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 2,530 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 |
|---|---|---|---|---|---|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
18,795
shares
|
$1.73 Million
0.52% of portfolio
|
Q3 2025
Added 70.48%
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
18,773
shares
|
$1.73 Million
2.49% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
18,739
shares
|
$1.72 Million
0.17% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
18,714
shares
|
$1.72 Million
0.55% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
18,668
shares
|
$1.72 Million
1.28% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
18,520
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
18,500
shares
|
$1.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
18,490
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
18,481
shares
|
$1.7 Million
0.43% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
18,257
shares
|
$1.68 Million
0.94% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
18,241
shares
|
$1.68 Million
0.31% of portfolio
|
Q4 2025
Reduced 2.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
18,188
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2025
Reduced 11.6%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
18,166
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
18,070
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2025
Added 2.69%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
18,028
shares
|
$1.66 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
18,020
shares
|
$1.66 Million
0.44% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
18,008
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,977
shares
|
$1.65 Million
0.05% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
17,786
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Added 99.96%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
17,692
shares
|
$1.63 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
17,584
shares
|
$1.62 Million
1.28% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
17,514
shares
|
$1.61 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
17,434
shares
|
$1.6 Million
0.19% of portfolio
|
Q4 2025
Added 8.66%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
17,426
shares
|
$1.6 Million
1.11% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
17,365
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 76.28%
|
|