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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.

Other share classesSCHW.PDSCHW.PJ

Q4 2025 vs. Q3 2025

How the institutions holding Schwab Charles Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of SCHW: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2,173472,329+203
Shares1.46B4.09M1.46B+1.64M (+0.1%)
Value$139.2B$389.8M$145.5B+$6.66B (+4.8%)

47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (299)

Institutions that held Schwab Charles Corp at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 299 by value.

Institutions new to SCHW in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank19,959,856$1.99B0.21%
Avantyr Capital Partners, LP1,776,750$177.5M10.63%
Blue Sparrow, LLC1,345,049$134.4M2.53%
PFA Pension, Forsikringsaktieselskab1,119,170$112.5M0.32%
Glenmede Trust Co NA881,636$88.1M0.42%
Nomura Asset Management International Inc.854,631$85.4M0.13%
Syquant Capital SAS525,000$52.5M6.42%
Eurizon Capital SGR S.p.A.352,375$35.2M0.11%
Renaissance Group LLC349,890$35.0M1.40%
Capital Research Global Investors330,449$33.0M0.01%
EP Wealth Advisors, LLC306,047$30.6M0.16%
ExodusPoint Capital Management, LP292,191$29.2M0.32%
PensionDanmark Pensionsforsikringsaktieselskab288,123$28.8M0.26%
Azora Capital LP267,195$26.7M1.68%
Adams Diversified Equity Fund, Inc.237,000$23.7M0.79%
CIBC World Markets Corp234,232$23.4M0.12%
Edgar Lomax Co199,460$19.9M1.51%
Tredje AP-fonden183,400$18.3M0.14%
Pinnacle Financial Partners, Inc.165,604$16.5M0.13%
PBU - The Pension Fund of Early Childhood & Youth Educators152,845$15.3M0.22%
Advaya LLP145,300$14.5M9.48%
Polar Asset Management Partners Inc.142,800$14.3M0.28%
Osmosis Investment Management UK Ltd110,946$11.1M0.28%
TrimTabs Asset Management, LLC110,770$11.1M1.45%
Boussard & Gavaudan Investment Management LLP110,000$11.1M0.84%
MidFirst Bank108,668$10.9M0.86%
Quinn Opportunity Partners LLC99,000$9.89M0.43%
Pinebridge Investments LLC87,537$8.75M0.06%
Claudia M.P. Batlle, CRP (R) LLC80,345$8.03M3.02%
Laird Norton Trust Company, LLC68,224$6.82M0.14%
Quantitative Investment Management, LLC65,917$6.58M0.64%
Walleye Trading LLC63,426$6.34M0.10%
North Dakota State Investment Board58,531$5.85M0.22%
Evolve Private Wealth, LLC52,153$5.21M0.31%
Cardinal Point Capital Management, ULC52,034$5.20M0.34%
Gillson Capital LP43,100$4.31M0.28%
Oakmont Investment Advisors, Inc.42,628$4.26M3.12%
E. Ohman J:or Asset Management AB42,400$4.24M0.10%
Marble Wealth, LLC41,400$4.14M0.57%
Cinctive Capital Management LP39,346$3.93M0.23%
Bedell Frazier Investment Counseling, LLC38,706$3.87M0.75%
Heritage Wealth Advisors37,927$3.79M0.14%
Westview Management dba Westview Investment Advisors32,793$3.28M1.56%
Royal Palms Capital LLC29,089$2.91M3.45%
Capital International Inc27,190$2.72M0.02%
Juno Financial Group LLC25,935$2.59M1.04%
Cannon Capital Management, Inc.24,316$2.43M2.14%
Mach-1 Financial Group, Inc.23,198$2.32M0.48%
IKE Capital, LLC22,974$2.30M2.00%
SPWM Advisors LLC22,605$2.26M2.16%
Elevated Private Wealth, LLC21,387$2.14M2.22%
Journey Retirement Planning & Investment Management LLC20,928$2.09M0.43%
FORA Capital, LLC11,904$1.87M0.23%
Shepherd Street Advisors LLC17,623$1.76M1.69%
Keating Financial Advisory Services, Inc.17,214$1.72M0.23%
Daytona Street Capital LLC16,860$1.68M1.38%
Perryman Financial Advisory Inc16,751$1.67M0.25%
Ballast Rock Private Wealth LLC16,600$1.66M1.04%
Itau Unibanco Holding S.A.16,564$1.65M0.04%
Everest Financial Group LLC15,509$1.55M0.35%
Safe Harbor Fiduciary, LLC15,357$1.53M1.36%
Sovran Advisors, LLC14,589$1.50M0.13%
Insight 2811, Inc.14,280$1.43M0.63%
Indivisible Partners14,212$1.42M0.15%
Fideuram Asset Management (Ireland) dac17,813$1.42M0.11%
Blue Jean Financial LLC14,166$1.42M1.15%
Directional Asset Management14,103$1.41M1.24%
Parrish Capital LLC13,892$1.39M1.26%
Financial Enhancement Group LLC13,609$1.39M0.18%
SG Trading Solutions, LLC13,705$1.37M0.32%
Triad Wealth Partners, LLC13,227$1.32M0.13%
Wealth Enhancement Trust Services, Inc.13,144$1.31M0.17%
Xxi Wealth, LLC12,404$1.24M0.75%
Peak Planning Group, LLC12,047$1.20M0.34%
Havemeyer Place LP11,882$1.19M0.23%
Thompson David Blair11,869$1.19M0.68%
Total Wealth Planning & Management, Inc.10,929$1.09M0.87%
Van Diest Capital, LLC10,877$1.09M1.62%
Advisor Resource Council9,610$1.01M0.36%
First American Trust, FSB9,834$982.4K0.07%
OpenArc Corporate Advisory, LLC9,772$976.3K0.02%
Fullerton Fund Management Co Ltd.9,701$969.2K0.04%
Diversified Management Inc9,537$952.8K0.22%
Avise Financial Cooperative, Inc.9,506$949.7K0.86%
Miller Global Investments, LLC9,474$946.5K0.86%
Old Peak Finance LLC9,277$926.8K0.57%
Ark Wealth Advisors LLC9,081$907.3K0.98%
Two Sigma Securities, LLC9,064$905.6K0.12%
AlphaGrep UK Ltd8,660$865.2K0.29%
Independence Wealth Advisors, LLC8,611$860.3K0.48%
Bluedoor Private Wealth, LLC8,521$851.3K0.39%
QVR LLC8,382$837.4K0.59%
Net Worth Advisory Group8,181$817.3K0.17%
Qsemble Capital Management, LP7,906$789.9K0.07%
Frec Markets, Inc.7,879$787.3K0.23%
Perfromance Wealth Partners, LLC7,789$778.2K0.02%
Summit Global Investments7,552$755.0K0.04%
T. Rowe Price Investment Management, Inc.7,427$743.0K0.00%
Athena Wealth Management, LLC7,345$733.8K0.71%
Larry Mathis Financial Planning, LLC7,286$728.0K0.64%

