Charles Schwab Corporation — Institutional Ownership

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

16
Funds holding
$57769388
Total value held
Buying
9 added/new · 5 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Park National Corp /Oh/ $23519177 240630 -4395 -1.79%
2 First Merchants Corp $11737010 120084 -4825 -3.86%
3 Allstate Corp $9719168 105334 -24831 -19.08%
4 Ally Financial Inc. $3229450 35000 +35000 NEW BUY
5 Citizens & Northern Corp $2267074 24570 +3197 +14.96%
6 Old National Bancorp /In/ $2140310 21898 -697 -3.08%
7 First Commonwealth Financial Corp /Pa/ $1527899 16559 +1375 +9.06%
8 Zions Bancorporation, National Association /Ut/ $1065442 11547 +11547 NEW BUY
9 Lcnb Corp $694609 7528 -260 -3.34%
10 Tompkins Financial Corp $579598 5930 — Held
11 Orrstown Financial Services Inc $489873 5012 +137 +2.81%
12 First Horizon Corp $345090 3740 +3740 NEW BUY
13 First Business Financial Services, Inc. $278102 3014 +133 +4.62%
14 First Bancorp, Inc /Me/ $103804 1125 +1125 NEW BUY
15 First Financial Corp /In/ $40855 418 — Held
16 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.