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, 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
- +203 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
- 96
- 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 6,703 | $669.7K | 0.01% | +116+1.8% | Added |
| TAGStone Capital, Inc. | 6,710 | $670.4K | 0.25% | +13+0.2% | Added |
| Optas, LLC | 6,717 | $671.1K | 0.10% | +989+17.3% | Added |
| Auxier Asset Management | 6,750 | $674.4K | 0.09% | −100−1.5% | Reduced |
| Jericho Financial, LLP | 6,758 | $675.2K | 0.41% | −1,403−17.2% | Reduced |
| Alta Advisers Ltd | 6,770 | $676.4K | 0.25% | −1,900−21.9% | Reduced |
| Defined Wealth Management, LLC | 6,803 | $679.7K | 0.39% | +62+0.9% | Added |
| Garrison Point Advisors, LLC | 6,815 | $680.9K | 0.30% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 6,820 | $681.4K | 0.36% | +239+3.6% | Added |
| Arcataur Capital Management LLC | 6,828 | $682.2K | 0.20% | +70+1.0% | Added |
| Secured Retirement Advisors, LLC | 6,849 | $684.3K | 0.38% | +91+1.3% | Added |
| Intrust Bank NA | 6,857 | $685.1K | 0.06% | −58−0.8% | Reduced |
| Capital Performance Advisors LLP | 6,866 | $686.0K | 0.05% | +3,492+103.5% | Added |
| Sweeney & Michel, LLC | 7,218 | $689.0K | 0.20% | +698+10.7% | Added |
| Mogy Joel R Investment Counsel Inc | 6,897 | $689.1K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,924 | $691.8K | 0.03% | −142−2.0% | Reduced |
| Cozad Asset Management Inc | 6,926 | $692.0K | 0.05% | 00.0% | Unchanged |
| Platform Technology Partners | 6,976 | $697.0K | 0.15% | +129+1.9% | Added |
| Osborne Partners Capital Management, LLC | 6,979 | $697.3K | 0.04% | −1,869−21.1% | Reduced |
| Naviter Wealth, LLC | 7,011 | $700.5K | 0.09% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 7,039 | $703.3K | 0.11% | −300−4.1% | Reduced |
| Bridgewater Advisors Inc. | 6,915 | $703.9K | 0.05% | +56+0.8% | Added |
| Unified Investment Management | 7,052 | $704.5K | 0.71% | −106−1.5% | Reduced |
| Arwa LLC | 7,081 | $707.4K | 0.41% | +7,081 | New |
| Sunpointe, LLC | 7,108 | $710.2K | 0.24% | +573+8.8% | Added |
| Keel Point, LLC | 7,126 | $712.0K | 0.04% | −1,711−19.4% | Reduced |
| Heritage Wealth Management, Inc. | 7,179 | $717.3K | 0.20% | −229−3.1% | Reduced |
| Stokes Family Office, LLC | 7,193 | $718.7K | 0.07% | +225+3.2% | Added |
| Jackson Creek Investment Advisors LLC | 7,210 | $720.0K | 0.21% | −128−1.7% | Reduced |
| MJP Associates Inc | 7,229 | $722.2K | 0.09% | +327+4.7% | Added |
| IHT Wealth Management, LLC | 7,231 | $722.6K | 0.02% | −257−3.4% | Reduced |
| Ellevest, Inc. | 7,248 | $724.1K | 0.10% | +247+3.5% | Added |
| Bahl & Gaynor Inc | 7,255 | $724.8K | 0.00% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 7,275 | $726.8K | 0.24% | +616+9.3% | Added |
| Rehmann Capital Advisory Group | 7,283 | $727.7K | 0.04% | +163+2.3% | Added |
| Larry Mathis Financial Planning, LLC | 7,286 | $728.0K | 0.64% | +7,286 | New |
| J. Team Financial, Inc. | 7,294 | $728.7K | 0.73% | +1,784+32.4% | Added |
| Inscription Capital, LLC | 7,305 | $729.8K | 0.07% | +154+2.2% | Added |
| Essex LLC | 7,320 | $731.3K | 0.13% | +3,362+84.9% | Added |
| Athena Wealth Management, LLC | 7,345 | $733.8K | 0.71% | +7,345 | New |
| TownSquare Capital, LLC | 7,347 | $734.0K | 0.16% | −704−8.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 7,427 | $743.0K | 0.00% | +7,427 | New |
| Citizens National Bank Trust Department | 7,510 | $750.3K | 0.13% | −275−3.5% | Reduced |
| Heartland Bank & Trust Co | 7,514 | $750.7K | 0.32% | +1,621+27.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 7,522 | $751.5K | 0.06% | −277−3.6% | Reduced |
| Trust Point Inc. | 7,530 | $752.3K | 0.06% | +124+1.7% | Added |
| Old Port Advisors | 7,544 | $753.7K | 0.19% | +36+0.5% | Added |
| Summit Global Investments | 7,552 | $755.0K | 0.04% | +7,552 | New |
| First Western Trust Bank | 7,584 | $757.7K | 0.04% | −197−2.5% | Reduced |
