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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
27,536
shares
|
$2.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
27,350
shares
|
$2.09 Million
0.07% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
27,173
shares
|
$2.08 Million
1.09% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
27,064
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
27,064
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
27,025
shares
|
$2.06 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,735
shares
|
$2.04 Million
0.17% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
26,676
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
26,667
shares
|
$2.04 Million
0.7% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
26,625
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
26,404
shares
|
$2.02 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
26,352
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,174
shares
|
$2 Million
0.28% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
25,822
shares
|
$1.97 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
25,740
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
25,574
shares
|
$1.95 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
25,532
shares
|
$1.95 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
25,509
shares
|
$1.95 Million
0.29% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,483
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2022
Added 12.72%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
25,415
shares
|
$1.94 Million
0.67% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
25,396
shares
|
$1.94 Million
0.11% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
25,346
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
25,206
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
25,116
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
25,065
shares
|
$1.92 Million
0.29% of portfolio
|
Q4 2024
Added 10.09%
|