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 |
|---|---|---|---|---|---|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
3,950
shares
|
$367,745
0.1% of portfolio
|
Q4 2023
Reduced 3.66%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,946
shares
|
$367,372
0.15% of portfolio
|
Q4 2023
Added 1873.0%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
3,936
shares
|
$366,441
0.18% of portfolio
|
Q3 2024
Reduced 19.67%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
3,931
shares
|
$365,976
0.03% of portfolio
|
Q3 2024
Reduced 21.0%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
3,930
shares
|
$365,883
0.03% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
3,923
shares
|
$365,231
0.12% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
3,913
shares
|
$364,300
0.11% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
3,905
shares
|
$363,555
0.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
3,897
shares
|
$362,810
0.12% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
3,895
shares
|
$362,624
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
3,889
shares
|
$362,065
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,869
shares
|
$360,203
0.03% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
3,864
shares
|
$359,738
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,860
shares
|
$359,366
0.08% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
3,858
shares
|
$359,179
0.05% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
3,848
shares
|
$358,248
0.06% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,844
shares
|
$357,876
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
3,839
shares
|
$357,410
0.03% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,838
shares
|
$357,317
0.27% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
3,825
shares
|
$356,107
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
3,800
shares
|
$353,780
0.1% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
3,783
shares
|
$352,197
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
3,775
shares
|
$351,452
0.3% of portfolio
|
Q1 2025
Reduced 52.06%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
3,763
shares
|
$350,335
0.02% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,758
shares
|
$349,869
0.02% of portfolio
|
Q1 2025
Reduced 0.77%
|