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 2,409 institutions that hold shares in the stock, with a total of 1.5 Billion shares, which have been reported (via 13F filing form) to have a value of $148 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
45
shares
|
$4,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
45
shares
|
$4,441
0.0% of portfolio
|
Q1 2025
Reduced 73.84%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
44
shares
|
$4,342
0.0% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
44
shares
|
$4,342
0.06% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
43
shares
|
$4,243
0.0% of portfolio
|
Q2 2025
Reduced 68.38%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
40
shares
|
$3,947
0.0% of portfolio
|
Q2 2025
Added 1233.33%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
39
shares
|
$3,848
0.0% of portfolio
|
Q2 2024
Reduced 92.76%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
39
shares
|
$3,848
0.0% of portfolio
|
Q2 2025
Added 225.0%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
37
shares
|
$3,651
0.0% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
37
shares
|
$3,651
0.16% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
36
shares
|
$3,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
34
shares
|
$3,355
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
34
shares
|
$3,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
33
shares
|
$3,256
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
33
shares
|
$3,256
0.0% of portfolio
|
Q4 2024
Added 94.12%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
32
shares
|
$3,158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
29
shares
|
$2,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
27
shares
|
$2,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
24
shares
|
$2,368
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
20
shares
|
$1,973
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
19
shares
|
$1,875
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
17
shares
|
$1,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
17
shares
|
$1,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
15
shares
|
$1,480
0.0% of portfolio
|
Q2 2025
Added 87.5%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
15
shares
|
$1,480
0.0% of portfolio
|
Q2 2025
New holding
|