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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,243
shares
|
$114,753
0.07% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,228
shares
|
$113,368
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
1,223
shares
|
$112,907
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,215
shares
|
$112,168
0.19% of portfolio
|
Q4 2022
Added 49.08%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,202
shares
|
$110,968
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,178
shares
|
$108,752
0.0% of portfolio
|
Q1 2025
Added 49.87%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
1,173
shares
|
$108,291
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
1,151
shares
|
$106,260
0.04% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,150
shares
|
$106,167
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,123
shares
|
$103,675
0.02% of portfolio
|
Q1 2025
Reduced 78.11%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,123
shares
|
$103,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,102
shares
|
$101,736
0.01% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,081
shares
|
$99,797
0.06% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,078
shares
|
$99,520
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
1,078
shares
|
$99,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
1,075
shares
|
$99,243
0.04% of portfolio
|
Q1 2025
Reduced 38.36%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,058
shares
|
$97,674
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,036
shares
|
$95,643
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,024
shares
|
$94,535
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
988
shares
|
$91,212
0.0% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
980
shares
|
$90,473
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
967
shares
|
$89,273
0.01% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
959
shares
|
$88,534
0.0% of portfolio
|
Q4 2024
Reduced 90.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
929
shares
|
$85,765
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
928
shares
|
$85,672
0.05% of portfolio
|
Q4 2024
New holding
|