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 |
|---|---|---|---|---|---|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
7,875
shares
|
$733,162
0.29% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,839
shares
|
$729,810
0.04% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
7,833
shares
|
$729,252
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,831
shares
|
$729,066
0.02% of portfolio
|
Q4 2023
Added 5.38%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
7,817
shares
|
$727,762
0.1% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
7,779
shares
|
$724,224
0.2% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,756
shares
|
$722,083
0.76% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
7,732
shares
|
$719,849
0.07% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
7,720
shares
|
$718,732
0.11% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
7,713
shares
|
$718,080
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
7,708
shares
|
$717,614
0.39% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
7,700
shares
|
$716,870
0.09% of portfolio
|
Q1 2025
Reduced 30.35%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
7,699
shares
|
$716,776
0.01% of portfolio
|
Q2 2023
Added 42.63%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
7,695
shares
|
$716,404
0.06% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,669
shares
|
$713,983
0.04% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
7,659
shares
|
$713,052
0.19% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
7,650
shares
|
$712,215
0.53% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
7,646
shares
|
$711,842
0.08% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,607
shares
|
$708,211
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
7,587
shares
|
$706,349
0.1% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
7,584
shares
|
$706,070
0.05% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
7,558
shares
|
$703,649
0.09% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
7,552
shares
|
$703,091
0.36% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
7,551
shares
|
$702,998
0.07% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
7,531
shares
|
$701,136
0.18% of portfolio
|
Q3 2023
Reduced 1.66%
|