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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
471
shares
|
$43,374
0.02% of portfolio
|
Q2 2025
Reduced 97.96%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
458
shares
|
$42,177
0.03% of portfolio
|
Q2 2025
Added 30.11%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
457
shares
|
$42,085
0.02% of portfolio
|
Q1 2022
Added 0.22%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
450
shares
|
$41,440
0.01% of portfolio
|
Q1 2024
Reduced 37.06%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
437
shares
|
$40,243
0.01% of portfolio
|
Q1 2025
Reduced 71.38%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
434
shares
|
$39,967
0.02% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
432
shares
|
$39,782
0.0% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
425
shares
|
$39,138
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
417
shares
|
$38,401
0.02% of portfolio
|
Q2 2025
Reduced 61.21%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
416
shares
|
$38,309
0.02% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
400
shares
|
$36,836
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
400
shares
|
$36,836
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
397
shares
|
$36,559
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
395
shares
|
$36,375
0.01% of portfolio
|
Q2 2025
Reduced 79.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
395
shares
|
$36,375
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
392
shares
|
$36,099
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
389
shares
|
$35,823
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
380
shares
|
$34,994
0.01% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
368
shares
|
$33,889
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
364
shares
|
$33,520
0.02% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
364
shares
|
$33,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
353
shares
|
$32,507
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
352
shares
|
$32,415
0.03% of portfolio
|
Q2 2025
Added 131.58%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
352
shares
|
$32,415
0.01% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
350
shares
|
$32,231
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|