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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 11,672 | $1.17M | 0.10% | +8,430+260.0% | Added |
| Agf Management Ltd | 11,627 | $1.16M | 0.01% | +3,727+47.2% | Added |
| Dumont & Blake Investment Advisors LLC | 11,599 | $1.16M | 0.28% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,584 | $1.16M | 0.07% | −423−3.5% | Reduced |
| Novare Capital Management LLC | 11,535 | $1.15M | 0.09% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,494 | $1.15M | 0.02% | +480+4.4% | Added |
| Hodges Capital Management Inc. | 11,471 | $1.15M | 0.10% | −175−1.5% | Reduced |
| Aprio Wealth Management, LLC | 11,010 | $1.14M | 0.07% | +6,850+164.7% | Added |
| Palisade Asset Management, LLC | 11,249 | $1.12M | 0.11% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,241 | $1.12M | 0.15% | +2,165+23.9% | Added |
| Howard Capital Management Inc. | 11,239 | $1.12M | 0.01% | +36+0.3% | Added |
| Revisor Wealth Management LLC | 10,982 | $1.12M | 0.30% | +5,410+97.1% | Added |
| Equitable Trust Co | 11,206 | $1.12M | 0.05% | −1,000−8.2% | Reduced |
| Financial Consulate, Inc | 11,193 | $1.12M | 0.15% | +6+0.1% | Added |
| O'Rourke & Company, Inc | 11,193 | $1.12M | 0.43% | −91−0.8% | Reduced |
| Birmingham Capital Management Co Inc | 11,150 | $1.11M | 0.49% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 11,109 | $1.11M | 0.75% | +70+0.6% | Added |
| Thomasville National Bank | 11,102 | $1.11M | 0.07% | −176−1.6% | Reduced |
| SMART Wealth LLC | 11,096 | $1.11M | 0.34% | −989−8.2% | Reduced |
| Advisor OS, LLC | 11,067 | $1.11M | 0.09% | +702+6.8% | Added |
| Drucker Wealth 3.0, LLC | 11,065 | $1.11M | 0.19% | −2,305−17.2% | Reduced |
| Diversified Trust Co | 11,064 | $1.11M | 0.02% | −1,390−11.2% | Reduced |
| Oder Investment Management, LLC | 11,047 | $1.10M | 0.80% | −808−6.8% | Reduced |
| Institute for Wealth Management, LLC. | 11,031 | $1.10M | 0.12% | −189−1.7% | Reduced |
| Islay Capital Management, LLC | 11,029 | $1.10M | 0.65% | −316−2.8% | Reduced |
| United Community Bank | 11,025 | $1.10M | 0.42% | −20−0.2% | Reduced |
| Sage Rhino Capital LLC | 11,025 | $1.10M | 0.21% | −3,077−21.8% | Reduced |
| Davidson Kahn Capital Management, LLC | 11,017 | $1.10M | 0.57% | −20−0.2% | Reduced |
| Shira Ridge Wealth Management | 11,001 | $1.10M | 0.44% | +25+0.2% | Added |
| Astoria Portfolio Advisors LLC. | 11,831 | $1.10M | 0.25% | +4,186+54.8% | Added |
| Colton Groome Financial Advisors, LLC | 10,975 | $1.10M | 0.31% | +1,000+10.0% | Added |
| Johnson Financial Group, Inc. | 10,945 | $1.09M | 0.04% | −6,069−35.7% | Reduced |
| Total Wealth Planning & Management, Inc. | 10,929 | $1.09M | 0.87% | +10,929 | New |
| Tower Trust & Investment Co | 10,901 | $1.09M | 0.69% | +610+5.9% | Added |
| Stone Point Wealth LLC | 10,900 | $1.09M | 0.30% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 10,897 | $1.09M | 0.41% | −1,264−10.4% | Reduced |
| Van Diest Capital, LLC | 10,877 | $1.09M | 1.62% | +10,877 | New |
| Tranquility Partners, LLC | 10,846 | $1.08M | 0.39% | −4,561−29.6% | Reduced |
| Thor Investment Management Inc | 10,801 | $1.08M | 0.62% | +31+0.3% | Added |
| J.W. Cole Advisors, Inc. | 31,038 | $1.08M | 0.03% | +1,316+4.4% | Added |
| MidWestOne Financial Group, Inc. | 10,773 | $1.08M | 0.12% | −774−6.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 10,697 | $1.07M | 0.37% | +614+6.1% | Added |
| Northcape Wealth Management, LLC | 10,637 | $1.06M | 0.30% | 00.0% | Unchanged |
| Future Fund LLC | 10,627 | $1.06M | 0.37% | −1,449−12.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,220 | $1.06M | 0.01% | +140+1.4% | Added |
| Angeles Wealth Management, LLC | 10,609 | $1.06M | 0.06% | +1,833+20.9% | Added |
| HighVista Strategies LLC | 10,601 | $1.06M | 0.27% | −3,499−24.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,576 | $1.06M | 0.25% | +94+0.9% | Added |
| Figure 8 Investment Strategies LLC | 10,569 | $1.06M | 0.94% | +345+3.4% | Added |
