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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
8,781
shares
|
$807,061
0.14% of portfolio
|
Q3 2025
Added 141.83%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,776
shares
|
$806,602
0.05% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,767
shares
|
$805,774
0.11% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,746
shares
|
$803,844
0.06% of portfolio
|
Q2 2024
Added 26.08%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
8,690
shares
|
$798,697
1.14% of portfolio
|
Q4 2023
Reduced 12.55%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
8,689
shares
|
$798,605
0.12% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
8,688
shares
|
$798,514
0.11% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
8,679
shares
|
$797,686
0.1% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
8,672
shares
|
$797,043
0.03% of portfolio
|
Q3 2025
Added 53.11%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
8,670
shares
|
$796,859
0.01% of portfolio
|
Q2 2025
Added 30.06%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
8,670
shares
|
$796,859
0.25% of portfolio
|
Q1 2025
Added 74.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,661
shares
|
$796,032
0.02% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2025 Q3 2025 |
8,659
shares
|
$795,848
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,651
shares
|
$795,113
0.31% of portfolio
|
Q1 2024
Reduced 27.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
8,650
shares
|
$795,021
0.09% of portfolio
|
Q4 2025
Reduced 10.06%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
8,637
shares
|
$793,826
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
8,623
shares
|
$792,539
0.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
8,615
shares
|
$791,804
0.05% of portfolio
|
Q3 2025
Reduced 32.66%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
8,615
shares
|
$791,804
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
8,611
shares
|
$791,437
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,604
shares
|
$790,793
0.01% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
8,600
shares
|
$790,426
0.48% of portfolio
|
Q4 2024
Reduced 26.5%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
8,556
shares
|
$786,381
0.52% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
8,519
shares
|
$782,981
0.06% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,506
shares
|
$781,786
0.03% of portfolio
|
Q3 2025
Added 38.49%
|
|