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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
45,456
shares
|
$4.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 36.76%
|
|
|
Delta Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
45,385
shares
|
$4.17 Million
1.56% of portfolio
|
Q4 2025
Reduced 13.95%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
45,370
shares
|
$4.17 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
45,277
shares
|
$4.16 Million
0.64% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
45,186
shares
|
$4.15 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
44,913
shares
|
$4.13 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
44,892
shares
|
$4.13 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
44,888
shares
|
$4.13 Million
0.63% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
44,232
shares
|
$4.07 Million
2.48% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
44,228
shares
|
$4.06 Million
0.19% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
43,970
shares
|
$4.04 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,854
shares
|
$4.03 Million
0.09% of portfolio
|
Q3 2022
Added 12.41%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
43,838
shares
|
$4.03 Million
2.29% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
43,811
shares
|
$4.03 Million
0.8% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
43,806
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
43,793
shares
|
$4.03 Million
0.7% of portfolio
|
Q3 2025
Added 79.72%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
43,563
shares
|
$4 Million
0.49% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
43,386
shares
|
$3.99 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
43,381
shares
|
$3.99 Million
1.13% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,249
shares
|
$3.98 Million
0.94% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
42,979
shares
|
$3.95 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
42,846
shares
|
$3.94 Million
0.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
42,400
shares
|
$3.9 Million
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
42,321
shares
|
$3.89 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
41,916
shares
|
$3.85 Million
0.19% of portfolio
|
Q4 2025
Added 3.61%
|
|