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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
32,253
shares
|
$2.97 Million
0.19% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
32,240
shares
|
$2.97 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
32,107
shares
|
$2.96 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
31,939
shares
|
$2.94 Million
1.6% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
31,823
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 72.61%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
31,817
shares
|
$2.93 Million
0.8% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
31,807
shares
|
$2.93 Million
0.39% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
31,422
shares
|
$2.89 Million
1.22% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
31,394
shares
|
$2.89 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
31,336
shares
|
$2.89 Million
0.25% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
31,181
shares
|
$2.87 Million
0.08% of portfolio
|
Q2 2025
Added 25.45%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
31,122
shares
|
$2.87 Million
0.48% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
31,105
shares
|
$2.86 Million
0.12% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
31,094
shares
|
$2.86 Million
1.07% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
31,033
shares
|
$2.86 Million
2.31% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
30,989
shares
|
$2.85 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
30,859
shares
|
$2.84 Million
1.1% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
30,775
shares
|
$2.83 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
30,701
shares
|
$2.83 Million
0.07% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
30,664
shares
|
$2.82 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
30,609
shares
|
$2.82 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
30,572
shares
|
$2.82 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
30,556
shares
|
$2.81 Million
0.08% of portfolio
|
Q2 2025
Added 51.7%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
30,536
shares
|
$2.81 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
30,415
shares
|
$2.8 Million
0.56% of portfolio
|
Q2 2025
Added 0.5%
|