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 2,322 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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
79
shares
|
$7,293
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
79
shares
|
$7,293
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
78
shares
|
$7,200
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
77
shares
|
$7,108
0.0% of portfolio
|
Q1 2025
Reduced 87.38%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
74
shares
|
$6,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
72
shares
|
$6,647
0.0% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
71
shares
|
$6,554
0.0% of portfolio
|
Q3 2024
Reduced 58.48%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
68
shares
|
$6,277
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
62
shares
|
$5,723
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
58
shares
|
$5,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
57
shares
|
$5,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
56
shares
|
$5,169
0.0% of portfolio
|
Q1 2025
Reduced 58.21%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
53
shares
|
$4,892
0.0% of portfolio
|
Q2 2022
Reduced 74.27%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
53
shares
|
$4,892
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
53
shares
|
$4,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
52
shares
|
$4,800
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
51
shares
|
$4,708
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
50
shares
|
$4,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$4,616
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
50
shares
|
$4,616
0.0% of portfolio
|
Q1 2025
Added 61.29%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
49
shares
|
$4,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
48
shares
|
$4,431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
46
shares
|
$4,246
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
46
shares
|
$4,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
46
shares
|
$4,246
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|