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 |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
105,850
shares
|
$9.75 Million
1.52% of portfolio
|
Q1 2025
Reduced 55.48%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
105,752
shares
|
$9.74 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
105,114
shares
|
$9.68 Million
0.37% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,106
shares
|
$9.68 Million
0.04% of portfolio
|
Q2 2023
Reduced 47.03%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
104,181
shares
|
$9.59 Million
2.57% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
103,852
shares
|
$9.56 Million
0.46% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
103,115
shares
|
$9.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
103,054
shares
|
$9.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 63.4%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
102,503
shares
|
$9.44 Million
1.75% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
102,401
shares
|
$9.43 Million
0.38% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Aug 13, 2025 Q2 2025 |
101,936
shares
|
$9.39 Million
6.03% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
101,775
shares
|
$9.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
101,682
shares
|
$9.36 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
101,004
shares
|
$9.3 Million
1.14% of portfolio
|
Q2 2025
Added 22.44%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
100,818
shares
|
$9.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
100,049
shares
|
$9.21 Million
1.33% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Tribune Investment Group LP
New York, NY |
Aug 14, 2025 Q2 2025 |
100,000
shares
|
$9.21 Million
4.49% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
99,702
shares
|
$9.18 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
99,561
shares
|
$9.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
99,339
shares
|
$9.15 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
98,862
shares
|
$9.1 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
98,584
shares
|
$9.08 Million
0.23% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
98,509
shares
|
$9.07 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
97,978
shares
|
$9.02 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
97,696
shares
|
$9 Million
0.14% of portfolio
|
Q2 2025
Reduced 42.73%
|