| Founders Financial Securities LLC | 7,585 | $757.9K | 0.04% | −661−8.0% | Reduced |
| Neville Rodie & Shaw Inc | 7,610 | $760.0K | 0.05% | +330+4.5% | Added |
| NorthRock Partners, LLC | 7,701 | $769.4K | 0.01% | −7,039−47.8% | Reduced |
| Independent Financial Group, LLC | 7,706 | $769.9K | 0.02% | +997+14.9% | Added |
| Athena Investment Management | 7,708 | $770.1K | 0.39% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7,729 | $772.2K | 0.09% | −46−0.6% | Reduced |
| One Wealth Advisors, LLC | 7,730 | $772.3K | 0.09% | +154+2.0% | Added |
| Viawealth, LLC | 7,740 | $773.3K | 0.43% | −640−7.6% | Reduced |
| Western Wealth Management, LLC | 7,741 | $773.4K | 0.04% | +47+0.6% | Added |
| Harbour Investments, Inc. | 7,750 | $774.3K | 0.02% | +130+1.7% | Added |
| Weaver Capital Management LLC | 7,773 | $776.6K | 0.16% | −1,051−11.9% | Reduced |
| Boltwood Capital Management | 7,781 | $777.4K | 0.20% | −70−0.9% | Reduced |
| LCNB Corp | 7,788 | $778.1K | 0.26% | +179+2.4% | Added |
| Perfromance Wealth Partners, LLC | 7,789 | $778.2K | 0.02% | +7,789 | New |
| Kathmere Capital Management, LLC | 7,794 | $778.7K | 0.05% | +707+10.0% | Added |
| 44 Wealth Management LLC | 7,816 | $780.9K | 0.26% | +89+1.2% | Added |
| Kingswood Wealth Advisors, LLC | 7,830 | $782.3K | 0.04% | +545+7.5% | Added |
| Bragg Financial Advisors, Inc | 7,845 | $783.8K | 0.03% | −46−0.6% | Reduced |
| Tactive Advisors, LLC | 7,860 | $785.3K | 0.23% | +3,207+68.9% | Added |
| Compass Advisory Group LLC | 7,875 | $786.8K | 0.21% | 00.0% | Unchanged |
| Frec Markets, Inc. | 7,879 | $787.3K | 0.23% | +7,879 | New |
| Accredited Investors Inc. | 7,882 | $787.5K | 0.04% | +450+6.1% | Added |
| Qsemble Capital Management, LP | 7,906 | $789.9K | 0.07% | +7,906 | New |
| West Family Investments, Inc. | 7,939 | $793.2K | 0.19% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 7,913 | $795.7K | 0.05% | +414+5.5% | Added |
| Verity Asset Management, Inc. | 7,998 | $799.1K | 0.34% | −6,752−45.8% | Reduced |
| Sigma Planning Corp | 8,020 | $801.3K | 0.02% | −3,187−28.4% | Reduced |
| Kennebec Savings Bank | 8,037 | $803.0K | 0.69% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 8,042 | $803.5K | 0.36% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,068 | $806.1K | 0.01% | +842+11.7% | Added |
| Lyell Wealth Management, LP | 8,078 | $807.1K | 0.06% | +365+4.7% | Added |
| Oregon Pacific Wealth Management, LLC | 8,105 | $809.8K | 0.84% | −252−3.0% | Reduced |
| Tred Avon Family Wealth, LLC | 8,115 | $810.7K | 0.26% | +254+3.2% | Added |
| St Germain D J Co Inc | 8,132 | $812.5K | 0.03% | −491−5.7% | Reduced |
| Net Worth Advisory Group | 8,181 | $817.3K | 0.17% | +8,181 | New |
| SkyView Investment Advisors, LLC | 8,248 | $825.0K | 0.10% | −291−3.4% | Reduced |
| Ramirez Asset Management, Inc. | 8,268 | $826.1K | 0.11% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8,277 | $827.0K | 0.02% | +253+3.2% | Added |
| Klingman & Associates, LLC | 8,292 | $828.5K | 0.04% | +93+1.1% | Added |
| QVR LLC | 8,382 | $837.4K | 0.59% | +8,382 | New |
| Bridgefront Capital, LLC | 8,414 | $840.6K | 0.21% | −3,609−30.0% | Reduced |
| Boston Trust Walden Corp | 8,420 | $841.2K | 0.01% | −250−2.9% | Reduced |
| Freestone Capital Holdings, LLC | 8,449 | $844.2K | 0.03% | −223−2.6% | Reduced |
| Ethos Financial Group, LLC | 8,465 | $845.8K | 0.06% | +566+7.2% | Added |
| HMV Wealth Advisors, LLC | 8,491 | $848.3K | 0.42% | 00.0% | Unchanged |
| SFMG, LLC | 8,501 | $849.4K | 0.06% | +1,973+30.2% | Added |
| Bluedoor Private Wealth, LLC | 8,521 | $851.3K | 0.39% | +8,521 | New |
| TCI Wealth Advisors, Inc. | 8,546 | $853.8K | 0.05% | −69−0.8% | Reduced |
| Parkside Financial Bank & Trust | 8,553 | $854.5K | 0.06% | +337+4.1% | Added |
| Fidelis Capital Partners, LLC | 8,566 | $855.8K | 0.06% | +47+0.6% | Added |
| Capital Investment Advisors, LLC | 8,604 | $859.6K | 0.01% | −121−1.4% | Reduced |