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 |
|---|---|---|---|---|---|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
3,178
shares
|
$292,662
0.07% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,175
shares
|
$292,385
0.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,167
shares
|
$291,649
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
3,166
shares
|
$291,556
0.06% of portfolio
|
Q1 2024
Reduced 6.8%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,157
shares
|
$290,728
0.05% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,154
shares
|
$290,451
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
3,149
shares
|
$289,991
0.01% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
3,143
shares
|
$289,438
0.07% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
3,137
shares
|
$288,886
0.05% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
3,136
shares
|
$288,794
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
3,134
shares
|
$288,610
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,128
shares
|
$288,057
0.03% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,120
shares
|
$287,320
0.03% of portfolio
|
Q1 2025
Reduced 54.45%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,115
shares
|
$286,860
0.06% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
3,107
shares
|
$286,123
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,104
shares
|
$285,847
0.04% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
3,103
shares
|
$285,755
0.03% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
3,103
shares
|
$285,755
0.07% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
3,091
shares
|
$284,650
0.08% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,078
shares
|
$283,453
0.17% of portfolio
|
Q2 2025
Reduced 63.04%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,075
shares
|
$283,176
0.09% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,075
shares
|
$283,176
0.02% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,068
shares
|
$282,532
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,066
shares
|
$282,347
0.09% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
3,062
shares
|
$281,979
0.12% of portfolio
|
Q2 2025
Reduced 18.06%
|