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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
8,325
shares
|
$775,057
0.06% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
8,320
shares
|
$774,592
0.05% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,313
shares
|
$773,940
0.14% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
8,313
shares
|
$773,940
0.12% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
8,267
shares
|
$769,657
0.16% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
8,216
shares
|
$764,909
0.0% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
8,215
shares
|
$764,816
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
8,212
shares
|
$764,537
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
8,171
shares
|
$760,720
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
8,150
shares
|
$758,765
0.14% of portfolio
|
Q1 2025
Added 100.64%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,147
shares
|
$758,485
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
8,142
shares
|
$758,020
0.18% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
8,131
shares
|
$756,996
0.08% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,113
shares
|
$755,320
0.1% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
8,079
shares
|
$752,154
0.02% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
8,041
shares
|
$748,617
0.09% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
8,037
shares
|
$748,244
0.01% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
8,031
shares
|
$747,686
0.03% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
8,005
shares
|
$745,265
0.14% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
7,988
shares
|
$743,682
0.02% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,986
shares
|
$743,496
0.06% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,965
shares
|
$741,541
0.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,952
shares
|
$740,331
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
7,942
shares
|
$739,400
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
7,893
shares
|
$734,838
0.11% of portfolio
|
Q3 2024
Added 0.04%
|