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 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $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 |
|---|---|---|---|---|---|
| Burney Co | 180,487 | $18.0M | 0.56% | −46,169−20.4% | Reduced |
| Atria Investments LLC | 177,296 | $17.7M | 0.20% | −4,272−2.4% | Reduced |
| Poehling Capital Management, LLC | 176,381 | $17.6M | 3.61% | −393−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 176,040 | $17.6M | 0.05% | +3,599+2.1% | Added |
| TCTC Holdings, LLC | 175,581 | $17.5M | 0.52% | −194−0.1% | Reduced |
| La Banque Postale Asset Management SA | 174,974 | $17.5M | 0.20% | +8,222+4.9% | Added |
| HFR Wealth Management, LLC | 174,107 | $17.4M | 4.11% | −608−0.3% | Reduced |
| Voleon Capital Management LP | 173,685 | $17.4M | 0.37% | −151,596−46.6% | Reduced |
| Asset Advisors Investment Management, LLC | 173,169 | $17.3M | 1.60% | +3,607+2.1% | Added |
| Wealthfront Advisers LLC | 172,371 | $17.2M | 0.04% | −11,850−6.4% | Reduced |
| Vivaldi Capital Management, LLC | 171,810 | $17.2M | 2.33% | −7,213−4.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 171,140 | $17.0M | 0.09% | +13,214+8.4% | Added |
| Evercore Wealth Management, LLC | 169,676 | $17.0M | 0.25% | −520.0% | Reduced |
| Blume Capital Management, Inc. | 168,114 | $16.8M | 3.09% | −270−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 166,787 | $16.7M | 0.01% | +9,559+6.1% | Added |
| State of Alaska, Department of Revenue | 165,748 | $16.6M | 0.18% | −17,610−9.6% | Reduced |
| Pinnacle Financial Partners, Inc. | 165,604 | $16.5M | 0.13% | +165,604 | New |
| GenTrust, LLC | 165,337 | $16.5M | 0.72% | −90−0.1% | Reduced |
| Kestra Advisory Services, LLC | 165,239 | $16.5M | 0.07% | −10,602−6.0% | Reduced |
| ASR Vermogensbeheer N.V. | 164,238 | $16.4M | 0.19% | −1,171−0.7% | Reduced |
| Toroso Investments, LLC | 163,983 | $16.4M | 0.07% | +13,384+8.9% | Added |
| Connors Investor Services Inc | 161,926 | $16.2M | 1.39% | −345−0.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 160,692 | $16.1M | 0.50% | +11,344+7.6% | Added |
| Elgethun Capital Management | 160,304 | $16.0M | 2.77% | +931+0.6% | Added |
| Natixis | 159,840 | $16.0M | 0.06% | −246,600−60.7% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 159,705 | $16.0M | 2.69% | +1,040+0.7% | Added |
| Jacobs & Co | 157,701 | $15.8M | 1.49% | −1,584−1.0% | Reduced |
| Brinker Capital Investments, LLC | 156,349 | $15.6M | 0.11% | −4,767−3.0% | Reduced |
| Snowden Capital Advisors LLC | 155,874 | $15.6M | 0.40% | +1,267+0.8% | Added |
| CX Institutional | 154,857 | $15.5M | 0.46% | +7,493+5.1% | Added |
| Walleye Capital LLC | 154,343 | $15.4M | 0.09% | +143,563+1,331.8% | Added |
| Winslow Asset Management Inc | 153,384 | $15.3M | 2.83% | −748−0.5% | Reduced |
| Perigon Wealth Management, LLC | 153,192 | $15.3M | 0.27% | −260.0% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 152,845 | $15.3M | 0.22% | +152,845 | New |
| Advocacy Wealth Management Services, LLC | 151,762 | $15.2M | 0.63% | −3,373−2.2% | Reduced |
| Jefferies Financial Group Inc. | 151,730 | $15.2M | 0.12% | −92,577−37.9% | Reduced |
| Investment Management Corp of Ontario | 151,226 | $15.1M | 0.20% | +67,850+81.4% | Added |
| Sienna Gestion | 150,637 | $15.1M | 0.91% | +17,040+12.8% | Added |
| Tran Capital Management, L.P. | 148,984 | $14.9M | 1.78% | −12,274−7.6% | Reduced |
| Great Lakes Retirement, Inc. | 148,590 | $14.8M | 1.54% | +1,600+1.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 148,104 | $14.8M | 2.23% | +2,176+1.5% | Added |
| Modera Wealth Management, LLC | 146,479 | $14.6M | 0.17% | −2,766−1.9% | Reduced |
| Financial Avengers, Inc. | 146,354 | $14.6M | 5.99% | −2,828−1.9% | Reduced |
| Advaya LLP | 145,300 | $14.5M | 9.48% | +145,300 | New |
| Van Cleef Asset Management,Inc | 145,013 | $14.5M | 1.47% | −466−0.3% | Reduced |
| 1832 Asset Management L.P. | 144,760 | $14.5M | 0.02% | +2,549+1.8% | Added |
| Kinsale Capital Group, Inc. | 144,510 | $14.4M | 2.40% | +4,822+3.5% | Added |
| Beacon Pointe Advisors, LLC | 144,038 | $14.4M | 0.10% | −891−0.6% | Reduced |
