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 |
|---|---|---|---|---|---|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
2,533
shares
|
$232,808
0.08% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
2,533
shares
|
$232,808
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,529
shares
|
$232,440
0.03% of portfolio
|
Q4 2025
Added 2.35%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,529
shares
|
$232,440
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,526
shares
|
$232,164
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
2,524
shares
|
$231,980
0.08% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
2,521
shares
|
$231,705
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
2,520
shares
|
$231,613
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
2,520
shares
|
$231,613
0.06% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,512
shares
|
$230,877
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,507
shares
|
$230,418
0.02% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,506
shares
|
$230,326
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$229,775
0.05% of portfolio
|
Q3 2025
Reduced 21.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
2,498
shares
|
$229,591
0.09% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
2,497
shares
|
$229,499
0.05% of portfolio
|
Q3 2025
Added 2643.96%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,493
shares
|
$229,131
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
2,490
shares
|
$228,855
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
2,490
shares
|
$228,855
0.01% of portfolio
|
Q4 2025
Added 2.38%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
2,486
shares
|
$228,488
0.07% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
2,480
shares
|
$227,936
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jan 23, 2026 Q4 2025 |
2,477
shares
|
$227,661
0.03% of portfolio
|
Q4 2025
Reduced 10.09%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 23, 2026 Q4 2025 |
2,472
shares
|
$227,201
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
2,470
shares
|
$227,017
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,460
shares
|
$226,098
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
2,456
shares
|
$225,730
0.17% of portfolio
|
Q3 2025
Reduced 3.91%
|
|