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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
2,657
shares
|
$245,294
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
2,656
shares
|
$245,201
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
2,652
shares
|
$244,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
2,640
shares
|
$243,724
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
2,640
shares
|
$243,724
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
2,637
shares
|
$243,447
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
2,630
shares
|
$242,801
0.02% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
2,628
shares
|
$242,616
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,619
shares
|
$241,786
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,612
shares
|
$241,139
0.06% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
2,606
shares
|
$240,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
2,600
shares
|
$240,031
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
2,600
shares
|
$240,031
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,598
shares
|
$239,847
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
2,587
shares
|
$238,831
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
2,582
shares
|
$238,370
0.02% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
2,582
shares
|
$238,370
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
2,580
shares
|
$238,185
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
2,556
shares
|
$235,969
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,555
shares
|
$235,877
0.2% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,532
shares
|
$233,754
0.08% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,529
shares
|
$233,477
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,526
shares
|
$233,200
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,518
shares
|
$232,461
0.03% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,490
shares
|
$229,876
0.02% of portfolio
|
Q1 2025
Added 3.71%
|