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 2,339 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
8,781
shares
|
$817,511
0.02% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
8,774
shares
|
$816,859
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,764
shares
|
$815,928
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,746
shares
|
$814,252
0.06% of portfolio
|
Q2 2024
Added 26.08%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
8,690
shares
|
$809,039
1.14% of portfolio
|
Q4 2023
Reduced 12.55%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
8,677
shares
|
$807,828
0.47% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
8,670
shares
|
$807,177
0.29% of portfolio
|
Q1 2025
Added 74.45%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,651
shares
|
$805,408
0.31% of portfolio
|
Q1 2024
Reduced 27.81%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
8,643
shares
|
$804,663
0.04% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
8,625
shares
|
$802,987
0.15% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
8,620
shares
|
$802,522
0.09% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
8,615
shares
|
$802,056
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
8,610
shares
|
$801,591
0.06% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
8,600
shares
|
$800,660
0.48% of portfolio
|
Q4 2024
Reduced 26.5%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,580
shares
|
$798,798
0.05% of portfolio
|
Q1 2025
Added 35.31%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
8,556
shares
|
$796,563
0.52% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,548
shares
|
$795,818
0.02% of portfolio
|
Q1 2025
Added 68.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
8,528
shares
|
$793,956
0.1% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,516
shares
|
$792,839
0.02% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
8,491
shares
|
$790,512
0.15% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
8,491
shares
|
$790,512
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
8,461
shares
|
$787,719
0.05% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
8,427
shares
|
$784,553
0.73% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
8,345
shares
|
$776,919
0.0% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
8,327
shares
|
$775,243
0.44% of portfolio
|
Q1 2025
Reduced 7.91%
|