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 |
|---|---|---|---|---|---|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
6,865
shares
|
$630,962
0.07% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
6,859
shares
|
$630,410
0.05% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
6,850
shares
|
$629,583
0.09% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
6,847
shares
|
$629,307
0.17% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,842
shares
|
$628,848
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Jan 20, 2026 Q4 2025 |
6,820
shares
|
$626,826
0.36% of portfolio
|
Q4 2025
Added 3.63%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
6,815
shares
|
$626,366
0.28% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
6,811
shares
|
$625,999
0.01% of portfolio
|
Q3 2025
Reduced 18.24%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
6,803
shares
|
$625,263
0.38% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
6,783
shares
|
$623,425
0.04% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
6,758
shares
|
$621,127
0.19% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
6,758
shares
|
$621,127
0.36% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
6,752
shares
|
$620,576
0.25% of portfolio
|
Q3 2025
Reduced 28.02%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
6,741
shares
|
$619,565
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
6,741
shares
|
$619,565
0.0% of portfolio
|
Q3 2025
Added 245.52%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,725
shares
|
$618,094
0.07% of portfolio
|
Q3 2023
Added 13.75%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
6,723
shares
|
$617,910
0.42% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
6,711
shares
|
$616,808
0.47% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
6,697
shares
|
$615,521
0.28% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
6,659
shares
|
$612,028
0.22% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
6,638
shares
|
$610,098
0.58% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
6,634
shares
|
$609,730
0.28% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,630
shares
|
$609,363
0.05% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
6,625
shares
|
$608,903
0.21% of portfolio
|
Q1 2024
Added 10.44%
|
|
|
Orser Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,621
shares
|
$608,536
0.37% of portfolio
|
Q4 2025
Added 1.08%
|
|