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 |
|---|---|---|---|---|---|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
4,624
shares
|
$425,824
0.04% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
4,597
shares
|
$423,337
0.32% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
4,595
shares
|
$423,153
0.02% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
4,585
shares
|
$422,232
0.02% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
4,581
shares
|
$421,864
0.24% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
4,569
shares
|
$420,759
0.14% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,565
shares
|
$420,390
0.07% of portfolio
|
Q2 2025
Reduced 66.89%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
4,553
shares
|
$419,285
0.12% of portfolio
|
Q2 2025
Added 21.61%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
4,544
shares
|
$418,456
0.19% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
4,510
shares
|
$415,325
0.11% of portfolio
|
Q2 2023
Reduced 0.68%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,507
shares
|
$415,049
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
4,482
shares
|
$412,747
0.13% of portfolio
|
Q2 2025
Added 45.76%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,470
shares
|
$411,642
0.02% of portfolio
|
Q2 2025
Reduced 40.05%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
4,461
shares
|
$410,813
0.56% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,458
shares
|
$410,537
0.03% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
4,445
shares
|
$409,340
0.19% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,439
shares
|
$408,787
0.03% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,395
shares
|
$404,735
0.04% of portfolio
|
Q2 2022
Reduced 0.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,395
shares
|
$404,735
0.03% of portfolio
|
Q4 2022
Added 3.14%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,388
shares
|
$404,090
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
4,384
shares
|
$403,722
0.04% of portfolio
|
Q1 2025
Reduced 36.83%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
4,380
shares
|
$403,354
0.15% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,375
shares
|
$402,893
0.07% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,356
shares
|
$401,144
0.01% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
4,355
shares
|
$401,051
0.01% of portfolio
|
Q2 2025
Reduced 45.16%
|