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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 19,129 | $1.91M | 0.06% | +9,836+105.8% | Added |
| Lummis Asset Management, LP | 19,038 | $1.90M | 1.17% | −508−2.6% | Reduced |
| WealthPlan Investment Management, LLC | 19,033 | $1.90M | 0.12% | +13,669+254.8% | Added |
| Guardian Asset Advisors, LLC | 18,838 | $1.88M | 0.98% | +581+3.2% | Added |
| Jeppson Wealth Management, LLC | 18,818 | $1.88M | 0.60% | −100−0.5% | Reduced |
| Raiffeisen Bank International AG | 18,601 | $1.87M | 0.02% | −1,216−6.1% | Reduced |
| FORA Capital, LLC | 11,904 | $1.87M | 0.23% | +11,904 | New |
| Golden State Equity Partners | 18,667 | $1.87M | 0.30% | +4,797+34.6% | Added |
| RBF Capital, LLC | 18,500 | $1.85M | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 18,070 | $1.84M | 0.06% | +474+2.7% | Added |
| Providence Wealth Advisors, LLC | 17,558 | $1.83M | 1.14% | +132+0.8% | Added |
| TLWM | 18,241 | $1.82M | 0.33% | −522−2.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,188 | $1.82M | 0.06% | −2,386−11.6% | Reduced |
| Bank of Hawaii | 18,166 | $1.81M | 0.09% | 00.0% | Unchanged |
| Arjuna Capital | 18,162 | $1.81M | 0.44% | +142+0.8% | Added |
| HBW Advisory Services LLC | 18,081 | $1.81M | 0.20% | +1,292+7.7% | Added |
| Banque Cantonale Vaudoise | 18,047 | $1.80M | 0.06% | −2,506−12.2% | Reduced |
| Cidel Asset Management Inc | 18,028 | $1.80M | 0.13% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 18,000 | $1.80M | 0.44% | −17,000−48.6% | Reduced |
| First Citizens Bank & Trust Co | 17,955 | $1.79M | 0.04% | +769+4.5% | Added |
| Wedbush Securities Inc | 17,892 | $1.79M | 0.05% | +1,626+10.0% | Added |
| National Asset Management, Inc. | 17,855 | $1.78M | 0.08% | −945−5.0% | Reduced |
| Cookson Peirce & Co Inc | 17,795 | $1.78M | 0.07% | +2,471+16.1% | Added |
| CenterBook Partners LP | 17,749 | $1.77M | 0.09% | −41,646−70.1% | Reduced |
| Advisory Services Network, LLC | 17,679 | $1.77M | 0.02% | −8,483−32.4% | Reduced |
| MBM Wealth Consultants, LLC | 17,651 | $1.76M | 0.42% | +137+0.8% | Added |
| Shepherd Street Advisors LLC | 17,623 | $1.76M | 1.69% | +17,623 | New |
| Howard Financial Services, Ltd. | 17,434 | $1.74M | 0.20% | +1,389+8.7% | Added |
| Profund Advisors LLC | 17,376 | $1.74M | 0.05% | −5,158−22.9% | Reduced |
| HM Payson & Co | 17,342 | $1.73M | 0.02% | +106+0.6% | Added |
| Wealth Alliance | 17,312 | $1.73M | 0.17% | +900+5.5% | Added |
| Sagespring Wealth Partners, LLC | 17,264 | $1.72M | 0.03% | +1,381+8.7% | Added |
| Keating Financial Advisory Services, Inc. | 17,214 | $1.72M | 0.23% | +17,214 | New |
| Perpetual Ltd | 17,206 | $1.72M | 0.02% | +1,725+11.1% | Added |
| Embree Financial Group | 17,134 | $1.71M | 0.21% | +455+2.7% | Added |
| Daytona Street Capital LLC | 16,860 | $1.68M | 1.38% | +16,860 | New |
| Advyzon Investment Management, LLC | 16,849 | $1.68M | 0.20% | +8,068+91.9% | Added |
| RMR Capital Management, LLC | 16,845 | $1.68M | 1.21% | −40−0.2% | Reduced |
| Trust Asset Management LLC | 16,781 | $1.68M | 0.11% | −463−2.7% | Reduced |
| Cooper Financial Group | 16,766 | $1.68M | 0.18% | +466+2.9% | Added |
| Focus Financial Network, Inc. | 16,762 | $1.67M | 0.06% | −2,087−11.1% | Reduced |
| Perryman Financial Advisory Inc | 16,751 | $1.67M | 0.25% | +16,751 | New |
| Mainstream Capital Management LLC | 16,618 | $1.66M | 1.09% | −387−2.3% | Reduced |
| Whelan Financial | 16,607 | $1.66M | 0.52% | +2,600+18.6% | Added |
| First Commonwealth Financial Corp | 16,606 | $1.66M | 0.27% | +781+4.9% | Added |
| Ballast Rock Private Wealth LLC | 16,600 | $1.66M | 1.04% | +16,600 | New |
| Itau Unibanco Holding S.A. | 16,564 | $1.65M | 0.04% | +16,564 | New |
| United Bank | 16,509 | $1.65M | 0.56% | +26+0.2% | Added |
| Meriwether Wealth & Planning, LLC | 16,506 | $1.65M | 0.93% | −743−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 16,492 | $1.65M | 0.06% | −385−2.3% | Reduced |
