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 |
|---|---|---|---|---|---|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
53,971
shares
|
$4.96 Million
0.32% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
53,689
shares
|
$4.93 Million
0.09% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
53,582
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2025
Added 30.14%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
53,247
shares
|
$4.89 Million
0.18% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
53,093
shares
|
$4.88 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
53,049
shares
|
$4.88 Million
1.91% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
52,916
shares
|
$4.86 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 14, 2026 Q4 2025 |
52,825
shares
|
$4.86 Million
3.11% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
52,564
shares
|
$4.83 Million
0.21% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
52,293
shares
|
$4.81 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
52,175
shares
|
$4.8 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
52,056
shares
|
$4.78 Million
0.48% of portfolio
|
Q3 2025
Added 22.54%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
52,009
shares
|
$4.78 Million
0.25% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
51,937
shares
|
$4.77 Million
0.12% of portfolio
|
Q3 2025
Added 15.73%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
51,820
shares
|
$4.76 Million
0.5% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
51,752
shares
|
$4.76 Million
0.02% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
51,547
shares
|
$4.74 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
51,248
shares
|
$4.71 Million
0.24% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
51,155
shares
|
$4.7 Million
0.24% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
50,987
shares
|
$4.69 Million
0.84% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
50,847
shares
|
$4.67 Million
0.02% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
50,726
shares
|
$4.66 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
50,222
shares
|
$4.62 Million
0.52% of portfolio
|
Q3 2025
Added 25.37%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
49,999
shares
|
$4.6 Million
0.51% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
49,941
shares
|
$4.59 Million
2.75% of portfolio
|
Q3 2025
Reduced 2.68%
|
|