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 2,535 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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,158
shares
|
$106,431
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,156
shares
|
$106,247
0.07% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,155
shares
|
$106,156
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,103
shares
|
$101,376
0.04% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,102
shares
|
$101,284
0.01% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,100
shares
|
$101,101
0.01% of portfolio
|
Q4 2025
Added 8.48%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,087
shares
|
$99,906
0.06% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,083
shares
|
$99,538
0.08% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,081
shares
|
$99,354
0.06% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
1,067
shares
|
$98,067
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,063
shares
|
$97,700
0.04% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
1,060
shares
|
$97,424
0.0% of portfolio
|
Q4 2025
Reduced 42.95%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,040
shares
|
$95,586
0.01% of portfolio
|
Q3 2025
Added 35.06%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,039
shares
|
$95,494
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
1,037
shares
|
$95,310
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,028
shares
|
$94,483
0.02% of portfolio
|
Q3 2025
Added 49.2%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$91,910
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,000
shares
|
$91,910
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
988
shares
|
$90,807
0.0% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
983
shares
|
$90,347
0.03% of portfolio
|
Q3 2025
Reduced 44.43%
|
|
|
E Cio, Inc.
Madison, WI |
Jan 20, 2026 Q4 2025 |
966
shares
|
$88,785
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
929
shares
|
$85,384
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
928
shares
|
$85,292
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
927
shares
|
$85,200
0.06% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
918
shares
|
$84,373
0.01% of portfolio
|
Q3 2025
New holding
|
|