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 |
|---|---|---|---|---|---|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
3,149
shares
|
$293,171
0.01% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
3,143
shares
|
$292,613
0.07% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
3,131
shares
|
$291,496
0.02% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,120
shares
|
$290,472
0.04% of portfolio
|
Q1 2025
Reduced 54.45%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,115
shares
|
$290,006
0.06% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
3,113
shares
|
$289,820
0.01% of portfolio
|
Q1 2025
Reduced 39.09%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,104
shares
|
$288,982
0.04% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
3,103
shares
|
$288,889
0.03% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
3,098
shares
|
$288,423
0.02% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
3,091
shares
|
$287,772
0.08% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,075
shares
|
$286,282
0.09% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
3,075
shares
|
$286,282
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,075
shares
|
$286,282
0.02% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,070
shares
|
$285,817
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,068
shares
|
$285,630
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,062
shares
|
$285,072
0.07% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
3,061
shares
|
$284,979
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,057
shares
|
$284,606
0.01% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,041
shares
|
$283,117
0.01% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
3,036
shares
|
$282,651
0.01% of portfolio
|
Q1 2025
Reduced 98.27%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
3,032
shares
|
$282,279
0.01% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3,029
shares
|
$281,999
0.03% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
3,024
shares
|
$281,534
0.0% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
3,014
shares
|
$280,603
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
3,005
shares
|
$279,765
0.03% of portfolio
|
Q1 2025
New holding
|