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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 14,559 | $1.45M | 0.39% | +114+0.8% | Added |
| Sheets Smith Wealth Management | 14,413 | $1.44M | 0.16% | −912−6.0% | Reduced |
| Highland Capital Management, LLC | 14,412 | $1.44M | 0.07% | −2,335−13.9% | Reduced |
| Stance Capital LLC | 14,404 | $1.44M | 0.53% | +39+0.3% | Added |
| Uncommon Cents Investing LLC | 14,400 | $1.44M | 0.35% | 00.0% | Unchanged |
| Fruth Investment Management | 14,315 | $1.43M | 0.39% | −141−1.0% | Reduced |
| Garner Asset Management Corp | 14,304 | $1.43M | 0.55% | +841+6.2% | Added |
| Insight 2811, Inc. | 14,280 | $1.43M | 0.63% | +14,280 | New |
| VELA Investment Management, LLC | 14,273 | $1.43M | 0.39% | −512−3.5% | Reduced |
| VisionPoint Advisory Group, LLC | 14,243 | $1.42M | 0.28% | +131+0.9% | Added |
| Lee Danner & Bass Inc | 14,219 | $1.42M | 0.10% | +6,800+91.7% | Added |
| Indivisible Partners | 14,212 | $1.42M | 0.15% | +14,212 | New |
| Fideuram Asset Management (Ireland) dac | 17,813 | $1.42M | 0.11% | +17,813 | New |
| Blue Jean Financial LLC | 14,166 | $1.42M | 1.15% | +14,166 | New |
| Portside Wealth Group, LLC | 14,110 | $1.41M | 0.19% | +784+5.9% | Added |
| Directional Asset Management | 14,103 | $1.41M | 1.24% | +14,103 | New |
| Pallas Capital Advisors LLC | 13,993 | $1.40M | 0.05% | −1,584−10.2% | Reduced |
| Atlantic Trust, LLC | 13,969 | $1.40M | 0.22% | +12,547+882.3% | Added |
| Sowell Financial Services LLC | 13,949 | $1.39M | 0.05% | +7,410+113.3% | Added |
| Parrish Capital LLC | 13,892 | $1.39M | 1.26% | +13,892 | New |
| Financial Enhancement Group LLC | 13,609 | $1.39M | 0.18% | +13,609 | New |
| South Dakota Investment Council | 13,856 | $1.38M | 0.03% | −1,200−8.0% | Reduced |
| Continuum Advisory, LLC | 13,772 | $1.38M | 0.14% | −1,143−7.7% | Reduced |
| HCR Wealth Advisors | 13,762 | $1.38M | 0.14% | +222+1.6% | Added |
| Capital Planning Advisors, LLC | 13,736 | $1.37M | 0.18% | +2,081+17.9% | Added |
| SG Trading Solutions, LLC | 13,705 | $1.37M | 0.32% | +13,705 | New |
| Ausdal Financial Partners, Inc. | 13,702 | $1.37M | 0.06% | +590+4.5% | Added |
| Larson Financial Group LLC | 13,647 | $1.36M | 0.05% | +1,399+11.4% | Added |
| Leisure Capital Management | 13,589 | $1.36M | 0.45% | −41−0.3% | Reduced |
| Destination Wealth Management | 13,552 | $1.35M | 0.04% | −8−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 13,550 | $1.35M | 0.31% | −900−6.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,517 | $1.35M | 0.06% | −3,601−21.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 13,476 | $1.35M | 0.84% | +70+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,460 | $1.34M | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 13,412 | $1.34M | 0.02% | −1,516−10.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 13,400 | $1.34M | 0.31% | +7,800+139.3% | Added |
| Catalyst Financial Partners LLC | 13,388 | $1.34M | 0.15% | −117−0.9% | Reduced |
| Panoramic Investment Advisors, LLC | 13,333 | $1.33M | 0.72% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 13,272 | $1.33M | 0.52% | +4,304+48.0% | Added |
| Triad Wealth Partners, LLC | 13,227 | $1.32M | 0.13% | +13,227 | New |
| Northwest & Ethical Investments L.P. | 13,101 | $1.32M | 0.03% | −5,419−29.3% | Reduced |
| Axq Capital, LP | 13,163 | $1.32M | 0.30% | +6,411+94.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 13,144 | $1.31M | 0.17% | +13,144 | New |
| Fox Run Management, L.L.C. | 13,127 | $1.31M | 0.20% | +9,206+234.8% | Added |
| Hardy Reed LLC | 13,090 | $1.31M | 0.09% | −284−2.1% | Reduced |
| Vicus Capital | 13,085 | $1.31M | 0.10% | +7,130+119.7% | Added |
| Franklin Street Advisors Inc | 13,067 | $1.31M | 0.07% | +57+0.4% | Added |
| Koshinski Asset Management, Inc. | 13,031 | $1.30M | 0.08% | −584−4.3% | Reduced |
| Sumitomo Life Insurance Co | 13,005 | $1.30M | 0.04% | +157+1.2% | Added |
| Uhlmann Price Securities, LLC | 12,990 | $1.30M | 0.77% | +23+0.2% | Added |
