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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
6,746
shares
|
$628,052
0.31% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
6,741
shares
|
$627,587
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
6,740
shares
|
$627,494
0.09% of portfolio
|
Q1 2025
Added 34.18%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,737
shares
|
$627,214
0.4% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,725
shares
|
$626,097
0.07% of portfolio
|
Q3 2023
Added 13.75%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
6,724
shares
|
$626,004
0.04% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
6,721
shares
|
$625,725
0.04% of portfolio
|
Q4 2023
Reduced 8.5%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,719
shares
|
$625,538
0.26% of portfolio
|
Q1 2025
Added 42.68%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
6,702
shares
|
$623,956
0.03% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,691
shares
|
$622,932
0.08% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
6,679
shares
|
$621,814
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
6,666
shares
|
$620,604
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
6,664
shares
|
$620,418
0.26% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,642
shares
|
$618,370
0.04% of portfolio
|
Q1 2025
Added 33.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,638
shares
|
$617,997
0.01% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,630
shares
|
$617,253
0.05% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
6,626
shares
|
$616,880
0.28% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
6,625
shares
|
$616,787
0.21% of portfolio
|
Q1 2024
Added 10.44%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,620
shares
|
$616,322
0.06% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,595
shares
|
$613,994
0.02% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
6,595
shares
|
$613,994
0.34% of portfolio
|
Q1 2025
Reduced 47.74%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
6,570
shares
|
$611,667
0.1% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
6,557
shares
|
$610,456
0.37% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,551
shares
|
$609,898
0.04% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
6,536
shares
|
$608,501
0.02% of portfolio
|
Q2 2025
Added 7.57%
|