Institutional Ownership Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW). We have compiled data on the 2,327 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
196,479
shares
|
$18.1 Million
1.89% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
194,056
shares
|
$17.9 Million
1.03% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
192,558
shares
|
$17.8 Million
1.41% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
192,209
shares
|
$17.7 Million
1.27% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
191,079
shares
|
$17.6 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
190,195
shares
|
$17.6 Million
2.44% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Pacific Heights Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
188,000
shares
|
$17.4 Million
1.03% of portfolio
|
Q1 2025
Added 70.91%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
185,455
shares
|
$17.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 34.25%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
184,964
shares
|
$17.1 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
182,363
shares
|
$16.8 Million
0.37% of portfolio
|
Q1 2024
Added 2.37%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
181,949
shares
|
$16.8 Million
2.73% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
179,620
shares
|
$16.6 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
179,411
shares
|
$16.6 Million
0.76% of portfolio
|
Q3 2023
Reduced 59.66%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
178,801
shares
|
$16.5 Million
3.58% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Tran Capital Management, L.P.
|
Apr 15, 2025 Q1 2025 |
178,422
shares
|
$16.5 Million
2.18% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
178,288
shares
|
$16.5 Million
0.18% of portfolio
|
Q1 2025
Added 491.28%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
178,210
shares
|
$16.5 Million
1.32% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
177,527
shares
|
$16.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
177,520
shares
|
$16.4 Million
1.2% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
175,159
shares
|
$16.2 Million
0.5% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
174,875
shares
|
$16.1 Million
0.29% of portfolio
|
Q1 2025
Added 152.61%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
174,460
shares
|
$16.1 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
May 13, 2025 Q1 2025 |
174,297
shares
|
$16.1 Million
3.33% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
174,152
shares
|
$16.1 Million
0.66% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Amf Tjanstepension Ab
|
May 12, 2025 Q1 2025 |
174,100
shares
|
$16.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 32.45%
|