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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
5,257
shares
|
$489,426
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
5,236
shares
|
$487,471
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,222
shares
|
$486,168
0.1% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
5,220
shares
|
$485,981
0.09% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
5,218
shares
|
$485,795
0.21% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
5,216
shares
|
$485,609
0.06% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
5,210
shares
|
$485,050
0.36% of portfolio
|
Q1 2025
Reduced 47.33%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,200
shares
|
$484,119
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,199
shares
|
$484,026
0.08% of portfolio
|
Q2 2024
Reduced 19.07%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
5,176
shares
|
$481,885
0.12% of portfolio
|
Q2 2025
Added 54.14%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
5,166
shares
|
$480,954
0.15% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,153
shares
|
$479,744
0.02% of portfolio
|
Q1 2024
Reduced 77.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,137
shares
|
$478,254
0.02% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
5,044
shares
|
$469,596
0.01% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,035
shares
|
$468,758
0.22% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,035
shares
|
$468,758
0.01% of portfolio
|
Q1 2025
Reduced 60.62%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
5,032
shares
|
$468,479
0.03% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,029
shares
|
$468,199
0.19% of portfolio
|
Q1 2025
Added 48.7%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
5,029
shares
|
$468,199
0.06% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,019
shares
|
$467,268
0.03% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
5,000
shares
|
$465,500
0.01% of portfolio
|
Q1 2025
Added 65.56%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
5,000
shares
|
$465,500
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
5,000
shares
|
$465,500
0.18% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,962
shares
|
$461,962
0.14% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
4,930
shares
|
$458,983
0.16% of portfolio
|
Q1 2025
Added 10.04%
|