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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,254
shares
|
$299,075
0.03% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
3,251
shares
|
$298,799
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
3,248
shares
|
$298,523
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
3,243
shares
|
$298,064
0.07% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
3,242
shares
|
$297,972
0.03% of portfolio
|
Q3 2025
Reduced 91.49%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
3,240
shares
|
$297,788
0.14% of portfolio
|
Q4 2025
Reduced 6.36%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
3,232
shares
|
$297,053
0.06% of portfolio
|
Q4 2025
Added 5.0%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
3,225
shares
|
$296,409
0.02% of portfolio
|
Q4 2025
Reduced 1.23%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
3,205
shares
|
$294,571
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
3,205
shares
|
$294,571
0.2% of portfolio
|
Q3 2025
Reduced 17.29%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
3,203
shares
|
$294,387
0.03% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
3,190
shares
|
$293,192
0.05% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,175
shares
|
$291,814
0.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,175
shares
|
$291,814
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,167
shares
|
$291,078
0.22% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
3,166
shares
|
$290,987
0.06% of portfolio
|
Q1 2024
Reduced 6.8%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
3,159
shares
|
$290,343
0.07% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,157
shares
|
$290,159
0.05% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,151
shares
|
$289,608
0.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
3,149
shares
|
$289,424
0.01% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
3,144
shares
|
$288,965
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
3,141
shares
|
$288,689
0.17% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
3,140
shares
|
$288,597
0.06% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
3,138
shares
|
$288,413
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
3,136
shares
|
$288,229
0.13% of portfolio
|
Q3 2025
Added 9.08%
|
|