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 |
|---|---|---|---|---|---|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
242
shares
|
$22,341
0.01% of portfolio
|
Q1 2025
Reduced 90.34%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
241
shares
|
$22,249
0.02% of portfolio
|
Q1 2025
Added 30.27%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
239
shares
|
$22,064
0.0% of portfolio
|
Q1 2025
Reduced 52.39%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
237
shares
|
$21,879
0.02% of portfolio
|
Q2 2025
Added 28.11%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
233
shares
|
$21,510
0.01% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
232
shares
|
$21,418
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
230
shares
|
$21,233
0.0% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
227
shares
|
$20,956
0.01% of portfolio
|
Q1 2025
Added 26.82%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
227
shares
|
$20,956
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
225
shares
|
$20,772
0.01% of portfolio
|
Q3 2024
Added 82.93%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
224
shares
|
$20,679
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
222
shares
|
$20,495
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
217
shares
|
$20,033
0.0% of portfolio
|
Q4 2024
Reduced 23.32%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
217
shares
|
$20,033
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
217
shares
|
$20,033
0.0% of portfolio
|
Q2 2024
Added 68.22%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
214
shares
|
$19,756
0.01% of portfolio
|
Q1 2025
Reduced 98.72%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
214
shares
|
$19,756
0.0% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
211
shares
|
$19,479
0.0% of portfolio
|
Q1 2024
Reduced 31.49%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
210
shares
|
$19,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
204
shares
|
$18,833
0.01% of portfolio
|
Q3 2020
Reduced 24.72%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
204
shares
|
$18,833
0.0% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
202
shares
|
$18,648
0.0% of portfolio
|
Q2 2023
Reduced 6.91%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
200
shares
|
$18,464
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
200
shares
|
$18,464
0.0% of portfolio
|
Q4 2024
Reduced 27.8%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
200
shares
|
$18,464
0.01% of portfolio
|
Q4 2024
New holding
|