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 |
|---|---|---|---|---|---|
|
Elefante Mark B
Boston, MA |
Nov 07, 2025 Q3 2025 |
12,925
shares
|
$1.19 Million
0.79% of portfolio
|
Q3 2025
Added 86.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
12,905
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2025
Reduced 3.43%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
12,848
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
12,791
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,768
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2023
Reduced 12.53%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
12,741
shares
|
$1.17 Million
0.42% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
12,728
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
12,724
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
12,698
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
12,623
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
12,605
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
12,600
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2021
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
12,553
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2025
Reduced 54.93%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
12,527
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2025
Added 6.0%
|
|
|
Greenhaven Associates Inc
|
Jan 07, 2026 Q4 2025 |
12,500
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2025
Reduced 16.67%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
12,491
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
12,431
shares
|
$1.14 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
12,383
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
12,349
shares
|
$1.13 Million
0.19% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
12,335
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,333
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2020
Reduced 18.09%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,265
shares
|
$1.13 Million
0.54% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
12,248
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Added 92.04%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
12,212
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2025
Added 4.49%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
12,206
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.22%
|
|