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 |
|---|---|---|---|---|---|
|
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
|
$2.03 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
21,821
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
21,741
shares
|
$2.02 Million
0.48% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
21,713
shares
|
$2.02 Million
2.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
21,698
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
21,576
shares
|
$2.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
21,531
shares
|
$2 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
21,477
shares
|
$2 Million
1.6% of portfolio
|
Q4 2021
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,349
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
21,294
shares
|
$1.98 Million
0.42% of portfolio
|
Q4 2022
Reduced 4.01%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,857
shares
|
$1.94 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
20,775
shares
|
$1.93 Million
0.17% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
20,662
shares
|
$1.92 Million
0.05% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
20,614
shares
|
$1.92 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20,548
shares
|
$1.91 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Rokos Capital Management LLP
London, X0 |
May 15, 2025 Q1 2025 |
20,524
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
20,400
shares
|
$1.9 Million
0.04% of portfolio
|
Q1 2024
Reduced 81.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,357
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Added 583.12%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
20,289
shares
|
$1.89 Million
0.1% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
20,279
shares
|
$1.89 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
20,257
shares
|
$1.89 Million
0.12% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
20,219
shares
|
$1.88 Million
1.12% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
20,192
shares
|
$1.88 Million
0.02% of portfolio
|
Q1 2025
Reduced 92.41%
|