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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
148
shares
|
$13,629
0.01% of portfolio
|
Q4 2023
Added 39.62%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
143
shares
|
$13,168
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
142
shares
|
$13,076
0.0% of portfolio
|
Q1 2024
Reduced 76.01%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
137
shares
|
$12,616
0.0% of portfolio
|
Q2 2025
Added 218.6%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
136
shares
|
$12,524
0.0% of portfolio
|
Q2 2021
Reduced 59.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
130
shares
|
$11,971
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
122
shares
|
$11,234
0.0% of portfolio
|
Q3 2023
Added 18.85%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
121
shares
|
$11,142
0.0% of portfolio
|
Q4 2024
Reduced 46.22%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
121
shares
|
$11,142
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
120
shares
|
$11,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
119
shares
|
$10,958
0.01% of portfolio
|
Q2 2025
Added 26.6%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
118
shares
|
$10,866
0.0% of portfolio
|
Q2 2025
Reduced 58.3%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
116
shares
|
$10,682
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
108
shares
|
$9,945
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
107
shares
|
$9,853
0.0% of portfolio
|
Q2 2025
Reduced 41.53%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$9,485
0.01% of portfolio
|
Q3 2023
Reduced 49.26%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$9,209
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$9,209
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
98
shares
|
$9,024
0.0% of portfolio
|
Q2 2025
Added 44.12%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Aug 14, 2025 Q2 2025 |
97
shares
|
$8,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
93
shares
|
$8,564
0.0% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
92
shares
|
$8,472
0.0% of portfolio
|
Q2 2025
Added 9100.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
92
shares
|
$8,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
91
shares
|
$8,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
90
shares
|
$8,288
0.0% of portfolio
|
Q4 2023
New holding
|