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 |
|---|---|---|---|---|---|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
17,285
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
17,264
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2025
Added 8.69%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
17,236
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 20, 2026 Q4 2025 |
17,206
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2025
Added 11.14%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
17,186
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
17,134
shares
|
$1.57 Million
0.21% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
17,118
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2025
Reduced 48.94%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
17,071
shares
|
$1.57 Million
0.23% of portfolio
|
Q3 2025
Added 20.75%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
17,050
shares
|
$1.57 Million
0.76% of portfolio
|
Q3 2025
Added 43.34%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
17,048
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
17,024
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Added 57.43%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
17,014
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2025
Added 70.98%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
17,005
shares
|
$1.56 Million
1.08% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
16,933
shares
|
$1.56 Million
1.28% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
16,885
shares
|
$1.55 Million
1.13% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
16,877
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
16,834
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
16,789
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
16,781
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.68%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
16,766
shares
|
$1.54 Million
0.17% of portfolio
|
Q4 2025
Added 2.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
16,762
shares
|
$1.54 Million
0.06% of portfolio
|
Q4 2025
Reduced 11.07%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
16,747
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
16,679
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2025
Added 70.54%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
16,624
shares
|
$1.53 Million
0.46% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
16,621
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.87%
|
|