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 |
|---|---|---|---|---|---|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
11,500
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,457
shares
|
$1.06 Million
0.19% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
11,450
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
11,411
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
11,396
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
11,391
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
11,375
shares
|
$1.05 Million
0.46% of portfolio
|
Q2 2025
Reduced 29.24%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,367
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2023
Added 5.99%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
11,330
shares
|
$1.04 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
11,300
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 169.05%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
11,277
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,262
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
11,229
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,222
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2023
Reduced 57.58%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
11,204
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
11,177
shares
|
$1.03 Million
0.21% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,114
shares
|
$1.02 Million
0.34% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
11,100
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
11,088
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Added 36.74%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
11,082
shares
|
$1.02 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
11,066
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
11,041
shares
|
$1.02 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
11,039
shares
|
$1.02 Million
0.74% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
11,037
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
11,025
shares
|
$1.02 Million
0.31% of portfolio
|
Q2 2025
New holding
|