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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

13F holders, Q4 2025

Institutional positions in Schwab Charles Corp as of Dec 31, 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
2,329
+202 vs. Q3 2025
Shares held
1.46B
+1.64M (+0.1%) vs. Q3 2025
Total value
$145.5B
+$6.66B (+4.8%) vs. Q3 2025
New holders
299
944 more added
Sold out
97
831 more reduced

47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 2,329 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,345 institutionsQ3 2021: 1,351 institutionsQ4 2021: 1,505 institutionsQ1 2022: 1,567 institutionsQ2 2022: 1,490 institutionsQ3 2022: 1,520 institutionsQ4 2022: 1,626 institutionsQ1 2023: 1,676 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,740 institutionsQ4 2023: 1,877 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,899 institutionsQ3 2024: 1,857 institutionsQ4 2024: 1,993 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,146 institutionsQ3 2025: 2,174 institutionsQ4 2025: 2,329 institutionsQ1 2026: 2,340 institutionsQ2 2026: 2,318 institutions
Value heldQ4 2025: $145.5B
Q1 2021: $85.0BQ2 2021: $95.5BQ3 2021: $95.3BQ4 2021: $111.9BQ1 2022: $112.8BQ2 2022: $84.2BQ3 2022: $97.3BQ4 2022: $129.9BQ1 2023: $77.1BQ2 2023: $82.9BQ3 2023: $80.5BQ4 2023: $103.0BQ1 2024: $108.2BQ2 2024: $110.4BQ3 2024: $96.3BQ4 2024: $110.8BQ1 2025: $119.1BQ2 2025: $137.4BQ3 2025: $139.2BQ4 2025: $145.5BQ1 2026: $133.5BQ2 2026: $133.8B
Institutions holding SCHW and their total value by quarter
QuarterHoldersValue
Q2 20262,318$133.8B
Q1 20262,340$133.5B
Q4 20252,329$145.5B
Q3 20252,174$139.2B
Q2 20252,146$137.4B
Q1 20252,030$119.1B
Q4 20241,993$110.8B
Q3 20241,857$96.3B
Q2 20241,899$110.4B
Q1 20241,879$108.2B
Q4 20231,877$103.0B
Q3 20231,740$80.5B
Q2 20231,775$82.9B
Q1 20231,676$77.1B
Q4 20221,626$129.9B
Q3 20221,520$97.3B
Q2 20221,490$84.2B
Q1 20221,567$112.8B
Q4 20211,505$111.9B
Q3 20211,351$95.3B
Q2 20211,345$95.5B
Q1 20211,311$85.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2025.

