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 |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 7,210 | $720.0K | 0.21% | −128−1.7% | Reduced |
| Stokes Family Office, LLC | 7,193 | $718.7K | 0.07% | +225+3.2% | Added |
| Heritage Wealth Management, Inc. | 7,179 | $717.3K | 0.20% | −229−3.1% | Reduced |
| Keel Point, LLC | 7,126 | $712.0K | 0.04% | −1,711−19.4% | Reduced |
| Sunpointe, LLC | 7,108 | $710.2K | 0.24% | +573+8.8% | Added |
| Arwa LLC | 7,081 | $707.4K | 0.41% | +7,081 | New |
| Unified Investment Management | 7,052 | $704.5K | 0.71% | −106−1.5% | Reduced |
| Bridgewater Advisors Inc. | 6,915 | $703.9K | 0.05% | +56+0.8% | Added |
| Burling Wealth Partners, LLC | 7,039 | $703.3K | 0.11% | −300−4.1% | Reduced |
| Naviter Wealth, LLC | 7,011 | $700.5K | 0.09% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 6,979 | $697.3K | 0.04% | −1,869−21.1% | Reduced |
| Platform Technology Partners | 6,976 | $697.0K | 0.15% | +129+1.9% | Added |
| Cozad Asset Management Inc | 6,926 | $692.0K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,924 | $691.8K | 0.03% | −142−2.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 6,897 | $689.1K | 0.04% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 7,218 | $689.0K | 0.20% | +698+10.7% | Added |
| Capital Performance Advisors LLP | 6,866 | $686.0K | 0.05% | +3,492+103.5% | Added |
| Intrust Bank NA | 6,857 | $685.1K | 0.06% | −58−0.8% | Reduced |
| Secured Retirement Advisors, LLC | 6,849 | $684.3K | 0.38% | +91+1.3% | Added |
| Arcataur Capital Management LLC | 6,828 | $682.2K | 0.20% | +70+1.0% | Added |
| Coign Capital Advisors LLC | 6,820 | $681.4K | 0.36% | +239+3.6% | Added |
| Garrison Point Advisors, LLC | 6,815 | $680.9K | 0.30% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 6,803 | $679.7K | 0.39% | +62+0.9% | Added |
| Alta Advisers Ltd | 6,770 | $676.4K | 0.25% | −1,900−21.9% | Reduced |
| Jericho Financial, LLP | 6,758 | $675.2K | 0.41% | −1,403−17.2% | Reduced |
| Auxier Asset Management | 6,750 | $674.4K | 0.09% | −100−1.5% | Reduced |
| Optas, LLC | 6,717 | $671.1K | 0.10% | +989+17.3% | Added |
| TAGStone Capital, Inc. | 6,710 | $670.4K | 0.25% | +13+0.2% | Added |
| Cassaday & Co Wealth Management LLC | 6,703 | $669.7K | 0.01% | +116+1.8% | Added |
| ISAM Funds (UK) Ltd | 6,698 | $669.2K | 0.24% | −1,543−18.7% | Reduced |
| PFG Advisors | 6,683 | $667.7K | 0.03% | −2,942−30.6% | Reduced |
| International Assets Investment Management, LLC | 6,656 | $665.0K | 0.05% | −519−7.2% | Reduced |
| Fiduciary Trust Co | 6,632 | $662.6K | 0.01% | +89+1.4% | Added |
| Orser Capital Management, LLC | 6,621 | $661.5K | 0.40% | +71+1.1% | Added |
| FMB Wealth Management | 6,609 | $660.4K | 0.26% | +6,609 | New |
| Navellier & Associates Inc | 6,600 | $659.4K | 0.07% | −4,155−38.6% | Reduced |
| CMG Global Holdings, LLC | 6,334 | $658.0K | 0.29% | −787−11.1% | Reduced |
| Carson Advisory Inc. | 6,557 | $655.1K | 0.34% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 6,557 | $655.1K | 0.44% | +5+0.1% | Added |
| Meridian Wealth Management, LLC | 6,521 | $651.5K | 0.02% | +1,386+27.0% | Added |
| Strategic Financial Services, Inc, | 6,199 | $651.4K | 0.03% | 00.0% | Unchanged |
| Volterra Technologies LP | 6,482 | $647.6K | 0.66% | +6,482 | New |
| Client 1st Advisory Group, LLC | 6,452 | $644.6K | 0.20% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,445 | $644.0K | 0.08% | +187+3.0% | Added |
| SmartHarvest Portfolios, LLC | 6,444 | $643.8K | 0.22% | +6,444 | New |
| AlphaCore Capital LLC | 6,429 | $642.3K | 0.01% | +1,624+33.8% | Added |
| First Long Island Investors, LLC | 6,403 | $639.7K | 0.05% | +4,132+181.9% | Added |
| Michael S. Ryan, Inc. | 6,380 | $637.4K | 0.37% | +12+0.2% | Added |
| WSFS Capital Management, LLC | 6,373 | $636.7K | 0.03% | +910+16.7% | Added |
