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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
9,903
shares
|
$910,184
0.11% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
9,831
shares
|
$903,567
0.16% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,826
shares
|
$903,107
0.05% of portfolio
|
Q4 2022
Added 29.46%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
9,803
shares
|
$900,993
0.16% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
9,780
shares
|
$898,879
0.05% of portfolio
|
Q3 2025
Added 103.67%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
9,779
shares
|
$898,787
0.08% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,778
shares
|
$898,695
0.07% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
9,774
shares
|
$898,328
0.15% of portfolio
|
Q4 2025
Added 258.02%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
9,746
shares
|
$895,754
0.74% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
9,699
shares
|
$891,435
0.35% of portfolio
|
Q4 2025
Reduced 12.82%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
9,680
shares
|
$889,688
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,663
shares
|
$888,126
0.11% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,655
shares
|
$887,391
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
9,625
shares
|
$884,633
0.04% of portfolio
|
Q3 2025
Reduced 99.52%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
9,625
shares
|
$884,633
0.43% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
9,529
shares
|
$875,810
0.01% of portfolio
|
Q3 2025
Reduced 90.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,521
shares
|
$875,075
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
9,520
shares
|
$874,983
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
9,491
shares
|
$872,317
0.23% of portfolio
|
Q4 2025
Added 2.03%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
9,474
shares
|
$870,755
0.86% of portfolio
|
Q4 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
9,461
shares
|
$869,560
0.05% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Hedges Asset Management LLC
|
Oct 08, 2025 Q3 2025 |
9,400
shares
|
$863,954
0.72% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
9,392
shares
|
$863,218
0.38% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
9,370
shares
|
$861,196
0.25% of portfolio
|
Q3 2025
Reduced 33.98%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
9,355
shares
|
$859,818
0.22% of portfolio
|
Q3 2025
Added 17.6%
|
|