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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
43,587
shares
|
$4.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
43,287
shares
|
$4.01 Million
2.07% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,249
shares
|
$4.01 Million
0.94% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
43,248
shares
|
$4.01 Million
1.7% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
42,870
shares
|
$3.97 Million
0.55% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
42,838
shares
|
$3.97 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
42,802
shares
|
$3.97 Million
0.9% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
42,154
shares
|
$3.91 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
41,952
shares
|
$3.89 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
41,900
shares
|
$3.88 Million
0.07% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
41,818
shares
|
$3.88 Million
1.61% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
41,717
shares
|
$3.87 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
41,683
shares
|
$3.86 Million
2.78% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
41,652
shares
|
$3.86 Million
0.01% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
41,402
shares
|
$3.84 Million
0.27% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
41,329
shares
|
$3.83 Million
0.03% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
41,278
shares
|
$3.83 Million
0.03% of portfolio
|
Q3 2023
Added 4.04%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
41,060
shares
|
$3.81 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
41,021
shares
|
$3.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,734
shares
|
$3.78 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
40,726
shares
|
$3.78 Million
4.76% of portfolio
|
Q1 2025
New holding
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
40,600
shares
|
$3.76 Million
0.42% of portfolio
|
Q1 2025
Reduced 58.86%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
40,294
shares
|
$3.74 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
40,214
shares
|
$3.73 Million
0.16% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
40,077
shares
|
$3.72 Million
1.65% of portfolio
|
Q1 2025
Added 0.53%
|