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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
500
shares
|
$46,160
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
494
shares
|
$45,606
0.03% of portfolio
|
Q1 2025
Added 2805.88%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
487
shares
|
$44,959
0.01% of portfolio
|
Q1 2025
Added 53.14%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
476
shares
|
$43,944
0.01% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
463
shares
|
$42,744
0.01% of portfolio
|
Q1 2025
Added 90.53%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
458
shares
|
$42,282
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
457
shares
|
$42,190
0.02% of portfolio
|
Q1 2022
Added 0.22%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
451
shares
|
$41,636
0.01% of portfolio
|
Q1 2025
Reduced 74.08%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
450
shares
|
$41,544
0.01% of portfolio
|
Q1 2024
Reduced 37.06%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
437
shares
|
$40,343
0.01% of portfolio
|
Q1 2025
Reduced 71.38%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
434
shares
|
$40,066
0.02% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
432
shares
|
$39,882
0.0% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
408
shares
|
$37,666
0.0% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
405
shares
|
$37,389
0.01% of portfolio
|
Q1 2025
Added 6650.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
400
shares
|
$36,928
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
397
shares
|
$36,651
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
395
shares
|
$36,466
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
395
shares
|
$36,466
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
386
shares
|
$35,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
381
shares
|
$35,173
0.0% of portfolio
|
Q1 2025
Reduced 97.48%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
361
shares
|
$33,327
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
353
shares
|
$32,588
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
352
shares
|
$32,496
0.01% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
352
shares
|
$32,496
0.02% of portfolio
|
Q1 2025
Added 34.35%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
350
shares
|
$32,311
0.0% of portfolio
|
Q2 2024
New holding
|