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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
171,716
shares
|
$15.9 Million
0.13% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
171,467
shares
|
$15.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
171,074
shares
|
$15.8 Million
0.11% of portfolio
|
Q1 2025
Added 36.79%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
170,594
shares
|
$15.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
166,298
shares
|
$15.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
165,408
shares
|
$15.3 Million
0.14% of portfolio
|
Q1 2025
Added 77.4%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
164,872
shares
|
$15.2 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
May 02, 2025 Q1 2025 |
164,359
shares
|
$15.2 Million
2.68% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
164,267
shares
|
$15.2 Million
0.36% of portfolio
|
Q1 2023
Added 5.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
163,007
shares
|
$15 Million
0.34% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
162,899
shares
|
$15 Million
1.47% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
160,807
shares
|
$14.8 Million
0.11% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
159,234
shares
|
$14.7 Million
2.75% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
159,001
shares
|
$14.7 Million
2.98% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
158,661
shares
|
$14.6 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
157,450
shares
|
$14.5 Million
0.32% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
157,263
shares
|
$14.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
157,010
shares
|
$14.5 Million
2.89% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
May 20, 2025 Q1 2025 |
156,971
shares
|
$14.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
156,582
shares
|
$14.5 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
May 14, 2025 Q1 2025 |
156,467
shares
|
$14.4 Million
8.14% of portfolio
|
Q1 2023
Added 51.17%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
156,183
shares
|
$14.4 Million
0.1% of portfolio
|
Q1 2025
Added 101.05%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
156,118
shares
|
$14.4 Million
0.06% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
156,047
shares
|
$14.4 Million
6.27% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
155,764
shares
|
$14.4 Million
0.64% of portfolio
|
Q1 2025
Added 7.33%
|