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 |
|---|---|---|---|---|---|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
3,562
shares
|
$327,383
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
3,554
shares
|
$326,648
0.08% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
3,550
shares
|
$326,280
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
3,531
shares
|
$324,534
0.02% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
3,529
shares
|
$324,350
0.02% of portfolio
|
Q4 2025
Reduced 2.97%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
3,528
shares
|
$324,258
0.12% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
3,505
shares
|
$322,144
0.07% of portfolio
|
Q3 2025
Added 17.3%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
3,500
shares
|
$321,685
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
3,500
shares
|
$321,685
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
3,500
shares
|
$321,685
0.0% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
3,500
shares
|
$321,685
0.1% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,498
shares
|
$321,501
0.05% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,497
shares
|
$321,409
0.21% of portfolio
|
Q1 2025
Reduced 30.17%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
3,494
shares
|
$321,133
0.05% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
3,490
shares
|
$320,765
0.17% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
3,488
shares
|
$320,582
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
3,486
shares
|
$320,398
0.04% of portfolio
|
Q4 2025
Added 3.32%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
3,480
shares
|
$319,846
0.25% of portfolio
|
Q4 2025
Added 12.73%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
3,462
shares
|
$318,192
0.14% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
3,461
shares
|
$318,100
0.05% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,435
shares
|
$315,710
0.02% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,434
shares
|
$315,618
0.04% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
3,430
shares
|
$315,251
0.14% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,430
shares
|
$315,251
0.01% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,423
shares
|
$314,607
0.03% of portfolio
|
Q4 2025
Added 0.23%
|
|