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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
12,133
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 27.3%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
12,107
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
12,096
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2025
Reduced 25.25%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
12,057
shares
|
$1.11 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
12,010
shares
|
$1.11 Million
0.53% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
12,006
shares
|
$1.11 Million
0.41% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
12,002
shares
|
$1.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
12,002
shares
|
$1.11 Million
0.41% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
11,986
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,975
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
11,900
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
11,895
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,798
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,785
shares
|
$1.09 Million
0.49% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
11,742
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
11,695
shares
|
$1.08 Million
0.53% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
11,687
shares
|
$1.08 Million
0.49% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
11,622
shares
|
$1.07 Million
0.57% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
11,572
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
11,556
shares
|
$1.06 Million
0.29% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,554
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
11,551
shares
|
$1.06 Million
0.26% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
11,548
shares
|
$1.06 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
11,536
shares
|
$1.06 Million
0.59% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
11,535
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.53%
|