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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,769
shares
|
$254,997
0.01% of portfolio
|
Q2 2025
Reduced 96.35%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,755
shares
|
$253,707
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
2,751
shares
|
$253,339
0.2% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,751
shares
|
$253,339
0.04% of portfolio
|
Q2 2025
Reduced 43.49%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,746
shares
|
$252,879
0.03% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
2,745
shares
|
$252,787
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
2,740
shares
|
$252,326
0.06% of portfolio
|
Q2 2025
Reduced 28.25%
|
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,736
shares
|
$251,958
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
2,731
shares
|
$251,497
0.1% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,731
shares
|
$251,497
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,719
shares
|
$250,392
0.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,719
shares
|
$250,392
0.01% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,713
shares
|
$249,840
0.03% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
2,706
shares
|
$249,195
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
2,706
shares
|
$249,195
0.02% of portfolio
|
Q2 2025
Reduced 30.06%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
2,705
shares
|
$249,103
0.12% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,705
shares
|
$249,103
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
2,703
shares
|
$248,919
0.0% of portfolio
|
Q2 2025
Added 2210.26%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$248,643
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
2,699
shares
|
$248,550
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
2,698
shares
|
$248,458
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,691
shares
|
$247,814
0.0% of portfolio
|
Q2 2025
Reduced 55.59%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,688
shares
|
$247,537
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,683
shares
|
$247,077
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,666
shares
|
$245,511
0.03% of portfolio
|
Q2 2025
Added 0.04%
|