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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
15,435
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
15,325
shares
|
$1.41 Million
0.17% of portfolio
|
Q2 2025
Added 92.31%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
15,262
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
15,189
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,132
shares
|
$1.39 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
15,109
shares
|
$1.39 Million
0.56% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
15,092
shares
|
$1.39 Million
0.34% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
15,078
shares
|
$1.39 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
15,000
shares
|
$1.38 Million
2.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
14,994
shares
|
$1.38 Million
0.5% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
14,972
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
14,907
shares
|
$1.37 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
14,882
shares
|
$1.37 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
14,855
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,848
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
14,833
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
14,795
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
14,707
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
14,700
shares
|
$1.35 Million
0.22% of portfolio
|
Q2 2025
Reduced 57.51%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
14,688
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,586
shares
|
$1.34 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,574
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
14,456
shares
|
$1.33 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
14,450
shares
|
$1.33 Million
0.5% of portfolio
|
Q2 2025
Reduced 70.11%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
14,435
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Added 16.74%
|