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 |
|---|---|---|---|---|---|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
18,853
shares
|
$1.76 Million
0.78% of portfolio
|
Q1 2025
Added 38.73%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
18,814
shares
|
$1.75 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
|
$1.75 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%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
18,711
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 83.35%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
18,685
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
18,656
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
18,459
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2025
Added 928.36%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
18,454
shares
|
$1.72 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
18,417
shares
|
$1.71 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
18,361
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Added 64.91%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
18,297
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
18,192
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
18,145
shares
|
$1.69 Million
0.44% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
18,016
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,977
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
17,899
shares
|
$1.67 Million
0.43% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
17,813
shares
|
$1.66 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
17,760
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
17,746
shares
|
$1.65 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
17,624
shares
|
$1.64 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
17,587
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Reduced 50.29%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
17,584
shares
|
$1.64 Million
1.28% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
17,567
shares
|
$1.64 Million
0.28% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
17,430
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.66%
|