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 |
|---|---|---|---|---|---|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
61,560
shares
|
$5.67 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
61,341
shares
|
$5.65 Million
0.79% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
60,571
shares
|
$5.58 Million
2.46% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
60,189
shares
|
$5.54 Million
2.33% of portfolio
|
Q2 2025
Added 29.33%
|
|
|
William Allan, LLC
|
Aug 01, 2025 Q2 2025 |
60,065
shares
|
$5.53 Million
3.26% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
59,784
shares
|
$5.51 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
59,243
shares
|
$5.46 Million
0.55% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
59,035
shares
|
$5.44 Million
0.23% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
58,919
shares
|
$5.43 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
58,515
shares
|
$5.39 Million
1.13% of portfolio
|
Q1 2023
Added 7.44%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
58,410
shares
|
$5.38 Million
1.48% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
58,346
shares
|
$5.37 Million
0.2% of portfolio
|
Q2 2025
Reduced 57.59%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
57,903
shares
|
$5.33 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
57,782
shares
|
$5.32 Million
0.17% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
57,449
shares
|
$5.29 Million
0.93% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
56,655
shares
|
$5.22 Million
0.11% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
56,553
shares
|
$5.21 Million
2.77% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
56,483
shares
|
$5.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
56,287
shares
|
$5.18 Million
0.12% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Svenska Handelsbanken Ab (Publ)
|
Jul 09, 2025 Q2 2025 |
56,230
shares
|
$5.18 Million
4.84% of portfolio
|
Q2 2025
Added 358.09%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
55,536
shares
|
$5.11 Million
0.2% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
55,523
shares
|
$5.11 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
55,477
shares
|
$5.11 Million
0.28% of portfolio
|
Q2 2025
Reduced 38.5%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
55,455
shares
|
$5.11 Million
2.25% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
55,440
shares
|
$5.11 Million
1.85% of portfolio
|
Q3 2022
Added 1.17%
|