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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
25,238
shares
|
$2.32 Million
0.2% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,066
shares
|
$2.31 Million
0.31% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,029
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
25,000
shares
|
$2.3 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
24,966
shares
|
$2.3 Million
0.42% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
24,963
shares
|
$2.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
24,933
shares
|
$2.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
24,806
shares
|
$2.28 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
24,804
shares
|
$2.28 Million
1.62% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
24,791
shares
|
$2.28 Million
0.41% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
24,769
shares
|
$2.28 Million
2.57% of portfolio
|
Q2 2025
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
24,759
shares
|
$2.28 Million
0.63% of portfolio
|
Q2 2025
Added 38.99%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
24,715
shares
|
$2.28 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,672
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2022
Added 223.74%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
24,634
shares
|
$2.27 Million
0.24% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
24,622
shares
|
$2.27 Million
0.32% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
24,616
shares
|
$2.27 Million
0.35% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
24,602
shares
|
$2.27 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
24,470
shares
|
$2.25 Million
0.94% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
24,393
shares
|
$2.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
24,368
shares
|
$2.24 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
24,330
shares
|
$2.24 Million
0.14% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
24,142
shares
|
$2.22 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
24,138
shares
|
$2.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,103
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.7%
|