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 |
|---|---|---|---|---|---|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
4,328
shares
|
$397,786
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,324
shares
|
$397,418
0.07% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
4,322
shares
|
$397,235
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
4,320
shares
|
$397,051
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,319
shares
|
$396,959
0.09% of portfolio
|
Q4 2022
Reduced 6.49%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
4,303
shares
|
$395,488
0.11% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
4,298
shares
|
$395,029
0.23% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
4,288
shares
|
$394,110
0.43% of portfolio
|
Q4 2025
Reduced 3.27%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,281
shares
|
$393,466
0.23% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
4,253
shares
|
$390,893
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
4,249
shares
|
$390,525
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
4,243
shares
|
$389,974
0.05% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
4,243
shares
|
$389,974
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,233
shares
|
$389,055
0.01% of portfolio
|
Q3 2025
Reduced 34.77%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,224
shares
|
$388,227
0.17% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
4,210
shares
|
$386,941
0.28% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,202
shares
|
$386,205
0.06% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
4,199
shares
|
$385,930
0.26% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
4,182
shares
|
$384,367
0.05% of portfolio
|
Q3 2025
Added 15.88%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
4,179
shares
|
$384,091
0.13% of portfolio
|
Q4 2025
Added 10.82%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
4,175
shares
|
$383,724
0.17% of portfolio
|
Q4 2025
Reduced 8.12%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
4,167
shares
|
$382,988
0.01% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,160
shares
|
$382,345
0.04% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
4,158
shares
|
$382,161
0.26% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,151
shares
|
$381,518
0.39% of portfolio
|
Q3 2023
Reduced 6.7%
|
|