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 2,530 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 |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
35,852
shares
|
$3.3 Million
0.31% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
35,848
shares
|
$3.29 Million
0.58% of portfolio
|
Q2 2025
Reduced 27.94%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
35,800
shares
|
$3.29 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
35,717
shares
|
$3.28 Million
0.09% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
35,400
shares
|
$3.25 Million
0.27% of portfolio
|
Q3 2025
Reduced 51.65%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
35,084
shares
|
$3.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
35,042
shares
|
$3.22 Million
0.07% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
35,004
shares
|
$3.22 Million
0.06% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Brant Point Investment Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
35,000
shares
|
$3.22 Million
0.38% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
34,914
shares
|
$3.21 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
34,889
shares
|
$3.21 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
34,707
shares
|
$3.19 Million
0.51% of portfolio
|
Q3 2025
Reduced 26.43%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
34,686
shares
|
$3.19 Million
0.1% of portfolio
|
Q3 2025
Added 157.56%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
34,666
shares
|
$3.19 Million
1.31% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
34,640
shares
|
$3.18 Million
0.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
34,369
shares
|
$3.16 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
34,155
shares
|
$3.14 Million
1.93% of portfolio
|
Q4 2025
Reduced 4.02%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
34,098
shares
|
$3.13 Million
0.18% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
34,058
shares
|
$3.13 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
33,987
shares
|
$3.12 Million
0.55% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
33,859
shares
|
$3.11 Million
0.55% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
33,829
shares
|
$3.11 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
33,800
shares
|
$3.11 Million
0.37% of portfolio
|
Q4 2023
Added 35.2%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
33,780
shares
|
$3.1 Million
0.15% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
33,724
shares
|
$3.1 Million
0.62% of portfolio
|
Q3 2025
Added 0.32%
|
|