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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,489
shares
|
$229,784
0.02% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,489
shares
|
$229,784
0.02% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
2,470
shares
|
$228,030
0.13% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,460
shares
|
$227,107
0.03% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,434
shares
|
$224,706
0.09% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,424
shares
|
$223,783
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,406
shares
|
$222,121
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
2,373
shares
|
$219,075
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
2,344
shares
|
$216,398
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,343
shares
|
$216,305
0.16% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
2,313
shares
|
$213,536
0.01% of portfolio
|
Q2 2025
Added 638.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,301
shares
|
$212,428
0.01% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
2,299
shares
|
$212,243
0.1% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,289
shares
|
$211,320
0.02% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
2,266
shares
|
$209,197
0.1% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
2,260
shares
|
$208,643
0.06% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
2,259
shares
|
$208,550
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
2,254
shares
|
$208,089
0.35% of portfolio
|
Q1 2025
Added 342.83%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,245
shares
|
$207,258
0.15% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,239
shares
|
$206,704
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,237
shares
|
$206,519
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,223
shares
|
$205,227
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
2,200
shares
|
$203,103
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,161
shares
|
$199,503
0.01% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
2,156
shares
|
$199,041
0.03% of portfolio
|
Q1 2025
New holding
|