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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
5,748
shares
|
$535,138
0.01% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
5,748
shares
|
$535,138
0.02% of portfolio
|
Q2 2023
Reduced 15.62%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
5,735
shares
|
$533,928
0.12% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,725
shares
|
$532,997
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
5,721
shares
|
$532,625
0.03% of portfolio
|
Q1 2025
Reduced 49.61%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,710
shares
|
$531,601
0.24% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
5,694
shares
|
$530,111
0.04% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,692
shares
|
$529,925
0.06% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
5,681
shares
|
$528,901
0.14% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
5,670
shares
|
$527,877
0.04% of portfolio
|
Q1 2025
Added 141.28%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
5,635
shares
|
$524,618
0.06% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,628
shares
|
$523,966
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,625
shares
|
$523,687
0.02% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
5,598
shares
|
$521,173
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
5,548
shares
|
$516,518
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,538
shares
|
$515,587
0.09% of portfolio
|
Q2 2025
Added 59.92%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,536
shares
|
$515,401
0.05% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
5,524
shares
|
$514,284
0.29% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,516
shares
|
$513,539
0.02% of portfolio
|
Q4 2023
Added 19.81%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
5,504
shares
|
$512,422
0.04% of portfolio
|
Q4 2024
Reduced 29.79%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
5,495
shares
|
$511,584
0.06% of portfolio
|
Q2 2025
Added 531.61%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
5,491
shares
|
$511,212
0.5% of portfolio
|
Q1 2025
Reduced 66.16%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
5,486
shares
|
$510,746
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
May 15, 2025 Q1 2025 |
5,478
shares
|
$510,001
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,475
shares
|
$509,722
0.34% of portfolio
|
Q1 2025
Added 0.05%
|