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 |
|---|---|---|---|---|---|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
10,400
shares
|
$968,239
0.13% of portfolio
|
Q1 2025
Reduced 31.13%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
10,388
shares
|
$967,122
0.05% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
10,385
shares
|
$966,843
0.67% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
10,377
shares
|
$966,098
0.05% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
10,361
shares
|
$964,609
0.67% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
May 15, 2025 Q1 2025 |
10,345
shares
|
$963,119
2.21% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
10,342
shares
|
$962,840
0.05% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
10,319
shares
|
$960,698
0.07% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
10,260
shares
|
$955,205
0.05% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,136
shares
|
$943,661
0.01% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
10,118
shares
|
$941,985
0.07% of portfolio
|
Q1 2025
Added 25.86%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,051
shares
|
$935,748
0.05% of portfolio
|
Q1 2025
Reduced 75.67%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
10,040
shares
|
$934,724
0.57% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
10,034
shares
|
$934,165
0.17% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
10,029
shares
|
$933,699
0.06% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
10,024
shares
|
$933,234
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,000
shares
|
$931,000
0.67% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
10,000
shares
|
$931,000
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
10,000
shares
|
$931,000
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Anson Funds Management LP
Dallas, TX |
May 28, 2025 Q1 2025 |
10,000
shares
|
$931,000
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
9,953
shares
|
$926,624
0.15% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,936
shares
|
$925,041
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
9,870
shares
|
$918,897
0.05% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
9,864
shares
|
$918,338
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
9,854
shares
|
$917,407
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|