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 2,335 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 |
|---|---|---|---|---|---|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
23,464
shares
|
$2.18 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
23,448
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2022
Reduced 75.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
23,444
shares
|
$2.17 Million
0.25% of portfolio
|
Q1 2025
Added 160.43%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
23,388
shares
|
$2.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,387
shares
|
$2.17 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
23,297
shares
|
$2.16 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
23,277
shares
|
$2.16 Million
0.08% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
23,237
shares
|
$2.15 Million
0.11% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Apr 29, 2025 Q1 2025 |
23,120
shares
|
$2.14 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
23,112
shares
|
$2.14 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
23,076
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
Added 3604.01%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
23,040
shares
|
$2.14 Million
0.04% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
22,999
shares
|
$2.13 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,971
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,833
shares
|
$2.12 Million
0.18% of portfolio
|
Q4 2022
Added 39.4%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
22,624
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2023
Added 5.95%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
22,441
shares
|
$2.08 Million
0.06% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
22,438
shares
|
$2.08 Million
0.21% of portfolio
|
Q1 2025
Reduced 61.95%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
22,420
shares
|
$2.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 74.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
22,354
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
22,343
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
22,196
shares
|
$2.06 Million
0.5% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
21,958
shares
|
$2.04 Million
0.16% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
May 08, 2025 Q1 2025 |
21,846
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
21,826
shares
|
$2.02 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.97%
|