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 |
|---|---|---|---|---|---|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
34,825
shares
|
$3.21 Million
1.26% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
34,717
shares
|
$3.2 Million
1.24% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
34,713
shares
|
$3.2 Million
0.04% of portfolio
|
Q2 2025
Added 34.45%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
34,475
shares
|
$3.17 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
34,280
shares
|
$3.16 Million
1.11% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
34,275
shares
|
$3.16 Million
0.23% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
34,144
shares
|
$3.14 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Q3 Asset Management
|
Sep 03, 2025 Q2 2025 |
34,070
shares
|
$3.14 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
34,003
shares
|
$3.13 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
34,002
shares
|
$3.13 Million
1.2% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
33,800
shares
|
$3.11 Million
0.37% of portfolio
|
Q4 2023
Added 35.2%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
33,674
shares
|
$3.1 Million
1.07% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
33,617
shares
|
$3.1 Million
0.66% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
33,617
shares
|
$3.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
33,526
shares
|
$3.09 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
33,515
shares
|
$3.09 Million
0.16% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
33,416
shares
|
$3.08 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
33,084
shares
|
$3.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
33,069
shares
|
$3.05 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
32,954
shares
|
$3.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
32,700
shares
|
$3.01 Million
0.08% of portfolio
|
Q2 2025
Added 24.33%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
32,619
shares
|
$3 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
32,564
shares
|
$3 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
32,421
shares
|
$2.99 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
32,410
shares
|
$2.98 Million
0.82% of portfolio
|
Q2 2025
Added 0.91%
|