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 2,348 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 |
|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
12,533
shares
|
$1.2 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
12,506
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
12,466
shares
|
$1.19 Million
0.41% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
12,417
shares
|
$1.18 Million
0.33% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
12,398
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
12,373
shares
|
$1.18 Million
0.71% of portfolio
|
Q1 2025
Added 146.67%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
12,365
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,333
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2020
Reduced 18.09%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
12,303
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
12,233
shares
|
$1.17 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
12,229
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
12,149
shares
|
$1.16 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
12,146
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
Added 148.64%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
12,057
shares
|
$1.15 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,055
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
12,006
shares
|
$1.15 Million
0.41% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,975
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
11,900
shares
|
$1.14 Million
0.07% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
11,879
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
11,850
shares
|
$1.13 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
11,835
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
11,830
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,798
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
11,793
shares
|
$1.12 Million
0.6% of portfolio
|
Q1 2025
Reduced 58.6%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,785
shares
|
$1.12 Million
0.49% of portfolio
|
Q2 2022
Added 1.07%
|