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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,735
shares
|
$528,136
0.14% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,732
shares
|
$527,859
0.04% of portfolio
|
Q2 2025
Added 22.27%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
5,694
shares
|
$524,360
0.04% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,692
shares
|
$524,176
0.06% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
5,681
shares
|
$523,163
0.14% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
5,677
shares
|
$522,794
0.15% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
5,670
shares
|
$522,150
0.05% of portfolio
|
Q1 2025
Added 141.28%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
5,664
shares
|
$521,597
0.02% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,628
shares
|
$518,282
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,625
shares
|
$518,006
0.02% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
5,618
shares
|
$517,361
0.12% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
5,598
shares
|
$515,519
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
5,584
shares
|
$514,230
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,579
shares
|
$513,770
0.01% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,538
shares
|
$509,994
0.09% of portfolio
|
Q2 2025
Added 59.92%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
5,528
shares
|
$509,073
0.12% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,516
shares
|
$507,968
0.02% of portfolio
|
Q4 2023
Added 19.81%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
5,495
shares
|
$506,034
0.06% of portfolio
|
Q2 2025
Added 531.61%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
5,489
shares
|
$505,482
0.03% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
5,488
shares
|
$505,389
0.24% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
5,486
shares
|
$505,205
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
5,478
shares
|
$504,469
0.34% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
5,473
shares
|
$504,008
0.03% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,457
shares
|
$502,535
0.06% of portfolio
|
Q2 2025
Added 91.47%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
5,455
shares
|
$502,350
0.14% of portfolio
|
Q2 2025
Reduced 0.37%
|