Who Owns CHARLES SCHWAB (SCHC)? -- Institutional Holders (2026-06-30)

545 institutions reported holding $2.38B of CHARLES SCHWAB (SCHC) in SEC 13F filings for 2026-06-30. Largest institutional holders: TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC ($215.4M), Savant Capital, LLC ($185.7M), Creative Planning ($136.1M), JONES FINANCIAL COMPANIES LLLP ($120.0M), McAdam, LLC ($82.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$215.4M4.5MAdded
2Savant Capital, LLC$185.7M3.9MAdded
3Creative Planning$136.1M2.8MTrimmed
4JONES FINANCIAL COMPANIES LLLP$120.0M2.5MAdded
5McAdam, LLC$82.4M1.7MAdded
6SageView Advisory Group, LLC$82.0M1.7MTrimmed
7BlackRock, Inc.$71.5M1.5MTrimmed
8PNC Financial Services Group, Inc.$59.8M1.2MTrimmed
9STATE STREET CORP$56.1M1.2MAdded
10Johnson Financial Group, LLC$54.4M1.1MAdded
11MATHER GROUP, LLC.$53.1M1.1MAdded
12Focus Partners Wealth$46.3M962,706Trimmed
13Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$45.8M951,415Added
14CHOREO, LLC$39.2M813,788Trimmed
15St. Louis Trust Co$37.0M87,162Added
16ENVESTNET ASSET MANAGEMENT INC$34.7M721,412Trimmed
17Corient Private Wealth LLC$30.0M623,892Trimmed
18Charles Schwab Trust Co$29.8M619,205Added
19Pure Financial Advisors, LLC$29.5M613,957Added
20Vise Technologies, Inc.$23.6M491,169Added
21GHP Investment Advisors, Inc.$23.2M481,697Added
22CAPTRUST FINANCIAL ADVISORS$20.1M417,548Added
23UBS Group AG$19.9M414,546Added
24Tortoise Investment Management, LLC$17.6M365,315Added
25Diversify Advisory Services, LLC$16.7M347,506New

Source: SEC Form 13F filings · as of 2026-06-30