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 2,538 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Orca Investment Management, LLC
|
Jan 20, 2026 Q4 2025 |
4,569
shares
|
$419,936
0.35% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
4,556
shares
|
$418,741
0.16% of portfolio
|
Q3 2025
Reduced 33.89%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
4,549
shares
|
$418,098
0.18% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
4,543
shares
|
$417,547
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
4,517
shares
|
$415,157
0.21% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
4,514
shares
|
$414,881
0.04% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 23, 2026 Q4 2025 |
4,510
shares
|
$414,514
0.12% of portfolio
|
Q2 2023
Reduced 0.68%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,488
shares
|
$412,492
0.06% of portfolio
|
Q4 2025
Added 7.78%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
4,473
shares
|
$411,113
0.12% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,471
shares
|
$410,929
0.01% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
4,466
shares
|
$410,470
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
4,461
shares
|
$410,010
0.56% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
4,424
shares
|
$406,609
0.02% of portfolio
|
Q3 2025
Added 37.48%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,412
shares
|
$405,506
0.02% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
4,400
shares
|
$404,404
0.0% of portfolio
|
Q3 2025
Added 163.16%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,395
shares
|
$403,944
0.04% of portfolio
|
Q2 2022
Reduced 0.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,395
shares
|
$403,944
0.03% of portfolio
|
Q4 2022
Added 3.14%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
4,388
shares
|
$403,301
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
4,384
shares
|
$402,933
0.04% of portfolio
|
Q1 2025
Reduced 36.83%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
4,377
shares
|
$402,290
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,345
shares
|
$399,348
0.07% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,332
shares
|
$398,154
0.03% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,331
shares
|
$398,062
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|