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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors | 119,285 | $11.9M | 1.20% | −1,958−1.6% | Reduced |
| Westend Capital Management, LLC | 117,669 | $11.8M | 3.29% | +1,188+1.0% | Added |
| Mesirow Financial Investment Management, Inc. | 117,639 | $11.8M | 0.24% | −20,480−14.8% | Reduced |
| Univest Financial Corp | 116,750 | $11.7M | 0.62% | −1,949−1.6% | Reduced |
| Americana Partners, LLC | 115,106 | $11.5M | 0.32% | +12,186+11.8% | Added |
| Nicholas Company, Inc. | 114,467 | $11.4M | 0.20% | 00.0% | Unchanged |
| Sig Brokerage, LP | 113,658 | $11.4M | 3.82% | +7,104+6.7% | Added |
| Concentric Capital Strategies, LP | 113,500 | $11.3M | 0.59% | +18,746+19.8% | Added |
| Evergreen Capital Management LLC | 113,093 | $11.3M | 0.25% | +15,035+15.3% | Added |
| Mizuho Securities USA LLC | 121,622 | $11.3M | 0.19% | −2,654−2.1% | Reduced |
| Argent Trust Co | 112,663 | $11.3M | 0.39% | +2,980+2.7% | Added |
| Lakehouse Capital Pty Ltd | 111,818 | $11.2M | 8.06% | −44,649−28.5% | Reduced |
| Osmosis Investment Management UK Ltd | 110,946 | $11.1M | 0.28% | +110,946 | New |
| TrimTabs Asset Management, LLC | 110,770 | $11.1M | 1.45% | +110,770 | New |
| Boussard & Gavaudan Investment Management LLP | 110,000 | $11.1M | 0.84% | +110,000 | New |
| Rathbone Brothers plc | 109,959 | $11.0M | 0.04% | −4,595−4.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 109,875 | $11.0M | 0.04% | +9,080+9.0% | Added |
| Beverly Hills Private Wealth, LLC | 109,386 | $10.9M | 1.87% | +4,881+4.7% | Added |
| MidFirst Bank | 108,668 | $10.9M | 0.86% | +108,668 | New |
| Omers Administration Corp | 108,505 | $10.8M | 0.08% | +1,114+1.0% | Added |
| Allen Capital Group, LLC | 108,335 | $10.8M | 1.00% | +3,099+2.9% | Added |
| Verition Fund Management LLC | 108,217 | $10.8M | 0.06% | +10,819+11.1% | Added |
| Kentucky Retirement Systems | 107,152 | $10.7M | 0.29% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 106,908 | $10.7M | 0.14% | −4,018−3.6% | Reduced |
| Patten & Patten Inc | 106,436 | $10.6M | 0.62% | −565−0.5% | Reduced |
| Private Wealth Partners, LLC | 106,419 | $10.6M | 0.75% | +5,390+5.3% | Added |
| iA Global Asset Management Inc. | 106,033 | $10.6M | 0.14% | +8,819+9.1% | Added |
| RSM US Wealth Management LLC | 104,524 | $10.5M | 0.13% | −4,979−4.5% | Reduced |
| Timber Creek Capital Management LLC | 103,848 | $10.4M | 2.41% | +120+0.1% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 103,163 | $10.4M | 0.25% | +101,393+5,728.4% | Added |
| NewEdge Wealth, LLC | 103,489 | $10.3M | 0.12% | +20,354+24.5% | Added |
| Vestmark Advisory Solutions, Inc. | 102,372 | $10.2M | 0.14% | +22,758+28.6% | Added |
| Geneos Wealth Management Inc. | 101,352 | $10.1M | 0.25% | +3,787+3.9% | Added |
| Jones Financial Companies LLLP | 101,332 | $10.1M | 0.01% | +47,750+89.1% | Added |
| Private Advisor Group, LLC | 101,016 | $10.1M | 0.05% | +2,736+2.8% | Added |
| Norinchukin Bank, The | 100,870 | $10.1M | 0.12% | +4,305+4.5% | Added |
| Advocate Group LLC | 100,847 | $10.1M | 1.63% | −13,889−12.1% | Reduced |
| Quinn Opportunity Partners LLC | 99,000 | $9.89M | 0.43% | +99,000 | New |
| Morningstar Investment Management LLC | 98,278 | $9.82M | 0.58% | +4,509+4.8% | Added |
| Hyperion Capital Advisors LP | 97,880 | $9.78M | 4.79% | 00.0% | Unchanged |
| Horizon Investments, LLC | 97,867 | $9.78M | 0.12% | −57,895−37.2% | Reduced |
| M&G Plc | 97,606 | $9.76M | 0.05% | +6,132+6.7% | Added |
| Hartford Investment Management Co | 96,695 | $9.66M | 0.29% | −3,437−3.4% | Reduced |
| Thompson Investment Management, Inc. | 96,161 | $9.61M | 1.20% | −397−0.4% | Reduced |
| AMG National Trust Bank | 96,022 | $9.59M | 0.23% | +522+0.5% | Added |
| Tocqueville Asset Management L.P. | 95,687 | $9.56M | 0.14% | +2,863+3.1% | Added |
| Lafayette Investments, Inc. | 95,684 | $9.56M | 1.81% | −264−0.3% | Reduced |
| Baldwin Brothers Inc | 95,129 | $9.50M | 0.61% | −2,137−2.2% | Reduced |
| Caisse des Depots Et Consignations | 95,120 | $9.50M | 0.22% | 00.0% | Unchanged |
| 1248 Management, LLC | 93,729 | $9.36M | 5.01% | 00.0% | Unchanged |
