | +1,662+4.5% | Added |
| Fearless Solutions, LLC dba Best Invest | 38,620 | $3.69M | 2.36% | −42−0.1% | Reduced |
| SGL Investment Advisors, Inc. | 39,461 | $3.68M | 1.53% | +745+1.9% | Added |
| Twin Capital Management Inc | 38,443 | $3.67M | 0.46% | −9,426−19.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 38,173 | $3.64M | 0.47% | −16,806−30.6% | Reduced |
| Summit Financial, LLC | 38,034 | $3.63M | 0.06% | +2,457+6.9% | Added |
| Groupama Asset Managment | 37,753 | $3.60M | 0.05% | +4,799+14.6% | Added |
| Inkwell Capital LLC | 37,295 | $3.56M | 3.63% | −451−1.2% | Reduced |
| Secure Asset Management, LLC | 38,594 | $3.56M | 0.59% | +9,179+31.2% | Added |
| Vontobel Holding Ltd. | 37,286 | $3.56M | 0.01% | +8,497+29.5% | Added |
| HF Advisory Group, LLC | 37,162 | $3.55M | 1.30% | +959+2.6% | Added |
| Centaurus Financial, Inc. | 37,155 | $3.55M | 0.17% | +10,994+42.0% | Added |
| FSB Premier Wealth Management, Inc. | 37,139 | $3.55M | 1.17% | +3,137+9.2% | Added |
| Central Bank & Trust Co | 37,127 | $3.54M | 0.56% | −164−0.4% | Reduced |
| Dakota Wealth Management | 36,653 | $3.50M | 0.07% | −13,710−27.2% | Reduced |
| Valeo Financial Advisors, LLC | 36,644 | $3.50M | 0.08% | −2,082−5.4% | Reduced |
| Moneta Group Investment Advisors LLC | 36,260 | $3.46M | 0.03% | +1,317+3.8% | Added |
| Correct Capital Wealth Management | 36,224 | $3.46M | 0.64% | +872+2.5% | Added |
| Centiva Capital, LP | 36,095 | $3.45M | 0.32% | +36,095 | New |
| West Oak Capital, LLC | 36,067 | $3.44M | 1.38% | +1,350+3.9% | Added |
| Annandale Capital, LLC | 35,848 | $3.42M | 0.60% | 00.0% | Unchanged |
| Everence Capital Management Inc | 35,800 | $3.42M | 0.20% | 00.0% | Unchanged |
| Brighton Jones LLC | 35,717 | $3.41M | 0.08% | +4,536+14.5% | Added |
| Cascade Investment Advisors, Inc. | 35,585 | $3.40M | 2.06% | −365−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 35,400 | $3.38M | 0.26% | −37,822−51.7% | Reduced |
| GM Advisory Group, Inc. | 35,084 | $3.35M | 0.14% | −692−1.9% | Reduced |
| GAMMA Investing LLC | 35,041 | $3.35M | 0.18% | +2,788+8.6% | Added |
| Brant Point Investment Management LLC | 35,000 | $3.34M | 0.74% | +15,000+75.0% | Added |
| Roundview Capital LLC | 34,914 | $3.33M | 0.21% | −69−0.2% | Reduced |
| Ostrum Asset Management | 34,889 | $3.33M | 0.15% | −1,534−4.2% | Reduced |
| Stableford Capital II LLC | 34,883 | $3.33M | 1.20% | +58+0.2% | Added |
| J. Safra Sarasin Holding AG | 34,707 | $3.31M | 0.05% | +34,707 | New |
| Greenup Street Wealth Management LLC | 34,707 | $3.31M | 0.51% | −12,470−26.4% | Reduced |
| Edgestream Partners, L.P. | 34,686 | $3.31M | 0.10% | +21,219+157.6% | Added |
| Crux Wealth Advisors | 34,666 | $3.31M | 1.31% | +3,244+10.3% | Added |
| Choate Investment Advisors | 34,640 | $3.31M | 0.07% | +165+0.5% | Added |
| Webster Bank, N. A. | 34,369 | $3.28M | 0.32% | −1,093−3.1% | Reduced |
| Main Street Research LLC | 34,098 | $3.26M | 0.18% | +481+1.4% | Added |
| Gill Capital Partners, LLC | 34,058 | $3.25M | 0.99% | −222−0.6% | Reduced |
| Maia Wealth LLC | 33,987 | $3.25M | 0.55% | −5,444−13.8% | Reduced |
| V-Square Quantitative Management LLC | 33,859 | $3.23M | 0.55% | +2,052+6.5% | Added |
| Resonant Capital Advisors, LLC | 33,829 | $3.23M | 0.19% | −1,390−3.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 33,800 | $3.23M | 0.36% | 00.0% | Unchanged |
| IFG Advisory, LLC | 33,780 | $3.23M | 0.15% | +265+0.8% | Added |
| Harfst & Associates, Inc. | 33,724 | $3.22M | 0.59% | +107+0.3% | Added |
| GPM Growth Investors, Inc. | 33,678 | $3.22M | 1.24% | +609+1.8% | Added |
| Coldstream Capital Management Inc | 33,674 | $3.21M | 0.04% | +4,791+16.6% | Added |
| Chemistry Wealth Management LLC | 33,424 | $3.19M | 0.62% | +80.0% | Added |
| Compass Wealth Management LLC | 33,365 | $3.19M | 0.71% | −638−1.9% | Reduced |
| HighPoint Advisor Group LLC | 32,867 | $3.14M | 0.15% | +303+0.9% | Added |
| Anchor Investment Management, LLC | 32,857 | $3.14M | 0.26% | +1,521+4.9% | Added |
| MUFG Securities EMEA plc | 32,660 | $3.12M | 0.08% | +27,613+547.1% | Added |
| Aaron Wealth Advisors | 32,625 | $3.11M | 0.19% | +13,811+73.4% | Added |
| Cary Street Partners Financial LLC | 32,564 | $3.11M | 0.08% | −136−0.4% | Reduced |
| Beacon Financial Group | 32,346 | $3.09M | 0.30% | +106+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 32,221 | $3.08M | 0.60% | −200−0.6% | Reduced |
| PEAK6 LLC | 32,176 | $3.07M | 0.08% | +32,176 | New |
| D L Carlson Investment Group Inc | 32,172 | $3.07M | 0.52% | −8,198−20.3% | Reduced |
| Entropy Technologies, LP | 32,110 | $3.07M | 0.23% | −110,598−77.5% | Reduced |