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 |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
13,159
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,140
shares
|
$1.26 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
13,110
shares
|
$1.26 Million
0.07% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
13,059
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,052
shares
|
$1.26 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
13,045
shares
|
$1.26 Million
0.14% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
12,945
shares
|
$1.25 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
12,942
shares
|
$1.25 Million
0.21% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
May 08, 2025 Q1 2025 |
12,925
shares
|
$1.24 Million
0.61% of portfolio
|
Q1 2025
Added 21.19%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
12,817
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
12,810
shares
|
$1.23 Million
0.11% of portfolio
|
Q2 2024
Added 42.33%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
12,793
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
12,791
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,768
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2023
Reduced 12.53%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
12,758
shares
|
$1.23 Million
0.74% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
12,744
shares
|
$1.23 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,737
shares
|
$1.23 Million
0.06% of portfolio
|
Q1 2025
Reduced 44.66%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
12,714
shares
|
$1.22 Million
0.41% of portfolio
|
Q1 2025
Added 2822.76%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
12,701
shares
|
$1.22 Million
0.18% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
12,623
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
12,602
shares
|
$1.21 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
12,600
shares
|
$1.21 Million
0.2% of portfolio
|
Q3 2021
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
12,550
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Added 239.56%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
12,533
shares
|
$1.21 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
12,506
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Added 7.97%
|