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 |
|---|---|---|---|---|---|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
917
shares
|
$84,281
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
911
shares
|
$83,730
0.05% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
869
shares
|
$79,869
0.0% of portfolio
|
Q3 2025
Reduced 36.1%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
862
shares
|
$79,226
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
856
shares
|
$78,674
0.02% of portfolio
|
Q3 2023
Reduced 5.52%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
854
shares
|
$78,491
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
844
shares
|
$77,572
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
815
shares
|
$74,906
0.0% of portfolio
|
Q2 2025
Added 202.09%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
810
shares
|
$74,447
0.0% of portfolio
|
Q3 2024
Reduced 60.64%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
799
shares
|
$73,436
0.01% of portfolio
|
Q2 2023
Reduced 85.17%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
798
shares
|
$73,344
0.04% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
775
shares
|
$71,230
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
767
shares
|
$70,494
0.0% of portfolio
|
Q4 2025
Added 19.66%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
759
shares
|
$69,759
0.06% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
750
shares
|
$68,932
0.03% of portfolio
|
Q3 2025
Reduced 17.22%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
746
shares
|
$68,564
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
735
shares
|
$67,553
0.02% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
722
shares
|
$66,359
0.04% of portfolio
|
Q4 2025
Added 2.12%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
721
shares
|
$66,267
0.03% of portfolio
|
Q4 2025
Reduced 2.04%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
705
shares
|
$64,796
0.01% of portfolio
|
Q2 2025
Added 386.21%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
705
shares
|
$64,796
0.01% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
700
shares
|
$64,337
0.02% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
700
shares
|
$64,337
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
696
shares
|
$63,969
0.01% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
686
shares
|
$63,050
0.05% of portfolio
|
Q3 2025
Added 0.73%
|
|