The Charles Schwab Corporation
SCHWNYSE
USReal-Time Price
USReal-Time Price$90.89USD
+1.31 (+1.46%)Today
$90.92+0.03 (+0.04%)After Hours5:17 PM ET
BTI Score
Near Future
53
Long Term
60
BTI Fair Market Cap
$82.89B
+86.90% vs fair
Hold
The Charles Schwab Corporation (SCHW) Holders & Ownership
Who owns The Charles Schwab Corporation (SCHW)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.
Filing Period:
Institutional Ownership
1.33%
Institutional Holders
430
Total Shares Held
23,075,893
Total Holdings Value
$2.25B
13F Holder Composition
InstitutionFund
Top Institutional Holders
| Holder | Shares Held | Market Value | % Outstanding | Change | Date Reported |
|---|---|---|---|---|---|
| ASSENAGON ASSET MANAGEMENT S.A. | 2,923,270 | $285.7M | 0.17% | +67.62% | 2026-09-30 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2,527,575 | $247.0M | 0.15% | -0.89% | 2026-09-30 |
| CARDANO RISK MANAGEMENT B.V. | 1,057,529 | $103.4M | 0.06% | +100.00% | 2026-09-30 |
| NINETY ONE UK LTD | 1,033,167 | $101.0M | 0.06% | -1.84% | 2026-09-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 760,217 | $72.0M | 0.04% | +3.75% | 2026-09-30 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 733,429 | $71.7M | 0.04% | -21.57% | 2026-09-30 |
| CARNEGIE INVESTMENT COUNSEL | 723,868 | $68.7M | 0.04% | -2.95% | 2026-09-30 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 706,350 | $69.0M | 0.04% | +5.15% | 2026-09-30 |
| MONTRUSCO BOLTON INVESTMENTS INC. | 695,062 | $67.9M | 0.04% | +100.00% | 2026-09-30 |
| CALEDONIA INVESTMENTS PLC | 671,000 | $65.6M | 0.04% | 0.00% | 2026-09-30 |
| PERPETUAL LTD | 558,236 | $54.6M | 0.03% | +22.50% | 2026-09-30 |
| MN SERVICES VERMOGENSBEHEER B.V. | 489,666 | $47.9M | 0.03% | +1.77% | 2026-09-30 |
| CROWN OAK ADVISORS, LLC | 471,800 | $46.1M | 0.03% | +0.01% | 2026-09-30 |
| CZECH NATIONAL BANK | 467,067 | $45.7M | 0.03% | +0.37% | 2026-09-30 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 460,336 | $45.0M | 0.03% | -4.24% | 2026-09-30 |
| NISA INVESTMENT ADVISORS, LLC | 433,286 | $42.3M | 0.03% | +14.22% | 2026-09-30 |
| AMI ASSET MANAGEMENT CORP | 422,254 | $41.3M | 0.02% | -2.41% | 2026-09-30 |
| ROCKLAND TRUST CO | 391,597 | $38.3M | 0.02% | -0.04% | 2026-09-30 |
| IFM INVESTORS PTY LTD | 388,237 | $37.9M | 0.02% | +2.85% | 2026-09-30 |
| PENSIONDANMARK PENSIONSFORSIKRINGSAKTIESELSKAB | 313,346 | $30.6M | 0.02% | -4.03% | 2026-09-30 |
| BARLOW WEALTH PARTNERS, LLC | 252,451 | $24.4M | 0.01% | +1.44% | 2026-09-30 |
| TALBOT FINANCIAL, LLC | 246,546 | $24.1M | 0.01% | -0.41% | 2026-09-30 |
| PARK NATIONAL CORP /OH/ | 240,630 | $23.5M | 0.01% | -1.79% | 2026-09-30 |
| SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD | 237,276 | $23.2M | 0.01% | +0.67% | 2026-09-30 |
| ADDENDA CAPITAL INC. | 213,798 | $20.9M | 0.01% | +5.49% | 2026-09-30 |
| DUDLEY & SHANLEY, INC. | 211,965 | $20.7M | 0.01% | -12.02% | 2026-09-30 |
| COHEN CAPITAL MANAGEMENT, INC. | 211,729 | $20.7M | 0.01% | -0.31% | 2026-09-30 |
| DAVIDSON INVESTMENT ADVISORS | 199,761 | $19.5M | 0.01% | -14.96% | 2026-09-30 |
