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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,110
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
11,090
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
11,064
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2025
Reduced 11.16%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
11,045
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
11,039
shares
|
$1.01 Million
0.73% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
11,037
shares
|
$1.01 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
11,023
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
11,014
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
11,001
shares
|
$1.01 Million
0.44% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
10,942
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2025
Reduced 36.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,939
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
10,908
shares
|
$1 Million
0.85% of portfolio
|
Q3 2022
Reduced 91.2%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
10,900
shares
|
$1 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
10,843
shares
|
$996,580
0.16% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
10,780
shares
|
$990,789
0.0% of portfolio
|
Q3 2025
Reduced 95.71%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
10,755
shares
|
$988,492
0.11% of portfolio
|
Q3 2025
Added 39.68%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,736
shares
|
$986,745
1.73% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2025 Q3 2025 |
10,724
shares
|
$985,642
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
10,697
shares
|
$983,161
0.4% of portfolio
|
Q4 2025
Added 6.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,694
shares
|
$982,885
0.04% of portfolio
|
Q3 2025
Added 108.18%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
10,637
shares
|
$977,646
0.3% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
10,529
shares
|
$967,720
0.06% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
10,500
shares
|
$965,055
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
10,482
shares
|
$963,400
0.25% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
10,467
shares
|
$962,021
0.1% of portfolio
|
Q4 2025
Added 9.83%
|
|