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 |
|---|---|---|---|---|---|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,500
shares
|
$138,135
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,492
shares
|
$137,398
0.01% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,452
shares
|
$133,714
0.0% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
1,449
shares
|
$133,438
0.02% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
1,435
shares
|
$132,149
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,408
shares
|
$129,662
0.09% of portfolio
|
Q3 2024
Added 152.33%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,391
shares
|
$128,097
0.01% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,367
shares
|
$125,887
0.03% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,366
shares
|
$125,794
0.0% of portfolio
|
Q2 2025
Reduced 35.08%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,360
shares
|
$125,242
0.0% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
1,345
shares
|
$123,861
0.09% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,340
shares
|
$123,400
0.04% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,338
shares
|
$123,216
0.0% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,308
shares
|
$120,453
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
1,304
shares
|
$120,085
0.09% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,277
shares
|
$117,598
0.06% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,275
shares
|
$117,414
0.04% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
1,271
shares
|
$117,046
0.05% of portfolio
|
Q2 2025
Added 369.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,269
shares
|
$116,862
0.01% of portfolio
|
Q3 2022
Added 413.77%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
1,251
shares
|
$115,204
0.06% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Aug 01, 2025 Q2 2025 |
1,250
shares
|
$115,112
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,236
shares
|
$113,823
0.04% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,215
shares
|
$111,889
0.19% of portfolio
|
Q4 2022
Added 49.08%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
1,214
shares
|
$111,797
0.1% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,199
shares
|
$110,415
0.0% of portfolio
|
Q2 2025
Reduced 38.67%
|