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 |
|---|---|---|---|---|---|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,106
shares
|
$382,268
0.01% of portfolio
|
Q2 2024
Reduced 23.54%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,103
shares
|
$381,989
0.0% of portfolio
|
Q2 2025
Reduced 76.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,101
shares
|
$381,803
0.01% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,093
shares
|
$381,058
0.03% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
4,088
shares
|
$380,592
0.07% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
4,087
shares
|
$380,499
0.2% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
4,085
shares
|
$380,313
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,076
shares
|
$379,475
0.17% of portfolio
|
Q1 2025
Reduced 64.2%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
4,074
shares
|
$379,289
0.04% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
4,050
shares
|
$377,055
0.07% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
4,027
shares
|
$374,913
0.02% of portfolio
|
Q1 2025
Reduced 50.07%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,025
shares
|
$374,727
0.06% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
4,025
shares
|
$374,727
0.07% of portfolio
|
Q3 2023
Reduced 78.07%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
4,003
shares
|
$372,679
0.29% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,001
shares
|
$372,493
0.03% of portfolio
|
Q2 2022
Reduced 40.71%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
4,000
shares
|
$372,400
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
3,982
shares
|
$370,724
0.06% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
3,974
shares
|
$369,979
0.04% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
3,964
shares
|
$369,048
0.08% of portfolio
|
Q2 2025
Added 48.8%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,962
shares
|
$368,862
0.07% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
3,958
shares
|
$368,489
0.26% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
3,953
shares
|
$368,024
0.01% of portfolio
|
Q1 2025
Reduced 80.45%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,951
shares
|
$367,838
0.13% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
3,951
shares
|
$367,838
0.32% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
3,950
shares
|
$367,745
0.23% of portfolio
|
Q1 2024
Reduced 28.8%
|