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 2,339 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
11,082
shares
|
$1.03 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
11,039
shares
|
$1.03 Million
0.74% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
11,024
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
11,018
shares
|
$1.03 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
11,007
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 36.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
11,000
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
10,976
shares
|
$1.02 Million
0.46% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
10,956
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
Added 52.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,952
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
10,927
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Added 28.81%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
10,908
shares
|
$1.02 Million
0.85% of portfolio
|
Q3 2022
Reduced 91.2%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,736
shares
|
$999,521
1.73% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
10,671
shares
|
$993,470
0.53% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
10,667
shares
|
$993,097
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
10,656
shares
|
$992,073
0.21% of portfolio
|
Q1 2025
Added 31.22%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
10,638
shares
|
$990,397
0.19% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
10,637
shares
|
$990,304
0.27% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
10,603
shares
|
$987,139
0.09% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
10,593
shares
|
$986,208
0.29% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
10,565
shares
|
$983,601
0.16% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
May 14, 2025 Q1 2025 |
10,506
shares
|
$978,108
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
10,486
shares
|
$976,246
0.88% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
10,479
shares
|
$975,594
0.17% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
10,477
shares
|
$975,408
0.05% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
10,439
shares
|
$971,870
0.33% of portfolio
|
Q2 2024
Added 0.97%
|