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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,083
shares
|
$652,273
0.02% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
7,050
shares
|
$649,234
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
|
$649,142
0.09% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Aug 11, 2025 Q2 2025 |
7,043
shares
|
$648,589
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,034
shares
|
$647,761
0.01% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
7,033
shares
|
$647,668
0.01% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
7,010
shares
|
$645,550
0.55% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
7,008
shares
|
$645,366
0.35% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
7,000
shares
|
$644,630
0.05% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
6,950
shares
|
$640,025
0.0% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
6,947
shares
|
$639,749
0.08% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Elefante Mark B
Boston, MA |
Jul 25, 2025 Q2 2025 |
6,940
shares
|
$639,104
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
6,925
shares
|
$637,723
0.06% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,921
shares
|
$637,354
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
6,915
shares
|
$636,802
0.06% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
6,897
shares
|
$635,144
0.04% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
6,892
shares
|
$634,684
0.24% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
6,884
shares
|
$633,947
0.33% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
6,884
shares
|
$633,947
0.06% of portfolio
|
Q2 2025
Added 1131.48%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
6,855
shares
|
$631,276
0.29% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
6,850
shares
|
$630,816
0.09% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,846
shares
|
$630,448
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,842
shares
|
$630,079
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
6,838
shares
|
$629,711
0.19% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,828
shares
|
$628,790
0.05% of portfolio
|
Q2 2025
Added 4.68%
|