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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Adirondack Trust Co | 165 | $16.5K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 169 | $16.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 174 | $17.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 174 | $17.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 174 | $17.4K | 0.00% | +21+13.7% | Added |
| IMG Wealth Management, Inc. | 178 | $17.8K | 0.01% | +103+137.3% | Added |
| Front Row Advisors LLC | 180 | $18.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 182 | $18.0K | 0.00% | +182 | New |
| ORG Wealth Partners, LLC | 184 | $18.4K | 0.00% | +184 | New |
| Arcadia Investment Management Corp | 185 | $18.5K | 0.00% | +3+1.6% | Added |
| Sittner & Nelson, LLC | 178 | $18.7K | 0.01% | +36+25.4% | Added |
| Ogorek Anthony Joseph | 191 | $19.0K | 0.01% | −34−15.1% | Reduced |
| Sunrise Financial Services, LLC | 192 | $19.2K | 0.01% | +192 | New |
| Minot DeBlois Advisors LLC | 195 | $19.5K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $20.0K | 0.01% | −25−11.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 203 | $20.3K | 0.01% | +203 | New |
| Bravera Wealth | 207 | $20.7K | 0.01% | +207 | New |
| Tucker Asset Management LLC | 211 | $21.1K | 0.01% | +211 | New |
| Blue Bell Private Wealth Management, LLC | 213 | $21.3K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 214 | $21.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 217 | $21.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 218 | $21.8K | 0.00% | +62+39.7% | Added |
| Torren Management, LLC | 224 | $22.3K | 0.01% | +224 | New |
| Hurley Capital, LLC | 224 | $22.4K | 0.01% | +1+0.4% | Added |
| Osterweis Capital Management Inc | 226 | $22.6K | 0.00% | +226 | New |
| Roxbury Financial LLC | 228 | $22.8K | 0.02% | +1+0.4% | Added |
| Palladiem, LLC | 230 | $23.1K | 0.02% | +230 | New |
| Luken Investment Analytics, LLC | 232 | $23.2K | 0.01% | +232 | New |
| LFA - Lugano Financial Advisors SA | 235 | $23.5K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 238 | $23.7K | 0.01% | +27+12.8% | Added |
| Pin Oak Investment Advisors Inc | 224 | $24.0K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 243 | $24.2K | 0.02% | +1+0.4% | Added |
| Dogwood Wealth Management LLC | 247 | $24.7K | 0.01% | +123+99.2% | Added |
| Salomon & Ludwin, LLC | 238 | $24.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 249 | $24.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 257 | $25.7K | 0.02% | +257 | New |
| Robinswood Financial LLC | 262 | $26.3K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 267 | $26.7K | 0.00% | +3+1.1% | Added |
| True Wealth Design, LLC | 268 | $26.8K | 0.01% | −217−44.7% | Reduced |
| Frazier Financial Advisors, LLC | 269 | $26.9K | 0.02% | −190−41.4% | Reduced |
| Avion Wealth | 271 | $27.0K | 0.01% | −15−5.2% | Reduced |
| Financial Connections Group, Inc. | 271 | $27.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 277 | $27.7K | 0.02% | −254−47.8% | Reduced |
| Princeton Global Asset Management LLC | 279 | $27.9K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 280 | $28.0K | 0.01% | +280 | New |
| Beacon Financial Strategies CORP | 292 | $29.2K | 0.02% | +292 | New |
| Bellevue Asset Management, LLC | 293 | $29.4K | 0.01% | 00.0% | Unchanged |
| Optima Capital LLC | 297 | $29.7K | 0.01% | +297 | New |
| RMG Wealth Management LLC | 285 | $29.8K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 309 | $30.9K | 0.00% | +20+6.9% | Added |
| Albion Financial Group | 310 | $31.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 317 | $31.7K | 0.05% | −41−11.5% | Reduced |
| McIlrath & Eck, LLC | 321 | $32.0K | 0.00% | +189+143.2% | Added |
| Glen Eagle Advisors, LLC | 325 | $32.5K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 330 | $33.0K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 331 | $33.1K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 334 | $33.4K | 0.03% | +334 | New |
| Valued Wealth Advisors LLC | 337 | $33.7K | 0.01% | +21+6.6% | Added |
| Raffa Wealth Management, LLC | 341 | $34.1K | 0.01% | +28+8.9% | Added |
| Hoese & Co LLP | 352 | $35.2K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 357 | $35.7K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 360 | $36.0K | 0.02% | −7−1.9% | Reduced |
| Abound Wealth Management | 361 | $36.1K | 0.01% | +86+31.3% | Added |
| Meeder Asset Management Inc | 365 | $36.5K | 0.00% | −5−1.4% | Reduced |
| Old Point Trust & Financial Services N A | 366 | $36.6K | 0.01% | +250+215.5% | Added |
| Highline Wealth Partners LLC | 367 | $36.6K | 0.01% | −2,833−88.5% | Reduced |
| Trifecta Capital Advisors, LLC | 371 | $37.1K | 0.01% | −186−33.4% | Reduced |
| Battery Global Advisors, LLC | 374 | $37.3K | 0.02% | +73+24.3% | Added |
| Bogart Wealth, LLC | 377 | $37.6K | 0.00% | −74−16.4% | Reduced |
| Loomis Sayles & Co L P | 385 | $38.5K | 0.00% | −14−3.5% | Reduced |
| Estabrook Capital Management | 395 | $39.5K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 395 | $39.5K | 0.02% | 00.0% | Unchanged |
| Trust Co | 396 | $39.6K | 0.00% | +379+2,229.4% | Added |
| IAG Wealth Partners, LLC | 400 | $40.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 400 | $40.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 403 | $40.3K | 0.00% | −19−4.5% | Reduced |
| Bullock Wealth Management Group | 408 | $40.7K | 0.02% | −307−42.9% | Reduced |
| SHP Wealth Management | 423 | $42.3K | 0.00% | +423 | New |
| Cedar Mountain Advisors, LLC | 426 | $42.5K | 0.01% | +1+0.2% | Added |
| Seneschal Advisors, LLC | 428 | $42.8K | 0.03% | +1+0.2% | Added |
| Murphy & Mullick Capital Management Corp | 435 | $43.5K | 0.03% | +2+0.5% | Added |
| Sachetta, LLC | 435 | $43.5K | 0.02% | −1−0.2% | Reduced |
| Stephenson National Bank & Trust | 444 | $44.4K | 0.01% | +58+15.0% | Added |
| First PREMIER Bank | 450 | $45.0K | 0.01% | −107−19.2% | Reduced |
| Wealth Watch Advisors, INC | 461 | $46.1K | 0.02% | −9−1.9% | Reduced |
| Activest Wealth Management | 462 | $46.2K | 0.01% | −44−8.7% | Reduced |
| TD Capital Management LLC | 463 | $46.2K | 0.00% | +224+93.7% | Added |
| Evelyn Partners Asset Management Ltd | 467 | $46.7K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 475 | $47.5K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 476 | $47.6K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $50.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 501 | $50.0K | 0.02% | +1+0.2% | Added |
| Catalyst Capital Advisors LLC | 505 | $50.5K | 0.00% | −364−41.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 508 | $50.7K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 509 | $50.9K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 515 | $51.5K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 530 | $53.0K | 0.01% | 00.0% | Unchanged |