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 |
|---|---|---|---|---|---|
|
Clough Capital Partners L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
40,600
shares
|
$3.74 Million
0.37% of portfolio
|
Q1 2025
Reduced 58.86%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
40,477
shares
|
$3.73 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
40,370
shares
|
$3.72 Million
0.7% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
40,058
shares
|
$3.69 Million
0.43% of portfolio
|
Q2 2025
Added 251.76%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
40,000
shares
|
$3.68 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
39,976
shares
|
$3.68 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
39,855
shares
|
$3.67 Million
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
39,516
shares
|
$3.64 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
39,431
shares
|
$3.63 Million
0.69% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
39,425
shares
|
$3.63 Million
0.02% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
39,267
shares
|
$3.62 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
39,143
shares
|
$3.6 Million
0.02% of portfolio
|
Q2 2025
Added 25.62%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
39,107
shares
|
$3.6 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
38,726
shares
|
$3.57 Million
0.08% of portfolio
|
Q2 2025
Reduced 97.44%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
38,716
shares
|
$3.57 Million
1.69% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
38,710
shares
|
$3.56 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
38,675
shares
|
$3.56 Million
0.03% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
38,632
shares
|
$3.56 Million
0.47% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
38,616
shares
|
$3.56 Million
0.05% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,510
shares
|
$3.55 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
38,504
shares
|
$3.55 Million
0.07% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
38,080
shares
|
$3.51 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
38,055
shares
|
$3.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
37,853
shares
|
$3.49 Million
0.3% of portfolio
|
Q2 2025
Added 25.49%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
37,746
shares
|
$3.48 Million
3.69% of portfolio
|
Q2 2025
Reduced 0.85%
|