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 |
|---|---|---|---|---|---|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,752
shares
|
$349,311
0.13% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
3,737
shares
|
$347,914
0.12% of portfolio
|
Q1 2025
Reduced 85.04%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
3,733
shares
|
$347,542
0.08% of portfolio
|
Q1 2025
Reduced 41.88%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,700
shares
|
$344,470
0.03% of portfolio
|
Q3 2022
Added 0.68%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
3,689
shares
|
$343,445
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
3,687
shares
|
$343,259
0.07% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
3,681
shares
|
$342,701
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
3,680
shares
|
$342,608
0.2% of portfolio
|
Q3 2023
Added 2.22%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,671
shares
|
$341,770
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
3,660
shares
|
$340,746
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,658
shares
|
$340,559
0.17% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
3,656
shares
|
$340,373
0.09% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,635
shares
|
$338,418
0.07% of portfolio
|
Q2 2022
Reduced 2.6%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,612
shares
|
$336,277
0.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
3,604
shares
|
$335,532
0.04% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
3,600
shares
|
$335,160
0.16% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,592
shares
|
$334,415
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,589
shares
|
$334,135
0.11% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
3,578
shares
|
$333,111
0.01% of portfolio
|
Q1 2025
Reduced 23.24%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
3,564
shares
|
$331,808
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
3,545
shares
|
$330,039
0.02% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
3,545
shares
|
$330,039
0.2% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,530
shares
|
$328,643
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
3,527
shares
|
$328,363
0.01% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
3,525
shares
|
$328,177
0.17% of portfolio
|
Q2 2025
Reduced 4.99%
|