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 |
|---|---|---|---|---|---|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
4,896
shares
|
$450,872
0.12% of portfolio
|
Q2 2025
Added 36.87%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,895
shares
|
$450,780
0.41% of portfolio
|
Q2 2025
Reduced 80.32%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
4,889
shares
|
$450,228
0.14% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,883
shares
|
$449,675
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,881
shares
|
$449,491
0.01% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
4,847
shares
|
$446,360
0.28% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
4,832
shares
|
$444,978
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
4,816
shares
|
$443,505
0.03% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
4,808
shares
|
$442,768
0.29% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,802
shares
|
$442,216
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,787
shares
|
$440,834
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,753
shares
|
$437,703
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
4,751
shares
|
$437,519
0.35% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,712
shares
|
$433,928
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,706
shares
|
$433,375
0.01% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
4,705
shares
|
$433,283
0.24% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,704
shares
|
$433,191
0.07% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
4,697
shares
|
$432,546
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
4,673
shares
|
$430,336
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
4,657
shares
|
$428,863
0.01% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
4,641
shares
|
$427,389
0.39% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
4,639
shares
|
$427,205
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
4,635
shares
|
$426,837
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,632
shares
|
$426,560
0.12% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
4,627
shares
|
$426,100
0.14% of portfolio
|
Q2 2025
New holding
|