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 |
|---|---|---|---|---|---|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
21,985
shares
|
$2.02 Million
1.11% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
21,944
shares
|
$2.02 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
21,741
shares
|
$2 Million
0.48% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
21,713
shares
|
$2 Million
2.21% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
21,698
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
21,602
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Added 33.35%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
21,478
shares
|
$1.98 Million
0.08% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
21,477
shares
|
$1.98 Million
1.6% of portfolio
|
Q4 2021
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,349
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
21,327
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
21,294
shares
|
$1.96 Million
0.42% of portfolio
|
Q4 2022
Reduced 4.01%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
21,112
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2025
Added 42.22%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
20,966
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,857
shares
|
$1.92 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
20,701
shares
|
$1.91 Million
0.09% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
20,465
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Added 65.07%
|
|
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
Aug 14, 2025 Q2 2025 |
20,422
shares
|
$1.88 Million
2.75% of portfolio
|
Q2 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
20,358
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,117
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2022
Reduced 7.99%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
20,099
shares
|
$1.85 Million
0.88% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,098
shares
|
$1.85 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Greenhaven Associates Inc
|
Jul 08, 2025 Q2 2025 |
20,000
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Brant Point Investment Management LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$1.84 Million
0.47% of portfolio
|
Q2 2025
Reduced 32.46%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
19,901
shares
|
$1.83 Million
0.39% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
19,898
shares
|
$1.83 Million
0.12% of portfolio
|
Q2 2025
Added 20.35%
|