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 2,327 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 $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,635
shares
|
$335,583
0.07% of portfolio
|
Q2 2022
Reduced 2.6%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,612
shares
|
$333,459
0.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
3,604
shares
|
$332,721
0.04% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
3,600
shares
|
$332,352
0.16% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,595
shares
|
$331,890
0.03% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,592
shares
|
$331,613
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,589
shares
|
$331,336
0.11% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
3,578
shares
|
$330,320
0.01% of portfolio
|
Q1 2025
Reduced 23.24%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
3,577
shares
|
$330,228
0.08% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
3,564
shares
|
$329,028
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
3,545
shares
|
$327,274
0.02% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,530
shares
|
$325,889
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
3,527
shares
|
$325,612
0.01% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
3,525
shares
|
$325,428
0.17% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
3,525
shares
|
$325,428
0.14% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
3,525
shares
|
$325,428
0.13% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,501
shares
|
$323,212
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
3,500
shares
|
$323,120
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
3,500
shares
|
$323,120
0.0% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,497
shares
|
$322,843
0.21% of portfolio
|
Q1 2025
Reduced 30.17%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
3,490
shares
|
$322,196
0.16% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
3,489
shares
|
$322,104
0.08% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
3,471
shares
|
$320,442
0.09% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,463
shares
|
$319,704
0.08% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,463
shares
|
$319,704
0.06% of portfolio
|
Q1 2025
Added 0.7%
|