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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
25,035
shares
|
$1.91 Million
0.11% of portfolio
|
Q3 2024
Added 6286.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,029
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
Nov 08, 2024 Q3 2024 |
25,000
shares
|
$1.91 Million
0.44% of portfolio
|
Q3 2017
New holding
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
24,932
shares
|
$1.91 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
24,745
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,672
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2022
Added 223.74%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
24,656
shares
|
$1.88 Million
0.06% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
24,643
shares
|
$1.88 Million
0.16% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
24,616
shares
|
$1.88 Million
0.35% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
24,605
shares
|
$1.88 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
24,484
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
24,436
shares
|
$1.87 Million
0.68% of portfolio
|
Q3 2024
Added 31.41%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
24,419
shares
|
$1.87 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
24,391
shares
|
$1.86 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
24,341
shares
|
$1.86 Million
0.37% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,336
shares
|
$1.86 Million
0.23% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
24,308
shares
|
$1.86 Million
0.65% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
24,246
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
24,118
shares
|
$1.84 Million
0.29% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
24,051
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
24,032
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
24,000
shares
|
$1.83 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
23,956
shares
|
$1.83 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
23,936
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
23,760
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.5%
|