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 |
|---|---|---|---|---|---|
|
Spectrum Financial Alliance LTD LLC
|
Oct 18, 2024 Q3 2024 |
107,155
shares
|
$8.19 Million
2.49% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
106,895
shares
|
$8.17 Million
0.51% of portfolio
|
Q3 2024
Added 4584.27%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
106,200
shares
|
$8.11 Million
0.27% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
105,971
shares
|
$8.1 Million
0.07% of portfolio
|
Q1 2024
Reduced 43.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,106
shares
|
$8.03 Million
0.04% of portfolio
|
Q2 2023
Reduced 47.03%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
105,066
shares
|
$8.03 Million
0.17% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
105,000
shares
|
$8.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.75%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
104,983
shares
|
$8.02 Million
0.23% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
104,979
shares
|
$8.02 Million
2.23% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
104,890
shares
|
$8.01 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
104,168
shares
|
$7.96 Million
0.47% of portfolio
|
Q3 2024
Added 155.91%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
104,073
shares
|
$7.95 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
103,025
shares
|
$7.87 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
102,953
shares
|
$7.87 Million
0.36% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
102,676
shares
|
$7.85 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
102,446
shares
|
$7.83 Million
0.04% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
101,245
shares
|
$7.74 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
101,100
shares
|
$7.73 Million
0.78% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
100,308
shares
|
$7.66 Million
0.1% of portfolio
|
Q3 2024
Reduced 24.53%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
99,477
shares
|
$7.6 Million
0.13% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
99,181
shares
|
$7.58 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
99,050
shares
|
$7.57 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
98,853
shares
|
$7.55 Million
0.1% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
98,827
shares
|
$7.55 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
97,750
shares
|
$7.47 Million
1.35% of portfolio
|
Q3 2024
Added 0.78%
|