| Entropy Technologies, LP | 143,912 | $14.4M | 0.78% | +111,802+348.2% | Added |
| United Capital Financial Advisers, LLC | 143,200 | $14.3M | 0.09% | +19,593+15.9% | Added |
| Polar Asset Management Partners Inc. | 142,800 | $14.3M | 0.28% | +142,800 | New |
| Banque Pictet & Cie SA | 142,731 | $14.3M | 0.14% | +198+0.1% | Added |
| Atlantic Union Bankshares Corp | 142,475 | $14.2M | 0.27% | −8,792−5.8% | Reduced |
| Fifth Third Bancorp | 141,558 | $14.1M | 0.04% | −9,438−6.3% | Reduced |
| AIA Group Ltd | 141,193 | $14.1M | 0.21% | +124,169+729.4% | Added |
| MAI Capital Management | 141,049 | $14.1M | 0.08% | +7,621+5.7% | Added |
| Stony Point Capital LLC | 140,449 | $14.0M | 1.03% | +3,520+2.6% | Added |
| GCM Grosvenor Holdings, LLC | 139,345 | $13.9M | 1.98% | −3,911−2.7% | Reduced |
| RMB Capital Management, LLC | 138,626 | $13.9M | 0.24% | −32,651−19.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 138,624 | $13.8M | 0.25% | +130,645+1,637.4% | Added |
| Baxter Bros Inc | 138,429 | $13.8M | 1.60% | +19,393+16.3% | Added |
| IMC-Chicago, LLC | 138,130 | $13.8M | 0.24% | +117,906+583.0% | Added |
| First National Bank of Omaha | 137,033 | $13.7M | 0.41% | +131,492+2,373.1% | Added |
| Principal Securities, Inc. | 135,839 | $13.6M | 0.21% | −16,231−10.7% | Reduced |
| Prudential PLC | 135,171 | $13.5M | 0.11% | −3,526−2.5% | Reduced |
| Avanza Fonder AB | 135,134 | $13.5M | 0.34% | +7,592+6.0% | Added |
| Hemenway Trust Co LLC | 134,658 | $13.5M | 1.03% | +48,976+57.2% | Added |
| Cornerstone Capital, Inc. | 134,383 | $13.4M | 1.32% | +155+0.1% | Added |
| Parthenon LLC | 133,820 | $13.4M | 1.44% | −2,068−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 133,571 | $13.3M | 0.16% | −5,373−3.9% | Reduced |
| TCG Advisory Services, LLC | 133,499 | $13.3M | 0.36% | −12,126−8.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 133,461 | $13.3M | 0.10% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 133,426 | $13.3M | 1.42% | +879+0.7% | Added |
| Engineers Gate Manager LP | 132,934 | $13.3M | 0.16% | +5,096+4.0% | Added |
| Shelton Capital Management | 132,558 | $13.2M | 0.26% | +35,500+36.6% | Added |
| Pacer Advisors, Inc. | 131,024 | $13.1M | 0.03% | −6,417−4.7% | Reduced |
| Allstate Corp | 130,165 | $13.0M | 0.18% | +67,135+106.5% | Added |
| Jamison Private Wealth Management, Inc. | 129,839 | $13.0M | 1.58% | +318+0.2% | Added |
| CWM, LLC | 129,749 | $13.0M | 0.04% | +9,325+7.7% | Added |
| Advisors Capital Management, LLC | 129,082 | $12.9M | 0.15% | −2,483−1.9% | Reduced |
| Trajan Wealth LLC | 128,104 | $12.8M | 0.53% | +16,431+14.7% | Added |
| Crestwood Advisors Group LLC | 127,833 | $12.8M | 0.21% | −4,277−3.2% | Reduced |
| Ironwood Investment Counsel, LLC | 127,718 | $12.8M | 1.78% | −4,315−3.3% | Reduced |
| Abn Amro Investment Solutions | 127,392 | $12.7M | 0.19% | +56,386+79.4% | Added |
| UniSuper Management Pty Ltd | 126,217 | $12.6M | 0.08% | −1,801−1.4% | Reduced |
| Ascent Group, LLC | 125,027 | $12.5M | 0.43% | +7,014+5.9% | Added |
| Bright Rock Capital Management, LLC | 125,000 | $12.5M | 2.46% | 00.0% | Unchanged |
| GWM Advisors LLC | 123,379 | $12.3M | 0.04% | −31,716−20.4% | Reduced |
| Motco | 122,990 | $12.3M | 1.11% | −204−0.2% | Reduced |
| Generali Asset Management SPA SGR | 122,958 | $12.3M | 0.25% | +18,694+17.9% | Added |
| BNP Paribas | 122,389 | $12.2M | 0.35% | +2,674+2.2% | Added |
| Glenview Trust Co | 122,371 | $12.2M | 0.19% | +2,532+2.1% | Added |
| Whittier Trust Co of Nevada Inc | 117,785 | $12.2M | 0.25% | −3,328−2.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 122,023 | $12.2M | 3.36% | −300.0% | Reduced |
| Baker Avenue Asset Management, LP | 121,647 | $12.2M | 0.28% | +5,418+4.7% | Added |
| Terry L. Blaker | 119,779 | $12.0M | 0.44% | +1,018+0.9% | Added |
| Hanson & Doremus Investment Management | 119,585 | $11.9M | 1.44% | −1,812−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,535 | $11.9M | 0.21% | −688−0.6% | Reduced |
| Worldquant Millennium Advisors LLC | 119,441 | $11.9M | 0.05% | −1,144,735−90.6% | Reduced |
| Cornerstone Advisors, LLC | 119,400 | $11.9M | 0.40% | 00.0% | Unchanged |