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 |
|---|---|---|---|---|---|
|
Bain Capital Public Equity, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
51,331
shares
|
$4.73 Million
3.1% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
American Trust Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
51,317
shares
|
$4.73 Million
2.63% of portfolio
|
Q2 2025
Reduced 26.03%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
50,987
shares
|
$4.7 Million
0.84% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
50,707
shares
|
$4.67 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
50,668
shares
|
$4.67 Million
0.25% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
50,667
shares
|
$4.67 Million
0.24% of portfolio
|
Q2 2025
Added 27.0%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
50,492
shares
|
$4.65 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
50,363
shares
|
$4.64 Million
0.1% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
50,131
shares
|
$4.62 Million
0.02% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
50,017
shares
|
$4.61 Million
0.18% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Maltese Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$4.6 Million
0.7% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,823
shares
|
$4.59 Million
0.05% of portfolio
|
Q2 2025
Added 144.75%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
49,752
shares
|
$4.58 Million
0.07% of portfolio
|
Q2 2025
Added 85.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
49,703
shares
|
$4.58 Million
0.21% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
49,648
shares
|
$4.57 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
49,369
shares
|
$4.55 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
49,072
shares
|
$4.52 Million
2.99% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
48,967
shares
|
$4.51 Million
0.17% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
48,857
shares
|
$4.5 Million
0.54% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
48,780
shares
|
$4.49 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
48,656
shares
|
$4.48 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
48,218
shares
|
$4.44 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
47,869
shares
|
$4.41 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
47,712
shares
|
$4.39 Million
0.33% of portfolio
|
Q2 2025
Added 97.09%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
47,689
shares
|
$4.39 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.49%
|