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 |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
68,946
shares
|
$5.27 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
67,947
shares
|
$5.19 Million
0.66% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
67,889
shares
|
$5.19 Million
0.05% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
67,424
shares
|
$5.15 Million
0.13% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
67,351
shares
|
$5.15 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
67,307
shares
|
$5.14 Million
1.23% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
67,003
shares
|
$5.12 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
66,957
shares
|
$5.12 Million
0.07% of portfolio
|
Q3 2024
Added 454.51%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
66,916
shares
|
$5.11 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
66,093
shares
|
$5.05 Million
0.75% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
66,019
shares
|
$5.04 Million
0.88% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
65,471
shares
|
$5 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
65,167
shares
|
$4.98 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
64,505
shares
|
$4.93 Million
1.59% of portfolio
|
Q3 2023
Added 4.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
64,421
shares
|
$4.92 Million
1.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
64,336
shares
|
$4.92 Million
1.77% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
64,142
shares
|
$4.9 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
64,077
shares
|
$4.9 Million
0.19% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
63,900
shares
|
$4.88 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
63,616
shares
|
$4.86 Million
0.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
63,464
shares
|
$4.85 Million
0.38% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
62,917
shares
|
$4.81 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
62,877
shares
|
$4.8 Million
1.79% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
62,649
shares
|
$4.79 Million
0.08% of portfolio
|
Q3 2024
Added 321.03%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
62,051
shares
|
$4.74 Million
0.25% of portfolio
|
Q3 2024
Added 2.46%
|