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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
200
shares
|
$18,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
195
shares
|
$18,002
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
193
shares
|
$17,817
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
187
shares
|
$17,263
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
183
shares
|
$16,894
0.0% of portfolio
|
Q1 2025
Added 40.77%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
182
shares
|
$16,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
181
shares
|
$16,709
0.02% of portfolio
|
Q4 2024
Reduced 32.46%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
180
shares
|
$16,617
0.02% of portfolio
|
Q2 2023
Added 592.31%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
176
shares
|
$16,248
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
173
shares
|
$15,971
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
165
shares
|
$15,232
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
163
shares
|
$15,048
0.0% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
162
shares
|
$14,955
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
158
shares
|
$14,586
0.0% of portfolio
|
Q2 2024
Reduced 30.09%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
153
shares
|
$14,124
0.0% of portfolio
|
Q4 2024
Reduced 34.05%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
152
shares
|
$14,032
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
150
shares
|
$13,847
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
149
shares
|
$13,755
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
149
shares
|
$13,755
0.0% of portfolio
|
Q1 2025
Added 831.25%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
148
shares
|
$13,663
0.01% of portfolio
|
Q4 2023
Added 39.62%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
146
shares
|
$13,478
0.01% of portfolio
|
Q1 2025
Reduced 34.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
145
shares
|
$13,386
0.0% of portfolio
|
Q1 2025
Reduced 93.52%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
142
shares
|
$13,109
0.0% of portfolio
|
Q1 2024
Reduced 76.01%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
142
shares
|
$13,109
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
136
shares
|
$12,555
0.0% of portfolio
|
Q1 2025
Added 4.62%
|