Charles Schwab Corporation — Institutional Ownership

Which tracked institutions hold SCHW, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

13
Funds holding
$31276304
Total value held
Buying
10 added/new · 3 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 First Merchants Corp $11525354 124909 +1664 +1.35%
2 Allstate Corp $9719168 105334 -24831 -19.08%
3 Ally Financial Inc. $3229450 35000 +35000 NEW BUY
4 Citizens & Northern Corp $2267074 24570 +3197 +14.96%
5 First Commonwealth Financial Corp /Pa/ $1527899 16559 +1375 +9.06%
6 Zions Bancorporation, National Association /Ut/ $1065442 11547 +11547 NEW BUY
7 Lcnb Corp $694609 7528 -260 -3.34%
8 Orrstown Financial Services Inc $449816 4875 +602 +14.09%
9 First Horizon Corp $345090 3740 +3740 NEW BUY
10 First Business Financial Services, Inc. $278102 3014 +133 +4.62%
11 First Bancorp, Inc /Me/ $103804 1125 +1125 NEW BUY
12 First Financial Corp /In/ $38569 418 -55 -11.63%
13 Amalgamated Financial Corp. $31927 378684 +378684 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.