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 |
|---|---|---|---|---|---|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
2,665
shares
|
$245,419
0.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,664
shares
|
$245,327
0.13% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
2,656
shares
|
$244,591
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
2,653
shares
|
$244,314
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
2,652
shares
|
$244,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Long Island Investors, LLC
|
Aug 12, 2025 Q2 2025 |
2,642
shares
|
$243,301
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
2,640
shares
|
$243,117
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
2,640
shares
|
$243,117
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,639
shares
|
$243,025
0.03% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
2,625
shares
|
$241,736
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,622
shares
|
$241,459
0.02% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,619
shares
|
$241,183
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
2,617
shares
|
$240,999
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,612
shares
|
$240,539
0.06% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
2,606
shares
|
$239,986
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,603
shares
|
$239,710
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
2,600
shares
|
$239,434
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
2,594
shares
|
$238,881
0.13% of portfolio
|
Q2 2025
Reduced 51.78%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
2,585
shares
|
$238,052
0.05% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
2,584
shares
|
$237,960
0.14% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
2,582
shares
|
$237,776
0.02% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Wilkinson Global Asset Management LLC
|
Aug 11, 2025 Q2 2025 |
2,580
shares
|
$237,592
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
2,580
shares
|
$237,592
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
2,569
shares
|
$236,579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,559
shares
|
$235,658
0.02% of portfolio
|
Q2 2025
Added 13.28%
|