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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,301
shares
|
$211,899
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
2,294
shares
|
$211,254
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
2,289
shares
|
$210,794
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
2,284
shares
|
$210,333
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,281
shares
|
$210,057
0.05% of portfolio
|
Q2 2025
Added 854.39%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
2,273
shares
|
$209,320
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
2,266
shares
|
$208,675
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
2,252
shares
|
$207,386
0.09% of portfolio
|
Q2 2025
Reduced 33.23%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
2,250
shares
|
$207,202
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
2,250
shares
|
$207,202
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,239
shares
|
$206,189
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,237
shares
|
$206,005
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,237
shares
|
$206,005
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
2,237
shares
|
$206,005
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
2,234
shares
|
$205,729
0.06% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,228
shares
|
$205,176
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,223
shares
|
$204,716
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
2,219
shares
|
$204,347
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
2,205
shares
|
$203,058
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
2,200
shares
|
$202,598
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,193
shares
|
$201,953
0.01% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
2,167
shares
|
$199,559
0.11% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,125
shares
|
$195,691
0.07% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,114
shares
|
$194,678
0.03% of portfolio
|
Q2 2023
Reduced 2.13%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,035
shares
|
$187,403
0.14% of portfolio
|
Q2 2025
Reduced 9.35%
|