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 |
|---|---|---|---|---|---|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 08, 2026 Q4 2025 |
2,665
shares
|
$244,940
0.07% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
2,663
shares
|
$244,756
0.09% of portfolio
|
Q4 2025
Added 1596.18%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
2,656
shares
|
$244,112
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
2,651
shares
|
$243,653
0.09% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
2,650
shares
|
$243,561
0.03% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
2,647
shares
|
$243,285
0.03% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
2,646
shares
|
$243,193
0.02% of portfolio
|
Q3 2025
Added 19.24%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
2,643
shares
|
$242,918
0.01% of portfolio
|
Q4 2025
Reduced 45.51%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
2,640
shares
|
$242,642
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
2,637
shares
|
$242,366
0.0% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
2,625
shares
|
$241,263
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,619
shares
|
$240,712
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,616
shares
|
$240,436
0.02% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
2,615
shares
|
$240,344
0.12% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$238,966
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
2,597
shares
|
$238,690
0.13% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
2,584
shares
|
$237,495
0.14% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
2,584
shares
|
$237,495
0.09% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 21, 2026 Q4 2025 |
2,583
shares
|
$237,403
0.09% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
2,573
shares
|
$236,484
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
2,571
shares
|
$236,300
0.11% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
2,567
shares
|
$235,932
0.03% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
2,550
shares
|
$234,370
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
2,549
shares
|
$234,278
0.13% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
2,540
shares
|
$233,451
0.07% of portfolio
|
Q3 2025
Added 0.32%
|
|