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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
30,887
shares
|
$2.84 Million
0.05% of portfolio
|
Q4 2025
Added 3.39%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
30,817
shares
|
$2.83 Million
0.07% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Pacific Capital Partners LTD
London, |
Jan 15, 2026 Q4 2025 |
30,670
shares
|
$2.82 Million
3.35% of portfolio
|
Q4 2025
Added 33.79%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
30,577
shares
|
$2.81 Million
0.25% of portfolio
|
Q3 2025
Added 68.66%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
30,556
shares
|
$2.81 Million
0.08% of portfolio
|
Q2 2025
Added 51.7%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
30,346
shares
|
$2.79 Million
0.08% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
30,273
shares
|
$2.78 Million
1.0% of portfolio
|
Q3 2025
Added 35.68%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
30,266
shares
|
$2.78 Million
0.54% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
30,199
shares
|
$2.78 Million
0.13% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
30,143
shares
|
$2.77 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
30,030
shares
|
$2.76 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
30,025
shares
|
$2.76 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
29,864
shares
|
$2.74 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
29,854
shares
|
$2.74 Million
0.03% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Mount Vernon Associates Inc
|
Oct 24, 2025 Q3 2025 |
29,800
shares
|
$2.74 Million
1.99% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
29,753
shares
|
$2.73 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
29,751
shares
|
$2.73 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
29,722
shares
|
$2.73 Million
0.06% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
29,659
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2025
Reduced 89.61%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
29,511
shares
|
$2.71 Million
0.54% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
29,341
shares
|
$2.7 Million
0.96% of portfolio
|
Q4 2024
Reduced 79.74%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
29,292
shares
|
$2.69 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
29,271
shares
|
$2.69 Million
0.06% of portfolio
|
Q3 2025
Added 0.46%
|
|