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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$279,300
0.09% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
3,000
shares
|
$279,300
0.05% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$279,300
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
3,000
shares
|
$279,300
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,996
shares
|
$278,927
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,993
shares
|
$278,648
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
2,988
shares
|
$278,182
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,987
shares
|
$278,089
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
2,982
shares
|
$277,624
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
2,979
shares
|
$277,344
0.02% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
2,973
shares
|
$276,786
0.09% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,966
shares
|
$276,134
0.04% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
2,950
shares
|
$274,645
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,935
shares
|
$273,248
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,929
shares
|
$272,689
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,929
shares
|
$272,689
0.04% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
2,926
shares
|
$272,410
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,924
shares
|
$272,224
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
2,924
shares
|
$272,224
0.12% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
2,909
shares
|
$270,827
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,894
shares
|
$269,431
0.04% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,890
shares
|
$269,059
0.02% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,886
shares
|
$268,686
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,878
shares
|
$267,941
0.04% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
2,875
shares
|
$267,662
0.11% of portfolio
|
Q1 2025
Added 19.39%
|