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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
4,380
shares
|
$407,778
0.13% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
4,378
shares
|
$407,591
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,336
shares
|
$403,681
0.05% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,332
shares
|
$403,309
0.03% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,331
shares
|
$403,216
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
4,326
shares
|
$402,750
0.11% of portfolio
|
Q2 2025
Added 24.63%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,319
shares
|
$402,098
0.09% of portfolio
|
Q4 2022
Reduced 6.49%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,314
shares
|
$401,633
0.05% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
4,279
shares
|
$398,374
0.14% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,276
shares
|
$398,095
0.25% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
4,253
shares
|
$395,954
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
4,246
shares
|
$395,302
0.04% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
4,245
shares
|
$395,209
0.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
4,245
shares
|
$395,209
0.05% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
4,228
shares
|
$393,626
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
4,218
shares
|
$392,695
0.22% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
4,209
shares
|
$391,857
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
4,197
shares
|
$390,740
0.23% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
4,190
shares
|
$390,089
0.01% of portfolio
|
Q1 2025
Added 40.84%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
4,170
shares
|
$388,227
0.01% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
4,166
shares
|
$387,854
0.17% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,164
shares
|
$387,668
0.07% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
4,156
shares
|
$386,923
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,151
shares
|
$386,458
0.39% of portfolio
|
Q3 2023
Reduced 6.7%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
4,107
shares
|
$382,361
0.0% of portfolio
|
Q1 2025
Reduced 9.87%
|