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 |
|---|---|---|---|---|---|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,417
shares
|
$314,056
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
3,407
shares
|
$313,137
0.03% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,401
shares
|
$312,585
0.02% of portfolio
|
Q2 2025
Reduced 55.65%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
3,400
shares
|
$312,494
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
3,366
shares
|
$309,369
0.15% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
3,360
shares
|
$308,817
0.09% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,356
shares
|
$308,449
0.03% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
3,342
shares
|
$307,163
0.03% of portfolio
|
Q4 2025
Added 20.65%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,335
shares
|
$306,519
0.2% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Nov 14, 2025 Q3 2025 |
3,330
shares
|
$306,060
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,325
shares
|
$305,600
0.03% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
3,325
shares
|
$305,600
3.38% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
3,324
shares
|
$305,508
0.08% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3,310
shares
|
$304,222
0.04% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,307
shares
|
$303,946
0.1% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
3,303
shares
|
$303,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
3,299
shares
|
$303,211
0.09% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,291
shares
|
$302,475
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
3,288
shares
|
$302,200
0.21% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
3,282
shares
|
$301,648
0.03% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,273
shares
|
$300,821
0.0% of portfolio
|
Q4 2025
Added 33.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,271
shares
|
$300,637
0.03% of portfolio
|
Q3 2025
Reduced 11.79%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,269
shares
|
$300,453
0.07% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
3,257
shares
|
$299,350
0.09% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
3,256
shares
|
$299,258
0.11% of portfolio
|
Q3 2025
Added 35.33%
|
|