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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,428
shares
|
$316,472
0.18% of portfolio
|
Q1 2025
Added 130.69%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
3,424
shares
|
$316,103
0.12% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
3,401
shares
|
$313,980
0.03% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
May 19, 2025 Q1 2025 |
3,397
shares
|
$313,611
3.48% of portfolio
|
Q1 2025
Reduced 91.57%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
3,389
shares
|
$312,872
0.03% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
3,373
shares
|
$311,395
0.12% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,369
shares
|
$311,026
0.12% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
3,361
shares
|
$310,287
0.06% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
3,358
shares
|
$310,010
0.09% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
3,357
shares
|
$309,918
0.21% of portfolio
|
Q2 2024
Added 14.11%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
3,352
shares
|
$309,456
0.09% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
3,347
shares
|
$308,995
0.26% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
May 09, 2025 Q1 2025 |
3,330
shares
|
$307,425
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
3,325
shares
|
$306,964
0.04% of portfolio
|
Q1 2025
Reduced 80.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,321
shares
|
$306,594
0.02% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
3,316
shares
|
$306,133
0.22% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,309
shares
|
$305,486
0.09% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,302
shares
|
$304,840
0.04% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,298
shares
|
$304,471
0.01% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,291
shares
|
$303,825
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,273
shares
|
$302,163
0.03% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
3,268
shares
|
$301,701
0.14% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,266
shares
|
$301,517
0.11% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,265
shares
|
$301,424
0.02% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,260
shares
|
$300,963
0.03% of portfolio
|
Q1 2025
Added 1.97%
|