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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,130
shares
|
$570,703
0.05% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
6,109
shares
|
$568,747
0.28% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,092
shares
|
$567,165
0.07% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
6,091
shares
|
$567,072
0.05% of portfolio
|
Q2 2025
Reduced 42.49%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6,071
shares
|
$565,210
0.02% of portfolio
|
Q1 2025
Added 3078.53%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
6,070
shares
|
$565,117
0.28% of portfolio
|
Q4 2023
Added 30.26%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
6,049
shares
|
$563,161
0.0% of portfolio
|
Q1 2025
Reduced 54.93%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
6,038
shares
|
$562,137
0.25% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
6,036
shares
|
$561,951
0.63% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
5,981
shares
|
$556,831
0.07% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,951
shares
|
$554,038
0.03% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,951
shares
|
$554,038
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
5,906
shares
|
$549,848
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
5,899
shares
|
$549,196
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
5,871
shares
|
$546,590
0.14% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,818
shares
|
$541,655
0.07% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
5,805
shares
|
$540,445
0.12% of portfolio
|
Q3 2023
Added 11.53%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
5,803
shares
|
$540,259
0.14% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
5,800
shares
|
$539,980
0.04% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
5,787
shares
|
$538,769
0.03% of portfolio
|
Q1 2025
Added 41.73%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
5,777
shares
|
$537,838
0.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
5,768
shares
|
$537,000
0.28% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,764
shares
|
$536,628
0.04% of portfolio
|
Q3 2023
Reduced 7.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,757
shares
|
$535,976
0.06% of portfolio
|
Q4 2022
Reduced 1.27%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
5,754
shares
|
$535,697
0.19% of portfolio
|
Q2 2025
New holding
|