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 |
|---|---|---|---|---|---|
| D'Orazio & Associates, Inc. | 2,844 | $284.1K | 0.04% | +277+10.8% | Added |
| Verdence Capital Advisors LLC | 2,848 | $284.5K | 0.02% | −7−0.2% | Reduced |
| waypoint wealth counsel | 2,864 | $286.2K | 0.10% | +146+5.4% | Added |
| First Business Financial Services, Inc. | 2,881 | $287.8K | 0.03% | −1,050−26.7% | Reduced |
| Elyxium Wealth, LLC | 2,903 | $290.0K | 0.08% | −353−10.8% | Reduced |
| Boyar Asset Management Inc. | 2,905 | $290.2K | 0.18% | −300−9.4% | Reduced |
| Wimmer Associates 1, LLC | 2,924 | $292.1K | 0.14% | 00.0% | Unchanged |
| ORG Partners LLC | 2,931 | $292.9K | 0.05% | +48+1.7% | Added |
| Bernardo Wealth Planning LLC | 2,932 | $292.9K | 0.06% | +19+0.7% | Added |
| Stockman Wealth Management, Inc. | 2,935 | $293.2K | 0.03% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,936 | $293.3K | 0.02% | +22+0.8% | Added |
| CRA Financial Services, LLC | 2,946 | $294.3K | 0.04% | +3+0.1% | Added |
| WealthShield Partners, LLC | 2,947 | $294.4K | 0.03% | +49+1.7% | Added |
| Signature Wealth Management Group | 2,951 | $294.8K | 0.12% | −99−3.2% | Reduced |
| Segment Wealth Management, LLC | 2,955 | $295.2K | 0.02% | +579+24.4% | Added |
| Keystone Wealth Services, LLC | 2,965 | $296.3K | 0.06% | −304−9.3% | Reduced |
| Sierra Summit Advisors LLC | 3,000 | $299.7K | 0.05% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $299.7K | 0.05% | 00.0% | Unchanged |
| WBI Investments | 3,001 | $299.8K | 0.08% | −7,941−72.6% | Reduced |
| Lifeworks Advisors, LLC | 3,012 | $300.9K | 0.04% | +334+12.5% | Added |
| Sather Financial Group Inc | 3,018 | $301.5K | 0.02% | +372+14.1% | Added |
| Cornerstone Planning, LLC | 3,024 | $302.1K | 0.07% | +3,024 | New |
| LVW Advisors, LLC | 3,026 | $302.3K | 0.03% | +252+9.1% | Added |
| Tradition Wealth Management, LLC | 3,028 | $302.6K | 0.02% | +4+0.1% | Added |
| Traveka Wealth, LLC | 3,032 | $303.0K | 0.12% | +146+5.1% | Added |
| Chilton Capital Management LLC | 3,038 | $303.5K | 0.01% | +43+1.4% | Added |
| Hilltop National Bank | 3,039 | $303.6K | 0.07% | +704+30.1% | Added |
| Manuka Financial, LLC | 3,040 | $303.7K | 0.19% | +40+1.3% | Added |
| Physicians Financial Services, Inc. | 3,050 | $305.0K | 0.08% | −300−9.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,058 | $305.5K | 0.03% | +38+1.3% | Added |
| LJI Wealth Management, LLC | 3,063 | $306.0K | 0.05% | +261+9.3% | Added |
| Holderness Investments Co | 3,063 | $306.0K | 0.06% | −77−2.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3,069 | $306.6K | 0.48% | +3,069 | New |
| WestHill Financial Advisors, Inc. | 3,069 | $306.6K | 0.06% | +3,069 | New |
| St. Nicholas Private Asset Management, Inc | 3,080 | $307.7K | 0.28% | −250−7.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,082 | $307.9K | 0.01% | +172+5.9% | Added |
| Tompkins Financial Corp | 3,085 | $308.2K | 0.02% | +155+5.3% | Added |
| Marshall Financial Group LLC | 3,090 | $308.7K | 0.06% | −134−4.2% | Reduced |
| Financial Management Professionals, Inc. | 3,098 | $309.5K | 0.03% | −105−3.3% | Reduced |
| Benin Management CORP | 3,103 | $310.0K | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,114 | $311.1K | 0.02% | −168−5.1% | Reduced |
| Green Square Capital Advisors LLC | 3,120 | $311.7K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,121 | $311.8K | 0.01% | −54−1.7% | Reduced |
| SNS Financial Group, LLC | 3,123 | $312.0K | 0.03% | −28−0.9% | Reduced |
| Simon Quick Advisors, LLC | 3,126 | $312.3K | 0.01% | +401+14.7% | Added |
| London & Capital Asset Management Ltd | 3,128 | $312.6K | 0.00% | +3,128 | New |
| Affinity Investment Advisors, LLC | 3,129 | $312.6K | 0.21% | +770+32.6% | Added |
| Catalyst Investment Management LLC | 3,137 | $313.5K | 0.30% | +3,137 | New |
| Lodestar Private Asset Management LLC | 3,146 | $314.3K | 0.03% | −105−3.2% | Reduced |
