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 |
|---|---|---|---|---|---|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
29,120
shares
|
$2.68 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
29,045
shares
|
$2.67 Million
0.09% of portfolio
|
Q3 2025
Added 87.68%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
28,928
shares
|
$2.66 Million
0.56% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
28,912
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
28,739
shares
|
$2.64 Million
2.31% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
28,505
shares
|
$2.62 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
28,503
shares
|
$2.62 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
28,502
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2025
Added 35.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,432
shares
|
$2.61 Million
0.13% of portfolio
|
Q2 2022
Reduced 3.3%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
28,340
shares
|
$2.6 Million
1.62% of portfolio
|
Q2 2023
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
28,256
shares
|
$2.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 05, 2025 Q3 2025 |
28,215
shares
|
$2.59 Million
1.51% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
28,171
shares
|
$2.59 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
28,038
shares
|
$2.58 Million
1.69% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
28,017
shares
|
$2.58 Million
1.36% of portfolio
|
Q4 2025
Reduced 0.8%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
27,787
shares
|
$2.55 Million
0.97% of portfolio
|
Q3 2025
Reduced 17.48%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
27,700
shares
|
$2.55 Million
0.29% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
27,691
shares
|
$2.55 Million
0.09% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
27,669
shares
|
$2.54 Million
0.07% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
27,598
shares
|
$2.54 Million
0.09% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
27,550
shares
|
$2.53 Million
0.42% of portfolio
|
Q3 2025
Added 87.41%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
27,349
shares
|
$2.51 Million
0.8% of portfolio
|
Q3 2025
Added 182.74%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Nov 04, 2025 Q3 2025 |
27,310
shares
|
$2.51 Million
2.8% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
Nov 14, 2025 Q3 2025 |
27,099
shares
|
$2.49 Million
0.22% of portfolio
|
Q3 2025
Reduced 93.94%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
26,971
shares
|
$2.48 Million
0.71% of portfolio
|
Q3 2025
Added 2.99%
|
|