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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,966
shares
|
$273,821
0.04% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
2,966
shares
|
$273,821
0.03% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
2,950
shares
|
$272,344
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,935
shares
|
$270,959
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,929
shares
|
$270,405
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,929
shares
|
$270,405
0.04% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
2,926
shares
|
$270,128
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,924
shares
|
$269,943
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
2,924
shares
|
$269,943
0.12% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
2,909
shares
|
$268,558
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,886
shares
|
$266,435
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,878
shares
|
$265,696
0.04% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
2,875
shares
|
$265,420
0.11% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,874
shares
|
$265,327
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
2,871
shares
|
$265,050
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
2,861
shares
|
$264,127
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
2,850
shares
|
$263,112
0.02% of portfolio
|
Q1 2025
Reduced 53.32%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,846
shares
|
$262,742
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
2,826
shares
|
$260,896
0.06% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
2,810
shares
|
$259,419
0.18% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,805
shares
|
$258,957
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
2,802
shares
|
$258,680
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
2,801
shares
|
$258,588
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
2,792
shares
|
$257,757
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
2,768
shares
|
$255,541
0.05% of portfolio
|
Q1 2025
Added 0.58%
|