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 |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,785
shares
|
$900,491
0.49% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,760
shares
|
$898,581
0.09% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
11,740
shares
|
$897,053
0.03% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
11,612
shares
|
$887,272
0.38% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
11,583
shares
|
$885,057
0.41% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
11,573
shares
|
$884,292
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
11,530
shares
|
$881,007
0.24% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
11,514
shares
|
$879,784
0.01% of portfolio
|
Q3 2024
Reduced 32.75%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
11,497
shares
|
$878,485
0.24% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
11,480
shares
|
$877,186
0.11% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
11,461
shares
|
$875,735
0.1% of portfolio
|
Q3 2024
Added 32.34%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,422
shares
|
$872,755
0.21% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
11,400
shares
|
$871,074
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
11,386
shares
|
$870,004
0.21% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,367
shares
|
$868,552
0.15% of portfolio
|
Q2 2023
Added 5.99%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
11,352
shares
|
$867,406
0.34% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,352
shares
|
$867,406
0.09% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,222
shares
|
$857,473
0.05% of portfolio
|
Q3 2023
Reduced 57.58%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
11,213
shares
|
$856,785
0.27% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,114
shares
|
$849,220
0.34% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
11,106
shares
|
$848,609
0.1% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
11,033
shares
|
$843,031
0.2% of portfolio
|
Q1 2024
Added 155.16%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
11,008
shares
|
$841,121
0.62% of portfolio
|
Q4 2023
Added 4.32%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
10,974
shares
|
$838,523
0.4% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
10,972
shares
|
$838,370
0.06% of portfolio
|
Q3 2024
Reduced 9.28%
|