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 |
|---|---|---|---|---|---|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 21, 2026 Q4 2025 |
3,000
shares
|
$275,730
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$275,730
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,996
shares
|
$275,362
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
2,995
shares
|
$275,270
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,966
shares
|
$272,605
0.04% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
2,951
shares
|
$271,226
0.11% of portfolio
|
Q4 2025
Reduced 3.25%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
2,946
shares
|
$270,766
0.04% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
2,941
shares
|
$270,307
0.1% of portfolio
|
Q3 2025
Added 155.96%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,940
shares
|
$270,215
0.01% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
2,936
shares
|
$269,847
0.02% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
2,935
shares
|
$269,755
0.03% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
2,931
shares
|
$269,388
0.06% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
2,928
shares
|
$269,112
0.02% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
2,924
shares
|
$268,744
0.14% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
2,913
shares
|
$267,733
0.05% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
2,910
shares
|
$267,458
0.01% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,898
shares
|
$266,355
0.03% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
2,891
shares
|
$265,711
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,874
shares
|
$264,149
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,871
shares
|
$263,873
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
2,855
shares
|
$262,403
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
2,838
shares
|
$260,840
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,829
shares
|
$260,013
0.02% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
2,828
shares
|
$259,921
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
2,813
shares
|
$258,542
0.01% of portfolio
|
Q4 2025
Reduced 5.19%
|
|