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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
41,913
shares
|
$3.85 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
41,906
shares
|
$3.85 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
41,818
shares
|
$3.84 Million
1.61% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
41,620
shares
|
$3.83 Million
4.18% of portfolio
|
Q4 2025
Reduced 5.12%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
41,595
shares
|
$3.82 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
41,546
shares
|
$3.82 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
41,496
shares
|
$3.81 Million
0.02% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
41,313
shares
|
$3.8 Million
2.77% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
41,292
shares
|
$3.8 Million
0.07% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
41,278
shares
|
$3.79 Million
0.03% of portfolio
|
Q3 2023
Added 4.04%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
41,261
shares
|
$3.79 Million
0.13% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
40,503
shares
|
$3.72 Million
0.1% of portfolio
|
Q3 2025
Added 43.65%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
40,494
shares
|
$3.72 Million
1.69% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
40,488
shares
|
$3.72 Million
1.91% of portfolio
|
Q3 2025
Reduced 26.99%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
40,484
shares
|
$3.72 Million
0.58% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
40,340
shares
|
$3.71 Million
0.12% of portfolio
|
Q3 2025
Reduced 54.97%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
40,322
shares
|
$3.71 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
40,237
shares
|
$3.7 Million
0.36% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
40,131
shares
|
$3.69 Million
0.07% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
39,461
shares
|
$3.63 Million
1.53% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
39,425
shares
|
$3.62 Million
0.02% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
39,305
shares
|
$3.61 Million
0.28% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
39,267
shares
|
$3.61 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
39,217
shares
|
$3.6 Million
0.1% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
39,169
shares
|
$3.6 Million
0.03% of portfolio
|
Q3 2025
Added 1.28%
|
|