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 |
|---|---|---|---|---|---|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
23,710
shares
|
$1.81 Million
0.23% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
23,657
shares
|
$1.81 Million
0.48% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
23,579
shares
|
$1.8 Million
0.21% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
23,528
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
23,527
shares
|
$1.8 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
23,488
shares
|
$1.79 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
23,466
shares
|
$1.79 Million
0.16% of portfolio
|
Q3 2024
Reduced 68.01%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
23,448
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2022
Reduced 75.76%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
23,380
shares
|
$1.79 Million
0.84% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
23,362
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
23,359
shares
|
$1.78 Million
0.57% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
23,271
shares
|
$1.78 Million
1.7% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
23,148
shares
|
$1.77 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
23,137
shares
|
$1.77 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
23,055
shares
|
$1.76 Million
0.03% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,971
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
22,899
shares
|
$1.75 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
22,886
shares
|
$1.75 Million
1.29% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
22,842
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
22,841
shares
|
$1.75 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,833
shares
|
$1.74 Million
0.18% of portfolio
|
Q4 2022
Added 39.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
22,704
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
22,624
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2023
Added 5.95%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,500
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
22,324
shares
|
$1.71 Million
1.12% of portfolio
|
Q3 2024
Reduced 49.77%
|