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 2,355 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 $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
29,487
shares
|
$2.85 Million
0.22% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
29,484
shares
|
$2.85 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
29,415
shares
|
$2.84 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
29,368
shares
|
$2.83 Million
2.02% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
29,341
shares
|
$2.83 Million
0.96% of portfolio
|
Q4 2024
Reduced 79.74%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
29,152
shares
|
$2.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
May 13, 2025 Q1 2025 |
29,145
shares
|
$2.81 Million
2.21% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
29,141
shares
|
$2.81 Million
0.97% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
29,033
shares
|
$2.8 Million
0.06% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
28,974
shares
|
$2.8 Million
0.05% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
28,819
shares
|
$2.78 Million
1.94% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
28,789
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
28,680
shares
|
$2.77 Million
1.43% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,432
shares
|
$2.74 Million
0.13% of portfolio
|
Q2 2022
Reduced 3.3%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
28,340
shares
|
$2.73 Million
1.62% of portfolio
|
Q2 2023
New holding
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
28,171
shares
|
$2.72 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
28,122
shares
|
$2.71 Million
0.48% of portfolio
|
Q1 2025
Added 489.56%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
28,010
shares
|
$2.7 Million
1.73% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
27,874
shares
|
$2.69 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
27,867
shares
|
$2.69 Million
1.36% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
27,855
shares
|
$2.69 Million
0.09% of portfolio
|
Q2 2025
Added 60.1%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
27,820
shares
|
$2.68 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
27,675
shares
|
$2.67 Million
0.27% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
27,298
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
27,189
shares
|
$2.62 Million
0.08% of portfolio
|
Q1 2025
Added 1.39%
|