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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
6,130
shares
|
$563,408
0.04% of portfolio
|
Q3 2025
Added 21.82%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
6,119
shares
|
$562,397
0.05% of portfolio
|
Q3 2025
Reduced 20.86%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
6,096
shares
|
$560,283
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,092
shares
|
$559,915
0.07% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 06, 2026 Q4 2025 |
6,091
shares
|
$559,823
0.05% of portfolio
|
Q2 2025
Reduced 42.49%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,070
shares
|
$557,893
0.28% of portfolio
|
Q4 2023
Added 30.26%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
5,984
shares
|
$549,989
0.02% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
5,984
shares
|
$549,989
0.04% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 20, 2026 Q4 2025 |
5,969
shares
|
$548,610
0.06% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
5,955
shares
|
$547,324
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
5,932
shares
|
$545,210
0.12% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
5,928
shares
|
$544,842
0.04% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
5,925
shares
|
$544,566
0.4% of portfolio
|
Q4 2025
Reduced 15.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,924
shares
|
$544,474
0.03% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,920
shares
|
$544,107
0.06% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,911
shares
|
$543,280
0.06% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
5,902
shares
|
$542,452
0.03% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
5,899
shares
|
$542,177
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
5,893
shares
|
$541,625
0.24% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
5,879
shares
|
$540,338
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
5,875
shares
|
$539,971
0.11% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
5,858
shares
|
$538,408
0.04% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
5,854
shares
|
$538,041
0.13% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
5,844
shares
|
$537,122
0.04% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
5,843
shares
|
$537,030
0.06% of portfolio
|
Q3 2025
Reduced 7.71%
|
|