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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,746
shares
|
$805,419
0.06% of portfolio
|
Q2 2024
Added 26.08%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
8,739
shares
|
$804,774
0.11% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
8,702
shares
|
$801,367
0.05% of portfolio
|
Q2 2025
Added 31.01%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
8,690
shares
|
$800,262
1.14% of portfolio
|
Q4 2023
Reduced 12.55%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
8,688
shares
|
$800,077
0.11% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
8,670
shares
|
$798,420
0.01% of portfolio
|
Q2 2025
Added 30.06%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
8,670
shares
|
$798,420
0.28% of portfolio
|
Q1 2025
Added 74.45%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
8,664
shares
|
$797,867
0.1% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,651
shares
|
$796,670
0.31% of portfolio
|
Q1 2024
Reduced 27.81%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
8,643
shares
|
$795,933
0.04% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
8,635
shares
|
$795,197
0.08% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
8,634
shares
|
$795,105
0.04% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
8,615
shares
|
$793,355
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
8,602
shares
|
$792,158
0.15% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
8,600
shares
|
$791,974
0.48% of portfolio
|
Q4 2024
Reduced 26.5%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
8,575
shares
|
$789,671
0.06% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
8,556
shares
|
$787,922
0.52% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
8,535
shares
|
$785,988
0.04% of portfolio
|
Q2 2025
Added 47.49%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
8,495
shares
|
$782,304
0.1% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
8,491
shares
|
$781,936
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
8,427
shares
|
$776,042
0.73% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,398
shares
|
$773,371
0.02% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
8,381
shares
|
$771,806
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Nine Masts Capital LTD
|
Aug 13, 2025 Q2 2025 |
8,362
shares
|
$770,056
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,338
shares
|
$767,846
0.08% of portfolio
|
Q2 2025
Added 2.55%
|