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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 3,628 | $362.5K | 0.01% | +140+4.0% | Added |
| Abacus Planning Group, Inc. | 3,627 | $362.4K | 0.05% | −22−0.6% | Reduced |
| Financial Advisory Corp | 3,620 | $362.0K | 0.10% | −1,534−29.8% | Reduced |
| Chicago Trust Co NA | 3,616 | $361.3K | 0.06% | −349−8.8% | Reduced |
| Private Client Services, LLC | 3,615 | $361.2K | 0.11% | +85+2.4% | Added |
| Capital Management Associates, Inc | 3,607 | $360.4K | 0.08% | +86+2.4% | Added |
| Fire Capital Management LLC | 3,600 | $359.7K | 0.18% | +3,600 | New |
| Fulcrum Wealth Advisors, LLC | 3,595 | $359.2K | 0.30% | +3,595 | New |
| Quent Capital, LLC | 3,589 | $358.6K | 0.03% | +182+5.3% | Added |
| Noesis Capital Mangement Corp | 3,583 | $358.0K | 0.05% | +122+3.5% | Added |
| Founders Capital Management | 3,582 | $357.9K | 0.19% | −98−2.7% | Reduced |
| Vista Private Wealth Partners. LLC | 3,915 | $357.2K | 0.12% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,561 | $355.8K | 0.11% | −226−6.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,529 | $352.6K | 0.02% | −108−3.0% | Reduced |
| Essential Partners LLC | 3,513 | $351.0K | 0.11% | +192+5.8% | Added |
| Brave Asset Management Inc | 3,505 | $350.2K | 0.08% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 3,381 | $349.8K | 0.01% | +3,381 | New |
| Wellington Shields Capital Management, LLC | 3,500 | $349.7K | 0.05% | +2+0.1% | Added |
| Edgewood Management LLC | 3,500 | $349.7K | 0.00% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,500 | $349.7K | 0.18% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,500 | $349.7K | 0.01% | +500+16.7% | Added |
| Greenspring Advisors, LLC | 3,495 | $349.2K | 0.02% | +3,495 | New |
| Sagewood Asset Management LP | 3,495 | $349.2K | 0.12% | +3,495 | New |
| Delaney Capital Management Ltd. | 3,495 | $349.2K | 0.06% | +3,495 | New |
| Canal Capital Management, LLC | 3,494 | $349.1K | 0.05% | +4+0.1% | Added |
| Smithfield Trust Co | 3,486 | $349.0K | 0.02% | +767+28.2% | Added |
| Root Financial Partners, LLC | 3,492 | $348.9K | 0.02% | +663+23.4% | Added |
| Prosperitas Financial LLC | 3,491 | $348.8K | 0.14% | +29+0.8% | Added |
| LCM Capital Management Inc | 3,490 | $348.7K | 0.17% | 00.0% | Unchanged |
| Legato Capital Management LLC | 3,483 | $348.0K | 0.03% | +3,483 | New |
| Spartan Planning & Wealth Management | 3,480 | $347.7K | 0.26% | +393+12.7% | Added |
| Southern Financial Group, LLC | 3,464 | $346.1K | 0.10% | +3,464 | New |
| Werba Rubin Papier Wealth Management | 3,463 | $346.0K | 0.09% | +3,463 | New |
| Peterson Wealth Services | 3,457 | $345.4K | 0.09% | +1,704+97.2% | Added |
| Godsey & Gibb Associates | 3,455 | $345.2K | 0.03% | −509−12.8% | Reduced |
| Muirfield Wealth Advisors LLC | 3,440 | $343.7K | 0.25% | +1,092+46.5% | Added |
| Mirabella Financial Services LLP | 3,438 | $343.5K | 0.03% | +3,438 | New |
| Red Door Wealth Management, LLC | 3,423 | $342.0K | 0.04% | +8+0.2% | Added |
| Guardian Wealth Advisors, LLC | 3,410 | $340.7K | 0.02% | +350+11.4% | Added |
| McAdam, LLC | 3,395 | $339.2K | 0.02% | +340+11.1% | Added |
| CWS Financial Advisors, LLC | 3,367 | $336.4K | 0.09% | +7+0.2% | Added |
| Sigma Investment Counselors Inc | 3,365 | $336.2K | 0.02% | +160+5.0% | Added |
| Wellspring Financial Advisors, LLC | 3,364 | $336.2K | 0.03% | +814+31.9% | Added |
| First Interstate Bank | 3,364 | $336.1K | 0.02% | −167−4.7% | Reduced |
| Westshore Wealth, LLC | 3,358 | $335.5K | 0.11% | −170−4.8% | Reduced |
| Sym Financial Corp | 3,347 | $334.4K | 0.03% | −9−0.3% | Reduced |
| LRI Investments, LLC | 3,346 | $334.3K | 0.03% | +75+2.3% | Added |
| Hantz Financial Services, Inc. | 3,339 | $334.0K | 0.00% | +1,430+74.9% | Added |
| ARS Wealth Advisors Group, LLC | 3,342 | $333.9K | 0.03% | +572+20.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,318 | $331.5K | 0.22% | −17−0.5% | Reduced |
