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 |
|---|---|---|---|---|---|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
6,091
shares
|
$560,920
0.05% of portfolio
|
Q2 2025
Reduced 42.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
6,082
shares
|
$560,091
0.04% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,070
shares
|
$558,986
0.28% of portfolio
|
Q4 2023
Added 30.26%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
6,062
shares
|
$558,249
0.04% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,045
shares
|
$556,684
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,966
shares
|
$549,408
0.01% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
5,964
shares
|
$549,224
0.27% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
5,958
shares
|
$548,672
0.02% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
5,957
shares
|
$548,580
0.26% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
5,951
shares
|
$548,027
0.06% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,951
shares
|
$548,027
0.03% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,899
shares
|
$543,238
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
5,890
shares
|
$542,410
0.04% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,821
shares
|
$536,055
0.07% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
5,819
shares
|
$535,871
0.01% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
5,805
shares
|
$534,582
0.13% of portfolio
|
Q3 2023
Added 11.53%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
5,803
shares
|
$534,398
0.14% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
5,800
shares
|
$534,122
0.04% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
5,778
shares
|
$532,096
0.04% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
5,768
shares
|
$531,175
0.28% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
5,765
shares
|
$530,898
0.02% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,764
shares
|
$530,806
0.04% of portfolio
|
Q3 2023
Reduced 7.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,757
shares
|
$530,162
0.06% of portfolio
|
Q4 2022
Reduced 1.27%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
5,754
shares
|
$529,885
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
5,748
shares
|
$529,333
0.02% of portfolio
|
Q2 2023
Reduced 15.62%
|