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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
39,143
shares
|
$3.6 Million
0.14% of portfolio
|
Q3 2025
Added 163.62%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
39,009
shares
|
$3.59 Million
0.45% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
38,712
shares
|
$3.56 Million
0.08% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
38,594
shares
|
$3.55 Million
0.63% of portfolio
|
Q3 2025
Added 31.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,510
shares
|
$3.54 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
38,443
shares
|
$3.53 Million
0.47% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Jan 20, 2026 Q4 2025 |
38,181
shares
|
$3.51 Million
2.31% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
38,173
shares
|
$3.51 Million
0.52% of portfolio
|
Q3 2025
Reduced 30.57%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
38,137
shares
|
$3.51 Million
1.35% of portfolio
|
Q4 2025
Added 9.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
38,034
shares
|
$3.5 Million
0.06% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
37,983
shares
|
$3.49 Million
0.19% of portfolio
|
Q4 2025
Added 8.4%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
37,753
shares
|
$3.47 Million
0.05% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
37,564
shares
|
$3.45 Million
0.06% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Inkwell Capital LLC
Miami, FL |
Nov 10, 2025 Q3 2025 |
37,295
shares
|
$3.43 Million
3.63% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
37,286
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2025
Added 29.51%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
37,155
shares
|
$3.41 Million
0.2% of portfolio
|
Q3 2025
Added 42.02%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
37,139
shares
|
$3.41 Million
1.27% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
36,644
shares
|
$3.37 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
36,627
shares
|
$3.37 Million
0.55% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
36,543
shares
|
$3.36 Million
1.27% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
36,260
shares
|
$3.33 Million
0.03% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
36,224
shares
|
$3.33 Million
0.92% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
36,095
shares
|
$3.32 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
36,067
shares
|
$3.31 Million
1.37% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
35,852
shares
|
$3.3 Million
0.31% of portfolio
|
Q4 2024
Added 2.42%
|
|