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 2,332 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 |
|---|---|---|---|---|---|
|
Bain Capital Public Equity, LP
Boston, MA |
May 14, 2025 Q1 2025 |
61,521
shares
|
$5.7 Million
5.26% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
61,298
shares
|
$5.68 Million
1.37% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
61,286
shares
|
$5.68 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
61,065
shares
|
$5.66 Million
0.01% of portfolio
|
Q1 2025
Added 35.56%
|
|
|
Fj Capital Management LLC
Mclean, VA |
May 15, 2025 Q1 2025 |
61,043
shares
|
$5.66 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
60,571
shares
|
$5.61 Million
2.46% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
60,194
shares
|
$5.58 Million
0.33% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
58,919
shares
|
$5.46 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
58,762
shares
|
$5.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
58,715
shares
|
$5.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.1%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
May 08, 2025 Q1 2025 |
58,608
shares
|
$5.43 Million
3.28% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
58,515
shares
|
$5.42 Million
1.13% of portfolio
|
Q1 2023
Added 7.44%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
57,983
shares
|
$5.38 Million
0.21% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
57,969
shares
|
$5.37 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
57,948
shares
|
$5.37 Million
0.1% of portfolio
|
Q4 2022
Reduced 2.84%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
57,685
shares
|
$5.35 Million
0.08% of portfolio
|
Q1 2025
Added 317.64%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
57,657
shares
|
$5.34 Million
0.04% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
57,588
shares
|
$5.34 Million
0.07% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
57,575
shares
|
$5.34 Million
0.11% of portfolio
|
Q1 2025
Added 147.89%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
57,449
shares
|
$5.33 Million
0.93% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
57,044
shares
|
$5.29 Million
0.18% of portfolio
|
Q1 2025
Added 380.82%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
57,039
shares
|
$5.29 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
56,574
shares
|
$5.24 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
56,553
shares
|
$5.24 Million
2.77% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
56,357
shares
|
$5.22 Million
0.23% of portfolio
|
Q1 2025
Added 281.0%
|