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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
173,817
shares
|
$16 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
172,441
shares
|
$15.8 Million
0.05% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
171,277
shares
|
$15.7 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
170,459
shares
|
$15.7 Million
0.94% of portfolio
|
Q3 2025
Reduced 35.39%
|
|
|
Blue Whale Capital LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
169,746
shares
|
$15.6 Million
1.19% of portfolio
|
Q3 2025
Reduced 61.87%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
169,728
shares
|
$15.6 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
169,562
shares
|
$15.6 Million
1.55% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
168,470
shares
|
$15.5 Million
0.17% of portfolio
|
Q3 2025
Added 132.86%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
168,384
shares
|
$15.5 Million
3.2% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
166,752
shares
|
$15.3 Million
0.2% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
165,817
shares
|
$15.2 Million
0.19% of portfolio
|
Q3 2025
Added 459.17%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
165,427
shares
|
$15.2 Million
0.73% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
165,409
shares
|
$15.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
164,484
shares
|
$15.1 Million
0.18% of portfolio
|
Q3 2025
Added 4578.16%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
164,267
shares
|
$15.1 Million
0.36% of portfolio
|
Q1 2023
Added 5.03%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
162,271
shares
|
$14.9 Million
1.36% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
161,258
shares
|
$14.8 Million
2.18% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
161,116
shares
|
$14.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
160,826
shares
|
$14.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
159,373
shares
|
$14.6 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
158,665
shares
|
$14.6 Million
2.65% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
157,926
shares
|
$14.5 Million
0.1% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
157,701
shares
|
$14.5 Million
1.49% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
157,228
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
Nov 18, 2025 Q3 2025 |
156,467
shares
|
$14.4 Million
9.13% of portfolio
|
Q1 2023
Added 51.17%
|
|