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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
47,819
shares
|
$4.45 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
47,253
shares
|
$4.4 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47,206
shares
|
$4.39 Million
1.36% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
47,116
shares
|
$4.39 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
47,060
shares
|
$4.38 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
47,027
shares
|
$4.38 Million
0.81% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
46,958
shares
|
$4.37 Million
0.4% of portfolio
|
Q1 2025
Reduced 56.42%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
46,791
shares
|
$4.36 Million
5.54% of portfolio
|
Q1 2025
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
46,626
shares
|
$4.34 Million
0.85% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
46,540
shares
|
$4.33 Million
2.06% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
45,787
shares
|
$4.26 Million
0.64% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
45,471
shares
|
$4.23 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
45,242
shares
|
$4.21 Million
0.66% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
May 15, 2025 Q1 2025 |
44,934
shares
|
$4.18 Million
0.37% of portfolio
|
Q1 2025
Reduced 92.94%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
44,889
shares
|
$4.18 Million
1.46% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
44,886
shares
|
$4.18 Million
0.05% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
44,879
shares
|
$4.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
44,873
shares
|
$4.18 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
44,702
shares
|
$4.16 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
44,651
shares
|
$4.16 Million
2.62% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
44,105
shares
|
$4.11 Million
0.45% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
44,050
shares
|
$4.1 Million
0.77% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
44,023
shares
|
$4.1 Million
0.03% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,854
shares
|
$4.08 Million
0.09% of portfolio
|
Q3 2022
Added 12.41%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
43,803
shares
|
$4.08 Million
0.04% of portfolio
|
Q1 2025
Added 168.47%
|