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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 70,992 | $7.09M | 0.02% | −2,890−3.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 70,988 | $7.09M | 0.63% | −4,650−6.1% | Reduced |
| Central Pacific Bank - Trust Division | 70,553 | $7.05M | 0.86% | −9,033−11.3% | Reduced |
| AE Wealth Management LLC | 70,449 | $7.04M | 0.04% | −29,383−29.4% | Reduced |
| Naples Global Advisors, LLC | 70,298 | $7.02M | 0.52% | −658−0.9% | Reduced |
| Birch Capital Management, LLC | 69,741 | $6.97M | 3.48% | −1,686−2.4% | Reduced |
| Scotia Capital Inc. | 69,339 | $6.93M | 0.03% | +1,427+2.1% | Added |
| Merit Financial Group, LLC | 69,112 | $6.91M | 0.06% | +11,252+19.4% | Added |
| Elo Mutual Pension Insurance Co | 68,745 | $6.87M | 0.11% | −47,394−40.8% | Reduced |
| MUFG Securities EMEA plc | 68,476 | $6.84M | 0.08% | +35,816+109.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 68,303 | $6.82M | 0.30% | +4,012+6.2% | Added |
| Laird Norton Trust Company, LLC | 68,224 | $6.82M | 0.14% | +68,224 | New |
| Arkadios Wealth Advisors | 68,164 | $6.81M | 0.14% | +3,644+5.6% | Added |
| Acadian Asset Management LLC | 68,124 | $6.80M | 0.01% | +41,567+156.5% | Added |
| Prentiss Smith & Co Inc | 67,642 | $6.76M | 4.04% | −296−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 66,802 | $6.72M | 0.36% | +6,601+11.0% | Added |
| Twin Lakes Capital Management, LLC | 66,476 | $6.64M | 2.95% | +140+0.2% | Added |
| Investment Research & Advisory Group, Inc. | 66,102 | $6.60M | 2.20% | −584−0.9% | Reduced |
| Quantitative Investment Management, LLC | 65,917 | $6.58M | 0.64% | +65,917 | New |
| Sendero Wealth Management, LLC | 65,662 | $6.56M | 0.73% | −6,638−9.2% | Reduced |
| Somerville Kurt F | 65,555 | $6.55M | 1.11% | +21,762+49.7% | Added |
| Spire Wealth Management | 65,102 | $6.50M | 0.22% | −2,127−3.2% | Reduced |
| Smithbridge Asset Management Inc | 65,091 | $6.50M | 0.56% | −5,603−7.9% | Reduced |
| Equitable Holdings, Inc. | 64,983 | $6.49M | 0.04% | −3,822−5.6% | Reduced |
| Algert Global LLC | 64,426 | $6.44M | 0.10% | +13,700+27.0% | Added |
| Thompson Siegel & Walmsley LLC | 63,728 | $6.37M | 0.11% | −3,192−4.8% | Reduced |
| Legal Advantage Investments, Inc. | 63,560 | $6.35M | 2.94% | −1,500−2.3% | Reduced |
| Walleye Trading LLC | 63,426 | $6.34M | 0.10% | +63,426 | New |
| Farther Finance Advisors, LLC | 63,384 | $6.33M | 0.07% | +44,109+228.8% | Added |
| LaFleur & Godfrey LLC | 63,232 | $6.32M | 0.76% | −5,988−8.7% | Reduced |
| Oliver Luxxe Assets LLC | 63,161 | $6.31M | 0.96% | −1,769−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 62,835 | $6.28M | 0.22% | +1,488+2.4% | Added |
| Hamilton Capital Partners Inc. | 61,203 | $6.11M | 0.22% | +3,111+5.4% | Added |
| Wright Investors Service Inc | 61,075 | $6.10M | 1.83% | +36,170+145.2% | Added |
| Hudson Valley Investment Advisors Inc | 60,798 | $6.07M | 0.67% | −6,014−9.0% | Reduced |
| Ci Investments Inc. | 60,547 | $6.05M | 0.03% | +16,741+38.2% | Added |
| Lincoln Capital Corp | 60,344 | $6.03M | 2.14% | −341−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 60,131 | $6.01M | 0.17% | +39,439+190.6% | Added |
| Lincoln Capital LLC | 60,073 | $6.00M | 1.09% | −1,132−1.8% | Reduced |
| Winton Group Ltd | 60,012 | $6.00M | 0.21% | −1,164−1.9% | Reduced |
| HB Wealth Management, LLC | 59,594 | $5.95M | 0.04% | +3,236+5.7% | Added |
| Alerus Financial NA | 59,143 | $5.91M | 0.29% | +10,460+21.5% | Added |
| AlTi Global, Inc. | 59,099 | $5.90M | 0.13% | −66,535−53.0% | Reduced |
| North Dakota State Investment Board | 58,531 | $5.85M | 0.22% | +58,531 | New |
| Paradigm Financial Partners, LLC | 58,453 | $5.84M | 0.59% | +8,454+16.9% | Added |
| Condor Capital Management | 58,415 | $5.84M | 0.47% | −379−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 58,306 | $5.83M | 0.20% | +669+1.2% | Added |
| Perkins Coie Trust Co | 58,224 | $5.82M | 1.08% | −2,837−4.6% | Reduced |
| Optiver Holding B.V. | 57,414 | $5.74M | 0.10% | −62,246−52.0% | Reduced |
