# SCHWAB CHARLES CORP (SCHW)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SCHW/

- Reporting holders: 104
- Reported value: $319.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $69.0M | 706,350 | 0.8% | 24 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $38.3M | 391,597 | 1.5% | 7 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $23.5M | 240,630 | 0.6% | 22 |
| [DUDLEY & SHANLEY, INC.](https://holderbook.com/funds/883511-dudley-shanley-inc/) | $20.7M | 211,965 | 3.3% | 11 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $17.8M | 181,928 | 0.6% | 3 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $14.2M | 144,858 | 2.1% | 19 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $13.1M | 133,684 | 0.1% | 1 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $12.2M | 125,000 | 2.3% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.1M | 72,209 | 0.0% | 16 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $6.4M | 65,888 | 0.7% | 11 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $6.3M | 64,965 | 0.2% | 12 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $5.6M | 57,237 | 2.0% | 24 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $5.6M | 56,777 | 1.0% | 15 |
| [DLK Investment Management, LLC](https://holderbook.com/funds/2016793-dlk-investment-management-llc/) | $5.4M | 55,434 | 2.0% | 12 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $4.7M | 48,078 | 0.8% | 4 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $3.6M | 36,423 | 0.5% | 32 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $3.5M | 35,531 | 1.0% | 16 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $3.4M | 34,514 | 1.2% | 14 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $3.0M | 30,610 | 0.5% | 10 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $2.9M | 29,365 | 0.2% | 14 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.8M | 28,580 | 0.1% | 21 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.5M | 25,429 | 0.1% | 20 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $2.4M | 24,620 | 0.2% | 14 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $2.1M | 21,280 | 0.5% | 8 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $2.0M | 20,514 | 0.2% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 104 | $319.3M |
| Q2 2026 | 2,321 | $145.7B |
| Q1 2026 | 2,330 | $137.0B |
| Q4 2025 | 2,334 | $149.0B |
| Q3 2025 | 2,180 | $148.7B |
| Q2 2025 | 2,156 | $141.4B |
| Q1 2025 | 2,040 | $122.7B |
| Q4 2024 | 1,994 | $114.2B |
| Q3 2024 | 1,864 | $102.1B |
| Q2 2024 | 1,909 | $117.0B |
| Q1 2024 | 1,898 | $118.1B |
| Q4 2023 | 1,891 | $111.5B |