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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
5,475
shares
|
$509,722
0.13% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,465
shares
|
$508,791
0.02% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,463
shares
|
$508,605
0.05% of portfolio
|
Q1 2025
Reduced 66.58%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
5,454
shares
|
$507,767
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
5,439
shares
|
$506,370
0.02% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
5,433
shares
|
$505,812
0.06% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
5,425
shares
|
$505,067
0.07% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,417
shares
|
$504,322
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
5,415
shares
|
$504,136
0.5% of portfolio
|
Q4 2024
Added 26.37%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
5,412
shares
|
$503,857
0.12% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
5,406
shares
|
$503,298
0.04% of portfolio
|
Q1 2025
Added 89.29%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
5,403
shares
|
$503,019
0.11% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
5,401
shares
|
$502,833
0.03% of portfolio
|
Q1 2025
Added 26.25%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
5,382
shares
|
$501,064
0.03% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
5,380
shares
|
$500,877
0.26% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
5,375
shares
|
$500,412
0.14% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
5,370
shares
|
$499,946
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
5,358
shares
|
$498,829
0.13% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
5,345
shares
|
$497,619
0.03% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
5,345
shares
|
$497,619
0.14% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
5,338
shares
|
$496,967
0.07% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
5,326
shares
|
$495,850
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
5,311
shares
|
$494,454
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
5,300
shares
|
$493,429
0.1% of portfolio
|
Q4 2021
Reduced 43.01%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
5,268
shares
|
$490,450
0.03% of portfolio
|
Q1 2025
Added 1.42%
|