Sold out (96)

Institutions that held Schwab Charles Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SCHW in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Veritas Asset Management LLP1,488,189$142.1M
Alyeska Investment Group, L.P.1,231,381$117.6M
Quadrature Capital Ltd414,898$39.6M
Ossiam267,750$25.6M
Empowered Funds, LLC168,470$16.1M
Mizuho Markets Cayman LP127,093$12.1M
Motley Fool Asset Management LLC125,315$12.0M
Scopus Asset Management, L.P.100,000$9.55M
Pragma Gestao de Patrimonio Ltd83,300$7.95M
FJ Capital Management LLC76,650$7.32M
Parkwood LLC75,532$7.21M
Capstone Investment Advisors, LLC72,727$6.94M
Achmea Investment Management B.V.69,625$6.65M
Aigen Investment Management, LP57,070$5.45M
Threadgill Financial, LLC40,131$3.83M
Brighton Jones LLC35,717$3.41M
NJ State Employees Deferred Compensation Plan33,800$3.23M
Teewinot Capital Advisers, L.L.C.27,099$2.59M
Landscape Capital Management, L.L.C.17,048$1.63M
IPG Investment Advisors LLC16,413$1.57M
Blackstone Group Inc.15,022$1.43M
Redwood Investment Management, LLC13,219$1.26M
Atom Investors LP12,383$1.18M
Simplex Trading, LLC11,497$1.10M
Cynosure Management, LLC11,090$1.06M
Eschler Asset Management LLP10,724$1.02M
Mizuho Markets Americas LLC10,500$1.00M
Mangrove Partners8,659$826.7K
Pitcairn Co7,800$744.7K
Avalon Trust Co7,040$672.1K
Unique Wealth Strategies, LLC7,028$670.9K
Quantbot Technologies LP6,902$658.9K
Oxford Asset Management LLP5,870$560.4K
Ridgecrest Wealth Partners, LLC5,783$552.1K
United Advisor Group, LLC5,692$543.4K
Versor Investments LP5,500$525.1K
Sciencast Management LP5,299$505.9K
Capula Management Ltd4,806$458.8K
Arete Wealth Advisors, LLC4,611$440.0K
Harel Insurance Investments & Financial Services Ltd.4,400$419.0K
Laffer Tengler Investments4,202$401.2K
Sanders Morris Harris LLC4,000$381.9K
Requisite Capital Management, LLC3,610$344.6K
Sherbrooke Park Advisers LLC3,562$340.1K
Marathon Trading Investment Management LLC3,550$338.9K
Twin Tree Management, LP3,303$315.3K
von Borstel & Associates, Inc.3,248$310.0K
Maridea Wealth Management LLC3,171$301.1K
Little House Capital LLC3,144$300.1K
Confluence Wealth Services, Inc.2,871$274.1K
Garrett Investment Advisors LLC2,758$263.3K
Douglas Lane & Associates, LLC2,637$251.8K
Lazard Freres Gestion S.A.S.2,625$250.0K
STAR Financial Bank2,521$240.7K
B.O.S.S. Retirement Advisors, LLC2,520$240.6K
Limestone Investment Advisors LP2,460$234.9K
Thoroughbred Financial Services, LLC2,426$231.0K
Bayforest Capital Ltd2,408$229.9K
Fountainhead AM, LLC2,327$222.1K
Nwam LLC2,251$213.7K
Apella Capital, LLC2,200$205.5K
Aspen Grove Capital, LLC2,135$203.8K
Northwest Capital Management Inc1,253$119.7K
Wesleyan Assurance Society1,250$119.0K
Heartwood Wealth Advisors LLC1,191$113.7K
North Capital, Inc.1,083$103.4K
Rise Advisors, LLC1,063$101.5K
Mma Asset Management LLC1,000$95.5K
Painted Porch Advisors LLC775$74.0K
Koesten, Hirschmann & Crabtree, INC.659$62.9K
Financial Life Planners621$59.3K
JPL Wealth Management, LLC604$57.7K
Future Financial Wealth Managment LLC500$47.7K
Main Street Group, LTD352$33.6K
GPS Wealth Strategies Group, LLC342$32.7K
West Branch Capital LLC287$27.4K
Logan Capital Management Inc256$24.4K
Tortoise Investment Management, LLC225$21.5K
Pathway Financial Advisers, LLC208$19.8K
Clear Investment Research, LLC180$17.2K
Marquette Asset Management, LLC160$15.3K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna122$11.6K
Halbert Hargrove Global Advisors, LLC110$10.5K
Global Wealth Strategies & Associates83$7.92K
Sofos Investments, Inc.77$7.39K
Cloud Capital Management, LLC50$4.00K
Family Legacy Financial Solutions, LLC32$3.06K
Evergreen Private Wealth LLC29$2.77K
Focused Wealth Management, Inc21$1.98K
Kimelman & Baird, LLC19$1.81K
LGT Financial Advisors LLC15$1.43K
Perritt Capital Management Inc14$1.34K
Strengthening Families & Communities, LLC10$959
New Millennium Group LLC7$668
Breakwater Investment Management5$478
Midwest Capital Advisors, LLC1$95

