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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
12,174
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
12,161
shares
|
$1.12 Million
0.45% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
12,126
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2025
Added 54.79%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
12,125
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
12,103
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Added 278.34%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
12,085
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2025
Added 294.16%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,076
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
12,065
shares
|
$1.11 Million
0.32% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
12,023
shares
|
$1.11 Million
0.37% of portfolio
|
Q3 2025
Reduced 66.91%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12,007
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2025
Added 21.97%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
12,006
shares
|
$1.1 Million
0.41% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
12,002
shares
|
$1.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,975
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
11,970
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 71.15%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
11,900
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
11,855
shares
|
$1.09 Million
0.83% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,798
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
11,791
shares
|
$1.08 Million
0.48% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
11,788
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,785
shares
|
$1.08 Million
0.49% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
11,743
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
11,742
shares
|
$1.08 Million
0.6% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
11,732
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 79.04%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
11,721
shares
|
$1.08 Million
0.16% of portfolio
|
Q4 2025
Added 8.85%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
11,677
shares
|
$1.07 Million
0.6% of portfolio
|
Q3 2025
Added 0.47%
|
|