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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
136
shares
|
$12,555
0.0% of portfolio
|
Q2 2021
Reduced 59.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
130
shares
|
$12,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
130
shares
|
$12,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
129
shares
|
$11,909
0.0% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
127
shares
|
$11,724
0.01% of portfolio
|
Q4 2024
Reduced 28.25%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
126
shares
|
$11,632
0.01% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
126
shares
|
$11,632
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
121
shares
|
$11,170
0.0% of portfolio
|
Q4 2024
Reduced 46.22%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
121
shares
|
$11,170
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
117
shares
|
$10,801
0.0% of portfolio
|
Q1 2025
Reduced 97.0%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
116
shares
|
$10,709
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
115
shares
|
$10,616
0.01% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
114
shares
|
$10,524
0.0% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
108
shares
|
$9,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
108
shares
|
$9,970
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
106
shares
|
$9,785
0.0% of portfolio
|
Q1 2025
Added 29.27%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$9,508
0.01% of portfolio
|
Q3 2023
Reduced 49.26%
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$9,232
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$9,232
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
94
shares
|
$8,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
93
shares
|
$8,585
0.0% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
92
shares
|
$8,493
0.0% of portfolio
|
Q1 2025
Added 9100.0%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
90
shares
|
$8,308
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
90
shares
|
$8,308
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
87
shares
|
$8,031
0.0% of portfolio
|
Q2 2023
New holding
|