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 |
|---|---|---|---|---|---|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
862
shares
|
$79,381
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
856
shares
|
$78,829
0.02% of portfolio
|
Q3 2023
Reduced 5.52%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
854
shares
|
$78,644
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
842
shares
|
$77,539
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
812
shares
|
$74,777
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
810
shares
|
$74,592
0.0% of portfolio
|
Q3 2024
Reduced 60.64%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
800
shares
|
$73,672
0.0% of portfolio
|
Q2 2025
Reduced 94.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
799
shares
|
$73,579
0.01% of portfolio
|
Q2 2023
Reduced 85.17%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
798
shares
|
$73,487
0.04% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
775
shares
|
$71,369
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
770
shares
|
$70,909
0.01% of portfolio
|
Q2 2025
Added 3750.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
757
shares
|
$69,712
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
735
shares
|
$67,686
0.02% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
722
shares
|
$66,488
0.0% of portfolio
|
Q2 2025
Added 202.09%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
718
shares
|
$66,120
0.01% of portfolio
|
Q2 2025
Reduced 86.89%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
707
shares
|
$65,107
0.04% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
705
shares
|
$64,923
0.01% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
705
shares
|
$64,923
0.01% of portfolio
|
Q2 2025
Added 386.21%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
704
shares
|
$64,831
0.01% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
700
shares
|
$64,463
0.02% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
700
shares
|
$64,463
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
697
shares
|
$64,186
0.01% of portfolio
|
Q2 2025
Reduced 61.75%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
689
shares
|
$63,450
0.01% of portfolio
|
Q2 2025
Added 96.86%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
681
shares
|
$62,713
0.05% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
659
shares
|
$60,687
0.03% of portfolio
|
Q3 2024
Reduced 13.86%
|