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 |
|---|---|---|---|---|---|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
17,285
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
17,250
shares
|
$1.59 Million
0.62% of portfolio
|
Q2 2025
Added 64.19%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
17,244
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
17,218
shares
|
$1.59 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,207
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
17,137
shares
|
$1.58 Million
0.43% of portfolio
|
Q2 2025
Added 216.65%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 12, 2025 Q2 2025 |
17,133
shares
|
$1.58 Million
1.11% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
17,117
shares
|
$1.58 Million
1.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
17,112
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
17,101
shares
|
$1.57 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
17,031
shares
|
$1.57 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
17,026
shares
|
$1.57 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,952
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
16,948
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
16,933
shares
|
$1.56 Million
1.28% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
16,897
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
16,893
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Reduced 59.93%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
16,885
shares
|
$1.55 Million
1.1% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
16,831
shares
|
$1.55 Million
0.26% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
16,782
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
16,770
shares
|
$1.54 Million
0.53% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
16,714
shares
|
$1.54 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
16,697
shares
|
$1.54 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
16,684
shares
|
$1.54 Million
0.57% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
16,609
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.56%
|