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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,705
shares
|
$251,835
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$251,369
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
2,695
shares
|
$250,904
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
2,693
shares
|
$250,718
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,691
shares
|
$250,532
0.0% of portfolio
|
Q2 2025
Reduced 55.59%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,688
shares
|
$250,252
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,688
shares
|
$250,252
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,666
shares
|
$248,204
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,664
shares
|
$248,018
0.13% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
2,657
shares
|
$247,366
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
2,656
shares
|
$247,273
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
2,652
shares
|
$246,901
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
2,640
shares
|
$245,783
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
2,640
shares
|
$245,783
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,639
shares
|
$245,690
0.03% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
2,637
shares
|
$245,504
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
2,630
shares
|
$244,852
0.02% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
2,628
shares
|
$244,666
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,619
shares
|
$243,828
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,612
shares
|
$243,177
0.06% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
2,606
shares
|
$242,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
2,600
shares
|
$242,059
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
2,600
shares
|
$242,059
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,598
shares
|
$241,873
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
2,587
shares
|
$240,849
0.07% of portfolio
|
Q1 2025
New holding
|