SCHW The Charles Schwab Corporation
The Charles Schwab Corporation (SCHW) Institutional Ownership
What the institutions did with SCHW last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 706.4K | 36.5% |
| ROCKLAND TRUST CO | 391.6K | 20.2% |
| PARK NATIONAL CORP /OH/ | 240.6K | 12.4% |
| ARGENT CAPITAL MANAGEMENT LLC | 181.9K | 9.4% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 125.0K | 6.5% |
| CX Institutional | 66.0K | 3.4% |
| Central Pacific Bank - Trust Division | 65.9K | 3.4% |
| Lakehouse Capital Pty Ltd | 32.9K | 1.7% |
| Coastline Trust Co | 24.6K | 1.3% |
| Montecito Bank & Trust | 14.8K | 0.8% |
| Parrish Capital LLC | 12.6K | 0.7% |
| Miller Global Investments, LLC | 9.3K | 0.5% |
| Boltwood Capital Management | 8.8K | 0.5% |
| MassMutual Private Wealth & Trust, FSB | 7.1K | 0.4% |
| Marathon Mission, Inc. | 7.0K | 0.4% |
| TOMPKINS FINANCIAL CORP | 5.9K | 0.3% |
| Rosenberg Matthew Hamilton | 5.8K | 0.3% |
| Versant Capital Management, Inc | 5.7K | 0.3% |
| Ridgewood Investments LLC | 4.5K | 0.2% |
| Violich Capital Management, Inc. | 4.2K | 0.2% |
| Noble Wealth Management PBC | 4.0K | 0.2% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 3.5K | 0.2% |
| PRIVATE CLIENT SERVICES, LLC | 3.3K | 0.2% |
| Olistico Wealth, LLC | 2.7K | 0.1% |
| EASTERN BANK | 1.1K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 131.6K | 66.0K | -65.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 671.8K | 706.4K | +34.6K |
| PARK NATIONAL CORP /OH/ | Reduced | 245.0K | 240.6K | -4.4K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 186.0K | 181.9K | -4.1K |
| Coastline Trust Co | Reduced | 26.4K | 24.6K | -1.8K |
| Central Pacific Bank - Trust Division | Reduced | 66.8K | 65.9K | -960 |
| Versant Capital Management, Inc | Increased | 5.1K | 5.7K | +652 |
| Ridgewood Investments LLC | Reduced | 5.1K | 4.5K | -611 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 2.9K | 3.5K | +548 |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 3.7K | 3.3K | -425 |
| Noble Wealth Management PBC | Reduced | 4.4K | 4.0K | -422 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 7.5K | 7.1K | -419 |
| Boltwood Capital Management | Increased | 8.5K | 8.8K | +360 |
| Marathon Mission, Inc. | Increased | 6.8K | 7.0K | +179 |
| ROCKLAND TRUST CO | Reduced | 391.8K | 391.6K | -167 |
| Miller Global Investments, LLC | Reduced | 9.5K | 9.3K | -140 |
| Olistico Wealth, LLC | Increased | 2.6K | 2.7K | +93 |
| Parrish Capital LLC | Reduced | 12.7K | 12.6K | -73 |
| Montecito Bank & Trust | Reduced | 14.8K | 14.8K | -10 |
| Planning Strategies Inc. | Reduced | 98 | 95 | -3 |
| GoalVest Advisory LLC | Increased | 285 | 287 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.