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 2,513 institutions that hold shares in the stock, with a total of 1.42 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 |
|---|---|---|---|---|---|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
52
shares
|
$4,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
51
shares
|
$4,687
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
51
shares
|
$4,687
0.0% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
50
shares
|
$4,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$4,595
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
50
shares
|
$4,595
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
50
shares
|
$4,595
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
49
shares
|
$4,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
46
shares
|
$4,227
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
46
shares
|
$4,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
46
shares
|
$4,227
0.0% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
46
shares
|
$4,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
46
shares
|
$4,227
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
45
shares
|
$4,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
44
shares
|
$4,044
0.08% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
39
shares
|
$3,584
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
39
shares
|
$3,584
0.0% of portfolio
|
Q2 2024
Reduced 92.76%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
39
shares
|
$3,584
0.13% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
39
shares
|
$3,584
0.0% of portfolio
|
Q2 2025
Added 225.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
33
shares
|
$3,033
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
33
shares
|
$3,033
0.0% of portfolio
|
Q4 2024
Added 94.12%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
32
shares
|
$2,941
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
29
shares
|
$2,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
28
shares
|
$2,573
0.0% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
27
shares
|
$2,481
0.0% of portfolio
|
Q1 2025
New holding
|
|