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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,428
shares
|
$223,594
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,424
shares
|
$223,226
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
2,419
shares
|
$222,765
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
2,410
shares
|
$221,936
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
2,409
shares
|
$221,844
0.03% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,406
shares
|
$221,568
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,400
shares
|
$221,016
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
2,398
shares
|
$220,831
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,386
shares
|
$219,726
0.08% of portfolio
|
Q2 2025
Reduced 22.28%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,384
shares
|
$219,542
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,380
shares
|
$219,174
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,376
shares
|
$218,805
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
2,375
shares
|
$218,713
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
2,373
shares
|
$218,529
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Aug 28, 2025 Q2 2025 |
2,369
shares
|
$218,161
0.1% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,363
shares
|
$217,608
0.04% of portfolio
|
Q2 2025
Reduced 91.6%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
2,356
shares
|
$216,964
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,351
shares
|
$216,503
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
2,344
shares
|
$215,858
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,343
shares
|
$215,766
0.16% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
2,336
shares
|
$215,122
0.06% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
2,325
shares
|
$214,109
0.03% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
2,323
shares
|
$213,925
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
2,313
shares
|
$213,004
0.01% of portfolio
|
Q2 2025
Added 638.98%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,310
shares
|
$212,727
0.02% of portfolio
|
Q2 2025
New holding
|