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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
10,996
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 134.16%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
10,981
shares
|
$1.01 Million
0.6% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
10,976
shares
|
$1.01 Million
0.46% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
10,948
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 205.98%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
10,908
shares
|
$1 Million
0.85% of portfolio
|
Q3 2022
Reduced 91.2%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,868
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 36.05%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
10,849
shares
|
$999,084
0.01% of portfolio
|
Q2 2025
Added 34.99%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
10,842
shares
|
$998,439
0.1% of portfolio
|
Q2 2025
Reduced 92.25%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
10,814
shares
|
$995,861
0.02% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
10,801
shares
|
$994,664
0.06% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,736
shares
|
$988,678
1.73% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
10,732
shares
|
$988,309
0.7% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,689
shares
|
$984,350
0.09% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
10,660
shares
|
$981,679
0.52% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
10,637
shares
|
$979,561
0.3% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
10,593
shares
|
$975,509
0.29% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
10,529
shares
|
$969,615
0.07% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
10,479
shares
|
$965,011
0.17% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
10,439
shares
|
$961,327
0.34% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
10,430
shares
|
$960,498
0.27% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
10,385
shares
|
$956,354
0.67% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
10,361
shares
|
$954,144
0.67% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
10,319
shares
|
$950,276
0.07% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
10,260
shares
|
$944,843
0.05% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
10,206
shares
|
$939,870
0.97% of portfolio
|
Q2 2025
Reduced 2.67%
|