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
- +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 | 2,174 | $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 |
|---|---|---|---|---|---|
| Henrickson Nauta Wealth Advisors, Inc. | 2,238 | $231.9K | 0.03% | +2,238 | New |
| Morling Financial Advisors, LLC | 2,323 | $232.1K | 0.07% | +23+1.0% | Added |
| First Financial Bankshares Inc | 2,331 | $232.9K | 0.00% | −1,401−37.5% | Reduced |
| ZWJ Investment Counsel Inc | 2,331 | $232.9K | 0.01% | −59−2.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,258 | $233.9K | 0.02% | −1,611−41.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,343 | $234.1K | 0.10% | +2,343 | New |
| Prospera Capital Management, LLC | 2,344 | $234.1K | 0.12% | +6+0.3% | Added |
| Haverford Trust Co | 2,345 | $234.3K | 0.00% | +147+6.7% | Added |
| DV Equities, LLC | 2,350 | $234.8K | 0.04% | +2,350 | New |
| PVG Asset Management Corp | 2,352 | $235.0K | 0.50% | +2,352 | New |
| Red Reef Advisors LLC | 2,354 | $235.2K | 0.24% | +2,354 | New |
| Schrum Private Wealth Management LLC | 2,356 | $235.4K | 0.17% | −100−4.1% | Reduced |
| TrustBank | 2,360 | $235.8K | 0.10% | +2,360 | New |
| Manchester Capital Management LLC | 2,364 | $236.2K | 0.03% | −946−28.6% | Reduced |
| Ignite Planners, LLC | 2,276 | $236.5K | 0.04% | +2+0.1% | Added |
| Trust Co of the South | 2,368 | $236.6K | 0.04% | −1,778−42.9% | Reduced |
| D.B. Root & Company, LLC | 2,396 | $239.4K | 0.06% | −3−0.1% | Reduced |
| Violich Capital Management, Inc. | 2,400 | $239.8K | 0.03% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,400 | $239.8K | 0.05% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 2,401 | $239.9K | 0.04% | +6+0.3% | Added |
| Teamwork Financial Advisors, LLC | 2,404 | $240.1K | 0.03% | −105−4.2% | Reduced |
| Westco Advisory Services Inc | 2,410 | $240.8K | 0.15% | +2,410 | New |
| Jacobsen Capital Management | 2,416 | $241.4K | 0.08% | +57+2.4% | Added |
| J.M. Arbour, LLC | 2,426 | $242.4K | 0.24% | +2,426 | New |
| Camden National Bank | 2,427 | $242.5K | 0.03% | +176+7.8% | Added |
| Rainey & Randall Investment Management Inc. | 2,427 | $242.5K | 0.04% | +4+0.2% | Added |
| Pines Wealth Management, LLC | 2,428 | $242.6K | 0.08% | −96−3.8% | Reduced |
| Riversedge Advisors, LLC | 2,436 | $243.4K | 0.04% | −322−11.7% | Reduced |
| Strategic Blueprint, LLC | 2,456 | $245.4K | 0.01% | −979−28.5% | Reduced |
| Drive Wealth Management, LLC | 2,457 | $245.4K | 0.05% | +2,457 | New |
| Invenio Wealth Partners LLC | 2,463 | $246.1K | 0.09% | −121−4.7% | Reduced |
| Capital Investment Management, Inc. | 2,467 | $246.5K | 0.09% | +2,467 | New |
| Guyasuta Investment Advisors Inc | 2,472 | $247.0K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 2,474 | $247.2K | 0.22% | +2,474 | New |
| Patton Fund Management, Inc. | 2,477 | $247.5K | 0.03% | −278−10.1% | Reduced |
| Clear Street Markets LLC | 2,479 | $247.7K | 0.04% | −462−15.7% | Reduced |
| Knightsbridge Asset Management, LLC | 2,481 | $247.8K | 0.04% | +2,481 | New |
| Grandfield & Dodd, LLC | 2,486 | $248.4K | 0.01% | +6+0.2% | Added |
| Corundum Group, Inc. | 2,490 | $248.8K | 0.08% | +2,490 | New |
| Foster Group, Inc. | 2,490 | $248.8K | 0.01% | +58+2.4% | Added |
| Neo Ivy Capital Management | 2,493 | $249.1K | 0.04% | −5,887−70.3% | Reduced |
| Bellwether Advisors, LLC | 2,496 | $249.4K | 0.04% | −11,487−82.1% | Reduced |
| ZRC Wealth Management, LLC | 2,498 | $249.5K | 0.09% | −73−2.8% | Reduced |
| Investments & Financial Planning, LLC | 2,500 | $249.8K | 0.13% | −49−1.9% | Reduced |
| Northside Capital Management, LLC | 2,506 | $250.4K | 0.02% | 00.0% | Unchanged |
| Veratis Advisors, Inc. | 2,692 | $250.7K | 0.20% | +2,692 | New |
| Asset Dedication, LLC | 2,512 | $250.9K | 0.02% | +5+0.2% | Added |
| Creative Financial Designs Inc | 2,515 | $251.3K | 0.02% | +3+0.1% | Added |
| Papp L Roy & Associates | 2,522 | $252.0K | 0.03% | +2+0.1% | Added |
