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 |
|---|---|---|---|---|---|
| LCM Capital Management Inc | 3,490 | $348.7K | 0.17% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 3,491 | $348.8K | 0.14% | +29+0.8% | Added |
| Root Financial Partners, LLC | 3,492 | $348.9K | 0.02% | +663+23.4% | Added |
| Smithfield Trust Co | 3,486 | $349.0K | 0.02% | +767+28.2% | Added |
| Canal Capital Management, LLC | 3,494 | $349.1K | 0.05% | +4+0.1% | Added |
| Sagewood Asset Management LP | 3,495 | $349.2K | 0.12% | +3,495 | New |
| Delaney Capital Management Ltd. | 3,495 | $349.2K | 0.06% | +3,495 | New |
| Greenspring Advisors, LLC | 3,495 | $349.2K | 0.02% | +3,495 | New |
| Edgewood Management LLC | 3,500 | $349.7K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $349.7K | 0.18% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,500 | $349.7K | 0.01% | +500+16.7% | Added |
| Wellington Shields Capital Management, LLC | 3,500 | $349.7K | 0.05% | +2+0.1% | Added |
| Facet Wealth, Inc. | 3,381 | $349.8K | 0.01% | +3,381 | New |
| Brave Asset Management Inc | 3,505 | $350.2K | 0.08% | 00.0% | Unchanged |
| Essential Partners LLC | 3,513 | $351.0K | 0.11% | +192+5.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,529 | $352.6K | 0.02% | −108−3.0% | Reduced |
| Purus Wealth Management, LLC | 3,561 | $355.8K | 0.11% | −226−6.0% | Reduced |
| Vista Private Wealth Partners. LLC | 3,915 | $357.2K | 0.12% | 00.0% | Unchanged |
| Founders Capital Management | 3,582 | $357.9K | 0.19% | −98−2.7% | Reduced |
| Noesis Capital Mangement Corp | 3,583 | $358.0K | 0.05% | +122+3.5% | Added |
| Quent Capital, LLC | 3,589 | $358.6K | 0.03% | +182+5.3% | Added |
| Fulcrum Wealth Advisors, LLC | 3,595 | $359.2K | 0.30% | +3,595 | New |
| Fire Capital Management LLC | 3,600 | $359.7K | 0.18% | +3,600 | New |
| Capital Management Associates, Inc | 3,607 | $360.4K | 0.08% | +86+2.4% | Added |
| Private Client Services, LLC | 3,615 | $361.2K | 0.11% | +85+2.4% | Added |
| Chicago Trust Co NA | 3,616 | $361.3K | 0.06% | −349−8.8% | Reduced |
| Financial Advisory Corp | 3,620 | $362.0K | 0.10% | −1,534−29.8% | Reduced |
| Abacus Planning Group, Inc. | 3,627 | $362.4K | 0.05% | −22−0.6% | Reduced |
| Chilton Investment Co LLC | 3,628 | $362.5K | 0.01% | +140+4.0% | Added |
| Exencial Wealth Advisors, LLC | 3,629 | $362.5K | 0.01% | +199+5.8% | Added |
| Cohen Klingenstein LLC | 3,660 | $365.7K | 0.01% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,423 | $367.0K | 0.18% | +135+4.1% | Added |
| RDA Financial Network | 3,676 | $367.3K | 0.09% | +234+6.8% | Added |
| TriaGen Wealth Management LLC | 3,677 | $367.4K | 0.10% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3,681 | $367.8K | 0.07% | −64−1.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,693 | $369.0K | 0.24% | −200−5.1% | Reduced |
| Perennial Investment Advisors, LLC | 3,714 | $371.1K | 0.03% | +389+11.7% | Added |
| Marks Group Wealth Management, Inc | 3,719 | $371.6K | 0.04% | −36−1.0% | Reduced |
| Austin Private Wealth, LLC | 3,720 | $371.7K | 0.03% | +723+24.1% | Added |
| Everpar Advisors LLC | 3,725 | $372.2K | 0.14% | +382+11.4% | Added |
| Fiduciary Family Office, LLC | 3,738 | $373.5K | 0.11% | −94−2.5% | Reduced |
| Sentinus, LLC | 3,755 | $375.2K | 0.04% | +201+5.7% | Added |
| Marion Wealth Management | 3,674 | $375.4K | 0.08% | +350+10.5% | Added |
| Phoenix Holdings Ltd. | 3,762 | $375.5K | 0.00% | +119+3.3% | Added |
| Retirement Planning Co of New England, Inc. | 3,762 | $375.9K | 0.15% | +117+3.2% | Added |
| Prosperity Consulting Group, LLC | 3,772 | $376.9K | 0.02% | +3,772 | New |
| Fort Point Capital Partners LLC | 3,681 | $378.3K | 0.05% | +3,681 | New |
| Sun Financial Inc | 3,791 | $378.7K | 0.21% | +3,791 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,816 | $381.3K | 0.05% | +140+3.8% | Added |
| CFO4Life Group, LLC | 3,827 | $382.3K | 0.05% | −187−4.7% | Reduced |
