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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,150
shares
|
$107,065
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,136
shares
|
$105,761
0.04% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,123
shares
|
$104,551
0.02% of portfolio
|
Q1 2025
Reduced 78.11%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,123
shares
|
$104,551
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,102
shares
|
$102,596
0.01% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,081
shares
|
$100,641
0.06% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,078
shares
|
$100,361
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
1,078
shares
|
$100,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,071
shares
|
$99,710
0.01% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,058
shares
|
$98,499
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,024
shares
|
$95,334
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
988
shares
|
$91,982
0.0% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
980
shares
|
$91,238
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
959
shares
|
$89,282
0.0% of portfolio
|
Q4 2024
Reduced 90.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
929
shares
|
$86,489
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
928
shares
|
$86,396
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
927
shares
|
$86,303
0.01% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
927
shares
|
$86,303
0.06% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
925
shares
|
$86,117
0.0% of portfolio
|
Q1 2025
Added 138.4%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
906
shares
|
$84,348
0.04% of portfolio
|
Q2 2025
Reduced 71.46%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
900
shares
|
$83,790
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
868
shares
|
$80,810
0.05% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
858
shares
|
$79,879
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
856
shares
|
$79,693
0.02% of portfolio
|
Q3 2023
Reduced 5.52%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
854
shares
|
$79,507
0.04% of portfolio
|
Q1 2025
New holding
|