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 |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,874
shares
|
$267,569
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
2,871
shares
|
$267,290
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
2,861
shares
|
$266,359
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
2,850
shares
|
$265,335
0.02% of portfolio
|
Q1 2025
Reduced 53.32%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,846
shares
|
$264,962
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
2,841
shares
|
$264,497
0.14% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
2,826
shares
|
$263,100
0.06% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
2,810
shares
|
$261,610
0.18% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,805
shares
|
$261,145
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
2,802
shares
|
$260,866
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
2,801
shares
|
$260,773
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
2,792
shares
|
$259,935
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
2,768
shares
|
$257,700
0.05% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,763
shares
|
$257,235
0.02% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
2,760
shares
|
$256,955
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,755
shares
|
$256,490
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
2,753
shares
|
$256,304
0.03% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,749
shares
|
$255,931
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,746
shares
|
$255,652
0.03% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
2,740
shares
|
$255,093
0.06% of portfolio
|
Q2 2025
Reduced 28.25%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,732
shares
|
$254,349
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,719
shares
|
$253,138
0.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,719
shares
|
$253,138
0.01% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
2,718
shares
|
$253,045
0.07% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
2,705
shares
|
$251,835
0.12% of portfolio
|
Q2 2025
Added 0.93%
|