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 |
|---|---|---|---|---|---|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
3,525
shares
|
$328,177
0.14% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
3,525
shares
|
$328,177
0.13% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,501
shares
|
$325,943
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
3,500
shares
|
$325,850
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
3,500
shares
|
$325,850
0.0% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,497
shares
|
$325,570
0.21% of portfolio
|
Q1 2025
Reduced 30.17%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
3,490
shares
|
$324,919
0.17% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
3,489
shares
|
$324,825
0.08% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
3,465
shares
|
$322,591
0.06% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,463
shares
|
$322,405
0.08% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,434
shares
|
$319,705
0.04% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,428
shares
|
$319,146
0.18% of portfolio
|
Q1 2025
Added 130.69%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
3,401
shares
|
$316,633
0.03% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
May 19, 2025 Q1 2025 |
3,397
shares
|
$316,260
3.48% of portfolio
|
Q1 2025
Reduced 91.57%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
3,389
shares
|
$315,515
0.03% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
3,373
shares
|
$314,026
0.12% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,369
shares
|
$313,653
0.12% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
3,361
shares
|
$312,909
0.06% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
3,357
shares
|
$312,536
0.23% of portfolio
|
Q2 2024
Added 14.11%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
3,352
shares
|
$312,071
0.09% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,339
shares
|
$310,860
0.27% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
May 09, 2025 Q1 2025 |
3,330
shares
|
$310,023
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
3,325
shares
|
$309,557
0.04% of portfolio
|
Q1 2025
Reduced 80.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,321
shares
|
$309,185
0.02% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
3,316
shares
|
$308,719
0.22% of portfolio
|
Q1 2025
Added 21.55%
|