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 |
|---|---|---|---|---|---|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
21,780
shares
|
$2 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
21,713
shares
|
$2 Million
2.21% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
21,702
shares
|
$1.99 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
21,512
shares
|
$1.98 Million
0.42% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
21,477
shares
|
$1.97 Million
1.6% of portfolio
|
Q4 2021
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
21,312
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 84.83%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
21,294
shares
|
$1.96 Million
0.42% of portfolio
|
Q4 2022
Reduced 4.01%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
21,267
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
21,177
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 86.48%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
21,174
shares
|
$1.95 Million
0.16% of portfolio
|
Q3 2025
Added 98.09%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
21,143
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
20,918
shares
|
$1.92 Million
0.46% of portfolio
|
Q3 2025
Added 32.98%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
20,720
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
20,707
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
20,692
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
20,650
shares
|
$1.9 Million
0.88% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
20,553
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
20,408
shares
|
$1.88 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
20,369
shares
|
$1.87 Million
0.65% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
20,297
shares
|
$1.87 Million
1.41% of portfolio
|
Q3 2025
Reduced 18.17%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
20,224
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
20,178
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,117
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2022
Reduced 7.99%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
20,032
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 56.68%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
20,006
shares
|
$1.84 Million
0.18% of portfolio
|
Q3 2025
Added 1.01%
|
|