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 |
|---|---|---|---|---|---|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
107,800
shares
|
$9.95 Million
0.37% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
107,062
shares
|
$9.88 Million
0.17% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
106,589
shares
|
$9.84 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
106,511
shares
|
$9.83 Million
0.59% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
106,462
shares
|
$9.83 Million
0.58% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
105,850
shares
|
$9.77 Million
1.52% of portfolio
|
Q1 2025
Reduced 55.48%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
105,140
shares
|
$9.71 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,106
shares
|
$9.7 Million
0.04% of portfolio
|
Q2 2023
Reduced 47.03%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
105,088
shares
|
$9.7 Million
0.69% of portfolio
|
Q1 2025
Added 92.72%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
104,040
shares
|
$9.6 Million
0.29% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
103,382
shares
|
$9.54 Million
0.36% of portfolio
|
Q1 2025
Added 42.18%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
103,158
shares
|
$9.52 Million
0.19% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
101,868
shares
|
$9.4 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
101,733
shares
|
$9.39 Million
0.16% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
101,695
shares
|
$9.39 Million
0.05% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
101,522
shares
|
$9.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
101,018
shares
|
$9.33 Million
0.23% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
100,672
shares
|
$9.29 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
100,337
shares
|
$9.26 Million
0.05% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
100,000
shares
|
$9.23 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
98,881
shares
|
$9.13 Million
0.27% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
98,304
shares
|
$9.08 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
98,081
shares
|
$9.05 Million
0.22% of portfolio
|
Q1 2025
Added 94.2%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
98,007
shares
|
$9.05 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
97,500
shares
|
$9 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.74%
|