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 |
|---|---|---|---|---|---|
|
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
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
33,416
shares
|
$3.1 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
33,214
shares
|
$3.08 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
33,167
shares
|
$3.07 Million
0.1% of portfolio
|
Q1 2025
Added 101.43%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
33,160
shares
|
$3.07 Million
0.09% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
33,131
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
33,001
shares
|
$3.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
32,548
shares
|
$3.02 Million
0.14% of portfolio
|
Q1 2025
Added 56.96%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
32,478
shares
|
$3.01 Million
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
32,453
shares
|
$3.01 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
32,253
shares
|
$2.99 Million
0.19% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
32,240
shares
|
$2.99 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
32,118
shares
|
$2.98 Million
0.8% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
32,107
shares
|
$2.98 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
32,063
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.2%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
31,764
shares
|
$2.94 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
31,394
shares
|
$2.91 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
31,388
shares
|
$2.91 Million
0.02% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
31,246
shares
|
$2.9 Million
0.11% of portfolio
|
Q1 2025
Added 43.05%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
31,172
shares
|
$2.89 Million
0.44% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
31,160
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
31,035
shares
|
$2.88 Million
0.3% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
31,005
shares
|
$2.87 Million
0.09% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
30,915
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.46%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
30,844
shares
|
$2.86 Million
0.21% of portfolio
|
Q1 2025
Added 42.71%
|