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 2,339 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
24,878
shares
|
$2.32 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
24,878
shares
|
$2.32 Million
1.58% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
24,856
shares
|
$2.31 Million
0.07% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,672
shares
|
$2.3 Million
0.05% of portfolio
|
Q3 2022
Added 223.74%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
24,634
shares
|
$2.29 Million
0.24% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
24,622
shares
|
$2.29 Million
0.32% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
24,616
shares
|
$2.29 Million
0.35% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
24,602
shares
|
$2.29 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
24,456
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
24,449
shares
|
$2.28 Million
1.55% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,336
shares
|
$2.27 Million
0.28% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
24,330
shares
|
$2.27 Million
0.14% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
24,273
shares
|
$2.26 Million
2.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
24,223
shares
|
$2.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
24,208
shares
|
$2.25 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
24,165
shares
|
$2.25 Million
0.87% of portfolio
|
Q1 2025
Added 48.64%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
24,152
shares
|
$2.25 Million
0.5% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
24,142
shares
|
$2.25 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
24,138
shares
|
$2.25 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
24,072
shares
|
$2.24 Million
0.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
23,843
shares
|
$2.22 Million
0.25% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
23,684
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
Added 23.48%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
23,680
shares
|
$2.2 Million
0.36% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
23,623
shares
|
$2.2 Million
0.1% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
23,615
shares
|
$2.2 Million
0.96% of portfolio
|
Q1 2025
Added 39.83%
|