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 |
|---|---|---|---|---|---|
| Scott & Selber, Inc. | 32,060 | $3.06M | 0.78% | −350−1.1% | Reduced |
| Finer Wealth Management, Inc. | 32,004 | $3.06M | 1.52% | +65+0.2% | Added |
| Strata Wealth Advisors, LLC | 31,817 | $3.04M | 0.80% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 31,702 | $3.03M | 0.26% | −142−0.4% | Reduced |
| Twin City Private Wealth, LLC | 31,681 | $3.02M | 2.36% | +648+2.1% | Added |
| DRW Securities, LLC | 31,400 | $3.00M | 0.15% | −37,078−54.1% | Reduced |
| Rakuten Investment Management, Inc. | 21,177 | $3.00M | 0.01% | +21,177 | New |
| Grimes & Company, Inc. | 31,258 | $2.98M | 0.07% | +14,649+88.2% | Added |
| Chaney Capital Management, Inc. | 31,186 | $2.98M | 1.06% | +327+1.1% | Added |
| Mraz, Amerine & Associates, Inc. | 31,122 | $2.97M | 0.46% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 31,087 | $2.97M | 0.11% | −18−0.1% | Reduced |
| R Squared Ltd | 30,921 | $2.95M | 1.27% | +17,927+138.0% | Added |
| Global Retirement Partners, LLC | 30,817 | $2.94M | 0.07% | +116+0.4% | Added |
| Krilogy Financial LLC | 31,101 | $2.91M | 0.11% | +6,771+27.8% | Added |
| Coastline Trust Co | 30,300 | $2.89M | 0.31% | −689−2.2% | Reduced |
| Lecap Asset Management Ltd | 30,273 | $2.89M | 1.00% | +7,961+35.7% | Added |
| Meeder Advisory Services, Inc. | 30,199 | $2.88M | 0.13% | +2,918+10.7% | Added |
| Capital Investment Advisory Services, LLC | 30,143 | $2.88M | 0.23% | −466−1.5% | Reduced |
| Bard Financial Services, Inc. | 30,025 | $2.87M | 0.31% | −750−2.4% | Reduced |
| Iowa State Bank | 29,906 | $2.86M | 0.54% | −509−1.7% | Reduced |
| Signaturefd, LLC | 29,874 | $2.85M | 0.04% | +900+3.1% | Added |
| Vaughan David Investments LLC | 29,864 | $2.85M | 0.06% | −3,220−9.7% | Reduced |
| Capital Advisors Inc | 29,857 | $2.85M | 0.05% | −50.0% | Reduced |
| Chicago Partners Investment Group LLC | 30,346 | $2.85M | 0.07% | +3,757+14.1% | Added |
| Mount Vernon Associates Inc | 29,800 | $2.85M | 1.99% | −500−1.7% | Reduced |
| Hager Investment Management Services, LLC | 29,751 | $2.84M | 1.54% | −264−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 29,722 | $2.84M | 0.05% | +3,704+14.2% | Added |
| LGT Fund Management Co Ltd. | 30,577 | $2.82M | 0.23% | +12,448+68.7% | Added |
| Canandaigua National Bank & Trust Co | 29,292 | $2.80M | 0.25% | −192−0.7% | Reduced |
| Great Valley Advisor Group, Inc. | 29,271 | $2.79M | 0.06% | +135+0.5% | Added |
| Bridgeway Capital Management, LLC | 29,120 | $2.78M | 0.06% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 29,045 | $2.77M | 0.09% | +13,569+87.7% | Added |
| Kozak & Associates, Inc. | 30,156 | $2.77M | 0.55% | −1,951−6.1% | Reduced |
| Bleakley Financial Group, LLC | 28,912 | $2.76M | 0.06% | +990+3.5% | Added |
| Argus Investors' Counsel, Inc. | 28,739 | $2.74M | 2.18% | −80−0.3% | Reduced |
| Stenger Family Office, LLC | 28,928 | $2.74M | 0.58% | +4,169+16.8% | Added |
| Tema ETFs LLC | 28,587 | $2.73M | 0.23% | +28,587 | New |
| Cetera Trust Company, N.A | 28,505 | $2.72M | 1.52% | −100−0.3% | Reduced |
| CBOE Vest Financial, LLC | 28,502 | $2.72M | 0.04% | +7,390+35.0% | Added |
| Gamco Investors, Inc. Et Al | 28,256 | $2.70M | 0.03% | −80.0% | Reduced |
| Wynn Capital, LLC | 28,242 | $2.70M | 1.31% | +375+1.3% | Added |
| Xcel Wealth Management, LLC | 28,171 | $2.69M | 0.70% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 28,038 | $2.68M | 1.62% | +28+0.1% | Added |
| Savvy Advisors, Inc. | 27,969 | $2.67M | 0.12% | +1,901+7.3% | Added |
| Power Wealth Management LLC | 27,787 | $2.65M | 0.97% | −4,437−13.8% | Reduced |
| Moody National Bank Trust Division | 27,755 | $2.65M | 0.22% | +3,617+15.0% | Added |
| Rossmore Private Capital | 27,700 | $2.64M | 0.28% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 27,669 | $2.64M | 0.07% | +4,633+20.1% | Added |
| SageView Advisory Group, LLC | 27,598 | $2.63M | 0.09% | +1,287+4.9% | Added |
