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 |
|---|---|---|---|---|---|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
125,315
shares
|
$11.5 Million
0.51% of portfolio
|
Q3 2025
Added 32.99%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
125,000
shares
|
$11.5 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
123,607
shares
|
$11.4 Million
0.09% of portfolio
|
Q3 2025
Added 210.14%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
123,194
shares
|
$11.3 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
122,053
shares
|
$11.2 Million
3.25% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
121,397
shares
|
$11.2 Million
1.46% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
121,113
shares
|
$11.1 Million
0.25% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
120,818
shares
|
$11.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
120,424
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2025
Added 16.86%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
119,839
shares
|
$11 Million
0.19% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
119,779
shares
|
$11 Million
0.74% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
119,715
shares
|
$11 Million
0.35% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
119,660
shares
|
$11 Million
0.19% of portfolio
|
Q3 2025
Added 2873.66%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
119,535
shares
|
$11 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
119,400
shares
|
$11 Million
0.38% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
119,036
shares
|
$10.9 Million
1.33% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
118,699
shares
|
$10.9 Million
0.65% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
118,200
shares
|
$10.9 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
118,013
shares
|
$10.8 Million
0.42% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
117,669
shares
|
$10.8 Million
3.29% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
117,018
shares
|
$10.8 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
116,229
shares
|
$10.7 Million
0.22% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
116,139
shares
|
$10.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2026 Q4 2025 |
114,976
shares
|
$10.6 Million
0.59% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
114,736
shares
|
$10.5 Million
1.8% of portfolio
|
Q3 2025
Reduced 3.06%
|
|