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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
509
shares
|
$46,782
0.0% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
509
shares
|
$46,782
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
508
shares
|
$46,690
0.0% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
506
shares
|
$46,506
0.01% of portfolio
|
Q3 2025
Added 30.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
500
shares
|
$45,955
0.0% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
500
shares
|
$45,955
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
500
shares
|
$45,955
0.02% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
485
shares
|
$44,576
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
476
shares
|
$43,749
0.01% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
470
shares
|
$43,197
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
467
shares
|
$42,921
0.01% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
459
shares
|
$42,186
0.03% of portfolio
|
Q3 2025
Added 70.63%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
457
shares
|
$42,002
0.02% of portfolio
|
Q1 2022
Added 0.22%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
451
shares
|
$41,451
0.0% of portfolio
|
Q3 2025
Added 38.34%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
447
shares
|
$41,083
0.07% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
437
shares
|
$40,164
0.01% of portfolio
|
Q1 2025
Reduced 71.38%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
436
shares
|
$40,072
0.02% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
433
shares
|
$39,797
0.03% of portfolio
|
Q3 2025
Added 42.9%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
427
shares
|
$39,245
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
425
shares
|
$39,061
0.01% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
422
shares
|
$38,786
0.0% of portfolio
|
Q3 2025
Added 32.29%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
404
shares
|
$37,131
0.03% of portfolio
|
Q3 2025
Added 910.0%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$36,764
0.01% of portfolio
|
Q3 2025
Reduced 43.26%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
400
shares
|
$36,764
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
399
shares
|
$36,672
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|