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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
16,551
shares
|
$1.52 Million
0.08% of portfolio
|
Q2 2025
Added 29.94%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
16,522
shares
|
$1.52 Million
0.23% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
16,364
shares
|
$1.51 Million
0.65% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
High Vista Strategies LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
16,300
shares
|
$1.5 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
16,286
shares
|
$1.5 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
16,273
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 30.59%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
16,267
shares
|
$1.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
16,212
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
16,201
shares
|
$1.49 Million
0.46% of portfolio
|
Q2 2025
Added 30.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
16,139
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
16,121
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
16,056
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
16,053
shares
|
$1.48 Million
0.57% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
16,000
shares
|
$1.47 Million
0.19% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
15,850
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 57.9%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,841
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
15,825
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15,801
shares
|
$1.46 Million
0.09% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
15,784
shares
|
$1.45 Million
0.33% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
15,732
shares
|
$1.45 Million
0.17% of portfolio
|
Q2 2025
Added 17.04%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
15,730
shares
|
$1.45 Million
0.38% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
15,711
shares
|
$1.45 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
15,668
shares
|
$1.44 Million
2.34% of portfolio
|
Q1 2025
Reduced 47.47%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
15,629
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
15,476
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2025
Added 197.22%
|