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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
7,713
shares
|
$708,901
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
7,708
shares
|
$708,442
0.41% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
7,699
shares
|
$707,615
0.01% of portfolio
|
Q2 2023
Added 42.63%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
7,695
shares
|
$707,247
0.06% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,694
shares
|
$707,155
0.04% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,660
shares
|
$704,030
0.01% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
7,645
shares
|
$702,651
0.26% of portfolio
|
Q3 2025
Added 74.54%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,628
shares
|
$701,089
0.05% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7,620
shares
|
$700,354
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
7,610
shares
|
$699,435
0.05% of portfolio
|
Q4 2025
Added 4.53%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
7,609
shares
|
$699,343
0.26% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
7,576
shares
|
$696,310
0.1% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
7,544
shares
|
$693,369
0.19% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
7,531
shares
|
$692,174
0.18% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
7,530
shares
|
$692,082
0.06% of portfolio
|
Q4 2025
Added 1.67%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,511
shares
|
$690,336
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,488
shares
|
$688,222
0.02% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
7,432
shares
|
$683,075
0.04% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
7,419
shares
|
$681,880
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
7,413
shares
|
$681,328
0.1% of portfolio
|
Q2 2025
Reduced 28.72%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
7,408
shares
|
$680,869
0.21% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
7,365
shares
|
$676,917
0.11% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,339
shares
|
$674,527
0.12% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
7,338
shares
|
$674,435
0.2% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
7,320
shares
|
$672,781
0.13% of portfolio
|
Q4 2025
Added 84.94%
|
|