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 |
|---|---|---|---|---|---|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
6,462
shares
|
$595,085
0.46% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,453
shares
|
$594,256
0.04% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
6,437
shares
|
$592,783
0.39% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
6,390
shares
|
$588,455
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,378
shares
|
$587,350
0.02% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
6,331
shares
|
$583,021
0.07% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
6,326
shares
|
$582,561
0.04% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
6,325
shares
|
$582,469
0.21% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
6,308
shares
|
$580,903
0.22% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
6,302
shares
|
$580,351
0.26% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,302
shares
|
$580,351
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
6,300
shares
|
$580,167
0.19% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
6,300
shares
|
$580,167
0.16% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
6,285
shares
|
$578,785
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
6,255
shares
|
$576,022
0.22% of portfolio
|
Q2 2025
Reduced 81.95%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
6,240
shares
|
$574,641
0.12% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
6,232
shares
|
$573,904
0.14% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
6,184
shares
|
$569,484
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,169
shares
|
$568,103
0.06% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,156
shares
|
$566,906
0.07% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
6,152
shares
|
$566,537
0.05% of portfolio
|
Q2 2025
Added 71.13%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,142
shares
|
$565,616
0.03% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,130
shares
|
$564,511
0.05% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
6,125
shares
|
$564,051
0.02% of portfolio
|
Q2 2025
Added 33.36%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,092
shares
|
$561,012
0.07% of portfolio
|
Q3 2022
Added 1.75%
|