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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
8,325
shares
|
$766,649
0.06% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
8,272
shares
|
$761,768
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,244
shares
|
$759,189
0.02% of portfolio
|
Q2 2025
Added 32.28%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
8,188
shares
|
$754,032
0.14% of portfolio
|
Q2 2025
Added 32.09%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,147
shares
|
$750,257
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
8,142
shares
|
$749,796
0.36% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,113
shares
|
$747,126
0.1% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
8,086
shares
|
$744,639
0.07% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
8,079
shares
|
$743,995
0.02% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
8,065
shares
|
$742,705
0.08% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
8,065
shares
|
$742,705
0.15% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,986
shares
|
$735,430
0.06% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,965
shares
|
$733,496
0.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,960
shares
|
$733,036
0.04% of portfolio
|
Q2 2025
Added 39.04%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
7,955
shares
|
$732,575
0.16% of portfolio
|
Q2 2025
Reduced 25.22%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,952
shares
|
$732,299
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
7,926
shares
|
$729,905
0.12% of portfolio
|
Q2 2025
Reduced 27.66%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
7,897
shares
|
$727,234
0.03% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
7,893
shares
|
$726,866
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
7,875
shares
|
$725,208
0.31% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
7,869
shares
|
$724,656
0.07% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
7,860
shares
|
$723,827
0.18% of portfolio
|
Q2 2025
Added 77.79%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,834
shares
|
$721,433
0.3% of portfolio
|
Q2 2025
Added 55.78%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,831
shares
|
$721,156
0.02% of portfolio
|
Q4 2023
Added 5.38%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,819
shares
|
$720,051
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|