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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
2,582
shares
|
$240,384
0.02% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
2,582
shares
|
$240,384
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
2,580
shares
|
$240,197
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,559
shares
|
$238,242
0.02% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
2,556
shares
|
$237,963
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
2,556
shares
|
$237,963
0.1% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,555
shares
|
$237,870
0.2% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,532
shares
|
$235,729
0.08% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,529
shares
|
$235,449
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,526
shares
|
$235,170
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,518
shares
|
$234,425
0.03% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
2,510
shares
|
$233,681
0.04% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,506
shares
|
$233,308
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,492
shares
|
$232,005
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
2,492
shares
|
$232,005
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,490
shares
|
$231,819
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,489
shares
|
$231,725
0.02% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,472
shares
|
$230,143
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
2,470
shares
|
$229,957
0.13% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,460
shares
|
$229,026
0.03% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,439
shares
|
$227,070
0.06% of portfolio
|
Q2 2025
Added 54.66%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,434
shares
|
$226,605
0.09% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,424
shares
|
$225,674
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,406
shares
|
$223,998
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,384
shares
|
$221,950
0.01% of portfolio
|
Q2 2025
New holding
|