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 |
|---|---|---|---|---|---|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
15,078
shares
|
$1.4 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
15,063
shares
|
$1.4 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Pcj Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
15,000
shares
|
$1.4 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Maltese Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,000
shares
|
$1.4 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
14,983
shares
|
$1.39 Million
0.49% of portfolio
|
Q1 2025
Added 18.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
14,980
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
14,957
shares
|
$1.39 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
14,924
shares
|
$1.39 Million
0.48% of portfolio
|
Q1 2025
Added 108.32%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
14,923
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
14,915
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
14,864
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
14,845
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Added 73.5%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
14,792
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
14,768
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
14,669
shares
|
$1.37 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
14,646
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
14,588
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
14,456
shares
|
$1.35 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
14,381
shares
|
$1.34 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
14,348
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.82%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
14,339
shares
|
$1.33 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
14,326
shares
|
$1.33 Million
0.16% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
14,260
shares
|
$1.33 Million
0.28% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
14,147
shares
|
$1.32 Million
0.44% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
14,089
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.01%
|