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 |
|---|---|---|---|---|---|
| Old Peak Finance LLC | 9,277 | $926.8K | 0.57% | +9,277 | New |
| Integral Investment Advisors, Inc. | 9,257 | $924.8K | 0.23% | +1,957+26.8% | Added |
| RiverFront Investment Group, LLC | 9,143 | $913.5K | 0.02% | +29+0.3% | Added |
| Torrey Growth & Income Advisors | 9,132 | $912.4K | 0.32% | −5,380−37.1% | Reduced |
| Cypress Capital Advisors, LLC | 9,125 | $911.7K | 0.49% | +3,246+55.2% | Added |
| One Capital Management, LLC | 9,115 | $910.7K | 0.03% | +90+1.0% | Added |
| Sax Wealth Advisors, LLC | 9,100 | $909.2K | 0.04% | −324−3.4% | Reduced |
| Keebeck Wealth Management, LLC | 9,099 | $909.1K | 0.10% | +332+3.8% | Added |
| Ark Wealth Advisors LLC | 9,081 | $907.3K | 0.98% | +9,081 | New |
| Two Sigma Securities, LLC | 9,064 | $905.6K | 0.12% | +9,064 | New |
| Sutton Place Investors LLC | 9,014 | $900.6K | 0.49% | +96+1.1% | Added |
| Kearns & Associates LLC | 9,000 | $899.2K | 0.46% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 8,647 | $898.6K | 0.11% | +1,766+25.7% | Added |
| Joel Isaacson & Co., LLC | 8,974 | $896.6K | 0.03% | +6+0.1% | Added |
| Canvas Wealth Advisors, LLC | 8,946 | $893.8K | 0.15% | −124−1.4% | Reduced |
| Avondale Wealth Management | 8,900 | $889.2K | 0.46% | +300+3.5% | Added |
| Manchester Financial Inc | 8,884 | $887.6K | 0.17% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 8,860 | $885.2K | 0.13% | +12+0.1% | Added |
| Apriem Advisors | 8,846 | $883.8K | 0.08% | +1,048+13.4% | Added |
| SeaCrest Wealth Management, LLC | 8,650 | $881.7K | 0.09% | −968−10.1% | Reduced |
| Virtue Capital Management, LLC | 8,659 | $879.5K | 0.14% | +973+12.7% | Added |
| Fukoku Mutual Life Insurance Co | 8,777 | $876.9K | 0.06% | +2,849+48.1% | Added |
| Cypress Wealth Services, LLC | 8,689 | $868.2K | 0.12% | +78+0.9% | Added |
| Wealthcare Advisory Partners LLC | 8,661 | $865.3K | 0.02% | +188+2.2% | Added |
| AlphaGrep UK Ltd | 8,660 | $865.2K | 0.29% | +8,660 | New |
| Modern Wealth Management, LLC | 8,646 | $863.9K | 0.02% | +1,835+26.9% | Added |
| N.E.W. Advisory Services LLC | 8,639 | $863.1K | 0.06% | +20.0% | Added |
| Quadcap Wealth Management, LLC | 8,622 | $861.4K | 0.10% | −57−0.7% | Reduced |
| Independence Wealth Advisors, LLC | 8,611 | $860.3K | 0.48% | +8,611 | New |
| Capital Investment Advisors, LLC | 8,604 | $859.6K | 0.01% | −121−1.4% | Reduced |
| Fidelis Capital Partners, LLC | 8,566 | $855.8K | 0.06% | +47+0.6% | Added |
| Parkside Financial Bank & Trust | 8,553 | $854.5K | 0.06% | +337+4.1% | Added |
| TCI Wealth Advisors, Inc. | 8,546 | $853.8K | 0.05% | −69−0.8% | Reduced |
| Bluedoor Private Wealth, LLC | 8,521 | $851.3K | 0.39% | +8,521 | New |
| SFMG, LLC | 8,501 | $849.4K | 0.06% | +1,973+30.2% | Added |
| HMV Wealth Advisors, LLC | 8,491 | $848.3K | 0.42% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 8,465 | $845.8K | 0.06% | +566+7.2% | Added |
| Freestone Capital Holdings, LLC | 8,449 | $844.2K | 0.03% | −223−2.6% | Reduced |
| Boston Trust Walden Corp | 8,420 | $841.2K | 0.01% | −250−2.9% | Reduced |
| Bridgefront Capital, LLC | 8,414 | $840.6K | 0.21% | −3,609−30.0% | Reduced |
| QVR LLC | 8,382 | $837.4K | 0.59% | +8,382 | New |
| Klingman & Associates, LLC | 8,292 | $828.5K | 0.04% | +93+1.1% | Added |
| Massmutual Trust Co FSB | 8,277 | $827.0K | 0.02% | +253+3.2% | Added |
| Ramirez Asset Management, Inc. | 8,268 | $826.1K | 0.11% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8,248 | $825.0K | 0.10% | −291−3.4% | Reduced |
| Net Worth Advisory Group | 8,181 | $817.3K | 0.17% | +8,181 | New |
| St Germain D J Co Inc | 8,132 | $812.5K | 0.03% | −491−5.7% | Reduced |
| Tred Avon Family Wealth, LLC | 8,115 | $810.7K | 0.26% | +254+3.2% | Added |
| Oregon Pacific Wealth Management, LLC | 8,105 | $809.8K | 0.84% | −252−3.0% | Reduced |
