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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
13,433
shares
|
$1.03 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 25.37%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
13,395
shares
|
$1.02 Million
0.27% of portfolio
|
Q1 2024
Added 4.69%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
13,302
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
13,300
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 65.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
13,293
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Added 31.21%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
13,219
shares
|
$1.01 Million
0.63% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
13,160
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
13,140
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
13,110
shares
|
$1 Million
0.07% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
13,093
shares
|
$1 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
13,091
shares
|
$1 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
13,059
shares
|
$997,838
0.08% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
13,003
shares
|
$993,559
0.22% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
12,866
shares
|
$983,091
0.04% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
12,843
shares
|
$981,333
0.12% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
12,842
shares
|
$981,257
0.14% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
12,817
shares
|
$979,346
0.22% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
12,816
shares
|
$979,270
0.42% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
12,810
shares
|
$978,812
0.09% of portfolio
|
Q2 2024
Added 42.33%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
12,791
shares
|
$977,360
0.04% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,768
shares
|
$975,602
0.18% of portfolio
|
Q1 2023
Reduced 12.53%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,647
shares
|
$966,357
0.05% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
12,602
shares
|
$962,918
0.09% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
12,600
shares
|
$962,766
0.18% of portfolio
|
Q3 2021
New holding
|