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 |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 543 | $54.3K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 544 | $54.4K | 0.04% | 00.0% | Unchanged |
| Knuff & Co LLC | 546 | $54.6K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 548 | $54.7K | 0.06% | +19+3.6% | Added |
| Caldwell Sutter Capital, Inc. | 550 | $55.0K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 552 | $55.1K | 0.03% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 555 | $55.5K | 0.01% | +555 | New |
| Carolina Wealth Advisors, LLC | 565 | $56.4K | 0.03% | 00.0% | Unchanged |
| Bayban | 577 | $57.6K | 0.05% | +577 | New |
| First Command Advisory Services, Inc. | 578 | $57.7K | 0.00% | +528+1,056.0% | Added |
| Byrne Asset Management LLC | 579 | $57.8K | 0.03% | +57+10.9% | Added |
| North Star Investment Management Corp. | 586 | $58.5K | 0.00% | +86+17.2% | Added |
| Gould Capital, LLC | 600 | $59.9K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 601 | $60.0K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 605 | $60.5K | 0.01% | +49+8.8% | Added |
| Fortitude Family Office, LLC | 611 | $61.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 614 | $61.3K | 0.02% | −1,447−70.2% | Reduced |
| Tradewinds Capital Management, LLC | 647 | $64.6K | 0.01% | +26+4.2% | Added |
| WPG Advisers, LLC | 649 | $64.8K | 0.05% | −37−5.4% | Reduced |
| Acumen Wealth Advisors, LLC | 649 | $64.8K | 0.02% | +649 | New |
| Monetary Management Group Inc | 650 | $64.9K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 665 | $66.4K | 0.01% | +665 | New |
| Delta Asset Management LLC | 666 | $66.5K | 0.01% | +1+0.2% | Added |
| Kerr Financial Planning Corp | 665 | $68.1K | 0.09% | −252−27.5% | Reduced |
| Crewe Advisors LLC | 696 | $69.5K | 0.01% | +12+1.8% | Added |
| Field & Main Bank | 700 | $69.9K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 705 | $70.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 705 | $70.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 720 | $71.0K | 0.06% | +720 | New |
| Godfrey Financial Associates, Inc. | 719 | $71.8K | 0.06% | +719 | New |
| Westfuller Advisors, LLC | 721 | $72.1K | 0.03% | −15−2.0% | Reduced |
| Signature Resources Capital Management, LLC | 722 | $72.1K | 0.04% | +15+2.1% | Added |
| Missouri Trust & Investment Co | 735 | $73.4K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 742 | $74.1K | 0.05% | +742 | New |
| GGM Financials LLC | 746 | $74.6K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 723 | $74.8K | 0.01% | −327,080−99.8% | Reduced |
| First Financial Corp | 750 | $74.9K | 0.03% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 756 | $75.6K | 0.08% | +756 | New |
| Disciplina Capital Management LLC | 761 | $76.0K | 0.01% | −83−9.8% | Reduced |
| Harbor Asset Planning, Inc. | 762 | $76.1K | 0.07% | +3+0.4% | Added |
| AdvisorNet Financial, Inc | 767 | $76.6K | 0.00% | +126+19.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 789 | $78.8K | 0.11% | +342+76.5% | Added |
| Hollencrest Capital Management | 810 | $80.9K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 854 | $85.3K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 862 | $86.1K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 874 | $87.3K | 0.03% | +706+420.2% | Added |
| DV Trading LLC | 900 | $89.9K | 0.01% | +900 | New |
| Community Bank, N.A. | 918 | $91.7K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 928 | $92.7K | 0.05% | 00.0% | Unchanged |
| Align Financial, LLC | 92,939 | $92.9K | 0.05% | +92,939 | New |
| eCIO, Inc. | 966 | $96.5K | 0.04% | +966 | New |
