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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
665
shares
|
$61,120
0.01% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
659
shares
|
$60,568
0.03% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
650
shares
|
$59,741
0.01% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
647
shares
|
$59,465
0.01% of portfolio
|
Q4 2025
Added 4.19%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
621
shares
|
$57,076
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
614
shares
|
$56,432
0.02% of portfolio
|
Q4 2025
Reduced 70.21%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
611
shares
|
$56,157
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
610
shares
|
$56,065
0.0% of portfolio
|
Q2 2023
Reduced 39.3%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
604
shares
|
$55,513
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
601
shares
|
$55,237
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
600
shares
|
$55,146
0.04% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
579
shares
|
$53,215
0.04% of portfolio
|
Q4 2025
Added 10.92%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
565
shares
|
$51,929
0.02% of portfolio
|
Q1 2023
Added 54.79%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
557
shares
|
$51,193
0.01% of portfolio
|
Q3 2025
Added 23.78%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
557
shares
|
$51,193
0.01% of portfolio
|
Q3 2025
Added 97.52%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
556
shares
|
$51,101
0.01% of portfolio
|
Q3 2025
Added 118.9%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
550
shares
|
$50,550
0.02% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
546
shares
|
$50,182
0.02% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
544
shares
|
$49,999
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
543
shares
|
$49,907
0.01% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
537
shares
|
$49,355
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
530
shares
|
$48,712
0.01% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
529
shares
|
$48,620
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
524
shares
|
$48,160
0.01% of portfolio
|
Q2 2023
Reduced 96.72%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
515
shares
|
$47,333
0.01% of portfolio
|
Q3 2025
Added 3333.33%
|
|