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 |
|---|---|---|---|---|---|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
2,125
shares
|
$196,180
0.06% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,114
shares
|
$195,164
0.03% of portfolio
|
Q2 2023
Reduced 2.13%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,104
shares
|
$194,241
0.0% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,013
shares
|
$185,840
0.03% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,007
shares
|
$185,286
0.04% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,955
shares
|
$180,485
0.0% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
1,895
shares
|
$174,946
0.02% of portfolio
|
Q2 2023
Added 379.75%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,881
shares
|
$173,653
0.03% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
1,855
shares
|
$171,253
0.12% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,822
shares
|
$168,207
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
1,800
shares
|
$166,176
0.03% of portfolio
|
Q4 2021
Reduced 2.28%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,799
shares
|
$166,083
0.01% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
1,779
shares
|
$164,237
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,747
shares
|
$161,283
3.44% of portfolio
|
Q3 2024
Reduced 97.98%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,702
shares
|
$157,128
0.07% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,695
shares
|
$156,482
0.04% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,602
shares
|
$147,896
0.09% of portfolio
|
Q3 2023
Added 134.21%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,590
shares
|
$146,788
0.03% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,580
shares
|
$145,865
0.0% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,577
shares
|
$145,588
0.04% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,559
shares
|
$143,926
0.07% of portfolio
|
Q1 2023
Added 334.26%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,550
shares
|
$143,096
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,550
shares
|
$143,096
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,545
shares
|
$142,634
0.01% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,544
shares
|
$142,542
0.02% of portfolio
|
Q1 2025
Reduced 49.28%
|