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 2,339 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
53,054
shares
|
$4.94 Million
0.1% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
52,882
shares
|
$4.92 Million
0.15% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
52,850
shares
|
$4.92 Million
1.82% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
52,604
shares
|
$4.9 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
52,090
shares
|
$4.85 Million
0.15% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
51,757
shares
|
$4.82 Million
0.64% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
51,159
shares
|
$4.76 Million
0.16% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
50,987
shares
|
$4.75 Million
0.84% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
50,724
shares
|
$4.72 Million
1.41% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
50,363
shares
|
$4.69 Million
0.1% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
50,212
shares
|
$4.67 Million
0.24% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
49,748
shares
|
$4.63 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
49,704
shares
|
$4.63 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
49,608
shares
|
$4.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.33%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
49,551
shares
|
$4.61 Million
2.39% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
49,072
shares
|
$4.57 Million
2.99% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
49,026
shares
|
$4.56 Million
0.42% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
48,654
shares
|
$4.53 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
48,409
shares
|
$4.51 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
48,350
shares
|
$4.5 Million
1.52% of portfolio
|
Q4 2024
Added 217.05%
|
|
|
Hunter Perkins Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
48,268
shares
|
$4.49 Million
0.88% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
48,203
shares
|
$4.49 Million
0.55% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
48,197
shares
|
$4.49 Million
0.28% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
48,027
shares
|
$4.47 Million
0.45% of portfolio
|
Q1 2025
Added 852.73%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
47,882
shares
|
$4.46 Million
1.74% of portfolio
|
Q1 2025
Added 0.34%
|