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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
23,445
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,387
shares
|
$2.15 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
23,386
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
23,370
shares
|
$2.15 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
23,320
shares
|
$2.14 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
23,169
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
23,112
shares
|
$2.12 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
23,033
shares
|
$2.12 Million
0.5% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,971
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
22,961
shares
|
$2.11 Million
0.58% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Tealwood Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
22,857
shares
|
$2.1 Million
1.02% of portfolio
|
Q4 2025
Reduced 2.21%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,833
shares
|
$2.1 Million
0.18% of portfolio
|
Q4 2022
Added 39.4%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
22,624
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2023
Added 5.95%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
22,614
shares
|
$2.08 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
22,591
shares
|
$2.08 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
22,534
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
22,486
shares
|
$2.07 Million
1.16% of portfolio
|
Q4 2025
Added 25.62%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 12, 2025 Q3 2025 |
22,348
shares
|
$2.05 Million
2.07% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
22,157
shares
|
$2.04 Million
1.21% of portfolio
|
Q2 2025
Reduced 48.81%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
22,098
shares
|
$2.03 Million
0.53% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
22,045
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2025
Reduced 9.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
21,971
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
21,921
shares
|
$2.01 Million
0.66% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
21,834
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
21,787
shares
|
$2 Million
0.04% of portfolio
|
Q3 2025
Added 7.02%
|
|