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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,158
shares
|
$106,640
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,156
shares
|
$106,456
0.02% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,156
shares
|
$106,456
0.07% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
1,149
shares
|
$105,811
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,136
shares
|
$104,614
0.04% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,123
shares
|
$103,417
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,120
shares
|
$103,140
0.06% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,103
shares
|
$101,575
0.04% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,102
shares
|
$101,483
0.01% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,081
shares
|
$99,549
0.06% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,071
shares
|
$98,628
0.01% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1,070
shares
|
$98,536
0.01% of portfolio
|
Q2 2025
Added 40.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,067
shares
|
$98,260
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,059
shares
|
$97,523
0.08% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
1,052
shares
|
$96,878
0.01% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,039
shares
|
$95,681
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,024
shares
|
$94,300
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
988
shares
|
$90,984
0.0% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
979
shares
|
$90,156
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
929
shares
|
$85,551
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
928
shares
|
$85,459
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
927
shares
|
$85,367
0.01% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
927
shares
|
$85,367
0.06% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
906
shares
|
$83,433
0.04% of portfolio
|
Q2 2025
Reduced 71.46%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
866
shares
|
$79,749
0.05% of portfolio
|
Q2 2025
Reduced 0.23%
|