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 |
|---|---|---|---|---|---|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
396
shares
|
$36,396
0.0% of portfolio
|
Q4 2025
Added 2229.41%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
395
shares
|
$36,304
0.01% of portfolio
|
Q2 2025
Reduced 79.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
395
shares
|
$36,304
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
386
shares
|
$35,477
0.01% of portfolio
|
Q3 2025
Added 74.66%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
380
shares
|
$34,925
0.01% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
370
shares
|
$34,006
0.0% of portfolio
|
Q3 2025
Reduced 64.83%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
367
shares
|
$33,730
0.02% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
367
shares
|
$33,730
0.01% of portfolio
|
Q4 2025
Reduced 88.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
361
shares
|
$33,179
0.01% of portfolio
|
Q4 2025
Added 31.27%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
358
shares
|
$32,903
0.05% of portfolio
|
Q3 2025
Added 54.31%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
357
shares
|
$32,811
0.01% of portfolio
|
Q3 2025
Added 233.64%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
352
shares
|
$32,352
0.02% of portfolio
|
Q2 2025
Added 131.58%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
352
shares
|
$32,352
0.01% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
342
shares
|
$31,433
0.0% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
331
shares
|
$30,422
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
330
shares
|
$30,330
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
328
shares
|
$30,146
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
325
shares
|
$29,870
0.0% of portfolio
|
Q3 2025
Added 49.77%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
320
shares
|
$29,411
0.02% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
316
shares
|
$29,043
0.01% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
314
shares
|
$28,859
0.01% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
311
shares
|
$28,584
0.01% of portfolio
|
Q3 2025
Added 47.39%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
310
shares
|
$28,492
0.0% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
301
shares
|
$27,664
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
300
shares
|
$27,573
0.01% of portfolio
|
Q3 2025
New holding
|
|