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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
293
shares
|
$26,929
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
292
shares
|
$26,837
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
289
shares
|
$26,561
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
286
shares
|
$26,286
0.01% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
285
shares
|
$26,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
280
shares
|
$25,734
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
279
shares
|
$25,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 20, 2026 Q4 2025 |
277
shares
|
$25,459
0.02% of portfolio
|
Q4 2025
Reduced 47.83%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
275
shares
|
$25,275
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
271
shares
|
$24,907
0.01% of portfolio
|
Q3 2025
Reduced 78.68%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
268
shares
|
$24,631
0.01% of portfolio
|
Q4 2025
Reduced 44.74%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
267
shares
|
$24,539
0.0% of portfolio
|
Q4 2025
Added 1.14%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
257
shares
|
$23,620
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
256
shares
|
$23,528
0.0% of portfolio
|
Q2 2025
Reduced 73.31%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
255
shares
|
$23,437
0.02% of portfolio
|
Q4 2025
Added 7.59%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
249
shares
|
$22,885
0.01% of portfolio
|
Q2 2025
Added 67.11%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
249
shares
|
$22,885
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
243
shares
|
$22,334
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
242
shares
|
$22,242
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
242
shares
|
$22,242
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
239
shares
|
$21,966
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
238
shares
|
$21,874
0.0% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
235
shares
|
$21,598
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
228
shares
|
$20,955
0.02% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
225
shares
|
$20,679
0.01% of portfolio
|
Q3 2025
Added 3.69%
|
|