Stock ownership · SEC 13F · Q4 2025
SCHWAB CHARLES CORP
Who owns SCHWAB CHARLES CORP (CUSIP 808513105)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $30.2M
- Reported value
- 10
- Institutions
- 98%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SCHWAB CHARLES CORP ranks #278 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 10 institutions report $30.2M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 10
- institutions hold it
- $30.2M
- reported 13F value
- 98%
- held by top 5
- #278
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SCHWAB CHARLES CORP ranks #278 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 808513105 · Q4 2025 $30M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MID #278/775
- HOLDERS-NARROW 10 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH ISHARES IBOXX INVT G…
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ISHARES IBOXX INVT GRADE
Read with: Ownership concentration guide - SCHWAB CHARLES CORP's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SCHWAB CHARLES CORP
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
SCHWAB CHARLES CORP vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
10 Top 83% higher than 17% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a SCHWAB CHARLES CORP position has held steady from 10 to 10 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 131,024 | $13.1M | 43.4% |
| 2 | MidFirst Bank | 108,668 | $10.9M | 36.0% |
| 3 | Anchor Investment Management, LLC | 38,227 | $3.8M | 12.7% |
| 4 | Astoria Portfolio Advisors LLC. | 11,831 | $1.1M | 3.6% |
| 5 | ARWA LLC | 7,081 | $707K | 2.3% |
| 6 | Westshore Wealth, LLC | 3,358 | $335K | 1.1% |
| 7 | Bell Investment Advisors, Inc | 1,867 | $187K | 0.6% |
| 8 | TD Capital Management LLC | 463 | $46K | 0.2% |
| 9 | GROUPAMA ASSET MANAGMENT | 12,000 | $17K | 0.1% |
| 10 | SG Trading Solutions, LLC | 13,705 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SCHWAB CHARLES CORP's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SCHWAB CHARLES CORP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($30.2M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (10 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.