| VSM Wealth Advisory, LLC | 985 | $98.3K | 0.03% | +2+0.2% | Added |
| Strategic Advocates LLC | 1,000 | $100.5K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,010 | $100.9K | 0.05% | +99+10.9% | Added |
| J.Safra Asset Management Corp | 1,034 | $103.3K | 0.01% | +219+26.9% | Added |
| Lavaca Capital LLC | 1,036 | $103.5K | 0.02% | +1,036 | New |
| Darwin Advisors, LLC | 1,039 | $103.9K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,040 | $103.9K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,037 | $104.0K | 0.01% | +1,037 | New |
| Pension & Wealth Management Advisors, Inc. | 1,059 | $105.9K | 0.03% | +3+0.3% | Added |
| Trust Co of Vermont | 1,060 | $105.9K | 0.00% | −798−42.9% | Reduced |
| Westside Investment Management, Inc. | 1,056 | $106.6K | 0.02% | +28+2.7% | Added |
| Capital Advisors, Ltd. LLC | 1,067 | $107.0K | 0.01% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 1,130 | $112.9K | 0.11% | +1,130 | New |
| Sound Income Strategies, LLC | 1,100 | $114.2K | 0.01% | +86+8.5% | Added |
| Davis Capital Management | 1,148 | $114.7K | 0.08% | −60−5.0% | Reduced |
| Entrust Financial LLC | 1,148 | $114.7K | 0.09% | +1,148 | New |
| Millstone Evans Group, LLC | 1,156 | $115.5K | 0.07% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,173 | $117.2K | 0.05% | +1,173 | New |
| Crews Bank & Trust | 1,175 | $117.4K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,166 | $118.4K | 0.05% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,192 | $119.1K | 0.11% | +1,192 | New |
| Richards, Merrill & Peterson, Inc. | 1,202 | $120.1K | 0.05% | +1,202 | New |
| Sherman Asset Management, Inc. | 1,214 | $121.3K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,214 | $121.3K | 0.00% | +15+1.3% | Added |
| IMA Wealth, Inc. | 1,231 | $123.0K | 0.01% | +73+6.3% | Added |
| Hara Capital LLC | 1,238 | $123.7K | 0.07% | −81−6.1% | Reduced |
| Wilkerson Advisory Group LLC | 1,243 | $124.2K | 0.04% | +1,243 | New |
| Proathlete Wealth Management LLC | 1,263 | $126.4K | 0.03% | +37+3.0% | Added |
| Indiana Trust & Investment Management CO | 1,267 | $126.6K | 0.04% | −8−0.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,301 | $130.0K | 0.03% | +897+222.0% | Added |
| Asset Planning,Inc | 1,346 | $134.5K | 0.09% | +1+0.1% | Added |
| Concord Wealth Partners | 1,404 | $140.3K | 0.02% | −253−15.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,436 | $143.5K | 0.01% | +281+24.3% | Added |
| Rowland & Co Investment Counsel | 1,445 | $144.4K | 0.03% | +10+0.7% | Added |
| Vestor Capital, LLC | 15,275 | $149.0K | 0.01% | +13,691+864.3% | Added |
| Corsicana & Co. | 1,500 | $149.9K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,500 | $149.9K | 0.01% | +8+0.5% | Added |
| Barrett & Company, Inc. | 1,514 | $151.3K | 0.05% | 00.0% | Unchanged |
| City State Bank | 1,515 | $151.4K | 0.04% | −180−10.6% | Reduced |
| Riverview Trust Co | 1,524 | $152.3K | 0.18% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,535 | $153.4K | 0.03% | +1,155+303.9% | Added |
| DT Investment Partners, LLC | 1,545 | $154.4K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,545 | $154.4K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,546 | $154.5K | 0.03% | +1+0.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,580 | $157.9K | 0.02% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,585 | $158.4K | 0.07% | +145+10.1% | Added |
| Covestor Ltd | 1,587 | $159.0K | 0.08% | +500+46.0% | Added |
| Rexford Capital Inc | 1,651 | $165.0K | 0.12% | +200+13.8% | Added |
| Rocky Mountain Advisers, LLC | 1,655 | $165.4K | 0.05% | −200−10.8% | Reduced |