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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
19,990
shares
|
$1.84 Million
0.25% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
19,901
shares
|
$1.83 Million
0.39% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
19,870
shares
|
$1.83 Million
0.34% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
19,833
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
19,817
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Added 50.46%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 07, 2025 Q3 2025 |
19,765
shares
|
$1.82 Million
0.95% of portfolio
|
Q3 2025
Added 58.12%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
19,761
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2025
Added 42.66%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Nov 12, 2025 Q3 2025 |
19,746
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
19,639
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2025
Added 164.71%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
19,564
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
19,546
shares
|
$1.8 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
19,489
shares
|
$1.79 Million
0.18% of portfolio
|
Q4 2025
Reduced 29.78%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
19,487
shares
|
$1.79 Million
0.29% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
19,379
shares
|
$1.78 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
19,275
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 16, 2026 Q4 2025 |
19,207
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2025
Added 6.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
19,182
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
19,119
shares
|
$1.76 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
19,017
shares
|
$1.75 Million
0.28% of portfolio
|
Q4 2024
Reduced 42.07%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
19,010
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
19,006
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2025
Added 39.83%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
18,932
shares
|
$1.74 Million
0.34% of portfolio
|
Q3 2025
Reduced 64.49%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
18,918
shares
|
$1.74 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
18,901
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2023
Added 7.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
18,800
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2025
Added 11.29%
|
|