| Skylands Capital, LLC | 27,550 | $2.63M | 0.36% | +12,850+87.4% | Added |
| Hudson Canyon Capital Management | 28,215 | $2.63M | 1.51% | −1,203−4.1% | Reduced |
| HBK Sorce Advisory LLC | 27,691 | $2.61M | 0.07% | +56+0.2% | Added |
| Clean Yield Group | 27,349 | $2.61M | 0.74% | +17,676+182.7% | Added |
| Garrison Bradford & Associates Inc | 27,310 | $2.61M | 2.79% | −540−1.9% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 27,099 | $2.59M | 0.20% | −419,928−93.9% | Reduced |
| EPG Wealth Management LLC | 26,971 | $2.57M | 0.71% | +784+3.0% | Added |
| Guggenheim Capital LLC | 26,789 | $2.56M | 0.02% | −208−0.8% | Reduced |
| Cape Investment Advisory, Inc. | 26,546 | $2.53M | 2.49% | +503+1.9% | Added |
| Acadian Asset Management LLC | 26,557 | $2.53M | 0.00% | +4,955+22.9% | Added |
| Fifth Third Wealth Advisors LLC | 26,371 | $2.52M | 0.09% | +347+1.3% | Added |
| Ballentine Partners, LLC | 26,301 | $2.51M | 0.03% | +3,958+17.7% | Added |
| Ritholtz Wealth Management | 26,298 | $2.51M | 0.05% | +2,227+9.3% | Added |
| Advisory Services Network, LLC | 26,162 | $2.50M | 0.04% | +3,954+17.8% | Added |
| Regions Financial Corp | 26,063 | $2.49M | 0.02% | +569+2.2% | Added |
| Qtron Investments LLC | 26,019 | $2.48M | 0.31% | +12,321+89.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $2.48M | 1.20% | +7,000+36.8% | Added |
| Parsonex Advisory Services, Inc. | 25,989 | $2.48M | 1.69% | +5,526+27.0% | Added |
| Columbia Asset Management | 25,981 | $2.48M | 0.46% | +304+1.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 25,911 | $2.47M | 0.07% | +14,963+136.7% | Added |
| Pettyjohn, Wood & White, Inc | 25,728 | $2.46M | 0.41% | +937+3.8% | Added |
| Alpha Cubed Investments, LLC | 25,701 | $2.45M | 0.09% | −4,835−15.8% | Reduced |
| Salem Investment Counselors Inc | 25,661 | $2.45M | 0.07% | −220−0.9% | Reduced |
| Boston Private Wealth LLC | 25,349 | $2.42M | 0.13% | −4,488−15.0% | Reduced |
| Hutchinson Financial Advisors, INC | 25,347 | $2.42M | 2.38% | +578+2.3% | Added |
| Valley National Advisers Inc | 25,295 | $2.41M | 0.37% | −344−1.3% | Reduced |
| RiverPark Advisors, LLC | 25,243 | $2.41M | 1.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 25,155 | $2.40M | 0.50% | +8,385+50.0% | Added |
| Texas Yale Capital Corp. | 25,115 | $2.40M | 0.08% | +400+1.6% | Added |
| Investment Advisory Services Inc | 25,080 | $2.39M | 0.75% | −206−0.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 25,021 | $2.39M | 0.07% | +88+0.4% | Added |
| Norden Group LLC | 25,007 | $2.39M | 0.24% | +373+1.5% | Added |
| Wright Investors Service Inc | 24,905 | $2.38M | 0.69% | +7,159+40.3% | Added |
| Strategic Wealth Partners, Ltd. | 24,725 | $2.36M | 0.18% | −513−2.0% | Reduced |
| Cullen Investment Group, Ltd. | 24,923 | $2.34M | 0.31% | +301+1.2% | Added |
| JFS Wealth Advisors, LLC | 24,519 | $2.34M | 0.14% | −444−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 24,515 | $2.34M | 0.02% | +4,050+19.8% | Added |
| Dynamic Advisor Solutions LLC | 24,411 | $2.33M | 0.07% | +5,428+28.6% | Added |
| Aspen Investment Management Inc | 24,364 | $2.33M | 0.90% | −106−0.4% | Reduced |
| Greenline Partners, LLC | 24,336 | $2.32M | 0.28% | −730−2.9% | Reduced |
| Carmel Capital Partners, LLC | 24,302 | $2.32M | 0.98% | −6,792−21.8% | Reduced |
| Ascent Wealth Partners, LLC | 24,207 | $2.31M | 0.27% | +194+0.8% | Added |
| Ancora Advisors, LLC | 24,184 | $2.31M | 0.05% | −1,479−5.8% | Reduced |
| Puzo Michael J | 23,903 | $2.28M | 0.62% | +6,125+34.5% | Added |
| Aspiriant, LLC | 23,813 | $2.27M | 0.07% | −993−4.0% | Reduced |
| Umb Bank N A | 23,681 | $2.26M | 0.03% | +2,332+10.9% | Added |
| Chesley Taft & Associates LLC | 23,609 | $2.25M | 0.10% | −14−0.1% | Reduced |
| Stephens Inc | 23,495 | $2.24M | 0.03% | −898−3.7% | Reduced |
| Pinnacle Associates Ltd | 23,386 | $2.23M | 0.03% | +51+0.2% | Added |
| Tealwood Asset Management Inc | 23,374 | $2.23M | 0.90% | −1,228−5.0% | Reduced |
| 1st Source Bank | 23,370 | $2.23M | 0.12% | −310−1.3% | Reduced |