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 |
|---|---|---|---|---|---|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
5,454
shares
|
$502,258
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
5,445
shares
|
$501,430
0.15% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
5,431
shares
|
$500,140
0.05% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
5,425
shares
|
$499,588
0.07% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
5,420
shares
|
$499,127
0.06% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
5,416
shares
|
$498,759
0.05% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
5,415
shares
|
$498,667
0.5% of portfolio
|
Q4 2024
Added 26.37%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
5,414
shares
|
$498,575
0.02% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
5,409
shares
|
$498,114
0.1% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
5,381
shares
|
$495,536
0.31% of portfolio
|
Q2 2025
Added 117.85%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
5,375
shares
|
$494,983
0.14% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
5,370
shares
|
$494,523
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
5,355
shares
|
$493,141
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
5,353
shares
|
$492,957
0.14% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,340
shares
|
$491,760
0.18% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,331
shares
|
$490,931
0.01% of portfolio
|
Q2 2025
Added 76.29%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
5,326
shares
|
$490,471
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
5,323
shares
|
$490,195
0.05% of portfolio
|
Q2 2025
Added 30.66%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
5,300
shares
|
$488,077
0.11% of portfolio
|
Q4 2021
Reduced 43.01%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,295
shares
|
$487,616
0.01% of portfolio
|
Q2 2025
Added 60.55%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,286
shares
|
$486,787
0.11% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
5,285
shares
|
$486,695
0.22% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
5,277
shares
|
$485,958
0.01% of portfolio
|
Q2 2025
Added 81.4%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
5,263
shares
|
$484,669
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,258
shares
|
$484,209
0.02% of portfolio
|
Q2 2025
Added 5.16%
|