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 |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
19,782
shares
|
$1.82 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
19,746
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
19,675
shares
|
$1.81 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
19,342
shares
|
$1.78 Million
0.08% of portfolio
|
Q2 2025
Added 59.25%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
19,342
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
19,277
shares
|
$1.78 Million
0.64% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
19,271
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
19,252
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,183
shares
|
$1.77 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
19,182
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
19,119
shares
|
$1.76 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
19,117
shares
|
$1.76 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
19,105
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
19,058
shares
|
$1.76 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
19,017
shares
|
$1.75 Million
0.28% of portfolio
|
Q4 2024
Reduced 42.07%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
19,000
shares
|
$1.75 Million
0.92% of portfolio
|
Q2 2025
Added 58.33%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
18,983
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
18,901
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2023
Added 7.21%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
18,900
shares
|
$1.74 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
18,814
shares
|
$1.73 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
|
$1.73 Million
2.49% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
18,739
shares
|
$1.73 Million
0.17% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
18,677
shares
|
$1.72 Million
2.78% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
18,624
shares
|
$1.72 Million
0.32% of portfolio
|
Q2 2025
Added 154.74%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
18,600
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.82%
|