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 |
|---|---|---|---|---|---|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
26,840
shares
|
$2.47 Million
0.87% of portfolio
|
Q3 2025
Added 60.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
26,789
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
26,678
shares
|
$2.45 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
26,557
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
26,546
shares
|
$2.44 Million
2.49% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
26,500
shares
|
$2.44 Million
0.26% of portfolio
|
Q4 2025
Added 5.97%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
26,301
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
26,298
shares
|
$2.42 Million
0.05% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,174
shares
|
$2.41 Million
0.28% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
26,162
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
26,063
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
26,019
shares
|
$2.39 Million
0.32% of portfolio
|
Q3 2025
Added 89.95%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
26,000
shares
|
$2.39 Million
1.24% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
25,981
shares
|
$2.39 Million
0.47% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
25,728
shares
|
$2.36 Million
0.41% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
25,701
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
25,518
shares
|
$2.35 Million
0.09% of portfolio
|
Q4 2025
Reduced 3.23%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
25,485
shares
|
$2.34 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,483
shares
|
$2.34 Million
0.12% of portfolio
|
Q3 2022
Added 12.72%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
25,349
shares
|
$2.33 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
25,347
shares
|
$2.33 Million
2.38% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
25,295
shares
|
$2.32 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,243
shares
|
$2.32 Million
1.99% of portfolio
|
Q2 2025
Added 66.19%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
25,155
shares
|
$2.31 Million
0.5% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
25,115
shares
|
$2.31 Million
0.08% of portfolio
|
Q3 2025
Added 1.62%
|
|