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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
13,560
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
13,557
shares
|
$1.25 Million
1.13% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
13,540
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
13,505
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
13,463
shares
|
$1.24 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
13,460
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
13,406
shares
|
$1.23 Million
0.83% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
13,374
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
13,370
shares
|
$1.23 Million
0.23% of portfolio
|
Q3 2025
Reduced 24.52%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
13,333
shares
|
$1.23 Million
0.72% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
13,326
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,307
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
13,270
shares
|
$1.22 Million
0.26% of portfolio
|
Q3 2025
Added 317.3%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,258
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 73.3%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
13,219
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,183
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
13,160
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,140
shares
|
$1.21 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
13,116
shares
|
$1.21 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
13,112
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Added 115.59%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
13,110
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
13,050
shares
|
$1.2 Million
0.38% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
13,010
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
13,000
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
12,990
shares
|
$1.19 Million
0.77% of portfolio
|
Q4 2025
Added 0.18%
|
|