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 |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 5,779 | $577.4K | 0.10% | +166+3.0% | Added |
| Cornerstone Wealth Management, LLC | 5,762 | $575.6K | 0.03% | −162−2.7% | Reduced |
| Sivia Capital Partners, LLC | 5,747 | $574.1K | 0.12% | −82−1.4% | Reduced |
| Diligent Investors, LLC | 5,735 | $573.0K | 0.14% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 5,730 | $572.5K | 0.06% | +5,730 | New |
| Icon Wealth Advisors, LLC | 5,726 | $572.1K | 0.04% | +11+0.2% | Added |
| Mayflower Financial Advisors, LLC | 5,723 | $571.8K | 0.07% | −1,040−15.4% | Reduced |
| Beta Wealth Group, Inc. | 5,708 | $570.3K | 0.23% | −99−1.7% | Reduced |
| Traynor Capital Management, Inc. | 5,698 | $569.3K | 0.03% | −1,070−15.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,696 | $569.1K | 0.04% | −70−1.2% | Reduced |
| Journey Advisory Group, LLC | 5,694 | $568.9K | 0.05% | −150−2.6% | Reduced |
| Shum Financial Group, Inc. | 5,684 | $567.9K | 0.41% | +1,202+26.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $567.0K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,668 | $566.3K | 0.06% | −160−2.7% | Reduced |
| Waterloo Capital, L.P. | 5,651 | $564.6K | 0.04% | +367+6.9% | Added |
| Rosenberg Matthew Hamilton | 5,650 | $564.5K | 0.12% | +32+0.6% | Added |
| Accurate Wealth Management, LLC | 5,591 | $560.0K | 0.07% | +35+0.6% | Added |
| Private Trust Co NA | 5,579 | $557.4K | 0.05% | −6−0.1% | Reduced |
| Wesbanco Bank Inc | 5,576 | $557.1K | 0.02% | −55−1.0% | Reduced |
| Greenfield Savings Bank | 5,560 | $555.5K | 0.23% | +1,311+30.9% | Added |
| Focused Alpha, LLC | 5,540 | $553.5K | 0.16% | +5,540 | New |
| David R. Rahn & Associates Inc. | 5,538 | $553.3K | 0.13% | −92−1.6% | Reduced |
| Childress Capital Advisors, LLC | 5,537 | $553.2K | 0.09% | −338−5.8% | Reduced |
| KRS Capital Management, LLC | 5,533 | $552.9K | 0.32% | +52+0.9% | Added |
| Unify Financial Advisors | 5,511 | $550.6K | 0.57% | +5,511 | New |
| Greykasell Wealth Strategies, Inc. | 5,488 | $548.3K | 0.22% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,482 | $547.7K | 0.07% | +345+6.7% | Added |
| Hazlett, Burt & Watson, Inc. | 5,540 | $547.0K | 0.17% | +505+10.0% | Added |
| Sbe LLC Dba Cedar Cove Wealth Partners | 5,472 | $546.7K | 0.29% | +5,472 | New |
| Calamos Wealth Management LLC | 5,472 | $546.7K | 0.02% | −891−14.0% | Reduced |
| Eastern Bank | 5,462 | $545.7K | 0.01% | +3,495+177.7% | Added |
| Addison Advisors LLC | 5,455 | $545.0K | 0.12% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 5,454 | $544.9K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,426 | $542.1K | 0.01% | −2,234−29.2% | Reduced |
| Crescent Grove Advisors, LLC | 5,420 | $541.5K | 0.05% | −500−8.4% | Reduced |
| Western Pacific Wealth Management, LP | 5,415 | $541.0K | 0.52% | 00.0% | Unchanged |
| DAGCO, Inc. | 5,402 | $539.7K | 0.12% | +27+0.5% | Added |
| CNB Bank | 5,382 | $537.7K | 0.22% | +1,298+31.8% | Added |
| Cromwell Holdings LLC | 5,381 | $537.6K | 0.29% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 5,379 | $537.4K | 0.02% | −9,846−64.7% | Reduced |
| Tempus Wealth Planning, LLC | 5,369 | $536.4K | 0.12% | −43−0.8% | Reduced |
| Parcion Private Wealth LLC | 5,357 | $535.2K | 0.03% | +52+1.0% | Added |
| BayBridge Capital Group, LLC | 5,339 | $533.5K | 0.33% | −368−6.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,315 | $531.0K | 0.11% | +17+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 5,300 | $529.5K | 0.15% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 5,296 | $529.1K | 0.19% | +747+16.4% | Added |
| Simplicity Wealth,LLC | 5,292 | $528.7K | 0.03% | +1,264+31.4% | Added |
| USA Financial Portformulas Corp | 5,290 | $528.5K | 0.10% | −806−13.2% | Reduced |
| Ameritas Advisory Services, LLC | 5,286 | $528.1K | 0.02% | −1,047−16.5% | Reduced |
| Keyvantage Wealth, LLC | 5,270 | $526.5K | 0.23% | +13+0.2% | Added |
