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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,647
shares
|
$519,015
0.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
5,631
shares
|
$517,545
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
5,630
shares
|
$517,453
0.14% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,625
shares
|
$516,993
0.02% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,613
shares
|
$515,890
0.13% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
5,600
shares
|
$514,696
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
5,591
shares
|
$513,868
0.07% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,585
shares
|
$513,317
0.05% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,574
shares
|
$512,306
0.01% of portfolio
|
Q3 2025
Added 27.96%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
5,572
shares
|
$512,122
0.18% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,560
shares
|
$511,019
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
5,541
shares
|
$509,273
0.04% of portfolio
|
Q3 2025
Reduced 38.36%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
5,536
shares
|
$508,813
0.12% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
5,533
shares
|
$508,538
0.3% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,516
shares
|
$506,975
0.02% of portfolio
|
Q4 2023
Added 19.81%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
5,500
shares
|
$505,505
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
5,488
shares
|
$504,402
0.22% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
5,482
shares
|
$503,850
0.07% of portfolio
|
Q4 2025
Added 6.72%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
5,474
shares
|
$503,115
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
5,470
shares
|
$502,747
0.09% of portfolio
|
Q3 2025
Reduced 29.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
5,463
shares
|
$502,104
0.03% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
5,462
shares
|
$502,012
0.01% of portfolio
|
Q4 2025
Added 177.68%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
5,455
shares
|
$501,369
0.14% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2026 Q4 2025 |
5,454
shares
|
$501,277
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,448
shares
|
$500,725
0.05% of portfolio
|
Q3 2025
Reduced 4.29%
|
|