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 |
|---|---|---|---|---|---|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
65,662
shares
|
$6.03 Million
0.81% of portfolio
|
Q4 2025
Reduced 9.18%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
65,102
shares
|
$5.98 Million
0.21% of portfolio
|
Q4 2025
Reduced 3.16%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
64,520
shares
|
$5.93 Million
0.16% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
64,505
shares
|
$5.93 Million
1.59% of portfolio
|
Q3 2023
Added 4.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
64,421
shares
|
$5.92 Million
1.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
64,291
shares
|
$5.91 Million
0.3% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
63,628
shares
|
$5.85 Million
0.22% of portfolio
|
Q3 2025
Reduced 34.43%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 14, 2026 Q4 2025 |
63,560
shares
|
$5.84 Million
2.91% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
63,467
shares
|
$5.83 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
63,161
shares
|
$5.81 Million
0.99% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
63,034
shares
|
$5.79 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
63,030
shares
|
$5.79 Million
0.14% of portfolio
|
Q3 2025
Added 1643.09%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
62,835
shares
|
$5.78 Million
0.22% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
62,587
shares
|
$5.75 Million
0.96% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Maltese Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
62,500
shares
|
$5.74 Million
1.04% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
61,176
shares
|
$5.62 Million
0.25% of portfolio
|
Q3 2025
Added 141.65%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
60,685
shares
|
$5.58 Million
2.27% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
60,303
shares
|
$5.54 Million
3.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
60,201
shares
|
$5.53 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
60,073
shares
|
$5.52 Million
1.06% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
59,628
shares
|
$5.48 Million
0.09% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
59,395
shares
|
$5.46 Million
0.31% of portfolio
|
Q3 2025
Added 153.9%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
59,072
shares
|
$5.43 Million
3.22% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
58,794
shares
|
$5.4 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
58,515
shares
|
$5.38 Million
1.13% of portfolio
|
Q1 2023
Added 7.44%
|
|