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 |
|---|---|---|---|---|---|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
18,500
shares
|
$1.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
18,459
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
Added 928.36%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
18,454
shares
|
$1.7 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
18,448
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
18,332
shares
|
$1.69 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
18,297
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
18,285
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
18,168
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
18,145
shares
|
$1.67 Million
0.44% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
18,129
shares
|
$1.67 Million
0.15% of portfolio
|
Q2 2025
Added 229.38%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
18,016
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,977
shares
|
$1.66 Million
0.05% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
17,966
shares
|
$1.65 Million
0.07% of portfolio
|
Q2 2025
Added 78.75%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
17,905
shares
|
$1.65 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
17,787
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
17,778
shares
|
$1.64 Million
0.47% of portfolio
|
Q2 2025
Added 268.23%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
17,746
shares
|
$1.63 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
17,713
shares
|
$1.63 Million
0.32% of portfolio
|
Q2 2025
Reduced 38.13%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
17,687
shares
|
$1.63 Million
0.31% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
17,584
shares
|
$1.62 Million
1.28% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
17,522
shares
|
$1.61 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
17,430
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
17,335
shares
|
$1.6 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
17,321
shares
|
$1.6 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
17,292
shares
|
$1.59 Million
0.58% of portfolio
|
Q2 2025
Added 1.74%
|