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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
12,810
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2024
Added 42.33%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
12,793
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
12,791
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,768
shares
|
$1.18 Million
0.18% of portfolio
|
Q1 2023
Reduced 12.53%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
12,765
shares
|
$1.18 Million
0.18% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
12,741
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
12,740
shares
|
$1.17 Million
0.45% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Jul 22, 2025 Q2 2025 |
12,701
shares
|
$1.17 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
12,677
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
12,635
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 24.88%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
12,623
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
12,600
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2021
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
12,598
shares
|
$1.16 Million
0.33% of portfolio
|
Q2 2025
Reduced 33.98%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
12,533
shares
|
$1.15 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
12,503
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Delaney Dennis R
Boston, MA |
Jul 25, 2025 Q2 2025 |
12,500
shares
|
$1.15 Million
0.59% of portfolio
|
Q2 2025
Added 69.95%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
12,481
shares
|
$1.15 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
12,473
shares
|
$1.15 Million
0.79% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,424
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 92.9%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
12,409
shares
|
$1.14 Million
0.36% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
12,337
shares
|
$1.14 Million
0.17% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,333
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2020
Reduced 18.09%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
12,233
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
12,214
shares
|
$1.12 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,173
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Added 0.98%
|