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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
3,134
shares
|
$288,045
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
3,120
shares
|
$286,759
0.03% of portfolio
|
Q1 2025
Reduced 54.45%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
3,103
shares
|
$285,196
0.07% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
3,090
shares
|
$284,001
0.06% of portfolio
|
Q4 2025
Reduced 4.16%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
3,085
shares
|
$283,542
0.02% of portfolio
|
Q4 2025
Added 5.29%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
3,070
shares
|
$282,163
0.05% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
3,070
shares
|
$282,163
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
3,069
shares
|
$282,071
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
3,061
shares
|
$281,336
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
3,060
shares
|
$281,244
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
3,055
shares
|
$280,785
0.01% of portfolio
|
Q3 2025
Added 28.15%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Jan 21, 2026 Q4 2025 |
3,050
shares
|
$280,325
0.08% of portfolio
|
Q4 2025
Reduced 8.96%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
3,039
shares
|
$279,314
0.07% of portfolio
|
Q4 2025
Added 30.15%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,033
shares
|
$278,763
0.08% of portfolio
|
Q3 2025
Added 42.73%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
3,032
shares
|
$278,671
0.02% of portfolio
|
Q3 2025
Reduced 14.52%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
3,032
shares
|
$278,671
0.12% of portfolio
|
Q4 2025
Added 5.06%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
3,028
shares
|
$278,303
0.04% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
3,028
shares
|
$278,303
0.03% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,026
shares
|
$278,119
0.03% of portfolio
|
Q4 2025
Added 9.08%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,024
shares
|
$277,935
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
3,020
shares
|
$277,568
0.04% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
3,012
shares
|
$276,832
0.0% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,000
shares
|
$275,730
0.11% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
3,000
shares
|
$275,730
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$275,730
0.04% of portfolio
|
Q4 2024
Reduced 6.25%
|
|