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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
204
shares
|
$18,786
0.0% of portfolio
|
Q2 2025
Added 58.14%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
202
shares
|
$18,602
0.0% of portfolio
|
Q2 2023
Reduced 6.91%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
200
shares
|
$18,418
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
200
shares
|
$18,418
0.01% of portfolio
|
Q4 2024
Reduced 27.8%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
200
shares
|
$18,418
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
200
shares
|
$18,418
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
197
shares
|
$18,141
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
195
shares
|
$17,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
194
shares
|
$17,865
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
190
shares
|
$17,497
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
188
shares
|
$17,312
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
182
shares
|
$16,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
180
shares
|
$16,576
0.02% of portfolio
|
Q2 2023
Added 592.31%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
180
shares
|
$16,576
0.01% of portfolio
|
Q2 2025
Reduced 94.98%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
176
shares
|
$16,207
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
174
shares
|
$16,023
0.01% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
174
shares
|
$16,023
0.02% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
167
shares
|
$15,379
0.01% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
165
shares
|
$15,194
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
165
shares
|
$15,194
0.01% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
162
shares
|
$14,918
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
158
shares
|
$14,550
0.0% of portfolio
|
Q2 2024
Reduced 30.09%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
157
shares
|
$14,458
0.01% of portfolio
|
Q2 2025
Added 336.11%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
153
shares
|
$14,089
0.0% of portfolio
|
Q4 2024
Reduced 34.05%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
152
shares
|
$13,997
0.01% of portfolio
|
Q2 2025
Added 20.63%
|