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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
73,212
shares
|
$6.73 Million
0.33% of portfolio
|
Q2 2022
Reduced 23.22%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
73,052
shares
|
$6.71 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
73,041
shares
|
$6.71 Million
4.11% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
72,973
shares
|
$6.71 Million
3.49% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
72,727
shares
|
$6.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 66.09%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
72,700
shares
|
$6.68 Million
0.51% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
71,467
shares
|
$6.57 Million
0.93% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Birch Capital Management, LLC
|
Oct 27, 2025 Q3 2025 |
71,427
shares
|
$6.56 Million
3.57% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
71,006
shares
|
$6.53 Million
0.14% of portfolio
|
Q3 2023
Added 110.7%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
70,956
shares
|
$6.52 Million
0.54% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
70,694
shares
|
$6.5 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
70,553
shares
|
$6.48 Million
0.86% of portfolio
|
Q4 2025
Reduced 11.35%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
70,165
shares
|
$6.45 Million
1.17% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
70,071
shares
|
$6.44 Million
0.29% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Mark Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
70,000
shares
|
$6.43 Million
0.56% of portfolio
|
Q3 2025
Added 600.0%
|
|
|
Achmea Investment Management B.V.
|
Nov 21, 2025 Q3 2025 |
69,625
shares
|
$6.4 Million
0.08% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
69,220
shares
|
$6.36 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
68,805
shares
|
$6.32 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
67,938
shares
|
$6.24 Million
4.09% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
67,912
shares
|
$6.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
66,920
shares
|
$6.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
66,812
shares
|
$6.14 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
66,686
shares
|
$6.13 Million
2.18% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
66,336
shares
|
$6.1 Million
3.01% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
65,785
shares
|
$6.05 Million
0.07% of portfolio
|
Q3 2025
Added 5.7%
|
|