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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
15,375
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
15,250
shares
|
$1.17 Million
0.37% of portfolio
|
Q2 2024
Added 522.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
15,202
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
15,133
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
15,131
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
15,050
shares
|
$1.15 Million
0.33% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
15,002
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
14,981
shares
|
$1.14 Million
0.92% of portfolio
|
Q3 2024
Reduced 29.09%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
14,900
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
14,888
shares
|
$1.14 Million
0.53% of portfolio
|
Q4 2024
Reduced 30.08%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
14,859
shares
|
$1.14 Million
0.47% of portfolio
|
Q3 2024
Added 22.3%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
14,820
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
14,756
shares
|
$1.13 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
14,666
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
14,650
shares
|
$1.12 Million
0.6% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
14,649
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
14,644
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
14,630
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
Added 73.36%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,626
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
14,610
shares
|
$1.12 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
14,568
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Nov 14, 2024 Q3 2024 |
14,484
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
14,381
shares
|
$1.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
14,371
shares
|
$1.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 33.32%
|