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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
14,707
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
14,706
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2025
Reduced 17.16%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
14,589
shares
|
$1.34 Million
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
14,512
shares
|
$1.33 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
14,456
shares
|
$1.33 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
14,450
shares
|
$1.33 Million
0.49% of portfolio
|
Q2 2025
Reduced 70.11%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
14,445
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
14,429
shares
|
$1.33 Million
0.23% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
14,413
shares
|
$1.32 Million
0.15% of portfolio
|
Q4 2025
Reduced 5.95%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
14,400
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
14,371
shares
|
$1.32 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
14,365
shares
|
$1.32 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
14,348
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.82%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
14,243
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
14,144
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
14,102
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,100
shares
|
$1.3 Million
0.41% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
14,007
shares
|
$1.29 Million
0.43% of portfolio
|
Q3 2025
Added 80.02%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
14,002
shares
|
$1.29 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
13,993
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2025
Reduced 10.17%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,983
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2025
Added 491.75%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
13,870
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
13,630
shares
|
$1.25 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Oct 17, 2025 Q3 2025 |
13,617
shares
|
$1.25 Million
0.5% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,615
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.68%
|
|