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 2,089 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $110 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
387,174
shares
|
$29.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
386,266
shares
|
$29.5 Million
0.12% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
385,970
shares
|
$29.5 Million
0.21% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
383,327
shares
|
$29.3 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
382,515
shares
|
$29.2 Million
6.45% of portfolio
|
Q3 2023
Added 73.97%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
380,903
shares
|
$29.1 Million
0.42% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
375,856
shares
|
$28.7 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
369,023
shares
|
$28.2 Million
0.13% of portfolio
|
Q3 2024
Added 32.15%
|
|
|
Park Presidio Capital LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
368,982
shares
|
$28.2 Million
5.47% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
363,913
shares
|
$27.8 Million
0.07% of portfolio
|
Q3 2024
Added 72.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
363,731
shares
|
$27.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
362,006
shares
|
$27.7 Million
2.06% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
358,502
shares
|
$27.4 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
356,409
shares
|
$27.2 Million
0.02% of portfolio
|
Q3 2024
Added 24.29%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
353,404
shares
|
$27 Million
0.65% of portfolio
|
Q3 2024
Reduced 59.1%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
343,871
shares
|
$26.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
340,397
shares
|
$26 Million
0.48% of portfolio
|
Q3 2024
Added 431.88%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
339,902
shares
|
$26 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
339,184
shares
|
$25.9 Million
0.05% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
336,289
shares
|
$25.7 Million
0.13% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Oct 24, 2024 Q3 2024 |
333,101
shares
|
$25.5 Million
0.17% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
327,996
shares
|
$25.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
327,741
shares
|
$25 Million
0.24% of portfolio
|
Q3 2024
Added 548.02%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
325,487
shares
|
$24.9 Million
2.86% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
325,206
shares
|
$24.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.83%
|