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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
19,470
shares
|
$1.49 Million
0.21% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
19,281
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
19,277
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
19,232
shares
|
$1.47 Million
0.9% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
19,214
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 28.37%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
19,130
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
19,007
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 80.56%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
18,901
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2023
Added 7.21%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
18,823
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
18,777
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Reduced 65.59%
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
18,773
shares
|
$1.43 Million
2.49% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
18,569
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
18,509
shares
|
$1.41 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
18,508
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Added 470.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,492
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
18,463
shares
|
$1.41 Million
0.5% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
18,462
shares
|
$1.41 Million
0.33% of portfolio
|
Q3 2024
Added 32.55%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
18,455
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
18,430
shares
|
$1.41 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
18,417
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2024
Added 25.9%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
18,375
shares
|
$1.4 Million
0.47% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
18,368
shares
|
$1.4 Million
0.46% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
18,354
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
18,299
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
18,297
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Added 1.36%
|