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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
165
shares
|
$15,165
0.01% of portfolio
|
Q3 2025
Reduced 44.07%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
165
shares
|
$15,165
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
162
shares
|
$14,889
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
158
shares
|
$14,521
0.0% of portfolio
|
Q2 2024
Reduced 30.09%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
155
shares
|
$14,246
0.01% of portfolio
|
Q3 2025
Added 496.15%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
153
shares
|
$14,062
0.0% of portfolio
|
Q4 2024
Reduced 34.05%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
152
shares
|
$13,970
0.01% of portfolio
|
Q2 2025
Added 20.63%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
148
shares
|
$13,602
0.01% of portfolio
|
Q4 2023
Added 39.62%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
147
shares
|
$13,510
0.01% of portfolio
|
Q3 2025
Added 37.86%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
143
shares
|
$13,143
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
142
shares
|
$13,051
0.0% of portfolio
|
Q1 2024
Reduced 76.01%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
136
shares
|
$12,499
0.0% of portfolio
|
Q2 2021
Reduced 59.52%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
132
shares
|
$12,132
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
124
shares
|
$11,396
0.01% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
122
shares
|
$11,213
0.0% of portfolio
|
Q3 2023
Added 18.85%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
121
shares
|
$11,121
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
120
shares
|
$11,029
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
116
shares
|
$10,661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
115
shares
|
$10,569
0.01% of portfolio
|
Q3 2025
Reduced 30.3%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
114
shares
|
$10,477
0.0% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
114
shares
|
$10,477
0.0% of portfolio
|
Q3 2025
Reduced 77.51%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
114
shares
|
$10,477
0.0% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
110
shares
|
$10,110
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$9,466
0.01% of portfolio
|
Q3 2023
Reduced 49.26%
|
|
|
Miller Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
100
shares
|
$9,191
0.0% of portfolio
|
Q2 2023
New holding
|
|