| Biltmore Family Office, LLC | 6,360 | $635.4K | 0.09% | +2,419+61.4% | Added |
| Advisortrust Partners, LLC | 6,338 | $633.2K | 0.28% | +6,338 | New |
| Lazari Capital Management, Inc. | 6,332 | $632.7K | 0.21% | +21+0.3% | Added |
| Basecamp Wealth Advisors LLC | 6,327 | $632.1K | 0.13% | +6,327 | New |
| Michael B. Yongue | 6,325 | $631.9K | 0.44% | −386−5.8% | Reduced |
| 71 West Capital Partners | 6,322 | $631.6K | 0.03% | +6,322 | New |
| Wall Street Access Asset Management, LLC | 6,313 | $630.7K | 0.14% | +1,000+18.8% | Added |
| Family Legacy, Inc. | 6,300 | $629.4K | 0.19% | 00.0% | Unchanged |
| PCM Encore, LLC | 6,299 | $629.3K | 0.13% | +6,299 | New |
| Douglass Winthrop Advisors, LLC | 6,294 | $628.8K | 0.01% | +720+12.9% | Added |
| Palacios Wealth Management, LLC | 6,285 | $627.9K | 0.48% | −438−6.5% | Reduced |
| Sky Investment Group LLC | 6,285 | $627.9K | 0.10% | +1,215+24.0% | Added |
| Principle Wealth Partners LLC | 6,266 | $626.0K | 0.04% | +282+4.7% | Added |
| Arq Wealth Advisors, LLC | 6,260 | $625.4K | 0.17% | −1,525−19.6% | Reduced |
| Dutch Asset Corp | 6,250 | $624.0K | 0.48% | +6,250 | New |
| Ledyard National Bank | 6,228 | $622.2K | 0.05% | +812+15.0% | Added |
| Centurion Wealth Management LLC | 6,221 | $621.5K | 0.14% | −241−3.7% | Reduced |
| Fiduciary Alliance LLC | 6,205 | $619.9K | 0.04% | +75+1.2% | Added |
| Ducere Wealth Management LLC | 6,190 | $618.4K | 0.24% | +6,190 | New |
| Kesler, Norman & Wride, LLC | 6,179 | $617.4K | 0.11% | +6,179 | New |
| Pointe Capital Management LLC | 6,168 | $616.2K | 0.31% | −716−10.4% | Reduced |
| Transcend Wealth Collective, LLC | 6,162 | $615.6K | 0.05% | −1,466−19.2% | Reduced |
| RMR Wealth Builders | 6,107 | $610.1K | 0.05% | −12−0.2% | Reduced |
| Armstrong Henry H Associates Inc | 6,091 | $608.6K | 0.06% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 6,090 | $608.4K | 0.10% | +765+14.4% | Added |
| Severin Investments, LLC | 6,089 | $608.3K | 0.54% | +435+7.7% | Added |
| Lecap Asset Management Ltd | 6,073 | $606.8K | 0.24% | −24,200−79.9% | Reduced |
| Baader Bank INC | 6,075 | $606.6K | 0.05% | −21−0.3% | Reduced |
| Alpha Family Trust | 6,070 | $606.5K | 0.28% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,039 | $603.3K | 0.05% | −2,817−31.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,003 | $599.8K | 0.06% | −476−7.3% | Reduced |
| Avidian Wealth Solutions, LLC | 5,987 | $598.2K | 0.02% | +3+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 5,969 | $596.4K | 0.06% | −11−0.2% | Reduced |
| South State Corp. | 5,938 | $593.3K | 0.03% | +36+0.6% | Added |
| Noble Wealth Management PBC | 5,925 | $592.0K | 0.30% | −1,100−15.7% | Reduced |
| Abel Hall, LLC | 5,903 | $589.8K | 0.14% | +5,903 | New |
| SS&H Financial Advisors, Inc. | 5,899 | $589.0K | 0.17% | 00.0% | Unchanged |
| Gambit Capital Management, LLC | 5,886 | $588.1K | 0.42% | +5,886 | New |
| MQS Management LLC | 5,874 | $586.9K | 0.35% | +2,733+87.0% | Added |
| KMG Fiduciary Partners, LLC | 5,858 | $585.3K | 0.04% | +20.0% | Added |
| Voisard Asset Management Group, Inc. | 5,854 | $584.9K | 0.13% | +26+0.4% | Added |
| Mason & Associates Inc | 5,854 | $584.9K | 0.11% | −78−1.3% | Reduced |
| Sand Hill Global Advisors, LLC | 5,853 | $584.8K | 0.02% | +105+1.8% | Added |
| Leonteq Securities AG | 5,841 | $583.6K | 0.03% | +2,019+52.8% | Added |
| KLCM Advisors, Inc. | 5,835 | $583.0K | 0.05% | +906+18.4% | Added |
| Monograph Wealth Advisors, LLC | 5,818 | $581.3K | 0.06% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 5,805 | $580.0K | 0.12% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 5,802 | $579.7K | 0.22% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,799 | $579.4K | 0.03% | −1,828−24.0% | Reduced |
| 5T Wealth, LLC | 5,797 | $579.3K | 0.23% | −837−12.6% | Reduced |
| Quotient Wealth Partners, LLC | 5,790 | $578.4K | 0.02% | −491−7.8% | Reduced |