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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
7,043
shares
|
$655,703
0.07% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,034
shares
|
$654,865
0.01% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
7,020
shares
|
$653,562
0.05% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
7,010
shares
|
$652,631
0.55% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
6,980
shares
|
$649,838
0.36% of portfolio
|
Q1 2025
Added 122.29%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
6,970
shares
|
$648,907
0.04% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
6,962
shares
|
$648,162
0.56% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
6,933
shares
|
$645,462
0.18% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,929
shares
|
$645,089
0.04% of portfolio
|
Q1 2025
Added 23.98%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
6,924
shares
|
$644,624
0.02% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
6,906
shares
|
$642,948
0.27% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
6,903
shares
|
$642,669
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
6,897
shares
|
$642,110
0.04% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,886
shares
|
$641,086
0.03% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
6,877
shares
|
$640,248
0.46% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
6,872
shares
|
$639,783
0.17% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,862
shares
|
$638,852
0.01% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
6,855
shares
|
$638,200
0.26% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
6,850
shares
|
$637,735
0.08% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,846
shares
|
$637,362
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,842
shares
|
$636,990
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,835
shares
|
$636,338
0.01% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
6,809
shares
|
$633,917
0.2% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
6,787
shares
|
$631,869
0.2% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,769
shares
|
$630,193
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|