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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,435
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
14,433
shares
|
$1.33 Million
0.39% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
14,381
shares
|
$1.32 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
14,365
shares
|
$1.32 Million
0.83% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
14,348
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.82%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
14,332
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,330
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
14,326
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
14,313
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Added 58.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
14,299
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
14,260
shares
|
$1.31 Million
0.28% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
14,192
shares
|
$1.31 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
14,179
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 28.9%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
14,138
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2025
Added 14.92%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
14,017
shares
|
$1.29 Million
0.3% of portfolio
|
Q2 2025
Reduced 56.83%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
14,002
shares
|
$1.29 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
13,936
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
13,852
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,846
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
13,843
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
13,828
shares
|
$1.27 Million
0.5% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
13,806
shares
|
$1.27 Million
0.98% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
13,735
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
13,734
shares
|
$1.26 Million
0.44% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,708
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Added 3.88%
|