| First National Trust Co | 93,693 | $9.36M | 0.31% | +4,469+5.0% | Added |
| KCM Investment Advisors LLC | 93,308 | $9.32M | 0.30% | −898−1.0% | Reduced |
| Great Lakes Advisors, LLC | 93,237 | $9.32M | 0.08% | −2,056−2.2% | Reduced |
| Aviance Capital Partners, LLC | 93,021 | $9.29M | 1.07% | −118−0.1% | Reduced |
| Redmond Asset Management, LLC | 91,797 | $9.17M | 2.34% | −1,907−2.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 91,199 | $9.11M | 0.08% | −19,264−17.4% | Reduced |
| Allianz SE | 90,478 | $9.04M | 0.12% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 89,919 | $8.98M | 0.07% | −3,639−3.9% | Reduced |
| Colonial Trust Advisors | 89,812 | $8.97M | 0.68% | +11,073+14.1% | Added |
| Pinebridge Investments LLC | 87,537 | $8.75M | 0.06% | +87,537 | New |
| Mezzasalma Advisors, LLC | 85,948 | $8.73M | 2.10% | +1,488+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 87,320 | $8.72M | 0.42% | −1,058−1.2% | Reduced |
| GAM Holding AG | 87,210 | $8.71M | 0.56% | −5,364−5.8% | Reduced |
| Gulf International Bank (UK) Ltd | 86,896 | $8.68M | 0.28% | +214+0.2% | Added |
| American Assets Investment Management, LLC | 86,674 | $8.66M | 0.60% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 86,264 | $8.62M | 1.01% | −2,174−2.5% | Reduced |
| Oppenheimer & Co Inc | 85,631 | $8.56M | 0.12% | +794+0.9% | Added |
| Permanens Capital L.P. | 85,461 | $8.54M | 1.11% | +22,874+36.5% | Added |
| Louisiana State Employees Retirement System | 85,300 | $8.52M | 0.15% | −4,200−4.7% | Reduced |
| Maryland State Retirement & Pension System | 85,112 | $8.50M | 0.18% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 84,986 | $8.49M | 0.38% | +81,268+2,185.8% | Added |
| Spectrum Financial Alliance Ltd LLC | 84,183 | $8.41M | 1.66% | −3,825−4.3% | Reduced |
| We Are One Seven, LLC | 83,354 | $8.33M | 0.17% | +28,721+52.6% | Added |
| Radnor Capital Management, LLC | 83,050 | $8.30M | 1.23% | −1,600−1.9% | Reduced |
| National Philanthropic Trust | 82,389 | $8.23M | 0.08% | −18,921−18.7% | Reduced |
| Tower Research Capital LLC (TRC) | 81,840 | $8.18M | 0.20% | +18,373+28.9% | Added |
| Fagan Associates, Inc. | 81,791 | $8.17M | 1.09% | +2,413+3.0% | Added |
| Lighthouse Investment Partners, LLC | 80,879 | $8.08M | 0.27% | +40,539+100.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 80,345 | $8.03M | 3.02% | +80,345 | New |
| Metis Global Partners, LLC | 79,990 | $7.99M | 0.19% | −8,710−9.8% | Reduced |
| New Mexico Educational Retirement Board | 78,687 | $7.86M | 0.23% | +1,500+1.9% | Added |
| Aquatic Capital Management LLC | 77,050 | $7.70M | 0.22% | −224,670−74.5% | Reduced |
| Marco Investment Management LLC | 76,689 | $7.66M | 0.58% | −700−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 76,359 | $7.63M | 0.20% | −3,700−4.6% | Reduced |
| Gilman Hill Asset Management, LLC | 75,843 | $7.58M | 1.19% | +4,534+6.4% | Added |
| Mark Asset Management LP | 75,795 | $7.57M | 0.85% | +5,795+8.3% | Added |
| CAPROCK Group, Inc. | 75,645 | $7.56M | 0.16% | +23,708+45.6% | Added |
| Integrated Advisors Network LLC | 74,898 | $7.48M | 0.33% | +26,427+54.5% | Added |
| Pring Turner Capital Group Inc | 74,825 | $7.48M | 4.63% | −824−1.1% | Reduced |
| Cullen Investment Group, Ltd. | 74,479 | $7.46M | 0.97% | +49,556+198.8% | Added |
| Alberta Investment Management Corp | 74,600 | $7.45M | 0.04% | −900−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 74,397 | $7.43M | 0.09% | +19,363+35.2% | Added |
| Cloverfields Capital Group, LP | 74,395 | $7.43M | 2.30% | −2,679−3.5% | Reduced |
| GHP Investment Advisors, Inc. | 73,690 | $7.36M | 0.30% | +3,619+5.2% | Added |
| Boston Common Asset Management, LLC | 73,054 | $7.30M | 0.44% | −45,958−38.6% | Reduced |
| Salvus Wealth Management, LLC | 73,041 | $7.30M | 4.08% | +692+1.0% | Added |
| Commerce Bank | 72,291 | $7.22M | 0.04% | −1,377−1.9% | Reduced |
| Headlands Technologies LLC | 71,931 | $7.19M | 0.60% | +16,455+29.7% | Added |
| Kavar Capital Partners Group, LLC | 71,249 | $7.12M | 0.98% | −218−0.3% | Reduced |
| Citizens Business Bank | 71,091 | $7.10M | 1.17% | +926+1.3% | Added |