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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
43,776
shares
|
$4.03 Million
0.19% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
43,728
shares
|
$4.03 Million
0.58% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
43,479
shares
|
$4 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,249
shares
|
$3.98 Million
0.94% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
43,223
shares
|
$3.98 Million
0.03% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
42,936
shares
|
$3.95 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
42,841
shares
|
$3.95 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.09%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
42,781
shares
|
$3.94 Million
0.07% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
42,746
shares
|
$3.94 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
42,719
shares
|
$3.93 Million
0.01% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
42,480
shares
|
$3.91 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
42,391
shares
|
$3.9 Million
0.02% of portfolio
|
Q2 2025
Added 27.95%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
42,367
shares
|
$3.9 Million
1.34% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
42,255
shares
|
$3.89 Million
0.84% of portfolio
|
Q2 2025
Reduced 21.52%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
42,068
shares
|
$3.87 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
41,818
shares
|
$3.85 Million
1.61% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
41,793
shares
|
$3.85 Million
3.05% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
41,717
shares
|
$3.84 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
41,488
shares
|
$3.82 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
41,278
shares
|
$3.8 Million
0.03% of portfolio
|
Q3 2023
Added 4.04%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
41,173
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2025
Added 60.93%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
41,021
shares
|
$3.78 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
40,971
shares
|
$3.77 Million
0.14% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
40,726
shares
|
$3.75 Million
4.76% of portfolio
|
Q1 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
40,639
shares
|
$3.74 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.03%
|