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 |
|---|---|---|---|---|---|
| Hunter Perkins Capital Management, LLC | 48,086 | $4.80M | 1.11% | −84−0.2% | Reduced |
| Leelyn Smith, LLC | 47,784 | $4.77M | 0.69% | +2,414+5.3% | Added |
| PEAK6 LLC | 47,625 | $4.76M | 0.13% | +15,449+48.0% | Added |
| Strategic Global Advisors, LLC | 47,468 | $4.74M | 0.73% | −1,050−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 47,103 | $4.71M | 0.25% | −1,703−3.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 47,080 | $4.70M | 0.55% | −8,000−14.5% | Reduced |
| Skylands Capital, LLC | 47,000 | $4.70M | 0.64% | +19,450+70.6% | Added |
| Gabelli Funds LLC | 46,880 | $4.68M | 0.03% | −5,413−10.4% | Reduced |
| Rossmore Private Capital | 46,684 | $4.66M | 0.42% | +18,984+68.5% | Added |
| Stony Point Wealth Management Inc. | 46,595 | $4.66M | 1.74% | −9,925−17.6% | Reduced |
| Huntington National Bank | 46,413 | $4.64M | 0.03% | +4,917+11.8% | Added |
| Miracle Mile Advisors, LLC | 46,133 | $4.61M | 0.07% | +3,287+7.7% | Added |
| Linscomb & Williams, Inc. | 46,104 | $4.61M | 0.19% | +1,876+4.2% | Added |
| HighPoint Advisor Group LLC | 46,080 | $4.60M | 0.10% | +13,213+40.2% | Added |
| Trexquant Investment LP | 45,985 | $4.59M | 0.04% | −165,686−78.3% | Reduced |
| Gotham Asset Management, LLC | 45,911 | $4.59M | 0.02% | −1,129−2.4% | Reduced |
| TCW Group Inc | 45,799 | $4.58M | 0.03% | +25,767+128.6% | Added |
| Securian Asset Management, Inc | 45,419 | $4.54M | 0.17% | −36,985−44.9% | Reduced |
| Delta Capital Management LLC | 45,385 | $4.53M | 2.55% | −7,360−14.0% | Reduced |
| Chatham Capital Group, Inc. | 45,277 | $4.52M | 0.64% | +65+0.1% | Added |
| MUFG Securities Americas Inc. | 44,999 | $4.50M | 0.28% | −1,014−2.2% | Reduced |
| East Coast Asset Management, LLC. | 44,986 | $4.49M | 1.32% | +94+0.2% | Added |
| Malaga Cove Capital, LLC | 44,931 | $4.49M | 1.55% | −1,867−4.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 44,913 | $4.49M | 0.29% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 44,888 | $4.48M | 0.63% | +137+0.3% | Added |
| Montag A & Associates Inc | 44,653 | $4.46M | 0.20% | −3,963−8.2% | Reduced |
| Bryn Mawr Trust Co | 44,591 | $4.46M | 0.10% | −865−1.9% | Reduced |
| SAM Advisors, LLC | 44,560 | $4.45M | 1.41% | −1,759−3.8% | Reduced |
| Community Financial Services Group, LLC | 43,811 | $4.38M | 0.80% | −1,743−3.8% | Reduced |
| 180 Wealth Advisors, LLC | 43,563 | $4.35M | 0.50% | +83+0.2% | Added |
| American Trust | 43,470 | $4.34M | 0.37% | −500−1.1% | Reduced |
| Victrix Investment Advisors | 43,408 | $4.34M | 1.68% | −430−1.0% | Reduced |
| Partners Capital Investment Group, LLP | 43,137 | $4.31M | 0.16% | −9,956−18.8% | Reduced |
| Gillson Capital LP | 43,100 | $4.31M | 0.28% | +43,100 | New |
| CBOE Vest Financial, LLC | 42,955 | $4.29M | 0.05% | +14,453+50.7% | Added |
| Oakmont Investment Advisors, Inc. | 42,628 | $4.26M | 3.12% | +42,628 | New |
| Buttonwood Financial Advisors Inc. | 42,412 | $4.24M | 1.41% | −567−1.3% | Reduced |
| E. Ohman J:or Asset Management AB | 42,400 | $4.24M | 0.10% | +42,400 | New |
| Red Spruce Capital, LLC | 42,371 | $4.23M | 1.69% | +825+2.0% | Added |
| Lantern Wealth Advisors, LLC | 42,332 | $4.23M | 2.25% | −17,971−29.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 42,217 | $4.22M | 0.50% | +4,044+10.6% | Added |
| Goelzer Investment Management, Inc. | 41,916 | $4.19M | 0.19% | +1,461+3.6% | Added |
| Eagle Bluffs Wealth Management LLC | 41,730 | $4.17M | 1.69% | +1,236+3.1% | Added |
| Courier Capital LLC | 41,709 | $4.17M | 0.23% | −204−0.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 41,620 | $4.16M | 4.18% | −2,247−5.1% | Reduced |
| Puzo Michael J | 41,485 | $4.14M | 1.13% | +17,582+73.6% | Added |
| Quadrant Capital Group LLC | 41,406 | $4.14M | 0.12% | +145+0.4% | Added |
| Marble Wealth, LLC | 41,400 | $4.14M | 0.57% | +41,400 | New |
| Pine Haven Investment Counsel, Inc | 41,313 | $4.13M | 2.94% | −125−0.3% | Reduced |
