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 |
|---|---|---|---|---|---|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
2,915
shares
|
$268,442
0.07% of portfolio
|
Q2 2025
Reduced 73.54%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
2,904
shares
|
$267,429
0.13% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
2,902
shares
|
$267,245
0.18% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,894
shares
|
$266,508
0.04% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,893
shares
|
$266,416
0.03% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,890
shares
|
$266,140
0.02% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,878
shares
|
$265,035
0.04% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
2,875
shares
|
$264,758
0.12% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,874
shares
|
$264,666
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,871
shares
|
$264,390
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
2,866
shares
|
$263,929
0.04% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
2,866
shares
|
$263,929
0.06% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
2,861
shares
|
$263,469
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
2,851
shares
|
$262,548
0.04% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
2,841
shares
|
$261,627
0.14% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,837
shares
|
$261,259
0.03% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
2,835
shares
|
$261,075
0.02% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,829
shares
|
$260,522
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
2,828
shares
|
$260,430
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,824
shares
|
$260,062
0.02% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
2,822
shares
|
$259,877
0.16% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
2,802
shares
|
$258,036
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
2,799
shares
|
$257,759
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,791
shares
|
$257,023
0.03% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,787
shares
|
$256,654
0.03% of portfolio
|
Q2 2025
Reduced 29.08%
|