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 |
|---|---|---|---|---|---|
| Sbe LLC Dba Cedar Cove Wealth Partners | 5,472 | $546.7K | 0.29% | +5,472 | New |
| Hazlett, Burt & Watson, Inc. | 5,540 | $547.0K | 0.17% | +505+10.0% | Added |
| Versant Capital Management, Inc | 5,482 | $547.7K | 0.07% | +345+6.7% | Added |
| Greykasell Wealth Strategies, Inc. | 5,488 | $548.3K | 0.22% | 00.0% | Unchanged |
| Unify Financial Advisors | 5,511 | $550.6K | 0.57% | +5,511 | New |
| KRS Capital Management, LLC | 5,533 | $552.9K | 0.32% | +52+0.9% | Added |
| Childress Capital Advisors, LLC | 5,537 | $553.2K | 0.09% | −338−5.8% | Reduced |
| David R. Rahn & Associates Inc. | 5,538 | $553.3K | 0.13% | −92−1.6% | Reduced |
| Focused Alpha, LLC | 5,540 | $553.5K | 0.16% | +5,540 | New |
| Greenfield Savings Bank | 5,560 | $555.5K | 0.23% | +1,311+30.9% | Added |
| Wesbanco Bank Inc | 5,576 | $557.1K | 0.02% | −55−1.0% | Reduced |
| Private Trust Co NA | 5,579 | $557.4K | 0.05% | −6−0.1% | Reduced |
| Accurate Wealth Management, LLC | 5,591 | $560.0K | 0.07% | +35+0.6% | Added |
| Rosenberg Matthew Hamilton | 5,650 | $564.5K | 0.12% | +32+0.6% | Added |
| Waterloo Capital, L.P. | 5,651 | $564.6K | 0.04% | +367+6.9% | Added |
| Gryphon Financial Partners LLC | 5,668 | $566.3K | 0.06% | −160−2.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $567.0K | 0.04% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 5,684 | $567.9K | 0.41% | +1,202+26.8% | Added |
| Journey Advisory Group, LLC | 5,694 | $568.9K | 0.05% | −150−2.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,696 | $569.1K | 0.04% | −70−1.2% | Reduced |
| Traynor Capital Management, Inc. | 5,698 | $569.3K | 0.03% | −1,070−15.8% | Reduced |
| Beta Wealth Group, Inc. | 5,708 | $570.3K | 0.23% | −99−1.7% | Reduced |
| Mayflower Financial Advisors, LLC | 5,723 | $571.8K | 0.07% | −1,040−15.4% | Reduced |
| Icon Wealth Advisors, LLC | 5,726 | $572.1K | 0.04% | +11+0.2% | Added |
| Tributary Capital Management, LLC | 5,730 | $572.5K | 0.06% | +5,730 | New |
| Diligent Investors, LLC | 5,735 | $573.0K | 0.14% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,747 | $574.1K | 0.12% | −82−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 5,762 | $575.6K | 0.03% | −162−2.7% | Reduced |
| Delta Investment Management, LLC | 5,779 | $577.4K | 0.10% | +166+3.0% | Added |
| Quotient Wealth Partners, LLC | 5,790 | $578.4K | 0.02% | −491−7.8% | Reduced |
| 5T Wealth, LLC | 5,797 | $579.3K | 0.23% | −837−12.6% | Reduced |
| Clarius Group, LLC | 5,799 | $579.4K | 0.03% | −1,828−24.0% | Reduced |
| Intrepid Financial Planning Group LLC | 5,802 | $579.7K | 0.22% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 5,805 | $580.0K | 0.12% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 5,818 | $581.3K | 0.06% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 5,835 | $583.0K | 0.05% | +906+18.4% | Added |
| Leonteq Securities AG | 5,841 | $583.6K | 0.03% | +2,019+52.8% | Added |
| Sand Hill Global Advisors, LLC | 5,853 | $584.8K | 0.02% | +105+1.8% | Added |
| Mason & Associates Inc | 5,854 | $584.9K | 0.11% | −78−1.3% | Reduced |
| Voisard Asset Management Group, Inc. | 5,854 | $584.9K | 0.13% | +26+0.4% | Added |
| KMG Fiduciary Partners, LLC | 5,858 | $585.3K | 0.04% | +20.0% | Added |
| MQS Management LLC | 5,874 | $586.9K | 0.35% | +2,733+87.0% | Added |
| Gambit Capital Management, LLC | 5,886 | $588.1K | 0.42% | +5,886 | New |
| SS&H Financial Advisors, Inc. | 5,899 | $589.0K | 0.17% | 00.0% | Unchanged |
| Abel Hall, LLC | 5,903 | $589.8K | 0.14% | +5,903 | New |
| Noble Wealth Management PBC | 5,925 | $592.0K | 0.30% | −1,100−15.7% | Reduced |
| South State Corp. | 5,938 | $593.3K | 0.03% | +36+0.6% | Added |
| Relyea Zuckerberg Hanson LLC | 5,969 | $596.4K | 0.06% | −11−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 5,987 | $598.2K | 0.02% | +3+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,003 | $599.8K | 0.06% | −476−7.3% | Reduced |
