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 2,535 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 |
|---|---|---|---|---|---|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
155,135
shares
|
$14.3 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
155,095
shares
|
$14.3 Million
0.07% of portfolio
|
Q3 2025
Added 55.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
154,607
shares
|
$14.2 Million
0.42% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
154,132
shares
|
$14.2 Million
2.76% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
153,192
shares
|
$14.1 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
152,807
shares
|
$14 Million
0.07% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
152,070
shares
|
$14 Million
0.24% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
151,304
shares
|
$13.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
151,267
shares
|
$13.9 Million
0.28% of portfolio
|
Q3 2025
Added 24.78%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
150,996
shares
|
$13.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
150,599
shares
|
$13.8 Million
0.03% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
149,635
shares
|
$13.8 Million
3.09% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
149,348
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
149,182
shares
|
$13.7 Million
6.18% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Tran Capital Management, L.P.
|
Jan 20, 2026 Q4 2025 |
148,984
shares
|
$13.7 Million
2.01% of portfolio
|
Q4 2025
Reduced 7.61%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 20, 2026 Q4 2025 |
148,104
shares
|
$13.6 Million
2.23% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
147,977
shares
|
$13.6 Million
0.08% of portfolio
|
Q3 2025
Added 888.36%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
147,364
shares
|
$13.5 Million
0.43% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
146,990
shares
|
$13.5 Million
1.53% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
146,479
shares
|
$13.5 Million
0.16% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
145,625
shares
|
$13.4 Million
0.49% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
145,479
shares
|
$13.4 Million
1.45% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
144,929
shares
|
$13.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 26.41%
|
|
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
143,256
shares
|
$13.2 Million
5.71% of portfolio
|
Q3 2025
Reduced 25.71%
|
|
|
Banque Pictet & Cie Sa
|
Jan 16, 2026 Q4 2025 |
142,731
shares
|
$13.1 Million
0.08% of portfolio
|
Q4 2025
Added 0.14%
|
|