Not filed for Q4 2025 yet (47)

Institutions that held Schwab Charles Corp at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SCHW in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Glenmede Investment Management, LP893,630$85.3M
Pinebridge Investments, L.P.735,027$70.2M
Point72 Europe (London) LLP444,200$42.4M
Cubist Systematic Strategies, LLC411,354$39.3M
AXA Investment Managers S.A.299,239$28.6M
CIBC Bancorp USA Inc.236,121$22.5M
Point72 Hong Kong Ltd170,459$16.3M
Point72 (DIFC) Ltd99,493$9.50M
Pinnacle Financial Partners Inc95,607$9.13M
Country Club Bank88,714$8.60M
Aware Super Pty Ltd as trustee of Aware Super89,530$8.55M
Eisler Capital Management Ltd.83,256$7.69M
Marshall & Sullivan Inc72,973$6.97M
Synovus Financial Corp65,785$6.28M
Wetherby Asset Management Inc52,564$5.02M
West Oak Capital, LLC36,067$3.44M
Bard Financial Services, Inc.30,025$2.87M
Hutchinson Financial Advisors, INC25,347$2.42M
Copperleaf Capital, LLC20,297$1.94M
Sheets Smith Investment Management18,668$1.78M
Cove Street Capital, LLC15,424$1.47M
IMS Capital Management14,002$1.34M
Shell Asset Management Co12,553$1.20M
Ridgewood Investments LLC8,377$799.8K
RW Investment Management LLC6,865$655.4K
WNY Asset Management, LLC5,843$557.9K
Apexium Financial, LP5,474$522.6K
Gries Financial LLC5,197$496.2K
Wolverine Trading, LLC4,652$450.7K
Sonora Investment Management Group, LLC4,543$433.8K
Full Sail Capital, LLC4,424$422.4K
LexAurum Advisors, LLC4,324$412.8K
Stonegate Investment Group, LLC4,167$397.9K
Court Place Advisors, LLC3,500$334.1K
Kathleen S. Wright Associates Inc.3,000$285.9K
First Affirmative Financial Network2,615$249.7K
Siligmueller & Norvid Wealth Advisors LLC2,573$245.6K
Wealthstream Advisors, Inc.2,446$233.5K
Hemington Wealth Management1,847$176.0K
AllSquare Wealth Management LLC1,559$148.8K
Optimum Investment Advisors1,103$105.3K
Promus Capital, LLC700$66.8K
Binnacle Investments Inc320$30.6K
Accredited Wealth Management, LLC1,285$29.6K
Guerra Advisors Inc242$23.1K
Texas Capital Bancshares Inc50$4.77K
Abich Financial Wealth Management LLC46$4.39K