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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 4,662 | $465.8K | 0.02% | +203+4.6% | Added |
| Westmount Partners, LLC | 4,652 | $464.8K | 0.12% | +10+0.2% | Added |
| Fielder Capital Group LLC | 4,643 | $463.8K | 0.10% | +400+9.4% | Added |
| Welch & Forbes LLC | 4,621 | $461.7K | 0.01% | −36−0.8% | Reduced |
| Evermay Wealth Management LLC | 4,616 | $461.2K | 0.05% | −303−6.2% | Reduced |
| Impact Capital Partners LLC | 4,594 | $459.0K | 0.14% | −208−4.3% | Reduced |
| Hopwood Financial Services, Inc. | 4,582 | $457.8K | 0.32% | −324−6.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,576 | $457.2K | 0.10% | −960−17.3% | Reduced |
| Orca Investment Management, LLC | 4,569 | $456.5K | 0.36% | −72−1.6% | Reduced |
| SCS Capital Management LLC | 4,552 | $454.8K | 0.00% | −104−2.2% | Reduced |
| New Hampshire Trust | 4,552 | $454.8K | 0.09% | −1,688−27.1% | Reduced |
| Opal Wealth Advisors, LLC | 4,548 | $454.4K | 0.12% | +75+1.7% | Added |
| Scientech Research LLC | 4,539 | $453.5K | 0.29% | +4,539 | New |
| Eagle Wealth Strategies LLC | 4,517 | $451.3K | 0.21% | +5+0.1% | Added |
| RVW Wealth, LLC | 4,514 | $451.0K | 0.03% | +30+0.7% | Added |
| Lester Murray Antman dba SimplyRich | 4,510 | $450.0K | 0.12% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,488 | $448.4K | 0.06% | +324+7.8% | Added |
| Acropolis Investment Management, LLC | 4,466 | $446.2K | 0.02% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 4,396 | $439.2K | 0.29% | +4,396 | New |
| Level Four Advisory Services, LLC | 4,392 | $438.9K | 0.01% | +394+9.9% | Added |
| LBMC Investment Advisors, LLC | 4,388 | $438.4K | 0.03% | 00.0% | Unchanged |
| Davidson Trust Co | 4,379 | $437.5K | 0.18% | +4,379 | New |
| Onefund, LLC | 4,371 | $436.7K | 0.26% | +284+6.9% | Added |
| Dala Group, LLC | 4,370 | $436.6K | 0.38% | +4,370 | New |
| Aberdeen Wealth Management LLC | 4,355 | $435.1K | 0.20% | +156+3.7% | Added |
| River Wealth Advisors LLC | 4,354 | $435.0K | 0.05% | −794−15.4% | Reduced |
| Bradley Foster & Sargent Inc | 4,352 | $434.8K | 0.01% | +30+0.7% | Added |
| Souders Financial Advisors | 4,341 | $433.7K | 0.05% | +98+2.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,336 | $433.2K | 0.10% | +33+0.8% | Added |
| Up Strategic Wealth Investment Advisors LLC | 4,122 | $433.1K | 0.31% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,320 | $432.0K | 0.28% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,317 | $431.3K | 0.02% | −863−16.7% | Reduced |
| Catalyst Private Wealth, LLC | 4,298 | $429.4K | 0.19% | +51+1.2% | Added |
| Peoples Bank | 4,288 | $428.4K | 0.43% | −145−3.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,233 | $422.9K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,179 | $417.5K | 0.13% | +408+10.8% | Added |
| Bernard Wealth Management Corp. | 4,175 | $417.1K | 0.17% | −369−8.1% | Reduced |
| Cornerstone Wealth Group, LLC | 4,163 | $415.9K | 0.03% | +431+11.5% | Added |
| OneAscent Financial Services LLC | 4,148 | $414.4K | 0.04% | +1,990+92.2% | Added |
| Investors Asset Management of Georgia Inc | 4,124 | $412.0K | 0.17% | +20.0% | Added |
| Clark Capital Management Group, Inc. | 4,124 | $412.0K | 0.00% | +1,112+36.9% | Added |
| Interchange Capital Partners, LLC | 4,104 | $410.0K | 0.08% | +112+2.8% | Added |
| Nine Masts Capital Ltd | 4,095 | $409.1K | 0.07% | −1,714−29.5% | Reduced |
| 55 North Private Wealth, LLC | 4,089 | $408.5K | 0.11% | +4,089 | New |
| Romano Brothers and Company | 4,085 | $408.1K | 0.05% | +111+2.8% | Added |
| Dockside LLC | 4,077 | $407.3K | 0.10% | +4,077 | New |
| Howard Bailey Securities, LLC | 4,076 | $407.2K | 0.16% | −587−12.6% | Reduced |
| Opinicus Capital, Inc. | 4,060 | $405.6K | 0.28% | −150−3.6% | Reduced |
| Prostatis Group LLC | 4,047 | $404.3K | 0.10% | +4,047 | New |
| Wrapmanager Inc | 4,035 | $403.1K | 0.14% | −632−13.5% | Reduced |
