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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
55,440
shares
|
$4.24 Million
1.85% of portfolio
|
Q3 2022
Added 1.17%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
55,383
shares
|
$4.23 Million
3.75% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
55,241
shares
|
$4.22 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
55,111
shares
|
$4.21 Million
0.4% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
55,025
shares
|
$4.2 Million
0.73% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
54,510
shares
|
$4.17 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
54,453
shares
|
$4.16 Million
0.12% of portfolio
|
Q3 2023
Added 12.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
53,957
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 37.24%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
53,810
shares
|
$4.11 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
53,745
shares
|
$4.11 Million
0.17% of portfolio
|
Q3 2024
Reduced 70.17%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
53,269
shares
|
$4.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
52,826
shares
|
$4.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
52,669
shares
|
$4.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
52,253
shares
|
$3.99 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
51,503
shares
|
$3.94 Million
0.82% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
51,397
shares
|
$3.93 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.72%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
50,987
shares
|
$3.9 Million
0.84% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
50,574
shares
|
$3.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
50,535
shares
|
$3.86 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
50,252
shares
|
$3.84 Million
0.08% of portfolio
|
Q3 2024
Added 49.33%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
49,983
shares
|
$3.82 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
49,935
shares
|
$3.82 Million
0.19% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
49,537
shares
|
$3.79 Million
1.85% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
49,434
shares
|
$3.78 Million
1.26% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
49,348
shares
|
$3.77 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.75%
|