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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
6,523
shares
|
$607,291
0.04% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
6,508
shares
|
$605,894
0.21% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
6,467
shares
|
$602,077
0.01% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
6,437
shares
|
$599,284
0.39% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,433
shares
|
$598,912
0.02% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
6,432
shares
|
$598,819
0.06% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
6,427
shares
|
$598,353
0.01% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
6,385
shares
|
$594,443
0.04% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
6,308
shares
|
$587,274
0.22% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
6,302
shares
|
$586,716
0.24% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
6,300
shares
|
$586,530
0.17% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
6,300
shares
|
$586,530
0.16% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
6,300
shares
|
$586,530
0.01% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
6,295
shares
|
$586,064
0.04% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
6,285
shares
|
$585,133
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
6,277
shares
|
$584,388
0.11% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
6,232
shares
|
$580,199
0.13% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,232
shares
|
$580,199
0.02% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,199
shares
|
$577,126
0.06% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,192
shares
|
$576,475
0.02% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
6,184
shares
|
$575,730
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,166
shares
|
$574,054
0.05% of portfolio
|
Q1 2025
Reduced 20.58%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
6,157
shares
|
$573,216
0.1% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,156
shares
|
$573,123
0.07% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
6,152
shares
|
$572,751
0.05% of portfolio
|
Q2 2025
Added 71.13%
|