| Avestar Capital, LLC | 12,984 | $1.30M | 0.09% | +493+3.9% | Added |
| Boyd Watterson Asset Management LLC | 12,970 | $1.30M | 0.37% | +347+2.7% | Added |
| Checchi Capital Advisers, LLC | 12,953 | $1.29M | 0.09% | −47−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 12,905 | $1.29M | 0.01% | −459−3.4% | Reduced |
| American Money Management, LLC | 12,904 | $1.29M | 0.20% | +2,855+28.4% | Added |
| Catalytic Wealth RIA, LLC | 12,878 | $1.29M | 0.05% | −16,167−55.7% | Reduced |
| Essex Financial Services, Inc. | 12,833 | $1.28M | 0.07% | +105+0.8% | Added |
| Advisors Asset Management, Inc. | 12,813 | $1.28M | 0.02% | +2,793+27.9% | Added |
| Granite Investment Partners, LLC | 12,810 | $1.28M | 0.08% | +19+0.1% | Added |
| Integrated Quantitative Investments LLC | 12,800 | $1.28M | 0.27% | +3,430+36.6% | Added |
| Costello Asset Management, INC | 12,743 | $1.27M | 0.42% | +20.0% | Added |
| Hamel Associates, Inc. | 12,730 | $1.27M | 0.38% | −320−2.5% | Reduced |
| BIP Wealth, LLC | 12,700 | $1.27M | 0.04% | +95+0.8% | Added |
| Knollwood Investment Advisory, LLC | 12,698 | $1.27M | 0.12% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 12,658 | $1.26M | 0.20% | −1,771−12.3% | Reduced |
| West Financial Advisors, LLC | 12,600 | $1.26M | 0.21% | 00.0% | Unchanged |
| Syon Capital LLC | 12,600 | $1.26M | 0.06% | +2,820+28.8% | Added |
| Fundamentun, LLC | 12,527 | $1.25M | 0.05% | +709+6.0% | Added |
| Camden Capital, LLC | 12,518 | $1.25M | 0.08% | +415+3.4% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 12,500 | $1.25M | 0.02% | −2,500−16.7% | Reduced |
| Proffitt & Goodson Inc | 12,454 | $1.24M | 0.17% | −270−2.1% | Reduced |
| Xxi Wealth, LLC | 12,404 | $1.24M | 0.75% | +12,404 | New |
| Nautilus Advisors LLC | 12,366 | $1.24M | 0.81% | −65−0.5% | Reduced |
| H&H Retirement Design & Management INC | 11,742 | $1.23M | 0.63% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 12,349 | $1.23M | 0.19% | +112+0.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 12,340 | $1.23M | 0.22% | +215+1.8% | Added |
| Bank of Stockton | 12,328 | $1.23M | 0.35% | +1,305+11.8% | Added |
| MCF Advisors LLC | 12,320 | $1.23M | 0.07% | +5,537+81.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 12,240 | $1.22M | 0.53% | −25−0.2% | Reduced |
| Brookwood Investment Group LLC | 12,236 | $1.22M | 0.15% | +8,054+192.6% | Added |
| Everhart Financial Group, Inc. | 12,212 | $1.22M | 0.11% | +525+4.5% | Added |
| Investor's Fiduciary Advisor Network, LLC | 12,211 | $1.22M | 0.26% | +737+6.4% | Added |
| Cullen/Frost Bankers, Inc. | 12,102 | $1.21M | 0.01% | +359+3.1% | Added |
| Mystic Asset Management, Inc. | 12,072 | $1.21M | 0.27% | +521+4.5% | Added |
| Legacy Wealth Asset Management, LLC | 12,065 | $1.21M | 0.30% | +222+1.9% | Added |
| Peak Planning Group, LLC | 12,047 | $1.20M | 0.34% | +12,047 | New |
| Smith, Moore & Co. | 12,013 | $1.20M | 0.09% | −2,131−15.1% | Reduced |
| Personal Cfo Solutions, LLC | 12,007 | $1.20M | 0.19% | +716+6.3% | Added |
| Robertson Stephens Wealth Management, LLC | 12,000 | $1.20M | 0.03% | +212+1.8% | Added |
| Evoke Wealth, LLC | 11,959 | $1.19M | 0.02% | +662+5.9% | Added |
| Summit Asset Management, LLC | 11,902 | $1.19M | 0.17% | −100−0.8% | Reduced |
| Cullinan Associates Inc | 11,900 | $1.19M | 0.08% | 00.0% | Unchanged |
| Havemeyer Place LP | 11,882 | $1.19M | 0.23% | +11,882 | New |
| Harvest Fund Management Co., Ltd | 11,868 | $1.19M | 0.04% | +1,474+14.2% | Added |
| Thompson David Blair | 11,869 | $1.19M | 0.68% | +11,869 | New |
| RFG Advisory, LLC | 11,853 | $1.18M | 0.02% | −1,454−10.9% | Reduced |
| Zions Bancorporation, National Association | 11,831 | $1.18M | 0.05% | +6,179+109.3% | Added |
| Gladstone Institutional Advisory LLC | 11,830 | $1.18M | 0.04% | +1,136+10.6% | Added |
| Lodestone Wealth Management LLC | 11,791 | $1.18M | 0.48% | +34+0.3% | Added |
| Capital Advantage, Inc. | 11,721 | $1.17M | 0.16% | +953+8.9% | Added |