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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
350
shares
|
$32,311
0.01% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
350
shares
|
$32,311
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
331
shares
|
$30,557
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
329
shares
|
$30,373
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
328
shares
|
$30,280
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
328
shares
|
$30,280
0.0% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
322
shares
|
$29,727
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
314
shares
|
$28,988
0.01% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
310
shares
|
$28,619
0.0% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
310
shares
|
$28,619
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
302
shares
|
$27,880
0.0% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
300
shares
|
$27,695
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
299
shares
|
$27,603
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
297
shares
|
$27,419
0.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
296
shares
|
$27,326
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
295
shares
|
$27,234
0.01% of portfolio
|
Q1 2025
Added 78.79%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
292
shares
|
$26,957
0.0% of portfolio
|
Q1 2024
Reduced 12.84%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
291
shares
|
$26,865
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
283
shares
|
$26,126
0.0% of portfolio
|
Q1 2025
Reduced 28.89%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
282
shares
|
$26,034
0.0% of portfolio
|
Q2 2023
Reduced 61.48%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
275
shares
|
$25,387
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
271
shares
|
$25,018
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
269
shares
|
$24,834
0.02% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
249
shares
|
$22,987
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
243
shares
|
$22,433
0.0% of portfolio
|
Q3 2023
New holding
|