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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
225
shares
|
$20,679
0.0% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
225
shares
|
$20,679
0.01% of portfolio
|
Q3 2024
Added 82.93%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
225
shares
|
$20,679
0.01% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
224
shares
|
$20,587
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
223
shares
|
$20,495
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
218
shares
|
$20,036
0.0% of portfolio
|
Q4 2025
Added 39.74%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
217
shares
|
$19,944
0.0% of portfolio
|
Q4 2024
Reduced 23.32%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
214
shares
|
$19,668
0.01% of portfolio
|
Q1 2025
Reduced 98.72%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
213
shares
|
$19,576
0.0% of portfolio
|
Q3 2025
Added 55.47%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
211
shares
|
$19,393
0.01% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
208
shares
|
$19,117
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
204
shares
|
$18,749
0.01% of portfolio
|
Q3 2020
Reduced 24.72%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
202
shares
|
$18,565
0.0% of portfolio
|
Q2 2023
Reduced 6.91%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
200
shares
|
$18,382
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
200
shares
|
$18,382
0.0% of portfolio
|
Q4 2024
Reduced 27.8%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
200
shares
|
$18,382
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
195
shares
|
$17,922
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
184
shares
|
$16,911
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
182
shares
|
$16,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
180
shares
|
$16,543
0.02% of portfolio
|
Q2 2023
Added 592.31%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
180
shares
|
$16,543
0.01% of portfolio
|
Q2 2025
Reduced 94.98%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
174
shares
|
$15,992
0.0% of portfolio
|
Q3 2025
Reduced 59.72%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
174
shares
|
$15,992
0.02% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
169
shares
|
$15,532
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
168
shares
|
$15,440
0.01% of portfolio
|
Q3 2025
Added 7.01%
|
|