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Who Owns Charles Schwab Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Charles Schwab Corp.

Who crossed 5% of SCHW →
Managers holding
96
as of 2026-09-30
Reported value
$376.4M
summed across filings
Shares held
3.9M
Added vs trimmed
39 / 36
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM706.4K shadded$69M
Mn Services Vermogensbeheer B.V.COM489.7K shadded$47.9M
ROCKLAND TRUST COCOM391.6K shtrimmed$38.3M
PARK NATIONAL CORP /OH/Com240.6K shtrimmed$23.5M
DUDLEY & SHANLEY, INC.COM212K shtrimmed$20.7M
ARGENT CAPITAL MANAGEMENT LLCCOM181.9K shtrimmed$17.8M
JACOBS & CO/CACOM152.1K shtrimmed$14.9M
Allen Mooney & Barnes Investment Advisors LLCStock144.9K shtrimmed$14.2M
Artemis Investment Management LLPCOM133.7K sh—$13.1M
BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM125K shheld$12.2M
Farther Finance Advisors, LLCStock72.2K shtrimmed$7.1M
Central Pacific Bank - Trust DivisionCOM65.9K shtrimmed$6.4M
GAMMA Investing LLCCommon Stock65K shadded$6.3M
Red Spruce Capital, LLCCOM57.2K shadded$5.6M
Lincoln Capital LLCCOM56.8K shtrimmed$5.6M
DLK Investment Management, LLCCOM55.4K shtrimmed$5.4M
DIVERSIFIED MANAGEMENT INCCOM48.1K shadded$4.7M
CENTRAL BANK & TRUST COEquities36.4K shadded$3.6M
HF Advisory Group, LLCCOM35.5K shtrimmed$3.5M
STABLEFORD CAPITAL II LLCCOM34.5K shtrimmed$3.4M
Lakehouse Capital Pty LtdCOM32.9K shheld$3.2M
Iowa State BankCom30.6K shadded$3M
CANANDAIGUA NATIONAL BANK & TRUST COCom29.4K shtrimmed$2.9M
Valeo Financial Advisors, LLCStock28.6K shadded$2.8M
Wedmont Private CapitalCOM25.4K shadded$2.5M
RFG - Bristol Wealth Advisors, LLCCOM21.3K shadded$2.1M
MOODY NATIONAL BANK TRUST DIVISIONCOM20.5K shadded$2M
Avidian Wealth Enterprises, LLCCOM19.2K shadded$1.9M
TLWMCOM18.5K shtrimmed$1.8M
Athena Wealth Management, LLCCOM17.3K shadded$1.7M
Venture Visionary Partners LLCCOM16.7K shadded$1.6M
Everhart Financial Group, Inc.COM14.5K shadded$1.4M
Strong Retirement Solutions LLCCOM13.3K shtrimmed$1.3M
COLTON GROOME FINANCIAL ADVISORS, LLCCOM12.8K shtrimmed$1.2M
Nautilus Advisors LLCCOM12.4K shadded$1.2M
Cooper Financial GroupCOM11K shadded$1.1M
Shira Ridge Wealth ManagementCOM10.8K shtrimmed$1.1M
Crumly & Associates Inc.COM10.3K shtrimmed$1M
Worth Asset Management, LLCStock10.3K sh—$1M
Canandaigua National Trust Co of FloridaCom10K shadded$981.8K
Wealth Enhancement Trust Services, Inc.COM9.8K shtrimmed$962K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM8.9K shadded$870K
Kearns & Associates LLCCOM8.7K shtrimmed$850.3K
Vann Equity Management LLCCOM7.2K shadded$703.1K
Legacy Wealth Asset Management, LLCCOM7.1K shtrimmed$698.3K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock7.1K shtrimmed$690.3K
Tactive Advisors, LLCCOM6.8K shtrimmed$665.4K
Sound Income Strategies, LLCCOM6.8K shadded$663K
TOMPKINS FINANCIAL CORPCOM5.9K shheld$579.6K
Rosenberg Matthew HamiltonStock5.8K shheld$567.3K
Greenfield Savings BankCOM5.5K shtrimmed$540.6K
Apella Capital, LLCCOM5.2K shadded$499.2K
Acropolis Investment Management, LLCCOM4.6K shadded$449.5K
ATWOOD & PALMER INCCOM4.5K shadded$443.3K
Ridgewood Investments LLCCOM4.5K shtrimmed$443.2K
Gerald Baker Financial Group LLCCOM4.5K shadded$441.5K
DAVIDSON TRUST COEquities4.4K shheld$428K
Peoples Bank/KSCommon Stock4.2K shtrimmed$415K
Violich Capital Management, Inc.COM4.2K shheld$410.5K
ARMSTRONG HENRY H ASSOCIATES INCCOM4.1K shheld$399.9K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM3.5K shadded$338K
CoreCap Advisors, LLCStock3.3K shtrimmed$321.8K
BOS Asset Management, LLCCOM3.3K shheld$318.3K
Legacy Private Trust Co.COM3.2K shheld$313.7K
TrueWealth Advisors, LLCCOM3.2K shtrimmed$309.3K
RIVERSEDGE ADVISORS, LLCCOM3.1K shadded$301.7K
O'Keefe Stevens Advisory, Inc.COM2.8K shadded$278.2K
Davis Capital ManagementStock2.8K shadded$272.9K
Grove Bank & TrustCOM2.8K shadded$271.1K
ELEVATION WEALTH PARTNERS, LLCCOM2.7K shadded$264.7K
Olistico Wealth, LLCStock2.7K shadded$263.2K
Whalen Wealth Management Inc.COM2.7K shadded$260.3K
New Covenant Trust Company, N.A.COM2.6K shadded$249.9K
Hamilton Capital, LLCCOM2.3K shtrimmed$228.7K
Balefire, LLCCOM2.3K shtrimmed$226.2K
FELL CAPITAL MANAGEMENT /ADVCOM2.3K shheld$219.9K
GILPIN WEALTH MANAGEMENT, LLCCOM2.2K shadded$210.4K
Kaizen Financial StrategiesCOM2.1K shtrimmed$204.6K
SAPIENT CAPITAL LLCCOM2K shtrimmed$200.3K
RVW Wealth, LLCCOM2K shtrimmed$200.2K
TOTH FINANCIAL ADVISORY CORPCOM1.8K shadded$172.7K
EASTERN BANKCOM1.1K shheld$107.1K
VALLEY WEALTH MANAGERS, INC.Stock500 shheld$48.9K
Trust CoStock492 shheld$48.1K
GK Wealth Management LLCCOM420 sh—$41.1K
STEPH & COCOM401 shadded$39.2K
Bullock Wealth Management GroupStock397 shtrimmed$39K
Investors Research CorpCOM390 shtrimmed$38.1K
Byrne Asset Management LLCCOM344 shheld$33.8K
Aventus Investment Advisors, Inc.Stock330 shheld$32.3K
Matrix Trust CoCOM196 shadded$19K
AMERICAN NATIONAL BANK & TRUSTCOM143 shheld$14K
Retirement Wealth Solutions LLCCOM93 shadded$9.1K
Marquette Asset Management, LLCCOM86 shheld$8.4K
Pacifica Partners Inc.COM60 shtrimmed$5.9K
MJT & Associates Financial Advisory Group, Inc.Stock27 shheld$2.6K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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