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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,506
shares
|
$781,786
0.03% of portfolio
|
Q3 2025
Added 38.49%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
8,495
shares
|
$780,775
0.1% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jan 20, 2026 Q4 2025 |
8,491
shares
|
$780,407
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,484
shares
|
$779,764
0.03% of portfolio
|
Q3 2025
Added 89.8%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
8,465
shares
|
$778,018
0.06% of portfolio
|
Q4 2025
Added 7.17%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
8,380
shares
|
$770,205
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,380
shares
|
$770,205
0.44% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
8,377
shares
|
$769,930
0.34% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
8,346
shares
|
$767,080
0.05% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
8,277
shares
|
$760,739
0.02% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
8,268
shares
|
$759,911
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
8,246
shares
|
$757,889
0.06% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
8,241
shares
|
$757,430
0.16% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
8,216
shares
|
$755,132
0.08% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
8,199
shares
|
$753,570
0.04% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 13, 2025 Q3 2025 |
8,199
shares
|
$753,570
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
8,181
shares
|
$751,915
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,147
shares
|
$748,790
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
8,105
shares
|
$744,930
0.84% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
8,083
shares
|
$742,908
0.12% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
8,068
shares
|
$741,529
0.01% of portfolio
|
Q4 2025
Added 11.65%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
8,051
shares
|
$739,967
0.12% of portfolio
|
Q3 2025
Reduced 25.74%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
8,042
shares
|
$739,140
0.35% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
8,037
shares
|
$738,680
0.7% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
8,006
shares
|
$735,831
0.15% of portfolio
|
Q3 2025
Reduced 34.45%
|
|