Companies / SCHWAB CHARLES CORP / Institutional holders

Schwab Charles Corp

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
ARVEST INVESTMENTS, INC.	$0	0	0.00%
Global Frontier Investments LLC	$0	0	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	$4	53	0.00%
Centerpoint Advisors, LLC	$8	77	0.00%
Coston, McIsaac & Partners	$18	182	0.00%
PIN OAK INVESTMENT ADVISORS INC	$21	224	0.00%
Financial Connections Group, Inc.	$27	271	0.00%
Avion Wealth	$27	271	0.00%
First PREMIER Bank	$45	450	0.00%
Strategic Wealth Advisors LLC	$71	720	0.00%
Covestor Ltd	$98	1,058	0.00%
Laurel Wealth Advisors LLC	$100	1	0.00%
LMR Partners LLP	$100	1	0.00%
Roble, Belko & Company, Inc	$104	1,037	0.00%
Capital Advisors, Ltd. LLC	$107	1,067	0.00%
VESTOR CAPITAL, LLC	$123	1,309	0.00%
Ulland Investment Advisors, LLC	$193	1,936	0.00%
Ceeto Capital Group, LLC	$212	2,125	0.00%
Acorns Advisers, LLC	$218	2,180	0.00%
R. W. Roge & Company, Inc.	$218	2,188	0.00%
GSA CAPITAL PARTNERS LLP	$242	2,571	0.00%
GW&K Investment Management, LLC	$244	2,597	0.00%
Wood Tarver Financial Group, LLC	$253	2,536	0.00%
Capital Markets Trading UK LLP	$257	2,571	0.00%
Strive Financial Group ,LLC	$300	3	0.00%
PHYSICIANS FINANCIAL SERVICES, INC.	$305	3,050	0.00%
HORIZON BANCORP INC /IN	$319	3,197	0.00%
Wayfinding Financial, LLC	$323	3,240	0.00%
ROVIN CAPITAL /UT/ /ADV	$362	3,620	0.00%
More Investment House Portfolio Management Ltd	$377	1,204	0.00%
Wealth Group, Ltd.	$385	3,852	0.00%
Opus Capital Group, LLC	$387	4,117	0.00%
Arete Wealth Advisors, LLC	$391	3,910	0.00%
Smithfield Trust Co	$395	4,186	0.00%
Penserra Capital Management LLC	$397	3,981	0.00%
AMERIFLEX GROUP, INC.	$400	4	0.00%
SENTRY INVESTMENT MANAGEMENT LLC	$432	4,320	0.00%
Lester Murray Antman dba SimplyRich	$450	4,510	0.00%
Whipplewood Advisors, LLC	$500	5	0.00%
HAZLETT, BURT & WATSON, INC.	$547	5,540	0.00%
JTC Employer Solutions Trustee Ltd	$567	5,670	0.00%
SS&H Financial Advisors, Inc.	$589	5,899	0.00%
DUTCH ASSET Corp	$624	6,250	0.00%
HANTZ FINANCIAL SERVICES, INC.	$653	6,947	0.00%
Quest 10 Wealth Builders, Inc.	$705	7	0.00%
Jackson Creek Investment Advisors LLC	$720	7,210	0.00%
T. Rowe Price Investment Management, Inc.	$743	7,427	0.00%
Summit Global Investments	$755	7,552	0.00%
NEVILLE RODIE & SHAW INC	$760	7,610	0.00%
One River Asset Management, LLC	$799	8	0.00%