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 |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,309
shares
|
$304,725
0.09% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
3,302
shares
|
$304,081
0.03% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,299
shares
|
$303,804
0.11% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
3,297
shares
|
$303,620
0.02% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
3,296
shares
|
$303,528
0.05% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,296
shares
|
$303,528
0.12% of portfolio
|
Q2 2025
Added 535.07%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,291
shares
|
$303,068
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
3,281
shares
|
$302,147
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,279
shares
|
$301,963
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
3,268
shares
|
$300,950
0.2% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
3,268
shares
|
$300,950
0.14% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
3,267
shares
|
$300,858
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,266
shares
|
$300,765
0.11% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,265
shares
|
$300,673
0.02% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
3,257
shares
|
$299,937
0.09% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,254
shares
|
$299,660
0.03% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
3,250
shares
|
$299,292
0.03% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
3,236
shares
|
$298,003
0.01% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
3,229
shares
|
$297,358
0.03% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
3,218
shares
|
$296,345
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
3,217
shares
|
$296,253
0.07% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
3,199
shares
|
$294,595
0.02% of portfolio
|
Q2 2024
Reduced 33.4%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,199
shares
|
$294,595
0.03% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,186
shares
|
$293,398
0.03% of portfolio
|
Q2 2025
Reduced 51.48%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
3,180
shares
|
$292,846
0.06% of portfolio
|
Q2 2025
New holding
|