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 2,535 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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
6,587
shares
|
$605,411
0.01% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
6,557
shares
|
$602,653
0.38% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
6,552
shares
|
$602,194
0.43% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,543
shares
|
$601,367
0.01% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,535
shares
|
$600,631
0.23% of portfolio
|
Q3 2025
Added 38.69%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
6,528
shares
|
$599,988
0.04% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
6,520
shares
|
$599,253
0.2% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
6,479
shares
|
$595,484
0.07% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
6,452
shares
|
$593,003
0.19% of portfolio
|
Q3 2025
Added 50.78%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
6,390
shares
|
$587,304
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 05, 2026 Q4 2025 |
6,380
shares
|
$586,385
0.37% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
6,367
shares
|
$585,190
0.05% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,363
shares
|
$584,823
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,333
shares
|
$582,066
0.04% of portfolio
|
Q3 2025
Reduced 20.44%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 20, 2026 Q4 2025 |
6,332
shares
|
$581,974
0.21% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
6,313
shares
|
$580,227
0.19% of portfolio
|
Q4 2025
Added 18.82%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
6,300
shares
|
$579,033
0.19% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
6,285
shares
|
$577,654
0.1% of portfolio
|
Q4 2025
Added 23.96%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
6,281
shares
|
$577,286
0.02% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
6,258
shares
|
$575,172
0.08% of portfolio
|
Q3 2025
Added 15.35%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
6,240
shares
|
$573,518
0.12% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Ledyard National Bank
|
Jan 21, 2026 Q4 2025 |
6,228
shares
|
$572,415
0.05% of portfolio
|
Q4 2025
Added 14.99%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
6,221
shares
|
$571,772
0.14% of portfolio
|
Q4 2025
Reduced 3.73%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
6,199
shares
|
$569,750
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
6,162
shares
|
$566,349
0.05% of portfolio
|
Q4 2025
Reduced 19.22%
|
|