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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,881
shares
|
$175,121
0.03% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
1,855
shares
|
$172,700
0.12% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,822
shares
|
$169,628
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
1,800
shares
|
$167,580
0.03% of portfolio
|
Q4 2021
Reduced 2.28%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
1,779
shares
|
$165,624
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,747
shares
|
$162,645
3.44% of portfolio
|
Q3 2024
Reduced 97.98%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,702
shares
|
$158,456
0.07% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,695
shares
|
$157,804
0.04% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,671
shares
|
$155,570
0.08% of portfolio
|
Q2 2025
Added 2253.52%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,602
shares
|
$149,146
0.09% of portfolio
|
Q3 2023
Added 134.21%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,590
shares
|
$148,029
0.03% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,580
shares
|
$147,098
0.0% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,559
shares
|
$145,142
0.07% of portfolio
|
Q1 2023
Added 334.26%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,550
shares
|
$144,305
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,550
shares
|
$144,305
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,545
shares
|
$143,839
0.01% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,544
shares
|
$143,746
0.02% of portfolio
|
Q1 2025
Reduced 49.28%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,543
shares
|
$143,653
0.03% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,538
shares
|
$143,187
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
1,516
shares
|
$141,139
0.07% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,514
shares
|
$140,953
0.05% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,512
shares
|
$140,767
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,510
shares
|
$140,581
0.04% of portfolio
|
Q1 2024
Reduced 66.14%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,500
shares
|
$139,650
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,470
shares
|
$136,857
0.02% of portfolio
|
Q1 2025
Reduced 40.61%
|