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 |
|---|---|---|---|---|---|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
16
shares
|
$1,477
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
16
shares
|
$1,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
15
shares
|
$1,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$1,292
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
13
shares
|
$1,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
12
shares
|
$1,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
10
shares
|
$923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8
shares
|
$738
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
7
shares
|
$646
0.0% of portfolio
|
Q1 2025
Reduced 83.72%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
6
shares
|
$553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
6
shares
|
$553
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4
shares
|
$369
0.0% of portfolio
|
Q3 2024
Reduced 91.67%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
3
shares
|
$276
0.0% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1
shares
|
$92
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1
shares
|
$92
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|