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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
14,348
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
14,296
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
14,285
shares
|
$1.09 Million
0.42% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,254
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 68.71%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
14,230
shares
|
$1.09 Million
0.32% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
14,187
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
14,143
shares
|
$1.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
14,117
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
14,069
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
13,976
shares
|
$1.07 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
13,951
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.15%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
13,950
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
13,935
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 49.36%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
13,873
shares
|
$1.06 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
13,843
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
13,791
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
13,752
shares
|
$1.05 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
13,698
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,651
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
13,642
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,601
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
13,524
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
13,493
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,472
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
13,452
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 3.06%
|