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 |
|---|---|---|---|---|---|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
3,500
shares
|
$322,315
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$322,315
0.0% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,497
shares
|
$322,038
0.21% of portfolio
|
Q1 2025
Reduced 30.17%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
3,494
shares
|
$321,762
0.08% of portfolio
|
Q2 2025
Reduced 57.74%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
3,490
shares
|
$321,394
0.17% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
3,488
shares
|
$321,209
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
3,465
shares
|
$319,091
0.06% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,463
shares
|
$318,907
0.08% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
3,454
shares
|
$318,078
0.03% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,451
shares
|
$317,802
0.04% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,446
shares
|
$317,342
0.03% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,434
shares
|
$316,237
0.04% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
3,430
shares
|
$315,868
0.15% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,401
shares
|
$313,198
0.02% of portfolio
|
Q2 2025
Reduced 55.65%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
3,357
shares
|
$309,146
0.23% of portfolio
|
Q2 2024
Added 14.11%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,356
shares
|
$309,054
0.02% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
3,352
shares
|
$308,685
0.09% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,350
shares
|
$308,501
0.09% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,339
shares
|
$307,488
0.27% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Aug 12, 2025 Q2 2025 |
3,330
shares
|
$306,659
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
3,325
shares
|
$306,199
3.38% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,324
shares
|
$306,107
0.04% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
3,320
shares
|
$305,738
0.08% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
3,316
shares
|
$305,370
0.22% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
3,315
shares
|
$305,278
0.04% of portfolio
|
Q2 2025
Added 0.39%
|