| Main Street Financial Solutions, LLC | 6,039 | $603.3K | 0.05% | −2,817−31.8% | Reduced |
| Alpha Family Trust | 6,070 | $606.5K | 0.28% | 00.0% | Unchanged |
| Baader Bank INC | 6,075 | $606.6K | 0.05% | −21−0.3% | Reduced |
| Lecap Asset Management Ltd | 6,073 | $606.8K | 0.24% | −24,200−79.9% | Reduced |
| Severin Investments, LLC | 6,089 | $608.3K | 0.54% | +435+7.7% | Added |
| Quadrant Private Wealth Management, LLC | 6,090 | $608.4K | 0.10% | +765+14.4% | Added |
| Armstrong Henry H Associates Inc | 6,091 | $608.6K | 0.06% | 00.0% | Unchanged |
| RMR Wealth Builders | 6,107 | $610.1K | 0.05% | −12−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,162 | $615.6K | 0.05% | −1,466−19.2% | Reduced |
| Pointe Capital Management LLC | 6,168 | $616.2K | 0.31% | −716−10.4% | Reduced |
| Kesler, Norman & Wride, LLC | 6,179 | $617.4K | 0.11% | +6,179 | New |
| Ducere Wealth Management LLC | 6,190 | $618.4K | 0.24% | +6,190 | New |
| Fiduciary Alliance LLC | 6,205 | $619.9K | 0.04% | +75+1.2% | Added |
| Centurion Wealth Management LLC | 6,221 | $621.5K | 0.14% | −241−3.7% | Reduced |
| Ledyard National Bank | 6,228 | $622.2K | 0.05% | +812+15.0% | Added |
| Dutch Asset Corp | 6,250 | $624.0K | 0.48% | +6,250 | New |
| Arq Wealth Advisors, LLC | 6,260 | $625.4K | 0.17% | −1,525−19.6% | Reduced |
| Principle Wealth Partners LLC | 6,266 | $626.0K | 0.04% | +282+4.7% | Added |
| Palacios Wealth Management, LLC | 6,285 | $627.9K | 0.48% | −438−6.5% | Reduced |
| Sky Investment Group LLC | 6,285 | $627.9K | 0.10% | +1,215+24.0% | Added |
| Douglass Winthrop Advisors, LLC | 6,294 | $628.8K | 0.01% | +720+12.9% | Added |
| PCM Encore, LLC | 6,299 | $629.3K | 0.13% | +6,299 | New |
| Family Legacy, Inc. | 6,300 | $629.4K | 0.19% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 6,313 | $630.7K | 0.14% | +1,000+18.8% | Added |
| 71 West Capital Partners | 6,322 | $631.6K | 0.03% | +6,322 | New |
| Michael B. Yongue | 6,325 | $631.9K | 0.44% | −386−5.8% | Reduced |
| Basecamp Wealth Advisors LLC | 6,327 | $632.1K | 0.13% | +6,327 | New |
| Lazari Capital Management, Inc. | 6,332 | $632.7K | 0.21% | +21+0.3% | Added |
| Advisortrust Partners, LLC | 6,338 | $633.2K | 0.28% | +6,338 | New |
| Biltmore Family Office, LLC | 6,360 | $635.4K | 0.09% | +2,419+61.4% | Added |
| WSFS Capital Management, LLC | 6,373 | $636.7K | 0.03% | +910+16.7% | Added |
| Michael S. Ryan, Inc. | 6,380 | $637.4K | 0.37% | +12+0.2% | Added |
| First Long Island Investors, LLC | 6,403 | $639.7K | 0.05% | +4,132+181.9% | Added |
| AlphaCore Capital LLC | 6,429 | $642.3K | 0.01% | +1,624+33.8% | Added |
| SmartHarvest Portfolios, LLC | 6,444 | $643.8K | 0.22% | +6,444 | New |
| BSW Wealth Partners | 6,445 | $644.0K | 0.08% | +187+3.0% | Added |
| Client 1st Advisory Group, LLC | 6,452 | $644.6K | 0.20% | 00.0% | Unchanged |
| Volterra Technologies LP | 6,482 | $647.6K | 0.66% | +6,482 | New |
| Strategic Financial Services, Inc, | 6,199 | $651.4K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 6,521 | $651.5K | 0.02% | +1,386+27.0% | Added |
| Aspetuck Financial Management LLC | 6,557 | $655.1K | 0.44% | +5+0.1% | Added |
| Carson Advisory Inc. | 6,557 | $655.1K | 0.34% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 6,334 | $658.0K | 0.29% | −787−11.1% | Reduced |
| Navellier & Associates Inc | 6,600 | $659.4K | 0.07% | −4,155−38.6% | Reduced |
| FMB Wealth Management | 6,609 | $660.4K | 0.26% | +6,609 | New |
| Orser Capital Management, LLC | 6,621 | $661.5K | 0.40% | +71+1.1% | Added |
| Fiduciary Trust Co | 6,632 | $662.6K | 0.01% | +89+1.4% | Added |
| International Assets Investment Management, LLC | 6,656 | $665.0K | 0.05% | −519−7.2% | Reduced |
| PFG Advisors | 6,683 | $667.7K | 0.03% | −2,942−30.6% | Reduced |
| ISAM Funds (UK) Ltd | 6,698 | $669.2K | 0.24% | −1,543−18.7% | Reduced |