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 2,453 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
75
shares
|
$7,401
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
74
shares
|
$7,303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
72
shares
|
$7,105
0.0% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
70
shares
|
$6,908
0.0% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
69
shares
|
$6,809
0.0% of portfolio
|
Q2 2025
Reduced 99.81%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
65
shares
|
$6,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
62
shares
|
$6,118
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
58
shares
|
$5,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
57
shares
|
$5,625
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
57
shares
|
$5,625
0.0% of portfolio
|
Q2 2025
Added 72.73%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
57
shares
|
$5,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
53
shares
|
$5,230
0.0% of portfolio
|
Q2 2022
Reduced 74.27%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
53
shares
|
$5,230
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
53
shares
|
$5,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
52
shares
|
$5,131
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
51
shares
|
$5,033
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
50
shares
|
$4,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$4,934
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
49
shares
|
$4,835
0.0% of portfolio
|
Q2 2025
Reduced 98.9%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
49
shares
|
$4,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
48
shares
|
$4,737
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
46
shares
|
$4,539
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
46
shares
|
$4,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
46
shares
|
$4,539
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
45
shares
|
$4,441
0.0% of portfolio
|
Q1 2025
New holding
|