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 |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
5,416
shares
|
$497,784
0.05% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
5,415
shares
|
$497,692
0.54% of portfolio
|
Q4 2024
Added 26.37%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
5,402
shares
|
$496,497
0.12% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
5,381
shares
|
$494,567
0.28% of portfolio
|
Q2 2025
Added 117.85%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
5,370
shares
|
$493,556
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
5,369
shares
|
$493,464
0.13% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,364
shares
|
$493,005
0.04% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
5,339
shares
|
$490,707
0.33% of portfolio
|
Q4 2025
Reduced 6.45%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
5,326
shares
|
$489,512
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
5,325
shares
|
$489,420
0.1% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
5,315
shares
|
$488,501
0.11% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,305
shares
|
$487,582
0.03% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
5,300
shares
|
$487,123
0.11% of portfolio
|
Q4 2021
Reduced 43.01%
|
|
|
Sciencast Management LP
|
Nov 12, 2025 Q3 2025 |
5,299
shares
|
$487,031
0.1% of portfolio
|
Q3 2025
Reduced 88.13%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,295
shares
|
$486,663
0.01% of portfolio
|
Q2 2025
Added 60.55%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,293
shares
|
$486,479
0.17% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
5,290
shares
|
$486,203
0.09% of portfolio
|
Q4 2025
Reduced 13.22%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
5,288
shares
|
$486,020
0.24% of portfolio
|
Q3 2025
Added 136.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
5,284
shares
|
$485,652
0.04% of portfolio
|
Q3 2025
Reduced 12.83%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
5,265
shares
|
$483,906
0.02% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
5,257
shares
|
$483,170
0.21% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
5,255
shares
|
$482,987
0.14% of portfolio
|
Q3 2025
Reduced 42.4%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
5,200
shares
|
$477,932
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,199
shares
|
$477,840
0.08% of portfolio
|
Q2 2024
Reduced 19.07%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
5,197
shares
|
$477,656
0.09% of portfolio
|
Q3 2025
Added 31.1%
|
|