| William Allan, LLC | 57,389 | $5.73M | 3.25% | −1,683−2.8% | Reduced |
| Oak Harvest Investment Services | 57,387 | $5.73M | 0.63% | +10,394+22.1% | Added |
| Plato Investment Management Ltd | 57,039 | $5.73M | 0.37% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 57,092 | $5.70M | 2.12% | −95−0.2% | Reduced |
| Coppell Advisory Solutions LLC | 56,634 | $5.69M | 0.57% | +6,412+12.8% | Added |
| Pittenger & Anderson Inc | 56,917 | $5.69M | 0.22% | +1,370+2.5% | Added |
| Conning Inc. | 56,862 | $5.68M | 0.19% | +3,615+6.8% | Added |
| Harrington Investments, INC | 56,657 | $5.66M | 2.84% | +384+0.7% | Added |
| Krilogy Financial LLC | 54,690 | $5.63M | 0.19% | +23,589+75.8% | Added |
| LGT Group Foundation | 55,876 | $5.62M | 0.06% | −7,158−11.4% | Reduced |
| Voya Financial Advisors, Inc. | 54,683 | $5.54M | 0.53% | −2,495−4.4% | Reduced |
| Independent Advisor Alliance | 55,111 | $5.51M | 0.13% | +15,894+40.5% | Added |
| Commerzbank Aktiengesellschaft | 55,092 | $5.50M | 0.11% | +37,807+218.7% | Added |
| Bokf, NA | 55,012 | $5.50M | 0.08% | −4,616−7.7% | Reduced |
| Resolute Capital Asset Partners LLC | 55,000 | $5.50M | 2.65% | −25,000−31.3% | Reduced |
| Capital Analysts, LLC | 54,992 | $5.50M | 0.15% | +2,076+3.9% | Added |
| Stratos Wealth Partners, LTD. | 54,719 | $5.47M | 0.06% | +6,845+14.3% | Added |
| Greenup Street Wealth Management LLC | 54,715 | $5.47M | 0.79% | +20,008+57.6% | Added |
| Park Avenue Securities LLC | 54,522 | $5.45M | 0.05% | +2,788+5.4% | Added |
| First American Bank | 54,005 | $5.40M | 0.33% | +34+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 53,370 | $5.33M | 0.06% | −1,014−1.9% | Reduced |
| Bailard, Inc. | 53,166 | $5.31M | 0.12% | −2,252−4.1% | Reduced |
| Ibex Wealth Advisors | 53,093 | $5.30M | 0.52% | +1,273+2.5% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 52,825 | $5.28M | 3.11% | +1,812+3.6% | Added |
| Intrinsic Value Partners, LLC | 52,455 | $5.24M | 3.93% | −2,448−4.5% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 52,056 | $5.23M | 0.50% | 00.0% | Unchanged |
| Keybank National Association | 52,382 | $5.23M | 0.02% | +1,535+3.0% | Added |
| Wealthspire Advisors, LLC | 52,336 | $5.23M | 0.04% | −26,680−33.8% | Reduced |
| Evolve Private Wealth, LLC | 52,153 | $5.21M | 0.31% | +52,153 | New |
| Cardinal Point Capital Management, ULC | 52,034 | $5.20M | 0.34% | +52,034 | New |
| Prospera Financial Services Inc | 51,702 | $5.17M | 0.08% | −1,987−3.7% | Reduced |
| First National Advisers, LLC | 51,206 | $5.12M | 0.70% | +43,793+590.8% | Added |
| Greenleaf Trust | 51,172 | $5.11M | 0.05% | −375−0.7% | Reduced |
| FWL Investment Management, LLC | 51,032 | $5.10M | 1.23% | +7,651+17.6% | Added |
| American Trust Investment Advisors, LLC | 50,913 | $5.09M | 2.72% | +972+1.9% | Added |
| Allworth Financial LP | 50,741 | $5.07M | 0.02% | −1,011−2.0% | Reduced |
| RNC Capital Management LLC | 50,701 | $5.07M | 0.23% | −454−0.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 50,679 | $5.06M | 0.91% | +2,793+5.8% | Added |
| Colonial Trust Co | 50,543 | $5.05M | 0.67% | −1,632−3.1% | Reduced |
| IFP Advisors, Inc | 50,485 | $5.04M | 0.11% | +29,785+143.9% | Added |
| Maltese Capital Management LLC | 50,000 | $5.00M | 0.89% | −12,500−20.0% | Reduced |
| Brookstone Capital Management | 49,475 | $4.94M | 0.06% | +1,767+3.7% | Added |
| Hixon Zuercher, LLC | 49,396 | $4.94M | 1.50% | +352+0.7% | Added |
| Daymark Wealth Partners, LLC | 49,353 | $4.93M | 0.16% | −96−0.2% | Reduced |
| Tandem Capital Management Corp | 49,262 | $4.92M | 2.24% | −57−0.1% | Reduced |
| Empirical Finance, LLC | 49,167 | $4.91M | 0.23% | −2,081−4.1% | Reduced |
| Southeast Asset Advisors Inc. | 48,994 | $4.89M | 0.46% | −197−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 48,697 | $4.87M | 0.03% | +41,956+622.4% | Added |
| SOL Capital Management CO | 48,666 | $4.86M | 0.44% | −700−1.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 48,534 | $4.85M | 0.21% | −8,500−14.9% | Reduced |
| LS Investment Advisors, LLC | 48,405 | $4.84M | 0.68% | +527+1.1% | Added |