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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
3,687
shares
|
$339,535
0.07% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
3,680
shares
|
$338,891
0.2% of portfolio
|
Q3 2023
Added 2.22%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,671
shares
|
$338,062
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
3,660
shares
|
$337,049
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,649
shares
|
$336,036
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,635
shares
|
$334,747
0.07% of portfolio
|
Q2 2022
Reduced 2.6%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,631
shares
|
$334,378
0.07% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
3,616
shares
|
$332,997
0.02% of portfolio
|
Q2 2025
Reduced 94.32%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,612
shares
|
$332,629
0.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,609
shares
|
$332,352
0.05% of portfolio
|
Q2 2025
Reduced 58.87%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
3,601
shares
|
$331,616
0.15% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,595
shares
|
$331,063
0.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
3,595
shares
|
$331,063
0.32% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
3,575
shares
|
$329,221
0.24% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
3,569
shares
|
$328,669
0.22% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
3,547
shares
|
$326,643
0.02% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
3,545
shares
|
$326,459
0.2% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
3,534
shares
|
$325,446
0.07% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
3,534
shares
|
$325,446
0.15% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
3,531
shares
|
$325,169
0.02% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,530
shares
|
$325,077
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
3,525
shares
|
$324,617
0.17% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
3,525
shares
|
$324,617
0.13% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,516
shares
|
$323,788
0.02% of portfolio
|
Q2 2025
Added 52.8%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
3,514
shares
|
$323,604
0.04% of portfolio
|
Q2 2025
Reduced 1.4%
|