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 2,535 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 |
|---|---|---|---|---|---|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,888
shares
|
$449,256
0.09% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
4,871
shares
|
$447,693
0.25% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
4,848
shares
|
$445,579
0.03% of portfolio
|
Q3 2025
Added 89.45%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
4,847
shares
|
$445,487
0.28% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
4,820
shares
|
$443,006
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,817
shares
|
$442,730
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
4,806
shares
|
$441,719
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
4,805
shares
|
$441,627
0.02% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
4,786
shares
|
$439,881
0.04% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
4,759
shares
|
$437,399
0.32% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,753
shares
|
$436,848
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
4,743
shares
|
$435,929
0.04% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
4,692
shares
|
$431,241
0.12% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
4,667
shares
|
$428,943
0.14% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
4,662
shares
|
$428,484
0.02% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
4,657
shares
|
$428,024
0.01% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,656
shares
|
$427,932
0.0% of portfolio
|
Q3 2025
Reduced 68.05%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,652
shares
|
$427,565
0.0% of portfolio
|
Q3 2025
Reduced 96.68%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
4,652
shares
|
$427,565
0.12% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,616
shares
|
$424,256
0.1% of portfolio
|
Q3 2025
Added 299.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,611
shares
|
$423,797
0.03% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
4,595
shares
|
$422,326
0.02% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
4,594
shares
|
$422,234
0.14% of portfolio
|
Q4 2025
Reduced 4.33%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
4,582
shares
|
$421,131
0.32% of portfolio
|
Q4 2025
Reduced 6.6%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
4,569
shares
|
$419,936
0.14% of portfolio
|
Q2 2025
Added 7.63%
|
|