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 |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
20,049
shares
|
$1.86 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Greenhaven Associates Inc
|
Jul 08, 2025 Q2 2025 |
20,000
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
19,916
shares
|
$1.85 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
19,901
shares
|
$1.84 Million
0.39% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
19,898
shares
|
$1.84 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Riverpark Capital Management LLC
New York, NY |
May 12, 2025 Q1 2025 |
19,823
shares
|
$1.84 Million
2.85% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
19,559
shares
|
$1.81 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
19,543
shares
|
$1.81 Million
0.44% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
19,500
shares
|
$1.81 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
19,441
shares
|
$1.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
19,271
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
19,252
shares
|
$1.78 Million
0.07% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,183
shares
|
$1.78 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
19,182
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
19,081
shares
|
$1.77 Million
0.38% of portfolio
|
Q1 2025
Reduced 48.61%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
19,017
shares
|
$1.76 Million
0.28% of portfolio
|
Q4 2024
Reduced 42.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
18,983
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
18,901
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2023
Added 7.21%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
18,900
shares
|
$1.75 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
18,865
shares
|
$1.75 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
18,861
shares
|
$1.75 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
18,853
shares
|
$1.75 Million
0.78% of portfolio
|
Q1 2025
Added 38.73%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
18,814
shares
|
$1.74 Million
0.18% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
18,773
shares
|
$1.74 Million
2.49% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
18,739
shares
|
$1.74 Million
0.17% of portfolio
|
Q1 2025
Added 37.65%
|