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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 1,662 | $166.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,843 | $167.2K | 0.01% | −170−2.1% | Reduced |
| Virtus ETF Advisers LLC | 1,705 | $170.3K | 0.08% | +545+47.0% | Added |
| WFA of San Diego, LLC | 1,736 | $173.4K | 0.13% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,742 | $174.0K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,867 | $186.5K | 0.03% | −12−0.6% | Reduced |
| Ulland Investment Advisors, LLC | 1,936 | $193.0K | 0.15% | −230−10.6% | Reduced |
| Bruce G. Allen Investments, LLC | 1,991 | $198.9K | 0.13% | −133−6.3% | Reduced |
| Tower View Investment Management & Research LLC | 2,000 | $199.8K | 0.10% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2,005 | $200.3K | 0.13% | −2,022−50.2% | Reduced |
| Revolve Wealth Partners, LLC | 2,009 | $200.7K | 0.02% | −685−25.4% | Reduced |
| M.E. Allison & Co., Inc. | 2,010 | $200.8K | 0.14% | +2,010 | New |
| Weatherly Asset Management L. P. | 2,010 | $200.9K | 0.02% | +2,010 | New |
| Atwood & Palmer Inc | 2,012 | $201.0K | 0.01% | +6+0.3% | Added |
| Harbour Trust & Investment Management Co | 2,014 | $201.2K | 0.02% | +2,014 | New |
| Consilio Wealth Advisors, LLC | 2,016 | $201.4K | 0.06% | +2,016 | New |
| JSF Financial, LLC | 2,018 | $201.6K | 0.04% | +2,018 | New |
| Lynx Investment Advisory | 2,021 | $201.9K | 0.11% | +2,021 | New |
| Straight Path Wealth Management | 2,021 | $201.9K | 0.05% | −710−26.0% | Reduced |
| Occidental Asset Management, LLC | 2,022 | $202.0K | 0.02% | +2,022 | New |
| Unconventional Investor, LLC | 2,031 | $202.9K | 0.10% | +2,031 | New |
| Kaufman Rossin Wealth, LLC | 2,039 | $203.7K | 0.11% | +2,039 | New |
| Keystone Financial Group | 2,040 | $203.8K | 0.02% | +2,040 | New |
| Alteri Wealth LLC | 2,042 | $204.0K | 0.07% | +2,042 | New |
| TSG Advice Partners, LLC | 2,042 | $204.0K | 0.03% | +2,042 | New |
| Reflection Asset Management | 2,057 | $205.5K | 0.15% | +2,057 | New |
| Mainsail Asset Management, LLC | 2,066 | $206.4K | 0.09% | −275−11.7% | Reduced |
| Arvest Bank Trust Division | 2,069 | $206.7K | 0.01% | −70−3.3% | Reduced |
| Third View Private Wealth, LLC | 2,073 | $207.1K | 0.03% | +2,073 | New |
| Hopwood Nicholas Hunter | 2,080 | $207.8K | 0.07% | +2,080 | New |
| Ycg, LLC | 2,088 | $208.6K | 0.02% | +2,088 | New |
| Howe & Rusling Inc | 2,089 | $208.7K | 0.01% | −33−1.6% | Reduced |
| Arsenal Capital Advisors LLC | 2,092 | $209.0K | 0.15% | +2,092 | New |
| EJMK Ventures LLC | 2,092 | $209.0K | 0.13% | +2,092 | New |
| Gilpin Wealth Management, LLC | 2,097 | $209.5K | 0.17% | +2,097 | New |
| Ewa, LLC | 2,097 | $209.5K | 0.05% | +2,097 | New |
| Kaizen Financial Strategies | 2,101 | $209.9K | 0.09% | +2,101 | New |
| Opal Capital LLC | 1,967 | $210.2K | 0.05% | +1,967 | New |
| LeConte Wealth Management, LLC | 2,104 | $210.2K | 0.14% | +2,104 | New |
| Legacy Wealth Advisors, LLC | 2,107 | $210.5K | 0.14% | +2,107 | New |
| Hutchinson Capital Management | 2,108 | $210.6K | 0.04% | +7+0.3% | Added |
| Farmers Trust Co | 2,110 | $210.8K | 0.03% | −238−10.1% | Reduced |
| First Nebraska Trust Co | 2,113 | $211.1K | 0.02% | −260−11.0% | Reduced |
| Cito Capital Group, LLC | 2,125 | $212.0K | 0.06% | −908−29.9% | Reduced |
| McLean Asset Management Corp | 2,080 | $212.0K | 0.04% | +2,080 | New |
| Granite Harbor Advisors, Inc. | 2,133 | $213.1K | 0.09% | −6−0.3% | Reduced |
| Castleview Partners, LLC | 2,133 | $213.1K | 0.11% | +8+0.4% | Added |
| Northwest Bancshares, Inc. | 2,135 | $213.3K | 0.04% | +2,135 | New |
| Liberty Wealth Management LLC | 2,139 | $213.8K | 0.03% | −9−0.4% | Reduced |
| Burton Enright Welch | 2,140 | $213.8K | 0.03% | −995−31.7% | Reduced |
