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 |
|---|---|---|---|---|---|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
9,296
shares
|
$865,457
0.58% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
9,291
shares
|
$864,992
0.21% of portfolio
|
Q1 2025
Added 119.23%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
9,257
shares
|
$861,826
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,203
shares
|
$856,799
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,164
shares
|
$853,168
0.01% of portfolio
|
Q2 2024
Reduced 27.62%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
9,156
shares
|
$852,423
0.03% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
9,152
shares
|
$852,051
0.08% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
9,124
shares
|
$849,444
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,108
shares
|
$847,954
0.1% of portfolio
|
Q2 2025
Reduced 20.47%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
9,073
shares
|
$844,696
0.17% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,050
shares
|
$842,555
0.18% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,038
shares
|
$841,437
0.08% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,036
shares
|
$841,251
0.02% of portfolio
|
Q1 2025
Added 43.34%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
9,027
shares
|
$840,413
0.25% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
9,022
shares
|
$839,948
0.19% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
9,019
shares
|
$839,668
0.04% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
9,010
shares
|
$838,831
0.17% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
9,007
shares
|
$838,551
0.08% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
9,000
shares
|
$837,900
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
9,000
shares
|
$837,900
0.02% of portfolio
|
Q1 2025
Reduced 39.6%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,990
shares
|
$836,969
0.05% of portfolio
|
Q1 2024
Reduced 38.26%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
8,955
shares
|
$833,710
0.03% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
8,936
shares
|
$831,941
0.22% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
8,883
shares
|
$827,007
0.15% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
8,807
shares
|
$819,931
0.01% of portfolio
|
Q1 2025
New holding
|