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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Summit Wealth & Retirement Planning, Inc. | 4,336 | $433.2K | 0.10% | +33+0.8% | Added |
| Souders Financial Advisors | 4,341 | $433.7K | 0.05% | +98+2.3% | Added |
| Bradley Foster & Sargent Inc | 4,352 | $434.8K | 0.01% | +30+0.7% | Added |
| River Wealth Advisors LLC | 4,354 | $435.0K | 0.05% | −794−15.4% | Reduced |
| Aberdeen Wealth Management LLC | 4,355 | $435.1K | 0.20% | +156+3.7% | Added |
| Dala Group, LLC | 4,370 | $436.6K | 0.38% | +4,370 | New |
| Onefund, LLC | 4,371 | $436.7K | 0.26% | +284+6.9% | Added |
| Davidson Trust Co | 4,379 | $437.5K | 0.18% | +4,379 | New |
| LBMC Investment Advisors, LLC | 4,388 | $438.4K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,392 | $438.9K | 0.01% | +394+9.9% | Added |
| Kuhn & Co Investment Counsel | 4,396 | $439.2K | 0.29% | +4,396 | New |
| Acropolis Investment Management, LLC | 4,466 | $446.2K | 0.02% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,488 | $448.4K | 0.06% | +324+7.8% | Added |
| Lester Murray Antman dba SimplyRich | 4,510 | $450.0K | 0.12% | 00.0% | Unchanged |
| RVW Wealth, LLC | 4,514 | $451.0K | 0.03% | +30+0.7% | Added |
| Eagle Wealth Strategies LLC | 4,517 | $451.3K | 0.21% | +5+0.1% | Added |
| Scientech Research LLC | 4,539 | $453.5K | 0.29% | +4,539 | New |
| Opal Wealth Advisors, LLC | 4,548 | $454.4K | 0.12% | +75+1.7% | Added |
| New Hampshire Trust | 4,552 | $454.8K | 0.09% | −1,688−27.1% | Reduced |
| SCS Capital Management LLC | 4,552 | $454.8K | 0.00% | −104−2.2% | Reduced |
| Orca Investment Management, LLC | 4,569 | $456.5K | 0.36% | −72−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,576 | $457.2K | 0.10% | −960−17.3% | Reduced |
| Hopwood Financial Services, Inc. | 4,582 | $457.8K | 0.32% | −324−6.6% | Reduced |
| Impact Capital Partners LLC | 4,594 | $459.0K | 0.14% | −208−4.3% | Reduced |
| Evermay Wealth Management LLC | 4,616 | $461.2K | 0.05% | −303−6.2% | Reduced |
| Welch & Forbes LLC | 4,621 | $461.7K | 0.01% | −36−0.8% | Reduced |
| Fielder Capital Group LLC | 4,643 | $463.8K | 0.10% | +400+9.4% | Added |
| Westmount Partners, LLC | 4,652 | $464.8K | 0.12% | +10+0.2% | Added |
| CoreCap Advisors, LLC | 4,662 | $465.8K | 0.02% | +203+4.6% | Added |
| Spears Abacus Advisors LLC | 4,670 | $466.6K | 0.01% | −150−3.1% | Reduced |
| Old Mission Investment Co LLC | 4,675 | $467.1K | 0.11% | +10+0.2% | Added |
| Clear Creek Financial Management, LLC | 4,678 | $467.4K | 0.04% | +758+19.3% | Added |
| Princeton Capital Management LLC | 4,686 | $468.2K | 0.12% | −6−0.1% | Reduced |
| Trillium Asset Management, LLC | 4,692 | $469.0K | 0.01% | −125−2.6% | Reduced |
| Sterling Investment Counsel, LLC | 4,730 | $472.6K | 0.14% | +4,730 | New |
| Octavia Wealth Advisors, LLC | 4,738 | $473.4K | 0.05% | −710−13.0% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,740 | $473.6K | 0.13% | −515−9.8% | Reduced |
| Telos Capital Management, Inc. | 4,745 | $474.0K | 0.04% | +20.0% | Added |
| Coastwise Capital Group, LLC | 4,767 | $476.3K | 0.24% | +8+0.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,800 | $479.6K | 0.01% | +1,400+41.2% | Added |
| Advanced Portfolio Management, LLC | 4,805 | $480.1K | 1.47% | +4,805 | New |
| Waddell & Associates, LLC | 4,820 | $481.6K | 0.03% | −1,547−24.3% | Reduced |
| Advisory Alpha, LLC | 4,832 | $483.0K | 0.01% | −178−3.6% | Reduced |
| Lountzis Asset Management, LLC | 4,845 | $484.1K | 0.17% | −217−4.3% | Reduced |
| Avantax Planning Partners, Inc. | 4,850 | $484.6K | 0.01% | +379+8.5% | Added |
| Quarry LP | 4,854 | $485.0K | 0.08% | +238+5.2% | Added |
| Smith Thornton Advisors LLC | 4,871 | $486.7K | 0.25% | +23+0.5% | Added |
| R Squared Ltd | 4,884 | $488.0K | 0.23% | −26,037−84.2% | Reduced |
| Ocean Capital Management, LLC | 4,893 | $488.9K | 0.10% | +5+0.1% | Added |