| Lyell Wealth Management, LP | 8,078 | $807.1K | 0.06% | +365+4.7% | Added |
| Mather Group, LLC. | 8,068 | $806.1K | 0.01% | +842+11.7% | Added |
| Mitchell Sinkler & Starr | 8,042 | $803.5K | 0.36% | 00.0% | Unchanged |
| Kennebec Savings Bank | 8,037 | $803.0K | 0.69% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,020 | $801.3K | 0.02% | −3,187−28.4% | Reduced |
| Verity Asset Management, Inc. | 7,998 | $799.1K | 0.34% | −6,752−45.8% | Reduced |
| Silver Oak Securities, Inc | 7,913 | $795.7K | 0.05% | +414+5.5% | Added |
| West Family Investments, Inc. | 7,939 | $793.2K | 0.19% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 7,906 | $789.9K | 0.07% | +7,906 | New |
| Accredited Investors Inc. | 7,882 | $787.5K | 0.04% | +450+6.1% | Added |
| Frec Markets, Inc. | 7,879 | $787.3K | 0.23% | +7,879 | New |
| Compass Advisory Group LLC | 7,875 | $786.8K | 0.21% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 7,860 | $785.3K | 0.23% | +3,207+68.9% | Added |
| Bragg Financial Advisors, Inc | 7,845 | $783.8K | 0.03% | −46−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,830 | $782.3K | 0.04% | +545+7.5% | Added |
| 44 Wealth Management LLC | 7,816 | $780.9K | 0.26% | +89+1.2% | Added |
| Kathmere Capital Management, LLC | 7,794 | $778.7K | 0.05% | +707+10.0% | Added |
| Perfromance Wealth Partners, LLC | 7,789 | $778.2K | 0.02% | +7,789 | New |
| LCNB Corp | 7,788 | $778.1K | 0.26% | +179+2.4% | Added |
| Boltwood Capital Management | 7,781 | $777.4K | 0.20% | −70−0.9% | Reduced |
| Weaver Capital Management LLC | 7,773 | $776.6K | 0.16% | −1,051−11.9% | Reduced |
| Harbour Investments, Inc. | 7,750 | $774.3K | 0.02% | +130+1.7% | Added |
| Western Wealth Management, LLC | 7,741 | $773.4K | 0.04% | +47+0.6% | Added |
| Viawealth, LLC | 7,740 | $773.3K | 0.43% | −640−7.6% | Reduced |
| One Wealth Advisors, LLC | 7,730 | $772.3K | 0.09% | +154+2.0% | Added |
| CVA Family Office, LLC | 7,729 | $772.2K | 0.09% | −46−0.6% | Reduced |
| Athena Investment Management | 7,708 | $770.1K | 0.39% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,706 | $769.9K | 0.02% | +997+14.9% | Added |
| NorthRock Partners, LLC | 7,701 | $769.4K | 0.01% | −7,039−47.8% | Reduced |
| Neville Rodie & Shaw Inc | 7,610 | $760.0K | 0.05% | +330+4.5% | Added |
| Founders Financial Securities LLC | 7,585 | $757.9K | 0.04% | −661−8.0% | Reduced |
| First Western Trust Bank | 7,584 | $757.7K | 0.04% | −197−2.5% | Reduced |
| Summit Global Investments | 7,552 | $755.0K | 0.04% | +7,552 | New |
| Old Port Advisors | 7,544 | $753.7K | 0.19% | +36+0.5% | Added |
| Trust Point Inc. | 7,530 | $752.3K | 0.06% | +124+1.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 7,522 | $751.5K | 0.06% | −277−3.6% | Reduced |
| Heartland Bank & Trust Co | 7,514 | $750.7K | 0.32% | +1,621+27.5% | Added |
| Citizens National Bank Trust Department | 7,510 | $750.3K | 0.13% | −275−3.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 7,427 | $743.0K | 0.00% | +7,427 | New |
| TownSquare Capital, LLC | 7,347 | $734.0K | 0.16% | −704−8.7% | Reduced |
| Athena Wealth Management, LLC | 7,345 | $733.8K | 0.71% | +7,345 | New |
| Essex LLC | 7,320 | $731.3K | 0.13% | +3,362+84.9% | Added |
| Inscription Capital, LLC | 7,305 | $729.8K | 0.07% | +154+2.2% | Added |
| J. Team Financial, Inc. | 7,294 | $728.7K | 0.73% | +1,784+32.4% | Added |
| Larry Mathis Financial Planning, LLC | 7,286 | $728.0K | 0.64% | +7,286 | New |
| Rehmann Capital Advisory Group | 7,283 | $727.7K | 0.04% | +163+2.3% | Added |
| Prosperity Wealth Management, Inc. | 7,275 | $726.8K | 0.24% | +616+9.3% | Added |
| Bahl & Gaynor Inc | 7,255 | $724.8K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 7,248 | $724.1K | 0.10% | +247+3.5% | Added |
| IHT Wealth Management, LLC | 7,231 | $722.6K | 0.02% | −257−3.4% | Reduced |
| MJP Associates Inc | 7,229 | $722.2K | 0.09% | +327+4.7% | Added |