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 |
|---|---|---|---|---|---|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
25,080
shares
|
$2.31 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,029
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
25,021
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
24,905
shares
|
$2.29 Million
0.72% of portfolio
|
Q3 2025
Added 40.34%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
24,890
shares
|
$2.29 Million
0.15% of portfolio
|
Q4 2025
Added 19.58%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
24,725
shares
|
$2.27 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,672
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2022
Added 223.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
24,626
shares
|
$2.26 Million
0.13% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
24,616
shares
|
$2.26 Million
0.35% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
24,515
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2025
Added 19.79%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
24,364
shares
|
$2.24 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
24,336
shares
|
$2.24 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
24,302
shares
|
$2.23 Million
1.1% of portfolio
|
Q3 2025
Reduced 21.84%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
24,245
shares
|
$2.23 Million
0.07% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
24,207
shares
|
$2.22 Million
0.27% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
24,184
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
24,142
shares
|
$2.22 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,103
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.7%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
24,072
shares
|
$2.21 Million
0.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
23,943
shares
|
$2.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 31.48%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
23,903
shares
|
$2.2 Million
0.63% of portfolio
|
Q3 2025
Added 34.45%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
23,681
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
23,495
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
23,490
shares
|
$2.16 Million
0.07% of portfolio
|
Q3 2025
Added 30.75%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
23,448
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2022
Reduced 75.76%
|
|