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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,062
shares
|
$281,979
0.07% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
3,032
shares
|
$279,216
0.01% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,019
shares
|
$278,019
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
3,000
shares
|
$276,270
0.07% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
3,000
shares
|
$276,270
0.11% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$276,270
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$276,270
0.05% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$276,270
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
3,000
shares
|
$276,270
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
2,999
shares
|
$276,177
0.07% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,996
shares
|
$275,901
0.01% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,996
shares
|
$275,901
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,995
shares
|
$275,809
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,992
shares
|
$275,533
0.02% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
2,988
shares
|
$275,164
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
2,973
shares
|
$273,783
0.02% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,966
shares
|
$273,138
0.04% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
2,966
shares
|
$273,138
0.04% of portfolio
|
Q2 2025
Reduced 60.43%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,963
shares
|
$272,862
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,954
shares
|
$272,033
0.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
2,941
shares
|
$270,836
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,935
shares
|
$270,284
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
2,935
shares
|
$270,284
0.03% of portfolio
|
Q2 2025
Reduced 46.27%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,929
shares
|
$269,731
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
2,924
shares
|
$269,271
0.14% of portfolio
|
Q1 2025
Reduced 2.01%
|