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 |
|---|---|---|---|---|---|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,698
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
13,682
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 63.95%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,592
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
13,583
shares
|
$1.25 Million
0.58% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
13,573
shares
|
$1.25 Million
0.26% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
13,467
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 240.68%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
13,370
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
13,330
shares
|
$1.23 Million
0.84% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
13,315
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
13,311
shares
|
$1.23 Million
0.23% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,245
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2025
Added 205.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,183
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
13,171
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
13,160
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,140
shares
|
$1.21 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
13,110
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
13,059
shares
|
$1.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,052
shares
|
$1.2 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
13,049
shares
|
$1.2 Million
0.21% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
13,045
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,039
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
13,018
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
12,994
shares
|
$1.2 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
12,945
shares
|
$1.19 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,822
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Added 23.98%
|