SCHW — Charles Schwab Corp (The) Institutional Holders · Q3 2026

Name: Who Owns SCHW? 110 Institutions Hold $392M (Q3 2026)
Creator: ko.io

Who owns Charles Schwab Corp (The) (SCHW)? 110 institutions reported holding $391.72M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($69.0M), Mn Services Vermogensbeheer B.V. ($47.9M), Rockland Trust Co ($38.3M).

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$69.0M	706,350	Added
2	Mn Services Vermogensbeheer B.V.	$47.9M	489,666	Added
3	ROCKLAND TRUST CO	$38.3M	391,597	Trimmed
4	PARK NATIONAL CORP /OH/	$23.5M	240,630	Trimmed
5	DUDLEY & SHANLEY, INC.	$20.7M	211,965	Trimmed
6	ARGENT CAPITAL MANAGEMENT LLC	$17.8M	181,928	Trimmed
7	JACOBS & CO/CA	$14.9M	152,097	Trimmed
8	Allen Mooney & Barnes Investment Advisors LLC	$14.2M	144,858	Trimmed
9	Artemis Investment Management LLP	$13.1M	133,684	New
10	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$12.2M	125,000	Hold
11	Farther Finance Advisors, LLC	$7.1M	72,209	Trimmed
12	CX Institutional	$6.5M	66,032	Trimmed
13	Central Pacific Bank - Trust Division	$6.4M	65,888	Trimmed
14	GAMMA Investing LLC	$6.3M	64,965	Added
15	Red Spruce Capital, LLC	$5.6M	57,237	Added
16	Lincoln Capital LLC	$5.6M	56,777	Trimmed
17	DLK Investment Management, LLC	$5.4M	55,434	Trimmed
18	DIVERSIFIED MANAGEMENT INC	$4.7M	48,078	Added
19	CENTRAL BANK & TRUST CO	$3.6M	36,423	Added
20	HF Advisory Group, LLC	$3.5M	35,531	Trimmed
21	STABLEFORD CAPITAL II LLC	$3.4M	34,514	Trimmed
22	Lakehouse Capital Pty Ltd	$3.2M	32,894	Hold
23	Iowa State Bank	$3.0M	30,610	Added
24	CANANDAIGUA NATIONAL BANK & TRUST CO	$2.9M	29,365	Trimmed
25	Valeo Financial Advisors, LLC	$2.8M	28,580	Added

Source: SEC Form 13F filings · as of 2026-09-30