| Broyhill Asset Management | 4,895 | $489.1K | 0.43% | 00.0% | Unchanged |
| Zacks Investment Management | 4,902 | $489.7K | 0.00% | −658−11.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,906 | $490.2K | 0.13% | +682+16.1% | Added |
| Moss Adams Wealth Advisors LLC | 4,931 | $492.7K | 0.04% | +145+3.0% | Added |
| Quantum Financial Advisors, LLC | 4,935 | $493.0K | 0.06% | +1,248+33.8% | Added |
| Anchyra Partners LLC | 4,938 | $493.4K | 0.15% | +4,938 | New |
| Operose Advisors LLC | 4,945 | $494.1K | 0.12% | +7+0.1% | Added |
| Optimize Financial Inc | 4,964 | $496.0K | 0.25% | +68+1.4% | Added |
| Ategra Capital Management, LLC | 4,965 | $496.1K | 0.28% | +4,965 | New |
| Viewpoint Capital Management LLC | 5,000 | $499.6K | 0.22% | 00.0% | Unchanged |
| BBR Partners, LLC | 5,003 | $499.9K | 0.03% | −49−1.0% | Reduced |
| Commonwealth Retirement Investments LLC | 5,026 | $502.2K | 0.16% | −623−11.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,040 | $503.6K | 0.01% | −137−2.6% | Reduced |
| Palisade Capital Management LLC | 5,050 | $504.5K | 0.01% | +5,050 | New |
| James Investment Research Inc | 5,054 | $504.9K | 0.06% | −100−1.9% | Reduced |
| Oakworth Capital, Inc. | 5,074 | $506.9K | 0.03% | +226+4.7% | Added |
| Enzi Wealth | 5,000 | $509.6K | 0.18% | −3−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 5,126 | $512.1K | 0.24% | +48+0.9% | Added |
| Gemmer Asset Management LLC | 5,128 | $512.3K | 0.04% | −2,060−28.7% | Reduced |
| New Republic Capital, LLC | 5,131 | $512.7K | 0.14% | +2,645+106.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,154 | $514.9K | 0.16% | −139−2.6% | Reduced |
| Income Insurance Ltd | 5,166 | $516.1K | 0.33% | +5,166 | New |
| Soltis Investment Advisors LLC | 5,172 | $516.7K | 0.03% | +52+1.0% | Added |
| Barlow Wealth Partners, Inc. | 5,164 | $517.3K | 0.06% | +5,164 | New |
| Diversify Wealth Management, LLC | 5,123 | $518.4K | 0.02% | +711+16.1% | Added |
| Trace Wealth Advisors, LLC | 5,200 | $519.5K | 0.38% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5,230 | $522.5K | 0.02% | −35−0.7% | Reduced |
| WealthPLAN Partners, LLC | 5,238 | $523.3K | 0.08% | +893+20.6% | Added |
| Tilson Financial Group, Inc. | 5,262 | $525.7K | 0.16% | −26−0.5% | Reduced |
| Bingham Private Wealth, LLC | 5,269 | $526.4K | 0.45% | +5,269 | New |
| Keyvantage Wealth, LLC | 5,270 | $526.5K | 0.23% | +13+0.2% | Added |
| Ameritas Advisory Services, LLC | 5,286 | $528.1K | 0.02% | −1,047−16.5% | Reduced |
| USA Financial Portformulas Corp | 5,290 | $528.5K | 0.10% | −806−13.2% | Reduced |
| Simplicity Wealth,LLC | 5,292 | $528.7K | 0.03% | +1,264+31.4% | Added |
| Colonial River Wealth Management, LLC | 5,296 | $529.1K | 0.19% | +747+16.4% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $529.5K | 0.15% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 5,315 | $531.0K | 0.11% | +17+0.3% | Added |
| BayBridge Capital Group, LLC | 5,339 | $533.5K | 0.33% | −368−6.4% | Reduced |
| Parcion Private Wealth LLC | 5,357 | $535.2K | 0.03% | +52+1.0% | Added |
| Tempus Wealth Planning, LLC | 5,369 | $536.4K | 0.12% | −43−0.8% | Reduced |
| VestGen Advisors, LLC | 5,379 | $537.4K | 0.02% | −9,846−64.7% | Reduced |
| Cromwell Holdings LLC | 5,381 | $537.6K | 0.29% | 00.0% | Unchanged |
| CNB Bank | 5,382 | $537.7K | 0.22% | +1,298+31.8% | Added |
| DAGCO, Inc. | 5,402 | $539.7K | 0.12% | +27+0.5% | Added |
| Western Pacific Wealth Management, LP | 5,415 | $541.0K | 0.52% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,420 | $541.5K | 0.05% | −500−8.4% | Reduced |
| Mission Wealth Management, LP | 5,426 | $542.1K | 0.01% | −2,234−29.2% | Reduced |
| Yarbrough Capital, LLC | 5,454 | $544.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,455 | $545.0K | 0.12% | 00.0% | Unchanged |
| Eastern Bank | 5,462 | $545.7K | 0.01% | +3,495+177.7% | Added |
| Calamos Wealth Management LLC | 5,472 | $546.7K | 0.02% | −891−14.0% | Reduced |