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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
3,732
shares
|
$343,008
0.03% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
3,732
shares
|
$343,008
0.01% of portfolio
|
Q3 2025
Added 43.21%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
3,725
shares
|
$342,364
0.14% of portfolio
|
Q4 2025
Added 11.43%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
3,720
shares
|
$341,905
0.03% of portfolio
|
Q4 2025
Added 24.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,718
shares
|
$341,721
0.02% of portfolio
|
Q3 2025
Added 38.58%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,700
shares
|
$340,067
0.03% of portfolio
|
Q3 2022
Added 0.68%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
3,689
shares
|
$339,055
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
3,677
shares
|
$337,953
0.1% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
3,676
shares
|
$337,861
0.08% of portfolio
|
Q4 2025
Added 6.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,676
shares
|
$337,861
0.04% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,671
shares
|
$337,401
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
3,665
shares
|
$336,850
0.2% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Cohen Klingenstein LLC
|
Jan 16, 2026 Q4 2025 |
3,660
shares
|
$336,390
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
3,645
shares
|
$335,011
0.15% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
3,643
shares
|
$334,828
0.0% of portfolio
|
Q3 2025
Reduced 37.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,635
shares
|
$334,092
0.07% of portfolio
|
Q2 2022
Reduced 2.6%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,634
shares
|
$334,000
0.07% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
3,627
shares
|
$333,357
0.05% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
3,622
shares
|
$332,898
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,620
shares
|
$332,714
0.03% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
3,615
shares
|
$332,254
0.11% of portfolio
|
Q4 2025
Added 2.41%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,612
shares
|
$331,978
0.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,610
shares
|
$331,795
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
3,607
shares
|
$331,519
0.08% of portfolio
|
Q4 2025
Added 2.44%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
3,582
shares
|
$329,221
0.18% of portfolio
|
Q4 2025
Reduced 2.66%
|
|