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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
15,325
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 27.86%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
15,324
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
15,250
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
15,250
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
15,225
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
15,190
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
15,144
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
15,078
shares
|
$1.39 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
15,062
shares
|
$1.38 Million
0.28% of portfolio
|
Q3 2025
Added 60.73%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
15,056
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
15,022
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
15,000
shares
|
$1.38 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,981
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
14,936
shares
|
$1.37 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,928
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.24%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
14,922
shares
|
$1.37 Million
0.4% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,922
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
14,915
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
14,807
shares
|
$1.36 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
14,805
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 30, 2025 Q3 2025 |
14,785
shares
|
$1.36 Million
0.36% of portfolio
|
Q3 2025
Reduced 36.26%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
14,750
shares
|
$1.36 Million
0.46% of portfolio
|
Q3 2025
Added 105.12%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
14,740
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.34%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
14,721
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
14,719
shares
|
$1.35 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.47%
|
|