| COURANT INVESTMENT MANAGEMENT LLC | 183,499 | $17.9M | 0.01% | 0.00% | 2026-09-30 |
| DAVENPORT & CO LLC | 182,959 | $17.9M | 0.01% | -4.80% | 2026-09-30 |
| ARGENT CAPITAL MANAGEMENT LLC | 181,928 | $17.8M | 0.01% | -2.21% | 2026-09-30 |
| POEHLING CAPITAL MANAGEMENT, INC. | 178,995 | $17.5M | 0.01% | -0.38% | 2026-09-30 |
| ATRIA INVESTMENTS, INC | 178,169 | $17.4M | 0.01% | +16.31% | 2026-09-30 |
| ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 173,719 | $17.0M | 0.01% | -1.14% | 2026-09-30 |
| ASR VERMOGENSBEHEER N.V. | 172,604 | $16.9M | 0.01% | +41.28% | 2026-09-30 |
| Y-INTERCEPT (HONG KONG) LTD | 166,524 | $16.3M | 0.01% | +200.38% | 2026-09-30 |
| AVANZA FONDER AB | 158,310 | $15.5M | 0.01% | +11.18% | 2026-09-30 |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 153,983 | $15.1M | 0.01% | -3.87% | 2026-09-30 |
| JACOBS & CO/CA | 152,097 | $14.9M | 0.01% | -2.81% | 2026-09-30 |
| BANQUE PICTET & CIE SA | 145,818 | $14.3M | 0.01% | +3.98% | 2026-09-30 |
| ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 144,858 | $14.2M | 0.01% | -0.43% | 2026-09-30 |
| BOSTON COMMON ASSET MANAGEMENT, LLC | 141,980 | $13.9M | 0.01% | +21.42% | 2026-09-30 |
| VAN CLEEF ASSET MANAGEMENT,INC | 139,947 | $13.7M | 0.01% | -1.40% | 2026-09-30 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 133,684 | $13.1M | 0.01% | +100.00% | 2026-09-30 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 133,192 | $13.0M | 0.01% | +1.04% | 2026-09-30 |
| GULF INTERNATIONAL BANK (UK) LTD | 128,401 | $12.5M | 0.01% | 0.00% | 2026-09-30 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 125,000 | $12.2M | 0.01% | 0.00% | 2026-09-30 |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | 123,111 | $12.0M | 0.01% | +0.27% | 2026-09-30 |
| IFP ADVISORS, INC | 120,943 | $11.8M | 0.01% | +93.13% | 2026-09-30 |
| CULLEN INVESTMENT GROUP, LTD. | 120,668 | $11.7M | 0.01% | +13.04% | 2026-09-30 |
| FIRST MERCHANTS CORP | 120,084 | $11.7M | 0.01% | -3.86% | 2026-09-30 |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 118,727 | $11.6M | 0.01% | -3.05% | 2026-09-30 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 112,037 | $11.0M | 0.01% | -3.27% | 2026-09-30 |
| GHP INVESTMENT ADVISORS, INC. | 104,505 | $10.2M | 0.01% | +7.73% | 2026-09-30 |
| BURNEY CO/ | 102,853 | $10.1M | 0.01% | -7.88% | 2026-09-30 |
| FORMUEPLEJE A/S | 90,975 | $8.9M | 0.01% | -10.16% | 2026-09-30 |
| OAK HARVEST INVESTMENT SERVICES | 90,415 | $8.8M | 0.01% | +5.26% | 2026-09-30 |
| ADVOCATE GROUP LLC | 89,783 | $8.8M | 0.01% | -6.29% | 2026-09-30 |
| FAGAN ASSOCIATES, INC. | 86,786 | $8.5M | 0.01% | +1.76% | 2026-09-30 |
| INTEGRATED ADVISORS NETWORK LLC | 79,967 | $7.8M | 0.00% | +8.60% | 2026-09-30 |
| LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 79,900 | $7.8M | 0.00% | -4.31% | 2026-09-30 |
| BALDWIN WEALTH PARTNERS LLC/MA | 79,277 | $7.7M | 0.00% | -2.86% | 2026-09-30 |
| CAPITAL INVESTMENT COUNSEL, INC | 78,706 | $7.7M | 0.00% | -3.14% | 2026-09-30 |
