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 |
|---|---|---|---|---|---|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
10,051
shares
|
$767,996
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
10,048
shares
|
$767,767
0.38% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
10,015
shares
|
$765,246
0.23% of portfolio
|
Q4 2024
Reduced 54.19%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,000
shares
|
$764,100
0.67% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$764,100
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$764,100
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$764,100
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$764,100
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$764,100
0.05% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
9,957
shares
|
$760,814
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
9,954
shares
|
$760,585
0.25% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
9,942
shares
|
$759,668
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,914
shares
|
$757,528
0.35% of portfolio
|
Q4 2024
Reduced 27.97%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
9,910
shares
|
$757,223
0.12% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
9,910
shares
|
$757,223
0.04% of portfolio
|
Q3 2024
Reduced 18.9%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
9,873
shares
|
$754,395
0.25% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
9,850
shares
|
$752,638
0.25% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
9,841
shares
|
$751,950
0.17% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,826
shares
|
$750,804
0.05% of portfolio
|
Q4 2022
Added 29.46%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,815
shares
|
$749,964
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
9,802
shares
|
$748,970
0.15% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
9,799
shares
|
$748,741
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
9,768
shares
|
$746,372
0.11% of portfolio
|
Q3 2024
Added 91.68%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
9,754
shares
|
$745,303
0.2% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
9,742
shares
|
$744,386
0.06% of portfolio
|
Q4 2024
Reduced 98.91%
|