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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
16,235
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
16,212
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
16,200
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 1674.37%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
16,181
shares
|
$1.51 Million
0.14% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
16,164
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
16,075
shares
|
$1.5 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
16,000
shares
|
$1.49 Million
0.19% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
15,982
shares
|
$1.49 Million
0.6% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,841
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,773
shares
|
$1.47 Million
0.12% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
15,668
shares
|
$1.46 Million
2.01% of portfolio
|
Q1 2025
Reduced 47.47%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
15,629
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
15,605
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
15,596
shares
|
$1.45 Million
0.31% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
15,584
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,553
shares
|
$1.45 Million
0.07% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
15,521
shares
|
$1.45 Million
0.54% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
15,476
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2025
Added 197.22%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
15,435
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
15,435
shares
|
$1.44 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,388
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,346
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
15,325
shares
|
$1.43 Million
0.17% of portfolio
|
Q2 2025
Added 92.31%
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
15,189
shares
|
$1.41 Million
1.06% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,132
shares
|
$1.41 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.38%
|