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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10,950
shares
|
$836,689
0.08% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,938
shares
|
$835,772
0.02% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,913
shares
|
$833,862
0.05% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
10,908
shares
|
$833,480
0.85% of portfolio
|
Q3 2022
Reduced 91.2%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
10,903
shares
|
$833,098
0.01% of portfolio
|
Q3 2024
Added 53.41%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
10,820
shares
|
$826,756
0.12% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,736
shares
|
$820,337
1.73% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,728
shares
|
$819,726
0.01% of portfolio
|
Q3 2024
Added 20.72%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
10,695
shares
|
$817,204
0.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
10,665
shares
|
$814,912
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
10,591
shares
|
$809,258
0.08% of portfolio
|
Q4 2024
Reduced 39.79%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
10,565
shares
|
$807,271
0.08% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
10,527
shares
|
$804,368
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
10,518
shares
|
$803,680
0.02% of portfolio
|
Q3 2024
Reduced 29.0%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,496
shares
|
$801,999
0.04% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
10,439
shares
|
$797,643
0.31% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,396
shares
|
$794,358
0.05% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
10,345
shares
|
$790,461
1.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
10,329
shares
|
$789,238
0.2% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
10,275
shares
|
$785,112
0.12% of portfolio
|
Q3 2024
Added 1748.02%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,228
shares
|
$781,521
0.25% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
10,197
shares
|
$779,152
0.06% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
10,193
shares
|
$778,847
0.17% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,155
shares
|
$775,943
0.02% of portfolio
|
Q3 2024
Reduced 74.1%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
10,115
shares
|
$772,887
0.0% of portfolio
|
Q3 2024
Reduced 65.5%
|