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

1,664 institutions reported holding $33.34B of CHARLES SCHWAB (SCHX) in SEC 13F filings for 2026-06-30. Largest institutional holders: US BANCORP \DE\ ($5.07B), Creative Planning ($2.40B), MONETA GROUP INVESTMENT ADVISORS LLC ($1.14B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($1.11B), HBK Sorce Advisory LLC ($1.07B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1US BANCORP \DE\$5.07B172.2MAdded
2Creative Planning$2.40B81.5MTrimmed
3MONETA GROUP INVESTMENT ADVISORS LLC$1.14B38.7MAdded
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.11B37.8MAdded
5HBK Sorce Advisory LLC$1.07B35.2MAdded
6SEI INVESTMENTS CO$950.6M32.3MTrimmed
7Betterment LLC$842.5M28.6MAdded
8SAGE FINANCIAL GROUP INC$677.0M23.0MTrimmed
9CAPTRUST FINANCIAL ADVISORS$599.3M20.4MAdded
10Diversified Enterprises, LLC$553.8M18.8MAdded
11Cerity Partners LLC$544.6M18.5MTrimmed
12HighTower Advisors, LLC$410.6M14.0MTrimmed
13Koss-Olinger Consulting, LLC$377.0M12.8MAdded
14Jupiter Topco LLC$376.2M12.8MNew
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$334.0M11.2MAdded
16McAdam, LLC$321.5M10.9MAdded
17BANK OF AMERICA CORP /DE/$306.9M10.4MAdded
18Mariner, LLC$303.5M10.3MTrimmed
19Norinchukin Bank, The$299.6M10.2MHold
20UBS Group AG$293.7M10.0MAdded
21MERCER GLOBAL ADVISORS INC /ADV$284.7M9.7MTrimmed
22MORGAN STANLEY$260.4M8.8MAdded
23Prime Capital Investment Advisors, LLC$256.2M8.7MTrimmed
24LPL Financial LLC$252.0M8.6MAdded
25Fund Evaluation Group, LLC$247.4M8.4MTrimmed

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