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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
96,724
shares
|
$8.93 Million
0.91% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
96,269
shares
|
$8.89 Million
0.32% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
95,801
shares
|
$8.84 Million
0.21% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
95,297
shares
|
$8.8 Million
0.84% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Spectrum Financial Alliance LTD LLC
|
May 07, 2025 Q1 2025 |
95,179
shares
|
$8.79 Million
2.42% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
95,061
shares
|
$8.78 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
94,902
shares
|
$8.76 Million
0.33% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
94,083
shares
|
$8.69 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
93,943
shares
|
$8.67 Million
1.45% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
92,775
shares
|
$8.56 Million
1.07% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
91,600
shares
|
$8.46 Million
0.15% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
91,227
shares
|
$8.42 Million
0.57% of portfolio
|
Q4 2022
Added 331.82%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
90,957
shares
|
$8.4 Million
1.07% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Fortress Investment Group LLC
New York, NY |
May 14, 2025 Q1 2025 |
90,693
shares
|
$8.37 Million
2.07% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
90,665
shares
|
$8.37 Million
0.09% of portfolio
|
Q2 2022
Added 46.05%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
90,514
shares
|
$8.36 Million
0.82% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
90,259
shares
|
$8.33 Million
0.22% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
90,201
shares
|
$8.33 Million
0.42% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
89,771
shares
|
$8.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
89,530
shares
|
$8.27 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
89,401
shares
|
$8.25 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
88,702
shares
|
$8.19 Million
0.04% of portfolio
|
Q1 2025
Added 95.78%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
87,092
shares
|
$8.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 27.17%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
86,836
shares
|
$8.02 Million
0.27% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
86,674
shares
|
$8 Million
0.6% of portfolio
|
Q1 2025
New holding
|