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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 25,483 | $2.55M | 0.48% | +328+1.3% | Added |
| Convergence Investment Partners, LLC | 25,356 | $2.53M | 0.50% | +4,438+21.2% | Added |
| Regions Financial Corp | 25,221 | $2.52M | 0.02% | −842−3.2% | Reduced |
| Ancora Advisors, LLC | 25,215 | $2.52M | 0.05% | +1,031+4.3% | Added |
| Axxcess Wealth Management, LLC | 25,131 | $2.51M | 0.04% | +10,150+67.8% | Added |
| Texas Yale Capital Corp. | 25,115 | $2.51M | 0.08% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 25,077 | $2.51M | 0.90% | +2,463+10.9% | Added |
| Greenline Partners, LLC | 25,066 | $2.50M | 0.29% | +730+3.0% | Added |
| Frank, Rimerman Advisors LLC | 24,890 | $2.49M | 0.16% | +4,075+19.6% | Added |
| Investment Advisory Services Inc | 24,830 | $2.48M | 0.78% | −250−1.0% | Reduced |
| Aspen Investment Management Inc | 24,721 | $2.47M | 0.75% | +357+1.5% | Added |
| Qtron Investments LLC | 24,698 | $2.47M | 0.32% | −1,321−5.1% | Reduced |
| JFS Wealth Advisors, LLC | 24,626 | $2.46M | 0.14% | +107+0.4% | Added |
| Valley National Advisers Inc | 24,632 | $2.46M | 0.34% | −663−2.6% | Reduced |
| Nomura Holdings Inc | 24,386 | $2.44M | 0.01% | −59,116−70.8% | Reduced |
| Cannon Capital Management, Inc. | 24,316 | $2.43M | 2.14% | +24,316 | New |
| Ascent Wealth Partners, LLC | 24,248 | $2.42M | 0.28% | +41+0.2% | Added |
| Aspiriant, LLC | 24,245 | $2.42M | 0.07% | +432+1.8% | Added |
| SageView Advisory Group, LLC | 24,102 | $2.41M | 0.08% | −3,496−12.7% | Reduced |
| K.J. Harrison & Partners Inc | 23,943 | $2.39M | 0.32% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 23,886 | $2.39M | 0.53% | +853+3.7% | Added |
| Guggenheim Capital LLC | 23,755 | $2.37M | 0.02% | −3,034−11.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,619 | $2.36M | 0.11% | −11,781−33.3% | Reduced |
| Boston Private Wealth LLC | 23,576 | $2.36M | 0.14% | −1,773−7.0% | Reduced |
| Broderick Brian C | 23,374 | $2.34M | 0.44% | +10,104+76.1% | Added |
| Chesley Taft & Associates LLC | 23,320 | $2.33M | 0.09% | −289−1.2% | Reduced |
| Stephens Inc | 23,287 | $2.33M | 0.03% | −208−0.9% | Reduced |
| Mach-1 Financial Group, Inc. | 23,198 | $2.32M | 0.48% | +23,198 | New |
| Aviso Wealth Management | 23,160 | $2.31M | 0.97% | +2,510+12.2% | Added |
| Okabena Investment Services Inc | 23,115 | $2.31M | 0.44% | +15,109+188.7% | Added |
| Caxton Associates LLP | 23,108 | $2.31M | 0.05% | +19,085+474.4% | Added |
| IKE Capital, LLC | 22,974 | $2.30M | 2.00% | +22,974 | New |
| NBC Securities, Inc. | 22,967 | $2.29M | 0.17% | +11,857+106.7% | Added |
| Roberts Wealth Advisors, LLC | 22,961 | $2.29M | 0.60% | +105+0.5% | Added |
| RiverPark Advisors, LLC | 22,902 | $2.29M | 0.66% | −2,341−9.3% | Reduced |
| Skopos Labs, Inc. | 22,554 | $2.28M | 0.11% | +7,848+53.4% | Added |
| Brown Brothers Harriman & Co | 22,866 | $2.28M | 0.01% | +7,616+49.9% | Added |
| 1st Source Bank | 22,862 | $2.28M | 0.12% | −508−2.2% | Reduced |
| Tealwood Asset Management Inc | 22,857 | $2.28M | 1.02% | −517−2.2% | Reduced |
| Savant Capital, LLC | 22,826 | $2.28M | 0.01% | +455+2.0% | Added |
| LOM Asset Management Ltd | 22,771 | $2.28M | 0.66% | +850+3.9% | Added |
| Alpha Cubed Investments, LLC | 22,740 | $2.27M | 0.08% | −2,961−11.5% | Reduced |
| Weiss Asset Management LP | 22,662 | $2.26M | 0.03% | −507−2.2% | Reduced |
| Diversified Investment Strategies, LLC | 22,637 | $2.26M | 1.48% | −475−2.1% | Reduced |
| SPWM Advisors LLC | 22,605 | $2.26M | 2.16% | +22,605 | New |
| L2 Asset Management, LLC | 22,555 | $2.25M | 0.30% | +14,472+179.0% | Added |
| Wolff Wiese Magana LLC | 22,486 | $2.25M | 1.23% | +4,586+25.6% | Added |
| Cornercap Investment Counsel Inc | 22,287 | $2.23M | 1.10% | −304−1.3% | Reduced |
| Dark Forest Capital Management LP | 22,128 | $2.21M | 0.10% | +4,763+27.4% | Added |
| Lebenthal Global Advisors, LLC | 22,111 | $2.21M | 0.34% | +2,241+11.3% | Added |
