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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
927
shares
|
$85,580
0.06% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
925
shares
|
$85,396
0.0% of portfolio
|
Q1 2025
Added 138.4%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
906
shares
|
$83,641
0.04% of portfolio
|
Q2 2025
Reduced 71.46%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
900
shares
|
$83,088
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
870
shares
|
$80,318
0.01% of portfolio
|
Q4 2024
Reduced 86.82%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
868
shares
|
$80,133
0.05% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
858
shares
|
$79,210
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
856
shares
|
$79,025
0.02% of portfolio
|
Q3 2023
Reduced 5.52%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
854
shares
|
$78,841
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
839
shares
|
$77,456
0.01% of portfolio
|
Q1 2025
Reduced 47.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
834
shares
|
$76,994
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
810
shares
|
$74,779
0.0% of portfolio
|
Q3 2024
Reduced 60.64%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
799
shares
|
$73,763
0.01% of portfolio
|
Q2 2023
Reduced 85.17%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
798
shares
|
$73,671
0.04% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
774
shares
|
$71,455
0.02% of portfolio
|
Q4 2024
Added 104.76%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
764
shares
|
$70,532
0.0% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
761
shares
|
$70,255
0.0% of portfolio
|
Q1 2025
Added 556.03%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
705
shares
|
$65,085
0.01% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
700
shares
|
$64,623
0.02% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
700
shares
|
$64,623
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
678
shares
|
$62,592
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
668
shares
|
$61,669
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
667
shares
|
$61,577
0.05% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
660
shares
|
$60,931
0.01% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
659
shares
|
$60,838
0.03% of portfolio
|
Q3 2024
Reduced 13.86%
|