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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,075
shares
|
$283,884
0.09% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
3,075
shares
|
$283,884
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,070
shares
|
$283,422
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,062
shares
|
$282,683
0.07% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
3,061
shares
|
$282,591
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,057
shares
|
$282,222
0.01% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,041
shares
|
$280,745
0.01% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
3,036
shares
|
$280,283
0.01% of portfolio
|
Q1 2025
Reduced 98.27%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
3,032
shares
|
$279,914
0.01% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,030
shares
|
$279,729
0.04% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3,029
shares
|
$279,637
0.03% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
3,024
shares
|
$279,175
0.0% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
3,014
shares
|
$278,252
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
3,005
shares
|
$277,421
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$276,960
0.09% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
3,000
shares
|
$276,960
0.05% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
3,000
shares
|
$276,960
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
3,000
shares
|
$276,960
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,996
shares
|
$276,590
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,993
shares
|
$276,313
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
2,988
shares
|
$275,852
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,987
shares
|
$275,759
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
2,982
shares
|
$275,298
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
2,979
shares
|
$275,021
0.02% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
2,973
shares
|
$274,467
0.09% of portfolio
|
Q1 2025
Reduced 9.8%
|