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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47,206
shares
|
$4.38 Million
1.36% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
47,116
shares
|
$4.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
47,060
shares
|
$4.36 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
47,027
shares
|
$4.36 Million
0.81% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
46,958
shares
|
$4.35 Million
0.4% of portfolio
|
Q1 2025
Reduced 56.42%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Apr 30, 2025 Q1 2025 |
46,806
shares
|
$4.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
46,791
shares
|
$4.34 Million
5.54% of portfolio
|
Q1 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
46,540
shares
|
$4.31 Million
2.06% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
45,471
shares
|
$4.22 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
45,095
shares
|
$4.18 Million
0.58% of portfolio
|
Q1 2025
Added 41.21%
|
|
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
May 15, 2025 Q1 2025 |
44,934
shares
|
$4.17 Million
0.37% of portfolio
|
Q1 2025
Reduced 92.94%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
44,889
shares
|
$4.16 Million
1.46% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
44,886
shares
|
$4.16 Million
0.05% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
44,879
shares
|
$4.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
44,873
shares
|
$4.16 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
44,702
shares
|
$4.14 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
44,651
shares
|
$4.14 Million
2.62% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
44,137
shares
|
$4.09 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
44,050
shares
|
$4.08 Million
0.77% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
44,023
shares
|
$4.08 Million
0.03% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
43,867
shares
|
$4.07 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,854
shares
|
$4.07 Million
0.09% of portfolio
|
Q3 2022
Added 12.41%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
43,803
shares
|
$4.06 Million
0.04% of portfolio
|
Q1 2025
Added 168.47%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
43,640
shares
|
$4.05 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
43,594
shares
|
$4.04 Million
0.08% of portfolio
|
Q1 2025
Added 9.18%
|