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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
24,072
shares
|
$2.22 Million
0.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
24,071
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
24,049
shares
|
$2.21 Million
0.19% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
24,013
shares
|
$2.21 Million
0.28% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
23,800
shares
|
$2.19 Million
2.11% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
23,706
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
23,680
shares
|
$2.18 Million
0.12% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
23,623
shares
|
$2.18 Million
0.1% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
23,448
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2022
Reduced 75.76%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
23,393
shares
|
$2.15 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,387
shares
|
$2.15 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
23,348
shares
|
$2.15 Million
0.66% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
23,335
shares
|
$2.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
23,280
shares
|
$2.14 Million
0.08% of portfolio
|
Q2 2025
Added 368.32%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Jul 29, 2025 Q2 2025 |
23,196
shares
|
$2.14 Million
0.59% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
23,112
shares
|
$2.13 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,971
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
22,971
shares
|
$2.12 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,833
shares
|
$2.1 Million
0.18% of portfolio
|
Q4 2022
Added 39.4%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
22,825
shares
|
$2.1 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
22,624
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2023
Added 5.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
22,343
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
22,312
shares
|
$2.05 Million
0.72% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
22,208
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
22,157
shares
|
$2.04 Million
1.25% of portfolio
|
Q2 2025
Reduced 48.81%
|