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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
2,556
shares
|
$235,382
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
2,556
shares
|
$235,382
0.1% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
2,548
shares
|
$234,645
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,532
shares
|
$233,171
0.08% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,529
shares
|
$232,895
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,529
shares
|
$232,895
0.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
2,518
shares
|
$231,882
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,518
shares
|
$231,882
0.03% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
2,510
shares
|
$231,145
0.04% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,508
shares
|
$230,961
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,506
shares
|
$230,777
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,498
shares
|
$230,040
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,492
shares
|
$229,488
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
2,492
shares
|
$229,488
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
2,480
shares
|
$228,383
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
2,480
shares
|
$228,383
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,472
shares
|
$227,646
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,471
shares
|
$227,554
0.0% of portfolio
|
Q2 2025
Reduced 49.44%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
2,461
shares
|
$226,633
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,460
shares
|
$226,541
0.03% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
2,458
shares
|
$226,357
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
2,452
shares
|
$225,804
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,439
shares
|
$224,607
0.06% of portfolio
|
Q2 2025
Added 54.66%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,434
shares
|
$224,147
0.09% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
2,429
shares
|
$223,686
0.08% of portfolio
|
Q2 2025
New holding
|