| GILMAN HILL ASSET MANAGEMENT, LLC | 74,515 | $7.3M | 0.00% | -1.73% | 2026-09-30 |
| KRILOGY FINANCIAL LLC | 73,618 | $7.1M | 0.00% | -11.84% | 2026-09-30 |
| SENDERO WEALTH MANAGEMENT, LLC | 72,291 | $7.1M | 0.00% | -14.85% | 2026-09-30 |
| FARTHER FINANCE ADVISORS, LLC | 72,209 | $7.1M | 0.00% | -5.54% | 2026-09-30 |
| OLIVER LUXXE ASSETS LLC | 70,407 | $6.9M | 0.00% | -1.90% | 2026-09-30 |
| INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 66,192 | $6.5M | 0.00% | -1.83% | 2026-09-30 |
| SALVUS WEALTH MANAGEMENT, LLC | 66,215 | $6.5M | 0.00% | -2.04% | 2026-09-30 |
| CX INSTITUTIONAL | 66,032 | $6.5M | 0.00% | -49.84% | 2026-09-30 |
| LEGAL ADVANTAGE INVESTMENTS, INC. | 65,960 | $6.4M | 0.00% | 0.00% | 2026-09-30 |
| CENTRAL PACIFIC BANK - TRUST DIVISION | 65,888 | $6.4M | 0.00% | -1.44% | 2026-09-30 |
| GAMMA INVESTING LLC | 64,965 | $6.3M | 0.00% | +16.37% | 2026-09-30 |
| SARASIN & PARTNERS LLP | 62,500 | $6.1M | 0.00% | +185.39% | 2026-09-30 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 61,393 | $6.0M | 0.00% | +1.02% | 2026-09-30 |
| LINCOLN CAPITAL CORP | 60,235 | $5.9M | 0.00% | +0.48% | 2026-09-30 |
| WILLIAM ALLAN CORP | 57,358 | $5.6M | 0.00% | -0.82% | 2026-09-30 |
| RED SPRUCE CAPITAL, LLC | 57,237 | $5.6M | 0.00% | +3.56% | 2026-09-30 |
| LINCOLN CAPITAL LLC | 56,777 | $5.6M | 0.00% | -0.58% | 2026-09-30 |
| HIXON ZUERCHER, LLC | 56,278 | $5.5M | 0.00% | +15.79% | 2026-09-30 |
| DLK INVESTMENT MANAGEMENT, LLC | 55,434 | $5.4M | 0.00% | -3.06% | 2026-09-30 |
| HARRINGTON INVESTMENTS, INC | 54,862 | $5.4M | 0.00% | -0.91% | 2026-09-30 |
| ASHURST PERKINS COIE TRUST CO | 53,933 | $5.3M | 0.00% | -4.89% | 2026-09-30 |
| BAILARD, INC. | 50,611 | $4.9M | 0.00% | -1.39% | 2026-09-30 |
| VICTRIX INVESTMENT ADVISORS | 49,465 | $4.8M | 0.00% | +2.90% | 2026-09-30 |
| DELTA CAPITAL MANAGEMENT LLC | 48,975 | $4.8M | 0.00% | +5.49% | 2026-09-30 |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 48,825 | $4.8M | 0.00% | -0.22% | 2026-09-30 |
| DIVERSIFIED MANAGEMENT INC | 48,078 | $4.7M | 0.00% | +404.12% | 2026-09-30 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 45,878 | $4.5M | 0.00% | +24.52% | 2026-09-30 |
| GOELZER INVESTMENT MANAGEMENT, INC. | 45,738 | $4.5M | 0.00% | +9.53% | 2026-09-30 |
| CHATHAM CAPITAL GROUP, INC. | 45,472 | $4.4M | 0.00% | +1.21% | 2026-09-30 |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 43,204 | $4.2M | 0.00% | +0.57% | 2026-09-30 |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 42,153 | $4.1M | 0.00% | -3.24% | 2026-09-30 |
| BUTTONWOOD FINANCIAL ADVISORS INC. | 42,041 | $4.1M | 0.00% | -0.10% | 2026-09-30 |
| ASIO CAPITAL, LLC | 41,710 | $4.1M | 0.00% | +2.16% | 2026-09-30 |
| QUADRANT CAPITAL GROUP LLC | 42,371 | $4.1M | 0.00% | +0.93% | 2026-09-30 |
| MENGIS CAPITAL MANAGEMENT, INC. | 40,959 | $4.0M | 0.00% | -0.24% | 2026-09-30 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 40,725 | $4.0M | 0.00% | -29.13% | 2026-09-30 |
| COURIER CAPITAL LLC | 40,498 | $4.0M | 0.00% | -2.85% | 2026-09-30 |
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.