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 |
|---|---|---|---|---|---|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
30,300
shares
|
$2.79 Million
2.07% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
30,015
shares
|
$2.76 Million
1.65% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
29,862
shares
|
$2.75 Million
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
29,854
shares
|
$2.75 Million
0.03% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
29,837
shares
|
$2.75 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
29,654
shares
|
$2.73 Million
0.02% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
29,484
shares
|
$2.72 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 11, 2025 Q2 2025 |
29,418
shares
|
$2.71 Million
1.67% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
29,415
shares
|
$2.71 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
29,341
shares
|
$2.7 Million
0.96% of portfolio
|
Q4 2024
Reduced 79.74%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
29,136
shares
|
$2.68 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
29,120
shares
|
$2.68 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
29,098
shares
|
$2.68 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
28,974
shares
|
$2.67 Million
0.05% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
28,883
shares
|
$2.66 Million
0.04% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
28,819
shares
|
$2.65 Million
1.94% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
28,789
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
28,605
shares
|
$2.63 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,432
shares
|
$2.62 Million
0.13% of portfolio
|
Q2 2022
Reduced 3.3%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
28,340
shares
|
$2.61 Million
1.62% of portfolio
|
Q2 2023
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
28,264
shares
|
$2.6 Million
0.03% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
28,195
shares
|
$2.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
28,171
shares
|
$2.59 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
28,010
shares
|
$2.58 Million
1.73% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
27,922
shares
|
$2.57 Million
0.06% of portfolio
|
Q2 2025
Added 5.66%
|