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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
10,439
shares
|
$959,448
0.31% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
10,397
shares
|
$955,588
0.14% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
10,394
shares
|
$955,312
0.04% of portfolio
|
Q3 2025
Added 55.09%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
10,389
shares
|
$954,852
0.36% of portfolio
|
Q4 2025
Reduced 4.2%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
10,365
shares
|
$952,647
0.09% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
10,319
shares
|
$948,419
0.07% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
10,291
shares
|
$945,845
0.07% of portfolio
|
Q4 2025
Added 20.05%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
10,260
shares
|
$942,996
0.05% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
10,220
shares
|
$939,320
0.07% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
10,214
shares
|
$938,768
0.26% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
10,185
shares
|
$936,103
0.12% of portfolio
|
Q4 2025
Reduced 4.27%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
10,182
shares
|
$935,827
0.07% of portfolio
|
Q3 2025
Reduced 19.34%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
10,179
shares
|
$935,551
0.02% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,091
shares
|
$927,463
0.01% of portfolio
|
Q2 2025
Reduced 67.85%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
10,085
shares
|
$926,912
0.89% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
10,080
shares
|
$926,452
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
10,049
shares
|
$923,603
0.16% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
10,020
shares
|
$920,938
0.02% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,000
shares
|
$919,100
0.67% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
10,000
shares
|
$919,100
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$919,100
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
9,985
shares
|
$917,721
0.02% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
9,975
shares
|
$916,802
0.29% of portfolio
|
Q3 2025
Added 2.47%
|
|