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 |
|---|---|---|---|---|---|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
9,208
shares
|
$847,964
0.5% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,203
shares
|
$847,504
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
9,183
shares
|
$845,662
0.1% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
9,173
shares
|
$844,741
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,164
shares
|
$843,912
0.01% of portfolio
|
Q2 2024
Reduced 27.62%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
9,158
shares
|
$843,360
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
9,124
shares
|
$840,229
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,108
shares
|
$838,755
0.1% of portfolio
|
Q2 2025
Reduced 20.47%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,103
shares
|
$838,295
0.18% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
9,028
shares
|
$831,388
0.2% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
9,027
shares
|
$831,296
0.25% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
9,010
shares
|
$829,730
0.17% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
9,007
shares
|
$829,454
0.08% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
9,000
shares
|
$828,810
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,990
shares
|
$827,889
0.05% of portfolio
|
Q1 2024
Reduced 38.26%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
8,956
shares
|
$824,758
0.19% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
8,956
shares
|
$824,758
0.06% of portfolio
|
Q1 2025
Reduced 39.87%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
8,955
shares
|
$824,665
0.03% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
8,895
shares
|
$819,140
0.01% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
8,879
shares
|
$817,667
0.53% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
8,867
shares
|
$816,562
0.24% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
8,860
shares
|
$815,917
0.51% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
8,838
shares
|
$813,891
0.09% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
8,809
shares
|
$811,220
0.06% of portfolio
|
Q2 2025
Added 67.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
8,794
shares
|
$809,839
0.05% of portfolio
|
Q2 2025
Added 2.49%
|