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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,763
shares
|
$255,080
0.02% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
2,760
shares
|
$254,803
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
2,753
shares
|
$254,156
0.03% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,750
shares
|
$253,879
0.02% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,749
shares
|
$253,787
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,746
shares
|
$253,510
0.03% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,732
shares
|
$252,218
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
2,724
shares
|
$251,479
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,719
shares
|
$251,018
0.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,719
shares
|
$251,018
0.01% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
2,718
shares
|
$250,925
0.07% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
2,716
shares
|
$250,741
0.03% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,705
shares
|
$249,725
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$249,263
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,697
shares
|
$248,987
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
2,695
shares
|
$248,802
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
2,693
shares
|
$248,617
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,691
shares
|
$248,433
0.0% of portfolio
|
Q2 2025
Reduced 55.59%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,688
shares
|
$248,156
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
2,680
shares
|
$247,417
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,670
shares
|
$246,494
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,666
shares
|
$246,125
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,664
shares
|
$245,940
0.13% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
2,664
shares
|
$245,940
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
2,662
shares
|
$245,755
0.04% of portfolio
|
Q1 2025
New holding
|