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 |
|---|---|---|---|---|---|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
39,895
shares
|
$3.7 Million
0.17% of portfolio
|
Q1 2025
Added 68.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
39,742
shares
|
$3.68 Million
0.03% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
39,516
shares
|
$3.66 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
39,512
shares
|
$3.66 Million
0.1% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
39,267
shares
|
$3.64 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
39,205
shares
|
$3.63 Million
1.71% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
39,103
shares
|
$3.62 Million
0.1% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
38,794
shares
|
$3.6 Million
1.16% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
38,710
shares
|
$3.59 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
38,605
shares
|
$3.58 Million
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
38,596
shares
|
$3.58 Million
0.02% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,510
shares
|
$3.57 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
38,372
shares
|
$3.56 Million
0.52% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
38,324
shares
|
$3.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
38,093
shares
|
$3.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
38,070
shares
|
$3.53 Million
3.26% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
37,719
shares
|
$3.5 Million
0.07% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
37,650
shares
|
$3.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 82.96%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
37,547
shares
|
$3.48 Million
0.29% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
37,385
shares
|
$3.47 Million
2.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
37,291
shares
|
$3.46 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
37,249
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
37,147
shares
|
$3.44 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
36,989
shares
|
$3.43 Million
0.07% of portfolio
|
Q1 2025
Reduced 26.53%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
36,543
shares
|
$3.39 Million
1.27% of portfolio
|
Q2 2024
Added 0.45%
|