| Garrett Wealth Advisory Group, LLC | 2,526 | $252.4K | 0.05% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,529 | $252.7K | 0.03% | +58+2.3% | Added |
| Coordinated Financial Services, Inc. | 2,530 | $252.8K | 0.15% | +124+5.2% | Added |
| Wood Tarver Financial Group, LLC | 2,536 | $253.0K | 0.07% | +3+0.1% | Added |
| Almanack Investment Partners, LLC. | 2,536 | $253.4K | 0.04% | −1,501−37.2% | Reduced |
| Acorn Financial Advisory Services Inc | 2,536 | $253.4K | 0.04% | +110+4.5% | Added |
| Bond & Devick Financial Network, Inc. | 2,540 | $253.8K | 0.07% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,549 | $255.0K | 0.00% | +56+2.2% | Added |
| Garton & Associates Financial Advisors LLC | 2,558 | $255.6K | 0.14% | +2,558 | New |
| Pathway Financial Advisors LLC | 2,470 | $255.8K | 0.03% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,571 | $256.9K | 0.09% | +11+0.4% | Added |
| Capital Markets Trading UK LLP | 2,571 | $257.0K | 0.31% | −320−11.1% | Reduced |
| TFR Capital, LLC. | 2,574 | $257.2K | 0.09% | +41+1.6% | Added |
| New Wave Wealth Advisors LLC | 2,583 | $258.1K | 0.09% | +77+3.1% | Added |
| Oxinas Partners Wealth Management LLC | 2,591 | $258.9K | 0.12% | −1,498−36.6% | Reduced |
| Olistico Wealth, LLC | 2,597 | $259.4K | 0.13% | +2+0.1% | Added |
| Goepper Burkhardt LLC | 2,600 | $259.8K | 0.08% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,614 | $261.2K | 0.02% | −2−0.1% | Reduced |
| Investment House LLC | 2,615 | $261.3K | 0.01% | +2,615 | New |
| Allied Investment Advisors, LLC | 2,639 | $263.7K | 0.04% | −150−5.4% | Reduced |
| Broadleaf Partners, LLC | 2,640 | $263.8K | 0.06% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,643 | $264.1K | 0.03% | +2,643 | New |
| Steel Peak Wealth Management LLC | 2,643 | $264.1K | 0.01% | −2,207−45.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,650 | $264.8K | 0.03% | −36−1.3% | Reduced |
| Trustmark National Bank Trust Department | 2,653 | $265.1K | 0.02% | −379−12.5% | Reduced |
| TRUE Private Wealth Advisors | 2,654 | $265.2K | 0.03% | +7+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,663 | $266.1K | 0.09% | +2,506+1,596.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,665 | $266.3K | 0.07% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,674 | $267.2K | 0.03% | +120+4.7% | Added |
| Leigh Baldwin & Co., LLC | 2,679 | $268.0K | 0.18% | +220+8.9% | Added |
| FSM Wealth Advisors, LLC | 2,688 | $268.5K | 0.04% | +107+4.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,651 | $270.2K | 0.09% | +6+0.2% | Added |
| Evergreen Wealth Solutions, LLC | 2,708 | $270.6K | 0.04% | +2,708 | New |
| W.H. Cornerstone Investments Inc. | 2,714 | $271.2K | 0.16% | +7+0.3% | Added |
| Sunflower Bank, N.A. | 2,730 | $272.8K | 0.07% | +23+0.8% | Added |
| Seven Mile Advisory | 2,731 | $272.8K | 0.05% | −891−24.6% | Reduced |
| Caerus Investment Advisors, LLC | 2,747 | $274.5K | 0.09% | −1,630−37.2% | Reduced |
| Claro Advisors LLC | 2,748 | $274.6K | 0.04% | +8+0.3% | Added |
| BNB Wealth Management, LLC | 2,749 | $274.6K | 0.18% | +2,749 | New |
| Steigerwald, Gordon & Koch Inc. | 2,756 | $275.3K | 0.03% | −51−1.8% | Reduced |
| OneAscent Family Office, LLC | 2,763 | $276.0K | 0.19% | +2,763 | New |
| Pine Harbor Wealth Management, LLC | 2,763 | $276.1K | 0.08% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 2,778 | $277.6K | 0.13% | +2,778 | New |
| Flagship Harbor Advisors, LLC | 2,784 | $278.2K | 0.01% | −273−8.9% | Reduced |
| Hamilton Capital, LLC | 2,793 | $279.0K | 0.01% | +2,793 | New |
| Thrive Wealth Management, LLC | 2,809 | $280.7K | 0.04% | −30−1.1% | Reduced |
| XTX Topco Ltd | 2,811 | $280.8K | 0.01% | −9,159−76.5% | Reduced |
| Pinnacle Bancorp, Inc. | 2,813 | $281.0K | 0.08% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,813 | $281.0K | 0.01% | −154−5.2% | Reduced |
| Cypress Capital Group | 2,827 | $282.4K | 0.03% | −10.0% | Reduced |
| Central Valley Advisors, LLC | 2,838 | $283.5K | 0.08% | 00.0% | Unchanged |