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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,823
shares
|
$4.58 Million
0.05% of portfolio
|
Q2 2025
Added 144.75%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
49,475
shares
|
$4.55 Million
0.06% of portfolio
|
Q4 2025
Added 3.7%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
49,441
shares
|
$4.54 Million
0.12% of portfolio
|
Q3 2025
Reduced 44.68%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
49,366
shares
|
$4.54 Million
0.42% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
49,353
shares
|
$4.54 Million
0.15% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
49,319
shares
|
$4.53 Million
2.46% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
49,191
shares
|
$4.52 Million
0.52% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
49,044
shares
|
$4.51 Million
1.45% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
48,806
shares
|
$4.49 Million
0.26% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
48,683
shares
|
$4.47 Million
0.25% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
48,616
shares
|
$4.47 Million
0.22% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
48,518
shares
|
$4.46 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
48,471
shares
|
$4.45 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
48,086
shares
|
$4.42 Million
1.11% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
47,886
shares
|
$4.4 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
47,878
shares
|
$4.4 Million
0.67% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
47,874
shares
|
$4.4 Million
0.06% of portfolio
|
Q3 2025
Added 23.97%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
47,516
shares
|
$4.37 Million
0.03% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
47,439
shares
|
$4.36 Million
1.31% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
47,040
shares
|
$4.32 Million
0.02% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
46,993
shares
|
$4.32 Million
0.55% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
46,798
shares
|
$4.3 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
46,319
shares
|
$4.26 Million
1.44% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
46,044
shares
|
$4.23 Million
0.13% of portfolio
|
Q3 2025
Added 31.89%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
46,013
shares
|
$4.23 Million
0.28% of portfolio
|
Q3 2025
Added 21.56%
|
|