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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
2,813
shares
|
$258,542
0.08% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,809
shares
|
$258,175
0.04% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
2,802
shares
|
$257,531
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,789
shares
|
$256,336
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,787
shares
|
$256,153
0.03% of portfolio
|
Q2 2025
Reduced 29.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
2,784
shares
|
$255,877
0.01% of portfolio
|
Q4 2025
Reduced 8.93%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
2,778
shares
|
$255,325
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Jan 20, 2026 Q4 2025 |
2,763
shares
|
$253,947
0.08% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
2,756
shares
|
$253,303
0.03% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
2,751
shares
|
$252,844
0.2% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,740
shares
|
$251,833
0.04% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,731
shares
|
$251,006
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
2,730
shares
|
$250,914
0.07% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,725
shares
|
$250,454
0.01% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,719
shares
|
$249,903
0.01% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
2,718
shares
|
$249,811
0.07% of portfolio
|
Q3 2025
Reduced 31.54%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,718
shares
|
$249,811
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
2,707
shares
|
$248,800
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
2,707
shares
|
$248,800
0.16% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,705
shares
|
$248,616
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$248,157
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
2,700
shares
|
$248,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
2,688
shares
|
$247,054
0.03% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,678
shares
|
$246,134
0.04% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
2,674
shares
|
$245,767
0.03% of portfolio
|
Q4 2025
Added 4.7%
|
|