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 |
|---|---|---|---|---|---|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
10,124
shares
|
$932,319
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,091
shares
|
$929,280
0.01% of portfolio
|
Q2 2025
Reduced 67.85%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
10,046
shares
|
$925,136
0.25% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
10,034
shares
|
$924,031
0.18% of portfolio
|
Q2 2025
Added 52.43%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
10,024
shares
|
$923,110
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
10,014
shares
|
$922,189
0.16% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,000
shares
|
$920,900
0.67% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
10,000
shares
|
$920,900
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$920,900
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Mark Asset Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$920,900
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,958
shares
|
$917,032
0.08% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
9,956
shares
|
$916,848
0.06% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
9,951
shares
|
$916,387
0.04% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,936
shares
|
$915,006
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
9,926
shares
|
$914,085
0.09% of portfolio
|
Q2 2025
Added 116.02%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
9,906
shares
|
$912,243
0.06% of portfolio
|
Q2 2025
Reduced 46.09%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
9,864
shares
|
$908,375
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,844
shares
|
$906,533
0.06% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
9,839
shares
|
$906,073
0.31% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,826
shares
|
$904,876
0.05% of portfolio
|
Q4 2022
Added 29.46%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
9,802
shares
|
$902,666
0.18% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
9,780
shares
|
$900,640
0.05% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
9,737
shares
|
$896,680
0.02% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,735
shares
|
$896,496
0.3% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
9,719
shares
|
$895,022
0.02% of portfolio
|
Q2 2025
Added 31.5%
|