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 |
|---|---|---|---|---|---|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
36,494
shares
|
$3.38 Million
0.07% of portfolio
|
Q1 2025
Added 31.83%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
36,360
shares
|
$3.37 Million
0.19% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
36,203
shares
|
$3.36 Million
1.31% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
36,149
shares
|
$3.35 Million
0.06% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
36,064
shares
|
$3.34 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
36,026
shares
|
$3.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
35,852
shares
|
$3.32 Million
0.31% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
35,462
shares
|
$3.29 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
35,416
shares
|
$3.28 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
35,363
shares
|
$3.28 Million
1.25% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
35,262
shares
|
$3.27 Million
0.08% of portfolio
|
Q1 2025
Added 173.43%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
35,243
shares
|
$3.27 Million
0.25% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
35,042
shares
|
$3.25 Million
0.07% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
34,717
shares
|
$3.22 Million
1.24% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
34,687
shares
|
$3.22 Million
0.35% of portfolio
|
Q1 2025
Added 408.23%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
34,646
shares
|
$3.21 Million
1.1% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
34,600
shares
|
$3.21 Million
0.44% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
34,598
shares
|
$3.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
34,267
shares
|
$3.18 Million
0.68% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
34,016
shares
|
$3.15 Million
0.03% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
33,880
shares
|
$3.14 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
33,800
shares
|
$3.13 Million
0.35% of portfolio
|
Q4 2023
Added 35.2%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
33,674
shares
|
$3.12 Million
1.07% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
33,448
shares
|
$3.1 Million
0.74% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
33,428
shares
|
$3.1 Million
0.07% of portfolio
|
Q1 2025
New holding
|