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 2,327 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 $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
76,396
shares
|
$7.05 Million
0.02% of portfolio
|
Q1 2025
Added 44.62%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
76,341
shares
|
$7.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
75,839
shares
|
$7 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
75,527
shares
|
$6.97 Million
0.04% of portfolio
|
Q1 2025
Added 164.85%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
75,441
shares
|
$6.96 Million
0.08% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
75,400
shares
|
$6.96 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Monashee Investment Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
75,000
shares
|
$6.92 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
74,539
shares
|
$6.88 Million
0.53% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
74,042
shares
|
$6.84 Million
3.53% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
73,493
shares
|
$6.78 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
73,307
shares
|
$6.77 Million
4.17% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
73,212
shares
|
$6.76 Million
0.33% of portfolio
|
Q2 2022
Reduced 23.22%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
73,052
shares
|
$6.74 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
72,780
shares
|
$6.72 Million
0.85% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
72,737
shares
|
$6.72 Million
3.07% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
72,700
shares
|
$6.71 Million
0.51% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
72,554
shares
|
$6.7 Million
0.31% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
72,423
shares
|
$6.69 Million
0.99% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
71,642
shares
|
$6.61 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
71,463
shares
|
$6.6 Million
0.93% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
70,932
shares
|
$6.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
70,461
shares
|
$6.5 Million
0.03% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
70,297
shares
|
$6.49 Million
3.83% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
69,983
shares
|
$6.46 Million
3.86% of portfolio
|
Q1 2025
Added 23.58%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
69,519
shares
|
$6.42 Million
1.07% of portfolio
|
Q2 2025
Added 0.53%
|