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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,466
shares
|
$136,484
0.02% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,453
shares
|
$135,274
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,452
shares
|
$135,181
0.0% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
1,435
shares
|
$133,598
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,408
shares
|
$131,084
0.09% of portfolio
|
Q3 2024
Added 152.33%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
1,399
shares
|
$130,246
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
1,395
shares
|
$129,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,391
shares
|
$129,502
0.01% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,344
shares
|
$125,126
0.08% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,340
shares
|
$124,753
0.04% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,308
shares
|
$121,774
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,277
shares
|
$118,888
0.06% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,275
shares
|
$118,702
0.04% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,269
shares
|
$118,143
0.01% of portfolio
|
Q3 2022
Added 413.77%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,266
shares
|
$117,864
0.07% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
1,250
shares
|
$116,375
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,247
shares
|
$116,095
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,243
shares
|
$115,723
0.07% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,236
shares
|
$115,071
0.04% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,228
shares
|
$114,326
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,215
shares
|
$113,116
0.19% of portfolio
|
Q4 2022
Added 49.08%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,202
shares
|
$111,906
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,199
shares
|
$111,626
0.0% of portfolio
|
Q2 2025
Reduced 38.67%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,178
shares
|
$109,671
0.0% of portfolio
|
Q1 2025
Added 49.87%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
1,173
shares
|
$109,206
0.05% of portfolio
|
Q1 2025
New holding
|