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 2,327 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 $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
655
shares
|
$60,469
0.01% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
650
shares
|
$60,007
0.01% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
635
shares
|
$58,623
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
616
shares
|
$56,869
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
610
shares
|
$56,315
0.0% of portfolio
|
Q2 2023
Reduced 39.3%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
604
shares
|
$55,761
0.02% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
601
shares
|
$55,484
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
600
shares
|
$55,391
0.03% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
590
shares
|
$54,468
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
584
shares
|
$53,914
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
565
shares
|
$52,160
0.02% of portfolio
|
Q1 2023
Added 54.79%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
559
shares
|
$51,606
0.01% of portfolio
|
Q1 2025
Added 75.24%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
559
shares
|
$51,606
0.0% of portfolio
|
Q1 2025
Reduced 92.58%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
556
shares
|
$51,329
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
546
shares
|
$50,406
0.01% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
537
shares
|
$49,575
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
524
shares
|
$48,375
0.01% of portfolio
|
Q2 2023
Reduced 96.72%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
522
shares
|
$48,191
0.04% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
519
shares
|
$47,914
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
513
shares
|
$47,360
0.06% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
513
shares
|
$47,360
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
512
shares
|
$47,267
0.04% of portfolio
|
Q1 2025
Added 154.73%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
509
shares
|
$46,990
0.01% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
509
shares
|
$46,990
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
500
shares
|
$46,160
0.0% of portfolio
|
Q1 2024
Reduced 9.42%
|