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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,695
shares
|
$892,812
0.07% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
9,673
shares
|
$890,786
0.28% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,663
shares
|
$889,865
0.11% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
9,661
shares
|
$889,681
0.4% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
9,659
shares
|
$889,497
0.02% of portfolio
|
Q2 2025
Reduced 73.53%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,655
shares
|
$889,128
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
9,642
shares
|
$887,931
0.86% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
9,631
shares
|
$886,918
0.07% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
9,626
shares
|
$886,458
0.16% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
9,580
shares
|
$882,222
0.07% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
9,527
shares
|
$877,341
0.38% of portfolio
|
Q2 2025
Reduced 33.3%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Aug 05, 2025 Q2 2025 |
9,510
shares
|
$875,775
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
9,509
shares
|
$875,683
0.11% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
9,500
shares
|
$874,855
0.73% of portfolio
|
Q2 2025
Reduced 52.5%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
9,466
shares
|
$871,723
0.02% of portfolio
|
Q2 2025
Added 46.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
9,455
shares
|
$870,710
0.01% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
9,435
shares
|
$868,869
0.19% of portfolio
|
Q2 2025
Added 40.42%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
9,405
shares
|
$866,106
0.42% of portfolio
|
Q2 2025
Added 24.54%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
9,389
shares
|
$864,633
0.16% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,383
shares
|
$864,080
0.03% of portfolio
|
Q2 2025
Added 42.27%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
9,381
shares
|
$863,896
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
9,371
shares
|
$862,975
0.18% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,360
shares
|
$861,962
0.11% of portfolio
|
Q2 2025
Reduced 58.29%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,314
shares
|
$857,726
0.04% of portfolio
|
Q3 2022
Reduced 4.12%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
9,296
shares
|
$856,068
0.58% of portfolio
|
Q4 2024
Reduced 0.27%
|