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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
5,180
shares
|
$476,093
0.03% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,177
shares
|
$475,818
0.01% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
5,164
shares
|
$474,623
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
5,154
shares
|
$473,704
0.14% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
5,154
shares
|
$473,704
0.06% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,153
shares
|
$473,612
0.02% of portfolio
|
Q1 2024
Reduced 77.76%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
5,148
shares
|
$473,152
0.06% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,135
shares
|
$471,957
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,126
shares
|
$471,130
0.19% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,120
shares
|
$470,579
0.04% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Oct 30, 2025 Q3 2025 |
5,062
shares
|
$465,248
0.16% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
5,052
shares
|
$464,329
0.03% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
5,035
shares
|
$462,766
0.17% of portfolio
|
Q3 2025
Added 52.76%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
5,010
shares
|
$460,469
0.01% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
5,010
shares
|
$460,469
0.23% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
5,000
shares
|
$459,550
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
5,000
shares
|
$459,550
0.22% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4,992
shares
|
$458,814
0.02% of portfolio
|
Q3 2025
Reduced 30.78%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,962
shares
|
$456,057
0.14% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
4,938
shares
|
$453,851
0.12% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
4,935
shares
|
$453,575
0.07% of portfolio
|
Q4 2025
Added 33.85%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
4,929
shares
|
$453,024
0.05% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
4,919
shares
|
$452,105
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
4,896
shares
|
$449,991
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,895
shares
|
$449,899
0.41% of portfolio
|
Q2 2025
Reduced 80.32%
|
|