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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
11,710
shares
|
$1.13 Million
0.13% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
11,692
shares
|
$1.13 Million
0.18% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
11,687
shares
|
$1.12 Million
0.49% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
11,576
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2025
Reduced 41.56%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,554
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
11,502
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,457
shares
|
$1.1 Million
0.19% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
11,416
shares
|
$1.1 Million
0.27% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
11,411
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
11,403
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
11,388
shares
|
$1.1 Million
0.13% of portfolio
|
Q1 2025
Added 432.4%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
11,386
shares
|
$1.1 Million
0.24% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,367
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2023
Added 5.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
11,359
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,355
shares
|
$1.09 Million
0.43% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
11,350
shares
|
$1.09 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
11,311
shares
|
$1.09 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
11,300
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
Added 169.05%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
11,277
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
11,269
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 57.73%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,262
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
11,237
shares
|
$1.08 Million
0.55% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,222
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2023
Reduced 57.58%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
11,204
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,114
shares
|
$1.07 Million
0.34% of portfolio
|
Q2 2023
Reduced 2.59%
|