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 |
|---|---|---|---|---|---|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
3,931
shares
|
$362,005
0.03% of portfolio
|
Q3 2024
Reduced 21.0%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
3,915
shares
|
$360,532
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
3,915
shares
|
$360,532
0.25% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
3,905
shares
|
$359,611
0.06% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
3,897
shares
|
$358,874
0.12% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
3,895
shares
|
$358,690
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,881
shares
|
$357,401
0.03% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
3,875
shares
|
$356,848
0.04% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
3,875
shares
|
$356,848
0.24% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,870
shares
|
$356,388
0.13% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
3,861
shares
|
$355,559
0.07% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
3,860
shares
|
$355,467
0.1% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,860
shares
|
$355,467
0.07% of portfolio
|
Q2 2025
Reduced 54.54%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
3,839
shares
|
$353,533
0.03% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,786
shares
|
$348,652
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,781
shares
|
$348,192
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
3,755
shares
|
$345,797
0.03% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,752
shares
|
$345,521
0.13% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,708
shares
|
$341,469
0.03% of portfolio
|
Q2 2025
Added 61.99%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,700
shares
|
$340,733
0.03% of portfolio
|
Q3 2022
Added 0.68%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,700
shares
|
$340,733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
3,700
shares
|
$340,733
0.11% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,696
shares
|
$340,364
0.03% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
3,692
shares
|
$339,996
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
3,689
shares
|
$339,720
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|