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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$9,191
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
93
shares
|
$8,547
0.0% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
92
shares
|
$8,455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
92
shares
|
$8,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
90
shares
|
$8,271
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
90
shares
|
$8,271
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
83
shares
|
$7,628
0.0% of portfolio
|
Q4 2025
Added 6.41%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
82
shares
|
$7,536
0.0% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
79
shares
|
$7,260
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
79
shares
|
$7,260
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
77
shares
|
$7,077
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
77
shares
|
$7,077
0.0% of portfolio
|
Q2 2025
Reduced 27.36%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
77
shares
|
$7,077
0.0% of portfolio
|
Q3 2025
Reduced 40.77%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
75
shares
|
$6,893
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
75
shares
|
$6,893
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
65
shares
|
$5,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
62
shares
|
$5,698
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
61
shares
|
$5,606
0.0% of portfolio
|
Q3 2025
Added 27.08%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
61
shares
|
$5,606
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
60
shares
|
$5,514
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
57
shares
|
$5,238
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
57
shares
|
$5,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
54
shares
|
$4,963
0.0% of portfolio
|
Q4 2025
Added 5.88%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
53
shares
|
$4,871
0.0% of portfolio
|
Q2 2022
Reduced 74.27%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
53
shares
|
$4,871
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|