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 |
|---|---|---|---|---|---|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,826
shares
|
$914,800
0.05% of portfolio
|
Q4 2022
Added 29.46%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
9,802
shares
|
$912,566
0.17% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
9,774
shares
|
$909,959
0.01% of portfolio
|
Q1 2025
Added 106.42%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
9,766
shares
|
$909,214
0.45% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
9,737
shares
|
$906,514
0.02% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,735
shares
|
$906,328
0.3% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
9,697
shares
|
$902,790
0.28% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,696
shares
|
$902,697
0.07% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,695
shares
|
$902,604
0.07% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
9,673
shares
|
$900,556
0.28% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,663
shares
|
$899,625
0.11% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,655
shares
|
$898,880
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
9,642
shares
|
$897,670
0.8% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
9,626
shares
|
$896,180
0.16% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
9,530
shares
|
$887,243
0.23% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
9,527
shares
|
$886,963
0.38% of portfolio
|
Q2 2025
Reduced 33.3%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
9,521
shares
|
$886,405
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
9,509
shares
|
$885,287
0.11% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
9,500
shares
|
$884,450
0.73% of portfolio
|
Q2 2025
Reduced 52.5%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
9,447
shares
|
$879,515
0.07% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
9,425
shares
|
$877,467
0.17% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
9,383
shares
|
$873,557
0.45% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
9,382
shares
|
$873,464
0.06% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,360
shares
|
$871,416
0.03% of portfolio
|
Q1 2023
Reduced 96.95%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,314
shares
|
$867,133
0.04% of portfolio
|
Q3 2022
Reduced 4.12%
|