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 |
|---|---|---|---|---|---|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
3,258
shares
|
$300,778
0.05% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
3,257
shares
|
$300,686
0.09% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,254
shares
|
$300,409
0.03% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
3,248
shares
|
$299,855
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,199
shares
|
$295,331
0.02% of portfolio
|
Q2 2024
Reduced 33.4%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
3,199
shares
|
$295,331
0.03% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
3,197
shares
|
$295,147
0.06% of portfolio
|
Q1 2025
Reduced 95.24%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,192
shares
|
$294,685
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,186
shares
|
$294,131
0.03% of portfolio
|
Q2 2025
Reduced 51.48%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,182
shares
|
$293,762
0.01% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,175
shares
|
$293,116
0.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,167
shares
|
$292,377
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
3,166
shares
|
$292,285
0.06% of portfolio
|
Q1 2024
Reduced 6.8%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,157
shares
|
$291,454
0.05% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
3,150
shares
|
$290,808
0.01% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,149
shares
|
$290,715
0.03% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
3,149
shares
|
$290,715
0.01% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
3,143
shares
|
$290,161
0.07% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
3,131
shares
|
$289,053
0.02% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,120
shares
|
$288,038
0.04% of portfolio
|
Q1 2025
Reduced 54.45%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,115
shares
|
$287,576
0.06% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
3,113
shares
|
$287,392
0.01% of portfolio
|
Q1 2025
Reduced 39.09%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,104
shares
|
$286,561
0.04% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
3,098
shares
|
$286,007
0.02% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
3,078
shares
|
$284,160
0.08% of portfolio
|
Q1 2025
Added 1.79%
|