| Deseret Mutual Benefit Administrators | 3,147 | $314.4K | 0.13% | +11+0.4% | Added |
| Oarsman Capital, Inc. | 3,148 | $314.6K | 0.04% | +10+0.3% | Added |
| Azimuth Capital Investment Management LLC | 3,149 | $314.6K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,152 | $314.9K | 0.01% | −94,779−96.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,159 | $315.6K | 0.07% | −62−1.9% | Reduced |
| RAM Investment Partners, LLC | 3,164 | $316.1K | 0.06% | −470−12.9% | Reduced |
| RWM Asset Management, LLC | 3,072 | $316.2K | 0.04% | +2+0.1% | Added |
| Whalerock Point Partners, LLC | 3,166 | $316.3K | 0.06% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,167 | $316.4K | 0.22% | 00.0% | Unchanged |
| Brio Consultants, LLC | 3,172 | $316.9K | 0.04% | +144+4.8% | Added |
| Stonebridge Financial Group, LLC | 3,178 | $317.6K | 0.27% | +3,178 | New |
| SeaBridge Investment Advisors LLC | 3,190 | $318.7K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,197 | $319.0K | 0.16% | −169−5.0% | Reduced |
| Legacy Private Trust Co. | 3,225 | $322.2K | 0.02% | −40−1.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,232 | $322.9K | 0.06% | +154+5.0% | Added |
| Wayfinding Financial, LLC | 3,240 | $323.0K | 0.14% | −190−5.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,078 | $323.5K | 0.05% | +371+13.7% | Added |
| Clearwave Capital, LLC | 3,240 | $323.7K | 0.24% | +3,240 | New |
| Norway Savings Bank | 3,240 | $323.7K | 0.15% | −220−6.4% | Reduced |
| Lantz Financial LLC | 3,243 | $324.0K | 0.07% | +99+3.1% | Added |
| Calton & Associates, Inc. | 3,251 | $324.8K | 0.05% | +181+5.9% | Added |
| Cornerstone Advisory, LLC | 3,257 | $325.4K | 0.03% | +229+7.6% | Added |
| BOS Asset Management, LLC | 3,257 | $325.4K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,273 | $327.0K | 0.02% | +825+33.7% | Added |
| BKD Wealth Advisors, LLC | 3,289 | $328.6K | 0.01% | +349+11.9% | Added |
| NDVR, Inc. | 3,300 | $329.7K | 0.27% | +3,300 | New |
| McMillan Office, Inc. | 3,300 | $329.7K | 0.04% | +3,300 | New |
| TrueWealth Advisors, LLC | 3,307 | $330.4K | 0.09% | +41+1.3% | Added |
| Delta Financial Advisors LLC | 3,309 | $330.6K | 0.09% | +10+0.3% | Added |
| Diversified Enterprises, LLC | 3,313 | $331.0K | 0.02% | +252+8.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,318 | $331.5K | 0.22% | −17−0.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,342 | $333.9K | 0.03% | +572+20.6% | Added |
| Hantz Financial Services, Inc. | 3,339 | $334.0K | 0.00% | +1,430+74.9% | Added |
| LRI Investments, LLC | 3,346 | $334.3K | 0.03% | +75+2.3% | Added |
| Sym Financial Corp | 3,347 | $334.4K | 0.03% | −9−0.3% | Reduced |
| Westshore Wealth, LLC | 3,358 | $335.5K | 0.11% | −170−4.8% | Reduced |
| First Interstate Bank | 3,364 | $336.1K | 0.02% | −167−4.7% | Reduced |
| Wellspring Financial Advisors, LLC | 3,364 | $336.2K | 0.03% | +814+31.9% | Added |
| Sigma Investment Counselors Inc | 3,365 | $336.2K | 0.02% | +160+5.0% | Added |
| CWS Financial Advisors, LLC | 3,367 | $336.4K | 0.09% | +7+0.2% | Added |
| McAdam, LLC | 3,395 | $339.2K | 0.02% | +340+11.1% | Added |
| Guardian Wealth Advisors, LLC | 3,410 | $340.7K | 0.02% | +350+11.4% | Added |
| Red Door Wealth Management, LLC | 3,423 | $342.0K | 0.04% | +8+0.2% | Added |
| Mirabella Financial Services LLP | 3,438 | $343.5K | 0.03% | +3,438 | New |
| Muirfield Wealth Advisors LLC | 3,440 | $343.7K | 0.25% | +1,092+46.5% | Added |
| Godsey & Gibb Associates | 3,455 | $345.2K | 0.03% | −509−12.8% | Reduced |
| Peterson Wealth Services | 3,457 | $345.4K | 0.09% | +1,704+97.2% | Added |
| Werba Rubin Papier Wealth Management | 3,463 | $346.0K | 0.09% | +3,463 | New |
| Southern Financial Group, LLC | 3,464 | $346.1K | 0.10% | +3,464 | New |
| Spartan Planning & Wealth Management | 3,480 | $347.7K | 0.26% | +393+12.7% | Added |
| Legato Capital Management LLC | 3,483 | $348.0K | 0.03% | +3,483 | New |