| Diversified Enterprises, LLC | 3,313 | $331.0K | 0.02% | +252+8.2% | Added |
| Delta Financial Advisors LLC | 3,309 | $330.6K | 0.09% | +10+0.3% | Added |
| TrueWealth Advisors, LLC | 3,307 | $330.4K | 0.09% | +41+1.3% | Added |
| NDVR, Inc. | 3,300 | $329.7K | 0.27% | +3,300 | New |
| McMillan Office, Inc. | 3,300 | $329.7K | 0.04% | +3,300 | New |
| BKD Wealth Advisors, LLC | 3,289 | $328.6K | 0.01% | +349+11.9% | Added |
| Procyon Private Wealth Partners, LLC | 3,273 | $327.0K | 0.02% | +825+33.7% | Added |
| BOS Asset Management, LLC | 3,257 | $325.4K | 0.09% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,257 | $325.4K | 0.03% | +229+7.6% | Added |
| Calton & Associates, Inc. | 3,251 | $324.8K | 0.05% | +181+5.9% | Added |
| Lantz Financial LLC | 3,243 | $324.0K | 0.07% | +99+3.1% | Added |
| Norway Savings Bank | 3,240 | $323.7K | 0.15% | −220−6.4% | Reduced |
| Clearwave Capital, LLC | 3,240 | $323.7K | 0.24% | +3,240 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,078 | $323.5K | 0.05% | +371+13.7% | Added |
| Wayfinding Financial, LLC | 3,240 | $323.0K | 0.14% | −190−5.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,232 | $322.9K | 0.06% | +154+5.0% | Added |
| Legacy Private Trust Co. | 3,225 | $322.2K | 0.02% | −40−1.2% | Reduced |
| Horizon Bancorp Inc | 3,197 | $319.0K | 0.16% | −169−5.0% | Reduced |
| SeaBridge Investment Advisors LLC | 3,190 | $318.7K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,178 | $317.6K | 0.27% | +3,178 | New |
| Brio Consultants, LLC | 3,172 | $316.9K | 0.04% | +144+4.8% | Added |
| Blodgett Wealth Advisors, LLC | 3,167 | $316.4K | 0.22% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,166 | $316.3K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,072 | $316.2K | 0.04% | +2+0.1% | Added |
| RAM Investment Partners, LLC | 3,164 | $316.1K | 0.06% | −470−12.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,159 | $315.6K | 0.07% | −62−1.9% | Reduced |
| Brevan Howard Capital Management LP | 3,152 | $314.9K | 0.01% | −94,779−96.8% | Reduced |
| Azimuth Capital Investment Management LLC | 3,149 | $314.6K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 3,148 | $314.6K | 0.04% | +10+0.3% | Added |
| Deseret Mutual Benefit Administrators | 3,147 | $314.4K | 0.13% | +11+0.4% | Added |
| Lodestar Private Asset Management LLC | 3,146 | $314.3K | 0.03% | −105−3.2% | Reduced |
| Catalyst Investment Management LLC | 3,137 | $313.5K | 0.30% | +3,137 | New |
| Affinity Investment Advisors, LLC | 3,129 | $312.6K | 0.21% | +770+32.6% | Added |
| London & Capital Asset Management Ltd | 3,128 | $312.6K | 0.00% | +3,128 | New |
| Simon Quick Advisors, LLC | 3,126 | $312.3K | 0.01% | +401+14.7% | Added |
| SNS Financial Group, LLC | 3,123 | $312.0K | 0.03% | −28−0.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,121 | $311.8K | 0.01% | −54−1.7% | Reduced |
| Green Square Capital Advisors LLC | 3,120 | $311.7K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,114 | $311.1K | 0.02% | −168−5.1% | Reduced |
| Benin Management CORP | 3,103 | $310.0K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,098 | $309.5K | 0.03% | −105−3.3% | Reduced |
| Marshall Financial Group LLC | 3,090 | $308.7K | 0.06% | −134−4.2% | Reduced |
| Tompkins Financial Corp | 3,085 | $308.2K | 0.02% | +155+5.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,082 | $307.9K | 0.01% | +172+5.9% | Added |
| St. Nicholas Private Asset Management, Inc | 3,080 | $307.7K | 0.28% | −250−7.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3,069 | $306.6K | 0.48% | +3,069 | New |
| WestHill Financial Advisors, Inc. | 3,069 | $306.6K | 0.06% | +3,069 | New |
| Holderness Investments Co | 3,063 | $306.0K | 0.06% | −77−2.5% | Reduced |
| LJI Wealth Management, LLC | 3,063 | $306.0K | 0.05% | +261+9.3% | Added |
| Onyx Bridge Wealth Group LLC | 3,058 | $305.5K | 0.03% | +38+1.3% | Added |