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 2,339 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,511
shares
|
$699,274
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
7,500
shares
|
$698,250
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
7,496
shares
|
$697,877
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,456
shares
|
$694,153
0.03% of portfolio
|
Q1 2025
Reduced 38.33%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,414
shares
|
$690,243
0.2% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
7,391
shares
|
$688,102
0.01% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,385
shares
|
$687,543
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
7,382
shares
|
$687,264
0.06% of portfolio
|
Q2 2025
Added 26.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,356
shares
|
$684,843
0.02% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
7,355
shares
|
$684,750
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
7,311
shares
|
$680,654
0.11% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
7,300
shares
|
$679,630
0.19% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
7,274
shares
|
$677,209
0.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
7,258
shares
|
$675,719
0.02% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
7,256
shares
|
$675,533
0.06% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
7,242
shares
|
$674,230
0.0% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
7,235
shares
|
$673,578
0.54% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
7,213
shares
|
$671,530
0.05% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
7,194
shares
|
$669,761
0.06% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,180
shares
|
$668,458
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
7,174
shares
|
$667,899
0.07% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
7,107
shares
|
$661,661
0.42% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
7,096
shares
|
$660,637
0.22% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
7,050
shares
|
$656,355
0.05% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
7,049
shares
|
$656,261
0.09% of portfolio
|
Q2 2025
Added 3.16%
|