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 |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,309
shares
|
$308,067
0.09% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,302
shares
|
$307,416
0.04% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,298
shares
|
$307,043
0.01% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,291
shares
|
$306,392
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
3,281
shares
|
$305,461
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,279
shares
|
$305,274
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,273
shares
|
$304,716
0.03% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
3,268
shares
|
$304,250
0.14% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,266
shares
|
$304,064
0.11% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,265
shares
|
$303,971
0.02% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,260
shares
|
$303,506
0.03% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
3,257
shares
|
$303,226
0.09% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,254
shares
|
$302,947
0.03% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
3,236
shares
|
$301,271
0.01% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,199
shares
|
$297,826
0.02% of portfolio
|
Q2 2024
Reduced 33.4%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
3,199
shares
|
$297,826
0.03% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
3,197
shares
|
$297,640
0.06% of portfolio
|
Q1 2025
Reduced 95.24%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,192
shares
|
$297,175
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,186
shares
|
$296,616
0.03% of portfolio
|
Q2 2025
Reduced 51.48%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,182
shares
|
$296,244
0.01% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,175
shares
|
$295,592
0.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,167
shares
|
$294,847
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
3,166
shares
|
$294,754
0.06% of portfolio
|
Q1 2024
Reduced 6.8%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,157
shares
|
$293,916
0.05% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,149
shares
|
$293,171
0.03% of portfolio
|
Q1 2025
Added 3.28%
|