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 |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
17,398
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
17,321
shares
|
$1.61 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
17,298
shares
|
$1.61 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
17,281
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
17,244
shares
|
$1.61 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
17,117
shares
|
$1.59 Million
1.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
17,115
shares
|
$1.59 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
17,109
shares
|
$1.59 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
17,013
shares
|
$1.58 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
16,996
shares
|
$1.58 Million
0.52% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,952
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
16,948
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
16,946
shares
|
$1.58 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
16,831
shares
|
$1.57 Million
0.26% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
16,796
shares
|
$1.56 Million
1.17% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
16,714
shares
|
$1.56 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
16,697
shares
|
$1.55 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
16,689
shares
|
$1.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
16,631
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
16,617
shares
|
$1.55 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
16,534
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
16,522
shares
|
$1.54 Million
0.23% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
16,474
shares
|
$1.53 Million
0.98% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
16,364
shares
|
$1.52 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
16,264
shares
|
$1.51 Million
0.54% of portfolio
|
Q1 2025
Reduced 33.53%
|