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 |
|---|---|---|---|---|---|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
30,830
shares
|
$2.86 Million
1.08% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
30,775
shares
|
$2.85 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
30,752
shares
|
$2.85 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
30,733
shares
|
$2.85 Million
1.46% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
30,494
shares
|
$2.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
30,393
shares
|
$2.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
30,347
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.82%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Apr 25, 2025 Q1 2025 |
30,335
shares
|
$2.81 Million
1.88% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
30,314
shares
|
$2.81 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
30,265
shares
|
$2.81 Million
0.51% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
30,165
shares
|
$2.8 Million
0.27% of portfolio
|
Q1 2025
Added 36.7%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
30,100
shares
|
$2.79 Million
1.92% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Hudson Canyon Capital Management
New York, NY |
May 12, 2025 Q1 2025 |
30,050
shares
|
$2.79 Million
1.66% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Resolute Capital Asset Partners LLC
Denver, CO |
May 14, 2025 Q1 2025 |
30,000
shares
|
$2.78 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
29,941
shares
|
$2.78 Million
0.99% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
29,856
shares
|
$2.77 Million
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
29,854
shares
|
$2.77 Million
0.03% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
29,779
shares
|
$2.76 Million
0.06% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Brant Point Investment Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,610
shares
|
$2.74 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
29,487
shares
|
$2.73 Million
0.22% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
29,484
shares
|
$2.73 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
29,431
shares
|
$2.73 Million
0.54% of portfolio
|
Q1 2025
Reduced 41.17%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
29,416
shares
|
$2.73 Million
0.11% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
29,415
shares
|
$2.73 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
29,368
shares
|
$2.72 Million
2.02% of portfolio
|
Q1 2025
Reduced 9.85%
|