| Broadway Wealth Solutions, Inc. | 3,828 | $382.5K | 0.20% | +163+4.4% | Added |
| Wealth Group, Ltd. | 3,852 | $385.0K | 0.38% | +3,852 | New |
| Sompo Asset Management Co., Ltd. | 3,860 | $385.7K | 0.07% | −1,610−29.4% | Reduced |
| Rothschild Capital Partners, LLC | 3,860 | $385.7K | 0.09% | 00.0% | Unchanged |
| Armis Advisers, LLC | 4,075 | $385.7K | 0.04% | +455+12.6% | Added |
| Cambient Family Office, LLC | 3,864 | $386.0K | 0.06% | +3,864 | New |
| Whalen Wealth Management Inc. | 3,868 | $386.5K | 0.21% | +3,868 | New |
| Mission Creek Capital Partners, Inc. | 3,875 | $387.2K | 0.08% | −100−2.5% | Reduced |
| Ashton Thomas Securities, LLC | 3,878 | $387.5K | 0.07% | +31+0.8% | Added |
| Farringdon Capital, Ltd. | 3,887 | $388.4K | 0.10% | +3,887 | New |
| Orrstown Financial Services Inc | 3,888 | $388.4K | 0.06% | +3,888 | New |
| Klingenstein Fields & Co LP | 3,895 | $389.1K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 3,898 | $389.4K | 0.08% | +10+0.3% | Added |
| First Horizon Corp | 3,900 | $389.6K | 0.02% | +17+0.4% | Added |
| Nova R Wealth, Inc. | 3,902 | $389.8K | 0.14% | −77−1.9% | Reduced |
| Semus Wealth Partners LLC | 3,912 | $390.8K | 0.21% | −369−8.6% | Reduced |
| Gibbs Wealth Management | 3,939 | $394.6K | 0.10% | −328−7.7% | Reduced |
| Van Strum & Towne Inc. | 3,950 | $394.6K | 0.11% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,951 | $394.7K | 0.06% | −8−0.2% | Reduced |
| Ariston Services Group | 3,958 | $395.4K | 0.23% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,963 | $395.9K | 0.25% | −195−4.7% | Reduced |
| HHM Wealth Advisors, LLC | 3,963 | $395.9K | 0.05% | −2−0.1% | Reduced |
| Kovack Advisors, Inc. | 3,964 | $396.0K | 0.02% | +1,177+42.2% | Added |
| Florida Financial Advisors, LLC | 3,968 | $396.6K | 0.11% | +64+1.6% | Added |
| Penserra Capital Management LLC | 3,981 | $397.0K | 0.00% | +222+5.9% | Added |
| Berger Financial Group, Inc | 3,998 | $399.4K | 0.02% | +151+3.9% | Added |
| Heirloom Wealth Management | 4,013 | $401.0K | 0.09% | +4,013 | New |
| Opus Capital Group, LLC | 4,025 | $402.0K | 0.04% | +150+3.9% | Added |
| Foresight Capital Management Advisors, Inc. | 4,027 | $402.3K | 0.22% | +610+17.9% | Added |
| Wrapmanager Inc | 4,035 | $403.1K | 0.14% | −632−13.5% | Reduced |
| Prostatis Group LLC | 4,047 | $404.3K | 0.10% | +4,047 | New |
| Opinicus Capital, Inc. | 4,060 | $405.6K | 0.28% | −150−3.6% | Reduced |
| Howard Bailey Securities, LLC | 4,076 | $407.2K | 0.16% | −587−12.6% | Reduced |
| Dockside LLC | 4,077 | $407.3K | 0.10% | +4,077 | New |
| Romano Brothers and Company | 4,085 | $408.1K | 0.05% | +111+2.8% | Added |
| 55 North Private Wealth, LLC | 4,089 | $408.5K | 0.11% | +4,089 | New |
| Nine Masts Capital Ltd | 4,095 | $409.1K | 0.07% | −1,714−29.5% | Reduced |
| Interchange Capital Partners, LLC | 4,104 | $410.0K | 0.08% | +112+2.8% | Added |
| Clark Capital Management Group, Inc. | 4,124 | $412.0K | 0.00% | +1,112+36.9% | Added |
| Investors Asset Management of Georgia Inc | 4,124 | $412.0K | 0.17% | +20.0% | Added |
| OneAscent Financial Services LLC | 4,148 | $414.4K | 0.04% | +1,990+92.2% | Added |
| Cornerstone Wealth Group, LLC | 4,163 | $415.9K | 0.03% | +431+11.5% | Added |
| Bernard Wealth Management Corp. | 4,175 | $417.1K | 0.17% | −369−8.1% | Reduced |
| Baron Wealth Management LLC | 4,179 | $417.5K | 0.13% | +408+10.8% | Added |
| Signature Estate & Investment Advisors LLC | 4,233 | $422.9K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 4,288 | $428.4K | 0.43% | −145−3.3% | Reduced |
| Catalyst Private Wealth, LLC | 4,298 | $429.4K | 0.19% | +51+1.2% | Added |
| BCJ Capital Management, LLC | 4,317 | $431.3K | 0.02% | −863−16.7% | Reduced |
| Sentry Investment Management LLC | 4,320 | $432.0K | 0.28% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 4,122 | $433.1K | 0.31% | 00.0% | Unchanged |