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 |
|---|---|---|---|---|---|
| Carmel Capital Partners, LLC | 34,821 | $3.48M | 1.22% | +10,519+43.3% | Added |
| V-Square Quantitative Management LLC | 34,663 | $3.46M | 0.36% | +804+2.4% | Added |
| Webster Bank, N. A. | 34,661 | $3.46M | 0.32% | +292+0.8% | Added |
| Bleakley Financial Group, LLC | 34,607 | $3.46M | 0.06% | +5,695+19.7% | Added |
| Crux Wealth Advisors | 34,558 | $3.45M | 1.28% | −108−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 34,458 | $3.44M | 0.19% | +629+1.9% | Added |
| Groupama Asset Managment | 34,310 | $3.43M | 0.05% | −3,443−9.1% | Reduced |
| Cascade Investment Advisors, Inc. | 34,155 | $3.41M | 2.01% | −1,430−4.0% | Reduced |
| IFG Advisory, LLC | 34,064 | $3.40M | 0.15% | +284+0.8% | Added |
| Choate Investment Advisors | 33,995 | $3.40M | 0.07% | −645−1.9% | Reduced |
| Gill Capital Partners, LLC | 33,663 | $3.36M | 1.02% | −395−1.2% | Reduced |
| Machina Capital S.A.S. | 33,621 | $3.36M | 0.64% | +14,689+77.6% | Added |
| Chemistry Wealth Management LLC | 33,499 | $3.35M | 0.63% | +75+0.2% | Added |
| Twin City Private Wealth, LLC | 33,340 | $3.33M | 2.52% | +1,659+5.2% | Added |
| SRS Capital Advisors, Inc. | 33,252 | $3.32M | 0.10% | −131,232−79.8% | Reduced |
| Harfst & Associates, Inc. | 32,968 | $3.29M | 0.59% | −756−2.2% | Reduced |
| Cary Street Partners Financial LLC | 32,897 | $3.29M | 0.08% | +333+1.0% | Added |
| Concurrent Investment Advisors, LLC | 32,881 | $3.29M | 0.04% | +13,048+65.8% | Added |
| Savvy Advisors, Inc. | 32,831 | $3.28M | 0.11% | +4,862+17.4% | Added |
| Westview Management dba Westview Investment Advisors | 32,793 | $3.28M | 1.56% | +32,793 | New |
| GPM Growth Investors, Inc. | 32,738 | $3.27M | 1.27% | −940−2.8% | Reduced |
| Finer Wealth Management, Inc. | 32,702 | $3.27M | 1.58% | +698+2.2% | Added |
| Compass Wealth Management LLC | 32,649 | $3.26M | 0.81% | −716−2.1% | Reduced |
| GM Advisory Group, Inc. | 32,523 | $3.25M | 0.13% | −2,561−7.3% | Reduced |
| Modus Advisors, LLC | 32,355 | $3.23M | 0.85% | −15,084−31.8% | Reduced |
| Meeder Advisory Services, Inc. | 32,224 | $3.22M | 0.14% | +2,025+6.7% | Added |
| Beacon Financial Group | 32,191 | $3.22M | 0.32% | −155−0.5% | Reduced |
| D L Carlson Investment Group Inc | 32,187 | $3.22M | 0.54% | +150.0% | Added |
| CWA Asset Management Group, LLC | 31,902 | $3.19M | 0.11% | +815+2.6% | Added |
| Strata Wealth Advisors, LLC | 31,818 | $3.18M | 0.88% | +10.0% | Added |
| Main Street Research LLC | 31,782 | $3.18M | 0.18% | −2,316−6.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 31,571 | $3.15M | 0.58% | −650−2.0% | Reduced |
| Roundview Capital LLC | 31,543 | $3.15M | 0.19% | −3,371−9.7% | Reduced |
| Chaney Capital Management, Inc. | 31,480 | $3.15M | 1.09% | +294+0.9% | Added |
| Vise Technologies, Inc. | 31,083 | $3.11M | 0.06% | +9,940+47.0% | Added |
| Maia Wealth LLC | 32,651 | $3.10M | 0.53% | −1,336−3.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 30,923 | $3.09M | 0.46% | −199−0.6% | Reduced |
| Scott & Selber, Inc. | 30,912 | $3.09M | 0.77% | −1,148−3.6% | Reduced |
| Signaturefd, LLC | 30,887 | $3.09M | 0.05% | +1,013+3.4% | Added |
| Kidder Stephen W | 30,875 | $3.08M | 0.87% | +12,080+64.3% | Added |
| Quest Partners LLC | 30,862 | $3.08M | 0.17% | +22,516+269.8% | Added |
| Kinneret Advisory, LLC | 30,857 | $3.08M | 0.26% | −845−2.7% | Reduced |
| LGT Fund Management Co Ltd. | 30,577 | $3.07M | 0.24% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 30,670 | $3.06M | 3.25% | +7,746+33.8% | Added |
| Stenger Family Office, LLC | 30,578 | $3.06M | 0.63% | +1,650+5.7% | Added |
| Kestra Investment Management, LLC | 30,473 | $3.04M | 0.07% | +2,804+10.1% | Added |
| Iowa State Bank | 30,266 | $3.02M | 0.57% | +360+1.2% | Added |
| Chicago Partners Investment Group LLC | 29,448 | $3.01M | 0.07% | −898−3.0% | Reduced |
| Coastline Trust Co | 30,030 | $3.00M | 0.28% | −270−0.9% | Reduced |
