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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
33,674
shares
|
$3.09 Million
0.04% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
33,499
shares
|
$3.08 Million
0.63% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
33,365
shares
|
$3.07 Million
0.71% of portfolio
|
Q3 2025
Added 576.5%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
32,867
shares
|
$3.02 Million
0.15% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
32,857
shares
|
$3.02 Million
0.26% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
Jan 08, 2026 Q4 2025 |
32,793
shares
|
$3.01 Million
1.56% of portfolio
|
Q4 2025
New holding
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
32,660
shares
|
$3 Million
0.08% of portfolio
|
Q3 2025
Added 547.12%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
32,625
shares
|
$3 Million
0.19% of portfolio
|
Q3 2025
Added 73.41%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
32,564
shares
|
$2.99 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
32,346
shares
|
$2.97 Million
0.33% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
32,221
shares
|
$2.96 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
32,176
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
32,172
shares
|
$2.96 Million
0.54% of portfolio
|
Q3 2025
Reduced 20.31%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
32,110
shares
|
$2.95 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
32,004
shares
|
$2.94 Million
1.57% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
31,902
shares
|
$2.93 Million
0.11% of portfolio
|
Q4 2025
Added 2.62%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
31,817
shares
|
$2.92 Million
0.8% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
31,681
shares
|
$2.91 Million
2.36% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
31,400
shares
|
$2.89 Million
0.07% of portfolio
|
Q3 2025
Reduced 54.15%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
31,258
shares
|
$2.87 Million
0.08% of portfolio
|
Q3 2025
Added 88.2%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Nov 10, 2025 Q3 2025 |
31,186
shares
|
$2.87 Million
1.06% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
31,122
shares
|
$2.86 Million
0.49% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
31,101
shares
|
$2.86 Million
0.12% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
30,921
shares
|
$2.84 Million
1.27% of portfolio
|
Q3 2025
Added 137.96%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
30,912
shares
|
$2.84 Million
0.76% of portfolio
|
Q4 2025
Reduced 3.58%
|
|