| Bingham Private Wealth, LLC | 5,269 | $526.4K | 0.45% | +5,269 | New |
| Tilson Financial Group, Inc. | 5,262 | $525.7K | 0.16% | −26−0.5% | Reduced |
| WealthPLAN Partners, LLC | 5,238 | $523.3K | 0.08% | +893+20.6% | Added |
| Aviso Financial Inc. | 5,230 | $522.5K | 0.02% | −35−0.7% | Reduced |
| Trace Wealth Advisors, LLC | 5,200 | $519.5K | 0.38% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 5,123 | $518.4K | 0.02% | +711+16.1% | Added |
| Barlow Wealth Partners, Inc. | 5,164 | $517.3K | 0.06% | +5,164 | New |
| Soltis Investment Advisors LLC | 5,172 | $516.7K | 0.03% | +52+1.0% | Added |
| Income Insurance Ltd | 5,166 | $516.1K | 0.33% | +5,166 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 5,154 | $514.9K | 0.16% | −139−2.6% | Reduced |
| New Republic Capital, LLC | 5,131 | $512.7K | 0.14% | +2,645+106.4% | Added |
| Gemmer Asset Management LLC | 5,128 | $512.3K | 0.04% | −2,060−28.7% | Reduced |
| Alliance Wealth Advisors, LLC | 5,126 | $512.1K | 0.24% | +48+0.9% | Added |
| Enzi Wealth | 5,000 | $509.6K | 0.18% | −3−0.1% | Reduced |
| Oakworth Capital, Inc. | 5,074 | $506.9K | 0.03% | +226+4.7% | Added |
| James Investment Research Inc | 5,054 | $504.9K | 0.06% | −100−1.9% | Reduced |
| Palisade Capital Management LLC | 5,050 | $504.5K | 0.01% | +5,050 | New |
| Williams Jones Wealth Management, LLC. | 5,040 | $503.6K | 0.01% | −137−2.6% | Reduced |
| Commonwealth Retirement Investments LLC | 5,026 | $502.2K | 0.16% | −623−11.0% | Reduced |
| BBR Partners, LLC | 5,003 | $499.9K | 0.03% | −49−1.0% | Reduced |
| Viewpoint Capital Management LLC | 5,000 | $499.6K | 0.22% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 4,965 | $496.1K | 0.28% | +4,965 | New |
| Optimize Financial Inc | 4,964 | $496.0K | 0.25% | +68+1.4% | Added |
| Operose Advisors LLC | 4,945 | $494.1K | 0.12% | +7+0.1% | Added |
| Anchyra Partners LLC | 4,938 | $493.4K | 0.15% | +4,938 | New |
| Quantum Financial Advisors, LLC | 4,935 | $493.0K | 0.06% | +1,248+33.8% | Added |
| Moss Adams Wealth Advisors LLC | 4,931 | $492.7K | 0.04% | +145+3.0% | Added |
| Cary Street Partner Investment Advisory LLC | 4,906 | $490.2K | 0.13% | +682+16.1% | Added |
| Zacks Investment Management | 4,902 | $489.7K | 0.00% | −658−11.8% | Reduced |
| Broyhill Asset Management | 4,895 | $489.1K | 0.43% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 4,893 | $488.9K | 0.10% | +5+0.1% | Added |
| R Squared Ltd | 4,884 | $488.0K | 0.23% | −26,037−84.2% | Reduced |
| Smith Thornton Advisors LLC | 4,871 | $486.7K | 0.25% | +23+0.5% | Added |
| Quarry LP | 4,854 | $485.0K | 0.08% | +238+5.2% | Added |
| Avantax Planning Partners, Inc. | 4,850 | $484.6K | 0.01% | +379+8.5% | Added |
| Lountzis Asset Management, LLC | 4,845 | $484.1K | 0.17% | −217−4.3% | Reduced |
| Advisory Alpha, LLC | 4,832 | $483.0K | 0.01% | −178−3.6% | Reduced |
| Waddell & Associates, LLC | 4,820 | $481.6K | 0.03% | −1,547−24.3% | Reduced |
| Advanced Portfolio Management, LLC | 4,805 | $480.1K | 1.47% | +4,805 | New |
| Oversea-Chinese Banking CORP Ltd | 4,800 | $479.6K | 0.01% | +1,400+41.2% | Added |
| Coastwise Capital Group, LLC | 4,767 | $476.3K | 0.24% | +8+0.2% | Added |
| Telos Capital Management, Inc. | 4,745 | $474.0K | 0.04% | +20.0% | Added |
| Eaton Financial Holdings Company, LLC | 4,740 | $473.6K | 0.13% | −515−9.8% | Reduced |
| Octavia Wealth Advisors, LLC | 4,738 | $473.4K | 0.05% | −710−13.0% | Reduced |
| Sterling Investment Counsel, LLC | 4,730 | $472.6K | 0.14% | +4,730 | New |
| Trillium Asset Management, LLC | 4,692 | $469.0K | 0.01% | −125−2.6% | Reduced |
| Princeton Capital Management LLC | 4,686 | $468.2K | 0.12% | −6−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 4,678 | $467.4K | 0.04% | +758+19.3% | Added |
| Old Mission Investment Co LLC | 4,675 | $467.1K | 0.11% | +10+0.2% | Added |
| Spears Abacus Advisors LLC | 4,670 | $466.6K | 0.01% | −150−3.1% | Reduced |