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 |
|---|---|---|---|---|---|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
16,506
shares
|
$1.52 Million
0.93% of portfolio
|
Q4 2025
Reduced 4.31%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
16,483
shares
|
$1.51 Million
0.55% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 20, 2026 Q4 2025 |
16,482
shares
|
$1.51 Million
0.24% of portfolio
|
Q4 2025
Reduced 1.52%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
16,413
shares
|
$1.51 Million
0.28% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
16,412
shares
|
$1.51 Million
0.17% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
16,364
shares
|
$1.5 Million
0.54% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
16,266
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
16,242
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2025
Reduced 12.32%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
16,177
shares
|
$1.49 Million
0.24% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
16,058
shares
|
$1.48 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
15,954
shares
|
$1.47 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,865
shares
|
$1.46 Million
2.77% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
15,849
shares
|
$1.46 Million
0.51% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
15,777
shares
|
$1.45 Million
0.15% of portfolio
|
Q4 2025
Added 8.49%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
15,601
shares
|
$1.43 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
15,553
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
15,521
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
15,474
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
15,453
shares
|
$1.42 Million
0.9% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
15,429
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
15,424
shares
|
$1.42 Million
2.27% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
15,420
shares
|
$1.42 Million
0.97% of portfolio
|
Q3 2025
Reduced 18.41%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
15,407
shares
|
$1.42 Million
0.51% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
15,326
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
15,325
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|