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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
4,917
shares
|
$457,772
0.05% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
4,906
shares
|
$456,748
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
4,896
shares
|
$455,817
0.12% of portfolio
|
Q2 2025
Added 36.87%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
4,887
shares
|
$454,979
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,878
shares
|
$454,141
0.09% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
4,868
shares
|
$453,210
0.06% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
4,847
shares
|
$451,255
0.28% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
4,828
shares
|
$449,486
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
4,825
shares
|
$449,207
0.01% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
4,808
shares
|
$447,624
0.29% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
4,800
shares
|
$446,880
0.01% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,753
shares
|
$442,504
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
4,751
shares
|
$442,318
0.35% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
4,714
shares
|
$438,873
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,712
shares
|
$438,687
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
4,708
shares
|
$438,314
0.18% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
4,705
shares
|
$438,035
0.24% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,704
shares
|
$437,942
0.07% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,696
shares
|
$437,197
0.03% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,688
shares
|
$436,452
0.03% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
4,646
shares
|
$432,542
0.37% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
4,635
shares
|
$431,518
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,632
shares
|
$431,239
0.12% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
4,624
shares
|
$430,494
0.04% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,621
shares
|
$430,215
0.5% of portfolio
|
Q1 2025
Reduced 6.65%
|