Institutional Ownership Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW). We have compiled data on the 2,527 institutions that hold shares in the stock, with a total of 1.43 Billion shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
195,145
shares
|
$17.9 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
195,018
shares
|
$17.9 Million
0.25% of portfolio
|
Q3 2025
Added 32.04%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
194,056
shares
|
$17.8 Million
1.03% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
192,938
shares
|
$17.7 Million
0.19% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2025 Q3 2025 |
192,691
shares
|
$17.7 Million
1.56% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
192,290
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
190,567
shares
|
$17.5 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
190,367
shares
|
$17.5 Million
0.91% of portfolio
|
Q3 2025
Added 277.02%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
188,423
shares
|
$17.3 Million
0.25% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
186,007
shares
|
$17.1 Million
1.33% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
184,444
shares
|
$17 Million
0.11% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
184,343
shares
|
$16.9 Million
3.25% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
184,221
shares
|
$16.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
184,221
shares
|
$16.9 Million
0.04% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
183,358
shares
|
$16.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
182,363
shares
|
$16.8 Million
0.37% of portfolio
|
Q1 2024
Added 2.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
181,568
shares
|
$16.7 Million
0.21% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
180,055
shares
|
$16.5 Million
1.36% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
179,411
shares
|
$16.5 Million
0.76% of portfolio
|
Q3 2023
Reduced 59.66%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
179,023
shares
|
$16.5 Million
2.48% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
176,774
shares
|
$16.2 Million
3.75% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
176,618
shares
|
$16.2 Million
0.29% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
175,841
shares
|
$16.2 Million
0.08% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
175,775
shares
|
$16.2 Million
0.51% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 10, 2025 Q3 2025 |
174,715
shares
|
$16.1 Million
3.94% of portfolio
|
Q3 2025
Reduced 0.25%
|
|