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 $140 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
14,339
shares
|
$1.37 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
14,326
shares
|
$1.37 Million
0.16% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
14,260
shares
|
$1.36 Million
0.28% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
14,147
shares
|
$1.35 Million
0.44% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
14,089
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
14,017
shares
|
$1.34 Million
0.3% of portfolio
|
Q2 2025
Reduced 56.83%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
14,002
shares
|
$1.34 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
13,978
shares
|
$1.33 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
13,944
shares
|
$1.33 Million
0.33% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,846
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
13,826
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
13,765
shares
|
$1.31 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
13,735
shares
|
$1.31 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
13,712
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
13,698
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
13,630
shares
|
$1.3 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
13,611
shares
|
$1.3 Million
0.11% of portfolio
|
Q1 2025
Added 39.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,516
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Added 58.06%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
13,476
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 33.66%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
13,441
shares
|
$1.28 Million
0.13% of portfolio
|
Q1 2025
Added 67.68%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
13,429
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
13,400
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
13,370
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
13,311
shares
|
$1.27 Million
0.23% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
13,220
shares
|
$1.26 Million
0.77% of portfolio
|
Q1 2025
Added 0.01%
|