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 |
|---|---|---|---|---|---|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
29,349
shares
|
$2.72 Million
1.83% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
29,341
shares
|
$2.72 Million
0.96% of portfolio
|
Q4 2024
Reduced 79.74%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
29,152
shares
|
$2.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
29,148
shares
|
$2.7 Million
0.33% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
May 13, 2025 Q1 2025 |
29,145
shares
|
$2.7 Million
2.21% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
29,141
shares
|
$2.7 Million
0.97% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
29,033
shares
|
$2.69 Million
0.06% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
28,680
shares
|
$2.66 Million
1.43% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
28,653
shares
|
$2.66 Million
1.58% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
28,630
shares
|
$2.65 Million
0.49% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,432
shares
|
$2.64 Million
0.13% of portfolio
|
Q2 2022
Reduced 3.3%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
28,340
shares
|
$2.63 Million
1.62% of portfolio
|
Q2 2023
New holding
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
28,171
shares
|
$2.61 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
28,122
shares
|
$2.61 Million
0.48% of portfolio
|
Q1 2025
Added 489.56%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
28,010
shares
|
$2.6 Million
1.73% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
27,874
shares
|
$2.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
27,820
shares
|
$2.58 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
27,797
shares
|
$2.58 Million
0.04% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
27,743
shares
|
$2.57 Million
1.29% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
27,675
shares
|
$2.57 Million
0.27% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
27,298
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
27,189
shares
|
$2.52 Million
0.08% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
27,074
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
27,000
shares
|
$2.5 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
26,853
shares
|
$2.49 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.2%
|