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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
3,941
shares
|
$362,217
0.06% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Jan 23, 2026 Q4 2025 |
3,939
shares
|
$362,033
0.1% of portfolio
|
Q4 2025
Reduced 7.69%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
3,931
shares
|
$361,298
0.03% of portfolio
|
Q3 2024
Reduced 21.0%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
3,921
shares
|
$360,379
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
3,915
shares
|
$359,827
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,904
shares
|
$358,816
0.12% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
3,902
shares
|
$358,632
0.14% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
3,895
shares
|
$357,989
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
3,893
shares
|
$357,805
0.24% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
3,888
shares
|
$357,346
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
3,888
shares
|
$357,346
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
3,883
shares
|
$356,886
0.02% of portfolio
|
Q3 2025
Added 188.27%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
3,875
shares
|
$356,151
0.04% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,869
shares
|
$355,599
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
3,868
shares
|
$355,507
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
3,860
shares
|
$354,772
0.09% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
3,847
shares
|
$353,577
0.03% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
3,847
shares
|
$353,577
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
3,839
shares
|
$352,842
0.03% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
3,832
shares
|
$352,199
0.1% of portfolio
|
Q3 2025
Reduced 14.5%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,787
shares
|
$348,063
0.12% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
3,760
shares
|
$345,581
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
3,759
shares
|
$345,489
0.0% of portfolio
|
Q3 2025
Added 39.07%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
3,755
shares
|
$345,122
0.03% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,745
shares
|
$344,202
0.07% of portfolio
|
Q3 2025
Reduced 3.0%
|
|