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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
650
shares
|
$59,858
0.01% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
626
shares
|
$57,648
0.02% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
611
shares
|
$56,266
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
610
shares
|
$56,174
0.0% of portfolio
|
Q2 2023
Reduced 39.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
601
shares
|
$55,346
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
600
shares
|
$55,254
0.04% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
590
shares
|
$54,333
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
580
shares
|
$53,412
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
565
shares
|
$52,030
0.03% of portfolio
|
Q1 2023
Added 54.79%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
559
shares
|
$51,478
0.01% of portfolio
|
Q1 2025
Added 75.24%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
546
shares
|
$50,281
0.02% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
544
shares
|
$50,096
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
543
shares
|
$50,004
0.01% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
537
shares
|
$49,452
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
524
shares
|
$48,255
0.01% of portfolio
|
Q2 2023
Reduced 96.72%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
522
shares
|
$48,070
0.04% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
511
shares
|
$47,057
0.07% of portfolio
|
Q2 2025
Reduced 77.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
509
shares
|
$46,873
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
507
shares
|
$46,689
0.0% of portfolio
|
Q2 2025
Added 136.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
500
shares
|
$46,045
0.0% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
500
shares
|
$46,045
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
500
shares
|
$46,045
0.02% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
498
shares
|
$45,860
0.0% of portfolio
|
Q2 2025
Added 4425.7%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
491
shares
|
$45,216
0.0% of portfolio
|
Q2 2025
Added 27.2%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
476
shares
|
$43,834
0.01% of portfolio
|
Q1 2025
Added 3.03%
|