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 |
|---|---|---|---|---|---|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,134
shares
|
$380,700
0.04% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
4,126
shares
|
$379,963
0.29% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,103
shares
|
$377,845
0.0% of portfolio
|
Q2 2025
Reduced 76.23%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,093
shares
|
$376,924
0.03% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
4,088
shares
|
$376,463
0.07% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
4,087
shares
|
$376,371
0.2% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
4,064
shares
|
$374,253
0.15% of portfolio
|
Q2 2025
Reduced 66.55%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
4,050
shares
|
$372,964
0.07% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
4,045
shares
|
$372,504
0.12% of portfolio
|
Q2 2025
Reduced 50.37%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,025
shares
|
$370,662
0.06% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
4,025
shares
|
$370,662
0.07% of portfolio
|
Q3 2023
Reduced 78.07%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
4,024
shares
|
$370,570
0.01% of portfolio
|
Q2 2025
Added 956.17%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,016
shares
|
$369,833
0.31% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,001
shares
|
$368,452
0.03% of portfolio
|
Q2 2022
Reduced 40.71%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
3,974
shares
|
$365,965
0.05% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
3,970
shares
|
$365,597
0.1% of portfolio
|
Q2 2025
Added 46.06%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
3,964
shares
|
$365,044
0.08% of portfolio
|
Q2 2025
Added 48.8%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
3,958
shares
|
$364,492
0.26% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,951
shares
|
$363,847
0.13% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,950
shares
|
$363,755
0.11% of portfolio
|
Q4 2023
Reduced 3.66%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
3,947
shares
|
$363,479
0.06% of portfolio
|
Q2 2025
Reduced 60.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,946
shares
|
$363,387
0.15% of portfolio
|
Q4 2023
Added 1873.0%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
3,944
shares
|
$363,202
0.07% of portfolio
|
Q2 2025
Added 23.37%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
3,936
shares
|
$362,466
0.18% of portfolio
|
Q3 2024
Reduced 19.67%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
3,932
shares
|
$362,097
0.26% of portfolio
|
Q2 2025
Reduced 0.48%
|