| Apollon Wealth Management, LLC | 41,250 | $4.12M | 0.07% | +1,119+2.8% | Added |
| Mengis Capital Management, Inc. | 41,181 | $4.11M | 0.73% | −725−1.7% | Reduced |
| SGL Investment Advisors, Inc. | 40,138 | $4.09M | 1.64% | +677+1.7% | Added |
| Resources Investment Advisors, LLC. | 40,941 | $4.09M | 0.04% | −2,445−5.6% | Reduced |
| Fiduciary Group LLC | 40,676 | $4.06M | 0.34% | −919−2.2% | Reduced |
| Conscious Wealth Investments, LLC | 39,814 | $4.06M | 2.44% | −4,418−10.0% | Reduced |
| Parallel Advisors, LLC | 40,482 | $4.04M | 0.07% | −810−2.0% | Reduced |
| Vestcor Inc | 40,478 | $4.04M | 0.12% | −5,566−12.1% | Reduced |
| Clean Yield Group | 40,449 | $4.04M | 1.12% | +13,100+47.9% | Added |
| Means Investment Co., Inc. | 40,397 | $4.04M | 0.34% | −1,924−4.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 40,334 | $4.03M | 1.28% | +3,195+8.6% | Added |
| JB Capital LLC | 40,167 | $4.01M | 0.16% | −5,019−11.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 40,077 | $4.00M | 0.57% | −407−1.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,034 | $4.00M | 1.33% | −13,015−24.5% | Reduced |
| Sculati Wealth Management, LLC | 39,930 | $3.99M | 1.41% | −392−1.0% | Reduced |
| Vontobel Holding Ltd. | 39,874 | $3.98M | 0.01% | +2,588+6.9% | Added |
| Ashton Thomas Private Wealth, LLC | 39,770 | $3.97M | 0.10% | −733−1.8% | Reduced |
| Secure Asset Management, LLC | 39,693 | $3.97M | 0.62% | +1,099+2.8% | Added |
| Cinctive Capital Management LP | 39,346 | $3.93M | 0.23% | +39,346 | New |
| Sepio Capital, LP | 38,865 | $3.88M | 0.21% | −1,372−3.4% | Reduced |
| Stonebridge Capital Advisors LLC | 38,781 | $3.87M | 0.27% | −524−1.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 38,706 | $3.87M | 0.75% | +38,706 | New |
| Correct Capital Wealth Management | 38,564 | $3.85M | 0.73% | +2,340+6.5% | Added |
| GeoWealth Management, LLC | 38,421 | $3.84M | 0.14% | −722−1.8% | Reduced |
| Nelson Capital Management, LLC | 38,369 | $3.83M | 0.45% | −640−1.6% | Reduced |
| TD Private Client Wealth LLC | 38,272 | $3.82M | 0.08% | −440−1.1% | Reduced |
| Graham Capital Management, L.P. | 38,255 | $3.82M | 0.13% | +16,943+79.5% | Added |
| Kingsview Wealth Management, LLC | 38,245 | $3.82M | 0.06% | +32,598+577.3% | Added |
| Anchor Investment Management, LLC | 38,227 | $3.82M | 0.31% | +5,370+16.3% | Added |
| Fearless Solutions, LLC dba Best Invest | 38,181 | $3.81M | 2.31% | −439−1.1% | Reduced |
| Stableford Capital II LLC | 38,137 | $3.81M | 1.38% | +3,254+9.3% | Added |
| Summit Financial, LLC | 38,134 | $3.81M | 0.06% | +100+0.3% | Added |
| GAMMA Investing LLC | 37,983 | $3.79M | 0.19% | +2,942+8.4% | Added |
| Twin Capital Management Inc | 37,955 | $3.79M | 0.47% | −488−1.3% | Reduced |
| Heritage Wealth Advisors | 37,927 | $3.79M | 0.14% | +37,927 | New |
| HF Advisory Group, LLC | 37,601 | $3.76M | 1.31% | +439+1.2% | Added |
| Dakota Wealth Management | 37,564 | $3.75M | 0.07% | +911+2.5% | Added |
| Global Retirement Partners, LLC | 37,531 | $3.75M | 0.07% | +6,714+21.8% | Added |
| Grimes & Company, Inc. | 37,438 | $3.74M | 0.09% | +6,180+19.8% | Added |
| Gs Investments, Inc. | 37,420 | $3.74M | 2.03% | −3,068−7.6% | Reduced |
| Inkwell Capital LLC | 36,930 | $3.69M | 3.75% | −365−1.0% | Reduced |
| Aaron Wealth Advisors | 36,896 | $3.69M | 0.21% | +4,271+13.1% | Added |
| Central Bank & Trust Co | 36,627 | $3.66M | 0.57% | −500−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 36,594 | $3.66M | 0.10% | +10,683+41.2% | Added |
| Annandale Capital, LLC | 35,848 | $3.58M | 0.58% | 00.0% | Unchanged |
| Everence Capital Management Inc | 35,800 | $3.58M | 0.21% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 35,309 | $3.53M | 0.03% | −951−2.6% | Reduced |
| Johnson Investment Counsel Inc | 35,293 | $3.53M | 0.03% | −3,876−9.9% | Reduced |
| Valeo Financial Advisors, LLC | 35,031 | $3.50M | 0.08% | −1,613−4.4% | Reduced |
| J. Safra Sarasin Holding AG | 35,004 | $3.50M | 0.06% | +297+0.9% | Added |
| Great Valley Advisor Group, Inc. | 34,827 | $3.48M | 0.07% | +5,556+19.0% | Added |