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 2,530 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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,510
shares
|
$138,784
0.04% of portfolio
|
Q1 2024
Reduced 66.14%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
1,500
shares
|
$137,865
0.08% of portfolio
|
Q2 2021
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,492
shares
|
$137,129
0.01% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,452
shares
|
$133,453
0.0% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
1,451
shares
|
$133,361
0.11% of portfolio
|
Q3 2025
Reduced 12.11%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
1,435
shares
|
$131,890
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,422
shares
|
$130,696
0.03% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
1,345
shares
|
$123,618
0.09% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,308
shares
|
$120,218
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,285
shares
|
$118,104
0.02% of portfolio
|
Q3 2025
Added 314.52%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,277
shares
|
$117,369
0.06% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,269
shares
|
$116,633
0.01% of portfolio
|
Q3 2022
Added 413.77%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
1,267
shares
|
$116,449
0.04% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,253
shares
|
$115,163
0.13% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
1,250
shares
|
$114,887
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
1,238
shares
|
$113,784
0.07% of portfolio
|
Q4 2025
Reduced 6.14%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
1,226
shares
|
$112,681
0.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,215
shares
|
$111,670
0.19% of portfolio
|
Q4 2022
Added 49.08%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
1,214
shares
|
$111,578
0.1% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1,208
shares
|
$111,027
0.08% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
1,205
shares
|
$110,751
0.08% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
1,204
shares
|
$110,659
0.0% of portfolio
|
Q4 2025
Reduced 10.35%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,199
shares
|
$110,200
0.0% of portfolio
|
Q2 2025
Reduced 38.67%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
1,175
shares
|
$107,994
0.02% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
1,166
shares
|
$107,167
0.06% of portfolio
|
Q3 2025
Added 2.64%
|
|