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 2,345 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 $141 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
33,674
shares
|
$3.24 Million
1.07% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
33,448
shares
|
$3.22 Million
0.74% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
33,428
shares
|
$3.22 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
33,416
shares
|
$3.22 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
33,214
shares
|
$3.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
33,167
shares
|
$3.19 Million
0.1% of portfolio
|
Q1 2025
Added 101.43%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
33,160
shares
|
$3.19 Million
0.09% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
33,131
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
33,001
shares
|
$3.18 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
32,619
shares
|
$3.14 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
32,548
shares
|
$3.13 Million
0.14% of portfolio
|
Q1 2025
Added 56.96%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
32,478
shares
|
$3.13 Million
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
32,421
shares
|
$3.12 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
32,410
shares
|
$3.12 Million
0.82% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
32,253
shares
|
$3.1 Million
0.19% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
32,240
shares
|
$3.1 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
32,107
shares
|
$3.09 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
32,063
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.2%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
31,807
shares
|
$3.06 Million
0.39% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
31,764
shares
|
$3.06 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
31,394
shares
|
$3.02 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
31,388
shares
|
$3.02 Million
0.02% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
31,246
shares
|
$3.01 Million
0.11% of portfolio
|
Q1 2025
Added 43.05%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
31,172
shares
|
$3 Million
0.44% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
31,160
shares
|
$3 Million
0.02% of portfolio
|
Q1 2025
Added 1.79%
|