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 |
|---|---|---|---|---|---|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
37,291
shares
|
$3.43 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
37,151
shares
|
$3.42 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
37,050
shares
|
$3.41 Million
0.08% of portfolio
|
Q2 2025
Added 87.05%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
36,889
shares
|
$3.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
36,543
shares
|
$3.37 Million
1.27% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
36,423
shares
|
$3.35 Million
0.16% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Resolute Capital Asset Partners LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
36,401
shares
|
$3.35 Million
1.87% of portfolio
|
Q2 2025
Added 21.34%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
36,332
shares
|
$3.35 Million
0.95% of portfolio
|
Q2 2025
Added 281.24%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
36,203
shares
|
$3.33 Million
1.31% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
35,950
shares
|
$3.31 Million
2.15% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
35,852
shares
|
$3.3 Million
0.31% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
35,848
shares
|
$3.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 27.94%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
35,800
shares
|
$3.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
35,776
shares
|
$3.29 Million
0.17% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
35,577
shares
|
$3.28 Million
0.07% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
35,462
shares
|
$3.27 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
35,352
shares
|
$3.26 Million
0.8% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
35,219
shares
|
$3.24 Million
0.21% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
35,124
shares
|
$3.23 Million
1.01% of portfolio
|
Q2 2025
Reduced 35.83%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
35,042
shares
|
$3.23 Million
0.07% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
35,007
shares
|
$3.22 Million
0.43% of portfolio
|
Q2 2025
Added 153.2%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
34,983
shares
|
$3.22 Million
0.22% of portfolio
|
Q2 2025
Reduced 64.41%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
34,943
shares
|
$3.22 Million
0.57% of portfolio
|
Q2 2025
Reduced 36.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
34,943
shares
|
$3.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.74%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
34,911
shares
|
$3.21 Million
0.1% of portfolio
|
Q2 2025
Added 5.28%
|