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 |
|---|---|---|---|---|---|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
27,867
shares
|
$2.57 Million
1.36% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
27,855
shares
|
$2.57 Million
0.09% of portfolio
|
Q2 2025
Added 60.1%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
27,850
shares
|
$2.56 Million
2.83% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
27,700
shares
|
$2.55 Million
0.3% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
27,635
shares
|
$2.54 Million
0.09% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
27,281
shares
|
$2.51 Million
0.13% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
26,997
shares
|
$2.49 Million
0.02% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
26,589
shares
|
$2.45 Million
0.08% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
26,311
shares
|
$2.42 Million
0.1% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
26,187
shares
|
$2.41 Million
0.72% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,174
shares
|
$2.41 Million
0.28% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
26,161
shares
|
$2.41 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
26,068
shares
|
$2.4 Million
0.16% of portfolio
|
Q2 2025
Added 25.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
26,043
shares
|
$2.4 Million
0.87% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
26,024
shares
|
$2.4 Million
0.1% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
26,018
shares
|
$2.4 Million
0.05% of portfolio
|
Q2 2025
Added 204.38%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
25,881
shares
|
$2.38 Million
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
25,677
shares
|
$2.36 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
25,663
shares
|
$2.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
25,639
shares
|
$2.36 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
25,494
shares
|
$2.35 Million
0.02% of portfolio
|
Q2 2025
Added 70.93%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,483
shares
|
$2.35 Million
0.12% of portfolio
|
Q3 2022
Added 12.72%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
25,316
shares
|
$2.33 Million
0.13% of portfolio
|
Q2 2025
Added 49.39%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
25,286
shares
|
$2.33 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
River Park Advisors, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
25,243
shares
|
$2.32 Million
1.9% of portfolio
|
Q2 2025
Added 66.19%
|