| Dynamic Advisor Solutions LLC | 22,045 | $2.20M | 0.07% | −2,366−9.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 22,014 | $2.20M | 0.11% | −436−1.9% | Reduced |
| Rational Advisors LLC | 22,000 | $2.20M | 0.23% | +18,500+528.6% | Added |
| Pinnacle Associates Ltd | 21,859 | $2.18M | 0.03% | −1,527−6.5% | Reduced |
| Pettee Investors, Inc. | 21,807 | $2.18M | 1.22% | −350−1.6% | Reduced |
| Riverwater Partners LLC | 21,694 | $2.17M | 0.84% | −86−0.4% | Reduced |
| Essex Savings Bank | 21,681 | $2.17M | 0.47% | −21−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 21,541 | $2.15M | 0.03% | −293−1.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 21,536 | $2.15M | 0.14% | −86,065−80.0% | Reduced |
| Professional Financial Advisors, LLC | 21,512 | $2.15M | 0.44% | +14+0.1% | Added |
| Westover Capital Advisors, LLC | 21,429 | $2.14M | 0.39% | +6,367+42.3% | Added |
| Prime Capital Investment Advisors, LLC | 21,412 | $2.14M | 0.03% | −559−2.5% | Reduced |
| Csenge Advisory Group | 21,394 | $2.14M | 0.10% | +1,755+8.9% | Added |
| Elevated Private Wealth, LLC | 21,387 | $2.14M | 2.22% | +21,387 | New |
| GTS Securities LLC | 21,378 | $2.14M | 0.07% | +12,894+152.0% | Added |
| ING Groep NV | 21,368 | $2.13M | 0.01% | −126,609−85.6% | Reduced |
| Citizens & Northern Corp | 21,271 | $2.13M | 0.53% | −827−3.7% | Reduced |
| Sunbelt Securities, Inc. | 21,210 | $2.12M | 0.14% | +36+0.2% | Added |
| Smartleaf Asset Management LLC | 20,943 | $2.11M | 0.08% | +1,937+10.2% | Added |
| Journey Retirement Planning & Investment Management LLC | 20,928 | $2.09M | 0.43% | +20,928 | New |
| Forum Financial Management, LP | 20,797 | $2.08M | 0.03% | +77+0.4% | Added |
| Ninety One SA (PTY) Ltd | 20,756 | $2.07M | 0.09% | +12,557+153.2% | Added |
| Atomi Financial Group, Inc. | 20,651 | $2.06M | 0.06% | +2,161+11.7% | Added |
| City Holding Co | 20,571 | $2.06M | 0.25% | +581+2.9% | Added |
| Old National Bancorp | 20,488 | $2.05M | 0.03% | −1,299−6.0% | Reduced |
| Oak Thistle LLC | 20,474 | $2.05M | 0.28% | +5,149+33.6% | Added |
| Virtus Investment Advisers, Inc. | 20,324 | $2.03M | 0.55% | +1,610+8.6% | Added |
| Bridges Investment Management Inc | 20,316 | $2.03M | 0.03% | +138+0.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 20,269 | $2.03M | 0.56% | +3,645+21.9% | Added |
| Dempze Nancy E | 20,261 | $2.02M | 1.05% | +8,919+78.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 20,215 | $2.02M | 2.12% | −2,133−9.5% | Reduced |
| Moors & Cabot, Inc. | 20,221 | $2.02M | 0.09% | −187−0.9% | Reduced |
| Integrated Investment Consultants, LLC | 20,216 | $2.02M | 0.40% | +729+3.7% | Added |
| Elefante Mark B | 20,185 | $2.02M | 1.24% | +7,260+56.2% | Added |
| Keystone Financial Services | 20,162 | $2.01M | 0.61% | −207−1.0% | Reduced |
| Hills Bank & Trust Co | 20,156 | $2.01M | 0.12% | −1,111−5.2% | Reduced |
| Caldwell Trust Co | 20,078 | $2.01M | 0.18% | +72+0.4% | Added |
| Dynasty Wealth Management, LLC | 20,063 | $2.00M | 0.02% | +2,277+12.8% | Added |
| Whitener Capital Management, Inc. | 19,923 | $1.99M | 0.45% | +1,442+7.8% | Added |
| StoneX Group Inc. | 19,861 | $1.98M | 0.09% | +297+1.5% | Added |
| Westpac Banking Corp | 19,790 | $1.98M | 0.12% | −24,338−55.2% | Reduced |
| Letko, Brosseau & Associates Inc | 19,746 | $1.97M | 0.03% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 19,010 | $1.97M | 0.04% | −48−0.3% | Reduced |
| Boothbay Fund Management, LLC | 19,572 | $1.96M | 0.05% | +6,314+47.6% | Added |
| Moody National Bank Trust Division | 19,489 | $1.95M | 0.19% | −8,266−29.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19,344 | $1.93M | 0.48% | +225+1.2% | Added |
| Zullo Investment Group, Inc. | 19,328 | $1.93M | 0.71% | −51−0.3% | Reduced |
| JT Stratford LLC | 19,329 | $1.93M | 0.25% | +2,258+13.2% | Added |
| Pictet & Cie (Europe) SA | 19,207 | $1.92M | 0.04% | +1,123+6.2% | Added |
| Clifford Swan Investment Counsel LLC | 19,182 | $1.92M | 0.06% | 00.0% | Unchanged |