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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
9,355
shares
|
$859,818
0.22% of portfolio
|
Q3 2025
Added 17.6%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,314
shares
|
$856,049
0.04% of portfolio
|
Q3 2022
Reduced 4.12%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
9,296
shares
|
$854,395
0.58% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
9,293
shares
|
$854,119
0.03% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,250
shares
|
$850,167
0.13% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,203
shares
|
$845,847
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,164
shares
|
$842,263
0.01% of portfolio
|
Q2 2024
Reduced 27.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,150
shares
|
$840,976
0.02% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
9,114
shares
|
$837,667
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
9,100
shares
|
$836,381
0.04% of portfolio
|
Q4 2025
Reduced 3.44%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
9,076
shares
|
$834,175
0.11% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
9,025
shares
|
$829,487
0.03% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
9,000
shares
|
$827,190
0.44% of portfolio
|
Q4 2022
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
8,968
shares
|
$824,248
0.03% of portfolio
|
Q3 2025
Added 20.18%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,968
shares
|
$824,248
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
8,946
shares
|
$822,226
0.14% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
8,918
shares
|
$819,653
0.51% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
8,894
shares
|
$817,447
0.14% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
8,884
shares
|
$816,528
0.19% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
8,860
shares
|
$814,322
0.13% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
8,856
shares
|
$813,954
0.05% of portfolio
|
Q3 2025
Added 29.7%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
8,848
shares
|
$813,219
0.04% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
8,837
shares
|
$812,208
0.05% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
8,824
shares
|
$811,013
0.18% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
8,785
shares
|
$807,429
0.02% of portfolio
|
Q3 2025
Added 13.66%
|
|