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 |
|---|---|---|---|---|---|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
47,453
shares
|
$4.37 Million
5.19% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
47,253
shares
|
$4.35 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47,206
shares
|
$4.35 Million
1.36% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
47,177
shares
|
$4.34 Million
0.75% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
47,141
shares
|
$4.34 Million
1.5% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
47,098
shares
|
$4.34 Million
1.8% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
46,920
shares
|
$4.32 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
46,803
shares
|
$4.31 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
46,626
shares
|
$4.29 Million
0.85% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
46,241
shares
|
$4.26 Million
0.04% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
45,787
shares
|
$4.22 Million
0.64% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
45,497
shares
|
$4.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
45,374
shares
|
$4.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 39.92%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
45,242
shares
|
$4.17 Million
0.66% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
45,072
shares
|
$4.15 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
44,916
shares
|
$4.14 Million
1.55% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
44,879
shares
|
$4.13 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
44,874
shares
|
$4.13 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
44,808
shares
|
$4.13 Million
0.4% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
44,765
shares
|
$4.12 Million
0.65% of portfolio
|
Q2 2025
Added 1976.3%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
44,697
shares
|
$4.12 Million
2.8% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
44,666
shares
|
$4.11 Million
0.53% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
44,649
shares
|
$4.11 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
44,105
shares
|
$4.06 Million
0.45% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,854
shares
|
$4.04 Million
0.09% of portfolio
|
Q3 2022
Added 12.41%
|