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 |
|---|---|---|---|---|---|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
2,373
shares
|
$220,926
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,351
shares
|
$218,878
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
2,344
shares
|
$218,226
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,343
shares
|
$218,133
0.16% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
2,313
shares
|
$215,340
0.01% of portfolio
|
Q2 2025
Added 638.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,301
shares
|
$214,223
0.01% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
2,299
shares
|
$214,036
0.1% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,289
shares
|
$213,105
0.02% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
2,266
shares
|
$210,964
0.1% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
2,260
shares
|
$210,406
0.06% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
2,254
shares
|
$209,847
0.35% of portfolio
|
Q1 2025
Added 342.83%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,245
shares
|
$209,009
0.15% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,239
shares
|
$208,450
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,237
shares
|
$208,264
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,223
shares
|
$206,961
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
2,205
shares
|
$205,285
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
2,200
shares
|
$204,820
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,161
shares
|
$201,189
0.01% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
2,156
shares
|
$200,723
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
2,125
shares
|
$197,837
0.06% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,114
shares
|
$196,813
0.03% of portfolio
|
Q2 2023
Reduced 2.13%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,104
shares
|
$195,882
0.0% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,013
shares
|
$187,410
0.03% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,007
shares
|
$186,851
0.04% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
1,895
shares
|
$176,424
0.02% of portfolio
|
Q2 2023
Added 379.75%
|