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 2,248 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,036
shares
|
$78,891
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,004
shares
|
$76,454
0.01% of portfolio
|
Q4 2024
Reduced 67.41%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
988
shares
|
$75,236
0.0% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
978
shares
|
$74,474
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
967
shares
|
$73,637
0.01% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
959
shares
|
$73,027
0.0% of portfolio
|
Q4 2024
Reduced 90.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
929
shares
|
$70,743
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
928
shares
|
$70,667
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
927
shares
|
$70,591
0.06% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
913
shares
|
$69,524
0.0% of portfolio
|
Q4 2024
Reduced 58.59%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
909
shares
|
$69,220
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
894
shares
|
$68,078
0.03% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
870
shares
|
$66,250
0.01% of portfolio
|
Q4 2024
Reduced 86.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
857
shares
|
$65,260
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
856
shares
|
$65,184
0.02% of portfolio
|
Q3 2023
Reduced 5.52%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
855
shares
|
$65,108
0.0% of portfolio
|
Q4 2024
Added 40.86%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
834
shares
|
$63,509
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
812
shares
|
$61,833
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
810
shares
|
$61,681
0.0% of portfolio
|
Q3 2024
Reduced 60.64%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
800
shares
|
$60,920
0.02% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
799
shares
|
$60,843
0.01% of portfolio
|
Q2 2023
Reduced 85.17%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
798
shares
|
$60,767
0.04% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
786
shares
|
$59,853
0.0% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
774
shares
|
$58,940
0.02% of portfolio
|
Q4 2024
Added 104.76%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
761
shares
|
$57,950
0.0% of portfolio
|
Q1 2025
Added 556.03%
|