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 2,462 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
181,949
shares
|
$16.8 Million
2.73% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
181,793
shares
|
$16.7 Million
0.03% of portfolio
|
Q2 2025
Added 2112.67%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
181,458
shares
|
$16.7 Million
1.33% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
180,587
shares
|
$16.6 Million
0.21% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
179,901
shares
|
$16.6 Million
1.46% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
179,571
shares
|
$16.5 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
179,411
shares
|
$16.5 Million
0.76% of portfolio
|
Q3 2023
Reduced 59.66%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
178,565
shares
|
$16.4 Million
0.64% of portfolio
|
Q2 2025
Added 99.73%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
178,240
shares
|
$16.4 Million
3.93% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
176,961
shares
|
$16.3 Million
0.13% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
176,485
shares
|
$16.3 Million
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
175,160
shares
|
$16.1 Million
0.53% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Aug 12, 2025 Q2 2025 |
175,149
shares
|
$16.1 Million
3.88% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
174,269
shares
|
$16 Million
0.38% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
174,255
shares
|
$16 Million
0.76% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
173,403
shares
|
$16 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
173,325
shares
|
$16 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
173,186
shares
|
$15.9 Million
0.29% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
172,962
shares
|
$15.9 Million
0.14% of portfolio
|
Q2 2025
Added 115.21%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
172,348
shares
|
$15.9 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
170,990
shares
|
$15.7 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
170,613
shares
|
$15.7 Million
1.41% of portfolio
|
Q2 2025
New holding
|
|
|
Point72 Europe (London) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
170,600
shares
|
$15.7 Million
0.62% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
169,454
shares
|
$15.6 Million
3.21% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
168,248
shares
|
$15.5 Million
0.04% of portfolio
|
Q2 2025
Added 22.43%
|