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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,543
shares
|
$142,449
0.03% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,538
shares
|
$141,988
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
1,516
shares
|
$139,957
0.07% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,514
shares
|
$139,772
0.05% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,512
shares
|
$139,587
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,510
shares
|
$139,403
0.04% of portfolio
|
Q1 2024
Reduced 66.14%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,500
shares
|
$138,480
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,470
shares
|
$135,710
0.02% of portfolio
|
Q1 2025
Reduced 40.61%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,466
shares
|
$135,341
0.02% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,453
shares
|
$134,140
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,452
shares
|
$134,048
0.0% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
1,435
shares
|
$132,479
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,408
shares
|
$129,986
0.09% of portfolio
|
Q3 2024
Added 152.33%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
1,399
shares
|
$129,155
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
1,395
shares
|
$128,786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,391
shares
|
$128,417
0.01% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,344
shares
|
$124,078
0.08% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,340
shares
|
$123,708
0.04% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,308
shares
|
$120,754
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,277
shares
|
$117,892
0.06% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,275
shares
|
$117,707
0.04% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,269
shares
|
$117,154
0.01% of portfolio
|
Q3 2022
Added 413.77%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,266
shares
|
$116,877
0.07% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
1,250
shares
|
$115,399
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,247
shares
|
$115,123
0.04% of portfolio
|
Q1 2025
Added 0.4%
|