| Invictus Private Wealth, LLC | 10,529 | $1.05M | 0.06% | 00.0% | Unchanged |
| Navalign, LLC | 10,522 | $1.05M | 0.26% | +308+3.0% | Added |
| Trust Co of Toledo NA | 10,467 | $1.05M | 0.10% | +937+9.8% | Added |
| Sovereign's Capital Management, LLC | 10,447 | $1.04M | 0.63% | −1,230−10.5% | Reduced |
| Moseley Investment Management Inc | 10,439 | $1.04M | 0.32% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,436 | $1.04M | 0.03% | +1,651+18.8% | Added |
| Change Path, LLC | 10,401 | $1.04M | 0.03% | +1,251+13.7% | Added |
| SJS Investment Consulting Inc. | 10,397 | $1.04M | 0.13% | −446−4.1% | Reduced |
| Burns Matteson Capital Management, LLC | 10,389 | $1.04M | 0.42% | −456−4.2% | Reduced |
| Circle Wealth Management, LLC | 10,339 | $1.03M | 0.02% | +160+1.6% | Added |
| Fulton Bank, N.A. | 10,291 | $1.03M | 0.04% | +1,719+20.1% | Added |
| Sage Mountain Advisors LLC | 10,243 | $1.02M | 0.05% | +782+8.3% | Added |
| Leavell Investment Management, Inc. | 10,224 | $1.02M | 0.04% | −1,950−16.0% | Reduced |
| Independence Bank of Kentucky | 10,185 | $1.02M | 0.13% | −454−4.3% | Reduced |
| Kanawha Capital Management LLC | 10,182 | $1.02M | 0.07% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 10,151 | $1.01M | 0.13% | +4,240+71.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,149 | $1.01M | 0.03% | −790−7.2% | Reduced |
| Silvercrest Asset Management Group LLC | 10,140 | $1.01M | 0.01% | +49+0.5% | Added |
| Advisor Resource Council | 9,610 | $1.01M | 0.36% | +9,610 | New |
| Erste Asset Management GmbH | 9,874 | $1.00M | 0.01% | +345+3.6% | Added |
| Variant Private Wealth, LLC | 10,011 | $1.00M | 1.04% | −74−0.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,000 | $999.1K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $999.1K | 0.24% | 00.0% | Unchanged |
| Ironwood Financial, llc | 9,803 | $998.9K | 0.17% | +10.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,994 | $998.5K | 0.07% | +216+2.2% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 9,941 | $993.2K | 0.18% | +406+4.3% | Added |
| Belpointe Asset Management LLC | 9,939 | $993.0K | 0.04% | +1,433+16.8% | Added |
| Empirical Asset Management, LLC | 28,896 | $989.5K | 0.28% | +2,218+8.3% | Added |
| PDS Planning, Inc | 9,862 | $985.3K | 0.07% | −358−3.5% | Reduced |
| First American Trust, FSB | 9,834 | $982.4K | 0.07% | +9,834 | New |
| Balboa Wealth Partners | 9,831 | $982.2K | 0.16% | −31−0.3% | Reduced |
| Nilsine Partners, LLC | 9,779 | $977.0K | 0.08% | +310+3.3% | Added |
| Legacy Capital Group California, Inc. | 9,777 | $976.8K | 0.24% | +257+2.7% | Added |
| First Bank & Trust | 9,774 | $976.5K | 0.16% | +7,044+258.0% | Added |
| OpenArc Corporate Advisory, LLC | 9,772 | $976.3K | 0.02% | +9,772 | New |
| Canandaigua National Trust Co of Florida | 9,769 | $976.0K | 0.61% | +23+0.2% | Added |
| Fullerton Fund Management Co Ltd. | 9,701 | $969.2K | 0.04% | +9,701 | New |
| Vigilare Wealth Management | 9,699 | $969.0K | 0.33% | −1,426−12.8% | Reduced |
| Hillsdale Investment Management Inc. | 9,680 | $967.1K | 0.03% | 00.0% | Unchanged |
| Diversified Management Inc | 9,537 | $952.8K | 0.22% | +9,537 | New |
| Kestra Private Wealth Services, LLC | 9,511 | $950.3K | 0.01% | −10−0.1% | Reduced |
| Avise Financial Cooperative, Inc. | 9,506 | $949.7K | 0.86% | +9,506 | New |
| Forbes J M & Co LLP | 9,502 | $949.3K | 0.08% | −1,800−15.9% | Reduced |
| Triglav Skladi, D.O.O. | 9,500 | $949.1K | 0.06% | −5,500−36.7% | Reduced |
| Crumly & Associates Inc. | 9,491 | $948.2K | 0.20% | +189+2.0% | Added |
| Miller Global Investments, LLC | 9,474 | $946.5K | 0.86% | +9,474 | New |
| Hedges Asset Management LLC | 9,400 | $939.2K | 0.66% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 9,395 | $938.7K | 0.13% | +145+1.6% | Added |
| Kirtland Hills Capital Management, LLC | 9,368 | $936.0K | 0.33% | −24−0.3% | Reduced |
| Herold Advisors, Inc. | 9,348 | $934.0K | 0.21% | −7−0.1% | Reduced |
| Novem Group | 9,327 | $931.8K | 0.11% | −576−5.8% | Reduced |