| Mount Vernon Associates Inc | 29,800 | $2.98M | 2.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 29,753 | $2.97M | 0.05% | −104−0.3% | Reduced |
| Capital Investment Advisory Services, LLC | 29,725 | $2.97M | 0.21% | −418−1.4% | Reduced |
| Ritholtz Wealth Management | 29,718 | $2.97M | 0.05% | +3,420+13.0% | Added |
| Exchange Traded Concepts, LLC | 29,659 | $2.96M | 0.02% | −255,746−89.6% | Reduced |
| Kozak & Associates, Inc. | 29,511 | $2.96M | 0.57% | −645−2.1% | Reduced |
| Ostrum Asset Management | 29,269 | $2.92M | 0.14% | −5,620−16.1% | Reduced |
| Royal Palms Capital LLC | 29,089 | $2.91M | 3.45% | +29,089 | New |
| Cypress Capital, LLC | 29,070 | $2.90M | 0.81% | +11,378+64.3% | Added |
| Hager Investment Management Services, LLC | 29,001 | $2.90M | 1.58% | −750−2.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,000 | $2.90M | 1.41% | +3,000+11.5% | Added |
| Strategic Wealth Partners, Ltd. | 28,996 | $2.90M | 0.20% | +4,271+17.3% | Added |
| Bridgeway Capital Management, LLC | 28,920 | $2.89M | 0.06% | −200−0.7% | Reduced |
| Cetera Trust Company, N.A | 28,855 | $2.88M | 1.54% | +350+1.2% | Added |
| Accuvest Global Advisors | 28,747 | $2.87M | 2.12% | +24,987+664.5% | Added |
| Argus Investors' Counsel, Inc. | 28,736 | $2.87M | 2.29% | −30.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 28,730 | $2.87M | 0.08% | +3,709+14.8% | Added |
| Coldstream Capital Management Inc | 28,730 | $2.87M | 0.04% | −4,944−14.7% | Reduced |
| Canandaigua National Bank & Trust Co | 28,503 | $2.85M | 0.26% | −789−2.7% | Reduced |
| Tema ETFs LLC | 28,503 | $2.85M | 0.22% | −84−0.3% | Reduced |
| Edgestream Partners, L.P. | 28,356 | $2.83M | 0.08% | −6,330−18.2% | Reduced |
| Vaughan David Investments LLC | 28,337 | $2.83M | 0.06% | −1,527−5.1% | Reduced |
| Martin Capital Advisors, LLP | 28,333 | $2.83M | 1.66% | +295+1.1% | Added |
| EPG Wealth Management LLC | 28,289 | $2.83M | 0.76% | +1,318+4.9% | Added |
| Hudson Canyon Capital Management | 28,215 | $2.82M | 1.65% | 00.0% | Unchanged |
| Hancock Whitney Corp | 28,178 | $2.82M | 0.05% | +8,417+42.6% | Added |
| Xcel Wealth Management, LLC | 28,171 | $2.81M | 0.72% | 00.0% | Unchanged |
| Wynn Capital, LLC | 28,017 | $2.80M | 1.36% | −225−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 27,763 | $2.77M | 0.03% | −493−1.7% | Reduced |
| Ballentine Partners, LLC | 27,451 | $2.74M | 0.04% | +1,150+4.4% | Added |
| HBK Sorce Advisory LLC | 26,048 | $2.74M | 0.06% | −1,643−5.9% | Reduced |
| Diversify Advisory Services, LLC | 26,212 | $2.72M | 0.09% | +2,722+11.6% | Added |
| Capital International Inc | 27,190 | $2.72M | 0.02% | +27,190 | New |
| Garrison Bradford & Associates Inc | 27,110 | $2.71M | 2.94% | −200−0.7% | Reduced |
| Power Wealth Management LLC | 27,057 | $2.70M | 0.95% | −730−2.6% | Reduced |
| Delaney Dennis R | 26,953 | $2.69M | 1.35% | +7,188+36.4% | Added |
| Group One Trading, L.P. | 26,939 | $2.69M | 0.08% | −36,689−57.7% | Reduced |
| Parsonex Advisory Services, Inc. | 26,935 | $2.69M | 1.72% | +946+3.6% | Added |
| Centaurus Financial, Inc. | 26,843 | $2.68M | 0.12% | −10,312−27.8% | Reduced |
| Notis-McConarty Edward | 26,545 | $2.65M | 1.23% | +9,495+55.7% | Added |
| Norden Group LLC | 26,500 | $2.65M | 0.26% | +1,493+6.0% | Added |
| Cape Investment Advisory, Inc. | 26,472 | $2.64M | 0.81% | −74−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 26,451 | $2.64M | 0.41% | +723+2.8% | Added |
| Juno Financial Group LLC | 25,935 | $2.59M | 1.04% | +25,935 | New |
| Simmons Bank | 25,828 | $2.58M | 0.17% | +22,694+724.1% | Added |
| David Loasby | 25,183 | $2.57M | 0.17% | +1,738+7.4% | Added |
| Umb Bank N A | 25,647 | $2.56M | 0.03% | +1,966+8.3% | Added |
| Columbia Asset Management | 25,630 | $2.56M | 0.46% | −351−1.4% | Reduced |
| DRW Securities, LLC | 25,582 | $2.56M | 0.19% | −5,818−18.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 25,518 | $2.55M | 0.09% | −853−3.2% | Reduced |
| Salem Investment Counselors Inc | 25,485 | $2.55M | 0.07% | −176−0.7% | Reduced |