| Foresight Capital Management Advisors, Inc. | 4,027 | $402.3K | 0.22% | +610+17.9% | Added |
| Opus Capital Group, LLC | 4,025 | $402.0K | 0.04% | +150+3.9% | Added |
| Heirloom Wealth Management | 4,013 | $401.0K | 0.09% | +4,013 | New |
| Berger Financial Group, Inc | 3,998 | $399.4K | 0.02% | +151+3.9% | Added |
| Penserra Capital Management LLC | 3,981 | $397.0K | 0.00% | +222+5.9% | Added |
| Florida Financial Advisors, LLC | 3,968 | $396.6K | 0.11% | +64+1.6% | Added |
| Kovack Advisors, Inc. | 3,964 | $396.0K | 0.02% | +1,177+42.2% | Added |
| HHM Wealth Advisors, LLC | 3,963 | $395.9K | 0.05% | −2−0.1% | Reduced |
| Clearview Wealth Advisors LLC | 3,963 | $395.9K | 0.25% | −195−4.7% | Reduced |
| Ariston Services Group | 3,958 | $395.4K | 0.23% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,951 | $394.7K | 0.06% | −8−0.2% | Reduced |
| Van Strum & Towne Inc. | 3,950 | $394.6K | 0.11% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,939 | $394.6K | 0.10% | −328−7.7% | Reduced |
| Semus Wealth Partners LLC | 3,912 | $390.8K | 0.21% | −369−8.6% | Reduced |
| Nova R Wealth, Inc. | 3,902 | $389.8K | 0.14% | −77−1.9% | Reduced |
| First Horizon Corp | 3,900 | $389.6K | 0.02% | +17+0.4% | Added |
| Triumph Capital Management | 3,898 | $389.4K | 0.08% | +10+0.3% | Added |
| Klingenstein Fields & Co LP | 3,895 | $389.1K | 0.01% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 3,888 | $388.4K | 0.06% | +3,888 | New |
| Farringdon Capital, Ltd. | 3,887 | $388.4K | 0.10% | +3,887 | New |
| Ashton Thomas Securities, LLC | 3,878 | $387.5K | 0.07% | +31+0.8% | Added |
| Mission Creek Capital Partners, Inc. | 3,875 | $387.2K | 0.08% | −100−2.5% | Reduced |
| Whalen Wealth Management Inc. | 3,868 | $386.5K | 0.21% | +3,868 | New |
| Cambient Family Office, LLC | 3,864 | $386.0K | 0.06% | +3,864 | New |
| Armis Advisers, LLC | 4,075 | $385.7K | 0.04% | +455+12.6% | Added |
| Rothschild Capital Partners, LLC | 3,860 | $385.7K | 0.09% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,860 | $385.7K | 0.07% | −1,610−29.4% | Reduced |
| Wealth Group, Ltd. | 3,852 | $385.0K | 0.38% | +3,852 | New |
| Broadway Wealth Solutions, Inc. | 3,828 | $382.5K | 0.20% | +163+4.4% | Added |
| CFO4Life Group, LLC | 3,827 | $382.3K | 0.05% | −187−4.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,816 | $381.3K | 0.05% | +140+3.8% | Added |
| Sun Financial Inc | 3,791 | $378.7K | 0.21% | +3,791 | New |
| Fort Point Capital Partners LLC | 3,681 | $378.3K | 0.05% | +3,681 | New |
| Prosperity Consulting Group, LLC | 3,772 | $376.9K | 0.02% | +3,772 | New |
| Retirement Planning Co of New England, Inc. | 3,762 | $375.9K | 0.15% | +117+3.2% | Added |
| Phoenix Holdings Ltd. | 3,762 | $375.5K | 0.00% | +119+3.3% | Added |
| Marion Wealth Management | 3,674 | $375.4K | 0.08% | +350+10.5% | Added |
| Sentinus, LLC | 3,755 | $375.2K | 0.04% | +201+5.7% | Added |
| Fiduciary Family Office, LLC | 3,738 | $373.5K | 0.11% | −94−2.5% | Reduced |
| Everpar Advisors LLC | 3,725 | $372.2K | 0.14% | +382+11.4% | Added |
| Austin Private Wealth, LLC | 3,720 | $371.7K | 0.03% | +723+24.1% | Added |
| Marks Group Wealth Management, Inc | 3,719 | $371.6K | 0.04% | −36−1.0% | Reduced |
| Perennial Investment Advisors, LLC | 3,714 | $371.1K | 0.03% | +389+11.7% | Added |
| American Institute for Advanced Investment Management, LLP | 3,693 | $369.0K | 0.24% | −200−5.1% | Reduced |
| Studio Investment Management LLC | 3,681 | $367.8K | 0.07% | −64−1.7% | Reduced |
| TriaGen Wealth Management LLC | 3,677 | $367.4K | 0.10% | 00.0% | Unchanged |
| RDA Financial Network | 3,676 | $367.3K | 0.09% | +234+6.8% | Added |
| BlackDiamond Wealth Management Inc. | 3,423 | $367.0K | 0.18% | +135+4.1% | Added |
| Cohen Klingenstein LLC | 3,660 | $365.7K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,629 | $362.5K | 0.01% | +199+5.8% | Added |