| Lighthouse Wealth Management Inc. | 2,145 | $214.3K | 0.15% | +15+0.7% | Added |
| Core Alternative Capital | 2,148 | $214.6K | 0.06% | +1,711+391.5% | Added |
| SBI Securities Co., Ltd. | 2,149 | $214.7K | 0.01% | −1,973−47.9% | Reduced |
| Brian Low Financial Group, LLC | 2,149 | $214.7K | 0.15% | +2,149 | New |
| Spirepoint Private Client, LLC | 2,151 | $214.9K | 0.02% | +2,151 | New |
| Firestone Capital Management | 2,157 | $215.5K | 0.05% | +23+1.1% | Added |
| Marex Group plc | 2,159 | $215.7K | 0.00% | +2,159 | New |
| Matisse Capital | 2,160 | $215.8K | 0.10% | −7,465−77.6% | Reduced |
| Heritage Investment Group, Inc. | 2,161 | $215.9K | 0.03% | +2,161 | New |
| Hendershot Investments Inc. | 2,165 | $216.3K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,167 | $216.5K | 0.11% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,167 | $216.5K | 1.38% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 2,180 | $218.0K | 0.00% | +2,180 | New |
| R. W. Roge & Company, Inc. | 2,188 | $218.0K | 0.11% | +2,188 | New |
| Silverlake Wealth Management LLC | 2,188 | $218.6K | 0.05% | +2,188 | New |
| Grey Fox Wealth Advisors, LLC | 2,189 | $218.7K | 0.04% | +9+0.4% | Added |
| Riverbend Wealth Management, LLC | 2,200 | $219.8K | 0.14% | +2,200 | New |
| Meyer Handelman Co | 2,200 | $219.8K | 0.01% | −292−11.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,200 | $219.8K | 0.06% | +190+9.5% | Added |
| Medallion Wealth Advisors, LLC | 2,200 | $219.9K | 0.07% | +3+0.1% | Added |
| WorthPointe, LLC | 2,217 | $221.5K | 0.06% | −59−2.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,223 | $222.1K | 0.01% | −204−8.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,223 | $222.1K | 0.06% | +2,223 | New |
| Three Bridge Wealth Advisors, LLC | 2,224 | $222.2K | 0.06% | −494−18.2% | Reduced |
| Tumwater Wealth Management, LLC | 2,228 | $222.6K | 0.09% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 2,232 | $223.0K | 0.05% | +25+1.1% | Added |
| BankPlus Trust Department | 2,234 | $223.2K | 0.06% | 00.0% | Unchanged |
| Morton Community Bank | 2,150 | $223.4K | 0.05% | −350−14.0% | Reduced |
| Signature Equity Partners, LLC | 2,241 | $223.9K | 0.12% | +2,241 | New |
| CAP Partners, LLC | 2,250 | $224.8K | 0.13% | 00.0% | Unchanged |
| Fell Capital Management | 2,250 | $224.8K | 0.22% | +2,250 | New |
| Tritonpoint Wealth, LLC | 2,250 | $224.8K | 0.02% | −549−19.6% | Reduced |
| Brooklyn FI, LLC | 2,252 | $225.0K | 0.05% | −92−3.9% | Reduced |
| Quattro Advisors LLC | 2,255 | $225.3K | 0.18% | +2,255 | New |
| Elevation Wealth Management LLC | 2,257 | $225.5K | 0.22% | +2,257 | New |
| WP Advisors, LLC | 2,259 | $225.6K | 0.06% | +16+0.7% | Added |
| Morse Asset Management, Inc | 2,263 | $226.1K | 0.05% | −234−9.4% | Reduced |
| Mayfair Advisory Group, LLC | 2,230 | $226.5K | 0.09% | +2,230 | New |
| SOA Wealth Advisors, LLC. | 2,279 | $227.7K | 0.04% | −98−4.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,283 | $228.1K | 0.03% | −55−2.4% | Reduced |
| Plancorp, LLC | 2,293 | $229.1K | 0.01% | −4−0.2% | Reduced |
| Fiducient Advisors LLC | 2,296 | $229.4K | 0.03% | +2,296 | New |
| Dynamic Wealth Strategies, LLC | 2,297 | $229.5K | 0.14% | +1,092+90.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,298 | $229.6K | 0.03% | +2,298 | New |
| Gillespie Robinson & Grimm Inc | 2,300 | $229.8K | 0.02% | −100−4.2% | Reduced |
| Longview Financial Advisors LLC | 2,301 | $229.9K | 0.13% | +8+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,302 | $229.9K | 0.07% | −154−6.3% | Reduced |
| Trust Co of Virginia | 2,302 | $230.0K | 0.02% | −280−10.8% | Reduced |
| Keudell/Morrison Wealth Management | 2,308 | $230.5K | 0.05% | +2,308 | New |
| Cardiff Park Advisors, LLC | 2,314 | $231.2K | 0.02% | +2+0.1% | Added |