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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
5,829
shares
|
$535,743
0.16% of portfolio
|
Q3 2025
Added 28.03%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,818
shares
|
$534,732
0.06% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Nine Masts Capital LTD
|
Nov 13, 2025 Q3 2025 |
5,809
shares
|
$533,905
0.11% of portfolio
|
Q3 2025
Reduced 30.53%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
5,807
shares
|
$533,721
0.3% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
5,805
shares
|
$533,537
0.11% of portfolio
|
Q3 2023
Added 11.53%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
5,802
shares
|
$533,261
0.24% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
5,799
shares
|
$532,986
0.03% of portfolio
|
Q4 2025
Reduced 23.97%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
5,783
shares
|
$531,515
0.25% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,766
shares
|
$529,953
0.03% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,764
shares
|
$529,769
0.04% of portfolio
|
Q3 2023
Reduced 7.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,757
shares
|
$529,125
0.06% of portfolio
|
Q4 2022
Reduced 1.27%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
5,748
shares
|
$528,298
0.02% of portfolio
|
Q2 2023
Reduced 15.62%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
5,735
shares
|
$527,103
0.16% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
5,728
shares
|
$526,460
0.1% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,723
shares
|
$526,000
0.05% of portfolio
|
Q4 2025
Reduced 15.38%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
5,715
shares
|
$525,265
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
5,698
shares
|
$523,703
0.03% of portfolio
|
Q4 2025
Reduced 15.81%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
5,692
shares
|
$523,151
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
5,684
shares
|
$522,416
0.41% of portfolio
|
Q4 2025
Added 26.82%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
5,670
shares
|
$521,129
0.05% of portfolio
|
Q1 2025
Added 141.28%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
5,668
shares
|
$520,945
0.06% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
5,654
shares
|
$519,659
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
5,650
shares
|
$519,291
0.11% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
5,649
shares
|
$519,199
0.18% of portfolio
|
Q3 2025
Reduced 9.69%
|
|