| Cigna Investments Inc | 16,482 | $1.65M | 0.24% | −254−1.5% | Reduced |
| Retirement Planning Group | 16,395 | $1.64M | 0.05% | −284−1.7% | Reduced |
| Elmwood Wealth Management, Inc. | 16,364 | $1.63M | 0.52% | 00.0% | Unchanged |
| NBT Bank N A | 15,664 | $1.63M | 0.11% | +190+1.2% | Added |
| Next Capital Management LLC | 16,323 | $1.63M | 0.52% | −10,517−39.2% | Reduced |
| Stratos Wealth Advisors, LLC | 16,242 | $1.62M | 0.08% | −2,282−12.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,203 | $1.62M | 0.04% | −631−3.7% | Reduced |
| Centiva Capital, LP | 16,203 | $1.62M | 0.10% | −19,892−55.1% | Reduced |
| Aptus Capital Advisors, LLC | 16,187 | $1.62M | 0.01% | +1,265+8.5% | Added |
| Montecito Bank & Trust | 16,177 | $1.62M | 0.26% | −16−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 16,043 | $1.60M | 0.02% | −8,472−34.6% | Reduced |
| Central Trust Co | 15,931 | $1.59M | 0.03% | +605+3.9% | Added |
| Canopy Partners, LLC | 15,839 | $1.58M | 0.52% | −10−0.1% | Reduced |
| FineMark National Bank & Trust | 15,815 | $1.58M | 0.05% | −806−4.8% | Reduced |
| Toth Financial Advisory Corp | 15,777 | $1.58M | 0.17% | +1,234+8.5% | Added |
| Portfolio Design Labs, LLC | 15,689 | $1.57M | 0.26% | +545+3.6% | Added |
| S-Bank Fund Management Ltd | 15,650 | $1.56M | 0.20% | −408−2.5% | Reduced |
| Tranquilli Financial Advisor LLC | 15,616 | $1.56M | 0.91% | +163+1.1% | Added |
| Clear Harbor Asset Management, LLC | 15,611 | $1.56M | 0.11% | +90+0.6% | Added |
| J. L. Bainbridge & Co., Inc. | 15,601 | $1.56M | 0.13% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 15,547 | $1.55M | 0.26% | −407−2.6% | Reduced |
| Everest Financial Group LLC | 15,509 | $1.55M | 0.35% | +15,509 | New |
| Capricorn Fund Managers Ltd | 15,506 | $1.55M | 0.37% | +1,889+13.9% | Added |
| Buckingham Strategic Partners | 15,504 | $1.55M | 0.02% | +179+1.2% | Added |
| Chicago Capital, LLC | 15,504 | $1.55M | 0.04% | +75+0.5% | Added |
| Fusion Capital, LLC | 15,479 | $1.55M | 0.43% | +543+3.6% | Added |
| Blalock Williams, LLC | 15,419 | $1.54M | 1.23% | +1,862+13.7% | Added |
| FLC Capital Advisors | 15,405 | $1.54M | 0.28% | +2,289+17.5% | Added |
| Safe Harbor Fiduciary, LLC | 15,357 | $1.53M | 1.36% | +15,357 | New |
| Insigneo Advisory Services, LLC | 15,327 | $1.53M | 0.11% | +606+4.1% | Added |
| Dynamic Technology Lab Private Ltd | 15,320 | $1.53M | 0.35% | +2,985+24.2% | Added |
| Wilson & Boucher Capital Management, LLC | 15,250 | $1.52M | 1.00% | −170−1.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 15,250 | $1.52M | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 15,148 | $1.51M | 0.21% | −2,860−15.9% | Reduced |
| Rothschild Investment LLC | 15,106 | $1.51M | 0.08% | −84−0.6% | Reduced |
| Postrock Partners LLC | 15,078 | $1.51M | 0.65% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 14,589 | $1.50M | 0.13% | +14,589 | New |
| Wellington Management Group LLP | 14,990 | $1.50M | 0.00% | −8,051,901−99.8% | Reduced |
| Ameritas Investment Partners, Inc. | 14,950 | $1.49M | 0.05% | −603−3.9% | Reduced |
| Integrity Alliance, LLC. | 14,941 | $1.49M | 0.05% | +9,949+199.3% | Added |
| Pure Financial Advisors, Inc. | 14,934 | $1.49M | 0.02% | +4,949+49.6% | Added |
| Neumann Capital Management, LLC | 14,922 | $1.49M | 0.43% | −110−0.7% | Reduced |
| Paragon Private Wealth Management, LLC | 14,843 | $1.48M | 0.46% | +2,717+22.4% | Added |
| Kelly Lawrence W & Associates Inc | 14,807 | $1.48M | 0.36% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 14,790 | $1.48M | 0.02% | +7,620+106.3% | Added |
| Frisch Financial Group, Inc. | 14,746 | $1.47M | 0.33% | +27+0.2% | Added |
| Davis R M Inc | 14,707 | $1.47M | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 14,676 | $1.47M | 0.13% | −129−0.9% | Reduced |
| Greystone Financial Group, LLC | 14,653 | $1.46M | 0.23% | +282+2.0% | Added |
| Riverpark Capital Management LLC | 14,577 | $1.46M | 2.82% | −1,288−8.1% | Reduced |