Institutions holding SCHW in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LMR Partners LLP1$1000.00%+1New
Laurel Wealth Advisors LLC1$1000.00%+1New
Strive Financial Group ,LLC3$3000.00%+3New
Y.D. More Investments Ltd1,204$3770.00%−139−10.3%Reduced
Ameriflex Group, Inc.4$4000.00%−4−50.0%Reduced
Whipplewood Advisors, LLC5$5000.00%+5New
NorthAvenue LLC7$7000.00%+7New
Quest 10 Wealth Builders, Inc.7$7050.00%00.0%Unchanged
One River Asset Management, LLC8$7990.00%+8New
First Pacific Financial9$9000.00%+6+200.0%Added
Atlantic Private Wealth, LLC10$1.00K0.00%+10New
E Fund Management (Hong Kong) Co., Ltd.11$1.16K0.00%00.0%Unchanged
Basepoint Wealth LLC12$1.21K0.00%+12New
Richard W. Paul & Associates, LLC13$1.30K0.00%+13New
Redwood Park Advisors LLC14$1.40K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC16$1.60K0.00%+16New
DecisionPoint Financial, LLC17$1.72K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.20$2.00K0.00%+20New
Raleigh Capital Management Inc.20$2.00K0.00%+20New
Retirement Wealth Solutions LLC20$2.00K0.00%−39−66.1%Reduced
DHJJ Financial Advisors, Ltd.20$2.02K0.00%00.0%Unchanged
Fairman Group, LLC23$2.30K0.00%−23−50.0%Reduced
Aspect Partners, LLC25$2.50K0.00%+19+316.7%Added
MJT & Associates Financial Advisory Group, Inc.27$2.70K0.00%00.0%Unchanged
Vision Retirement, LLC27$2.70K0.00%+27New
Wealth Preservation Advisors, LLC31$3.10K0.00%+3+10.7%Added
S&T Bank32$3.20K0.00%−29−47.5%Reduced
Quaker Wealth Management, LLC32$3.20K0.00%+32New
1620 Investment Advisors, Inc.33$3.30K0.00%00.0%Unchanged
Benson Wealth Management INC35$3.50K0.00%+35New
Greenline Wealth Management LLC37$3.70K0.00%+37New
Merited Wealth, LLC37$3.70K0.00%+37New
Hoey Investments, Inc39$3.90K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.40$4.16K0.00%+40New
Bangor Savings Bank46$4.60K0.00%00.0%Unchanged
PayPay Securities Corp47$4.70K0.14%+8+20.5%Added
Elevated Capital Advisors, LLC47$4.70K0.00%+47New
Legacy Wealth Managment, LLC47$4.70K0.00%+47New
ROSS\JOHNSON & Associates LLC48$4.80K0.09%+4+9.1%Added
Orion Capital Management LLC50$5.00K0.00%+50New
Tidemark, LLC51$5.09K0.00%00.0%Unchanged
1015 Capital Partners, LLC51$5.09K0.01%+51New
Kingdom Financial Group LLC.51$5.11K0.00%+51New
Paladin Advisory Group, LLC52$5.20K0.00%00.0%Unchanged
Winnow Wealth LLC52$5.20K0.00%00.0%Unchanged
Duncker Streett & Co Inc53$5.29K0.00%00.0%Unchanged
HFM Investment Advisors, LLC53$5.30K0.00%+28+112.0%Added
Rialto Wealth Management, LLC54$5.40K0.00%+3+5.9%Added
WestEnd Advisors, LLC55$5.50K0.00%+16+41.0%Added
1 North Wealth Services LLC57$5.70K0.00%00.0%Unchanged
Evolution Wealth Management Inc.59$5.89K0.00%+55+1,375.0%Added
Arlington Trust Co LLC60$6.00K0.00%−251−80.7%Reduced
Stephens Consulting, LLC60$6.00K0.00%+60New
Clayton Financial Group LLC61$6.09K0.00%+61New
Jackson, Grant Investment Advisers, Inc.62$6.19K0.00%00.0%Unchanged
Winch Advisory Services, LLC84$6.51K0.00%+27+47.4%Added
Holos Integrated Wealth LLC65$6.60K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.67$6.69K0.00%+67New
Turning Point Benefit Group, Inc.68$6.79K0.00%+47+223.8%Added
Hilton Head Capital Partners, LLC69$6.89K0.00%+69New
United Financial Planning Group LLC75$7.49K0.00%00.0%Unchanged
TFC Financial Management77$7.70K0.00%00.0%Unchanged
Centerpoint Advisors, LLC77$8.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.83$8.29K0.00%+5+6.4%Added
American National Bank90$8.99K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.90$8.99K0.01%00.0%Unchanged
Centennial Bank92$9.19K0.00%00.0%Unchanged
Silicon Valley Capital Partners93$9.24K0.00%+1+1.1%Added
First United Bank Trust93$9.29K0.00%00.0%Unchanged
Manning & Napier Advisors LLC97$9.75K0.00%+97New
Miller Wealth Advisors, LLC100$9.99K0.00%00.0%Unchanged
Sfam, LLC100$9.99K0.01%+100New
Investors Portfolio Services LLC100$9.99K0.01%+100New
Monetary Solutions, Ltd100$9.99K0.01%+100New
Kilter Group LLC102$10.2K0.00%+52+104.0%Added
Osbon Capital Management LLC102$10.2K0.01%+102New
Nalls Sherbakoff Group, LLC103$10.3K0.01%00.0%Unchanged
Nvest Wealth Strategies, Inc.103$10.3K0.01%+103New
Atomic Invest LLC105$10.5K0.01%+105New
Rakuten Securities, Inc.109$10.9K0.00%−46−29.7%Reduced
BOK Financial Private Wealth, Inc.114$11.4K0.00%00.0%Unchanged
Wolverine Asset Management LLC115$11.5K0.00%−2,585−95.7%Reduced
MRP Capital Investments, LLC115$11.5K0.01%00.0%Unchanged
Legacy Bridge, LLC115$11.5K0.00%+113+5,650.0%Added
Icon Advisers Inc120$12.0K0.00%00.0%Unchanged
Consultiva Wealth Management, Corp.121$12.1K0.03%00.0%Unchanged
Bank of Jackson Hole Trust122$12.2K0.01%+122New
Bare Financial Services, Inc127$12.7K0.00%+13+11.4%Added
Cornerstone Financial Management LLC127$12.7K0.01%+127New
Imprint Wealth LLC128$12.8K0.06%−357−73.6%Reduced
Nemes Rush Group LLC128$12.8K0.00%+82+178.3%Added
Swiss Re Ltd133$13.3K0.00%+133New
High Note Wealth, LLC138$13.8K0.00%+56+68.3%Added
McGuire Capital Advisors Inc142$14.2K0.01%+142New
New England Capital Financial Advisors LLC144$14.4K0.01%+1+0.7%Added
Joseph Group Capital Management145$14.5K0.00%+145New
Aventura Private Wealth, LLC147$14.7K0.01%+5+3.5%Added
Red Tortoise LLC148$14.8K0.01%00.0%Unchanged
HighMark Wealth Management LLC152$15.2K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC152$15.2K0.00%+38+33.3%Added