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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
26,426
shares
|
$2.45 Million
0.07% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
26,302
shares
|
$2.44 Million
0.07% of portfolio
|
Q1 2025
Added 33.83%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,174
shares
|
$2.43 Million
0.28% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
25,981
shares
|
$2.41 Million
0.37% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
25,958
shares
|
$2.41 Million
0.05% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
25,932
shares
|
$2.4 Million
0.07% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
25,892
shares
|
$2.4 Million
0.1% of portfolio
|
Q1 2025
Added 40.59%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
25,881
shares
|
$2.4 Million
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
25,818
shares
|
$2.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 23.98%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
25,781
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
25,778
shares
|
$2.39 Million
0.56% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
25,739
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
25,599
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
25,584
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
25,499
shares
|
$2.36 Million
0.08% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,483
shares
|
$2.36 Million
0.12% of portfolio
|
Q3 2022
Added 12.72%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
25,396
shares
|
$2.35 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Tealwood Asset Management Inc
|
Apr 11, 2025 Q1 2025 |
25,263
shares
|
$2.34 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
25,251
shares
|
$2.34 Million
0.13% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,029
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
25,000
shares
|
$2.32 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
24,963
shares
|
$2.31 Million
0.18% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
24,957
shares
|
$2.31 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
24,878
shares
|
$2.31 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
24,878
shares
|
$2.31 Million
1.58% of portfolio
|
Q1 2025
Added 8.22%
|