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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
9,729
shares
|
$743,392
0.03% of portfolio
|
Q3 2023
Reduced 0.46%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
9,687
shares
|
$740,183
0.22% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,663
shares
|
$738,349
0.11% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,655
shares
|
$737,738
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
9,618
shares
|
$734,911
0.03% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
9,612
shares
|
$734,452
0.38% of portfolio
|
Q3 2024
Added 34.77%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
9,605
shares
|
$733,918
0.04% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
9,604
shares
|
$733,841
0.27% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
9,601
shares
|
$733,612
0.12% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
9,590
shares
|
$732,771
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
9,587
shares
|
$732,542
0.14% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,559
shares
|
$730,403
0.04% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
9,503
shares
|
$726,124
0.06% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
9,500
shares
|
$725,895
0.29% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
9,455
shares
|
$722,456
0.13% of portfolio
|
Q3 2024
Reduced 21.63%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
9,450
shares
|
$722,074
0.6% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
9,425
shares
|
$720,164
0.19% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
9,387
shares
|
$717,260
0.12% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,360
shares
|
$715,197
0.03% of portfolio
|
Q1 2023
Reduced 96.95%
|
|
|
Keene & Associates, Inc.
|
Oct 22, 2024 Q3 2024 |
9,321
shares
|
$712,217
0.46% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,314
shares
|
$711,682
0.04% of portfolio
|
Q3 2022
Reduced 4.12%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
9,302
shares
|
$710,765
0.04% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
9,279
shares
|
$709,008
0.04% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,273
shares
|
$708,549
0.04% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Nov 04, 2024 Q3 2024 |
9,249
shares
|
$706,716
0.26% of portfolio
|
Q3 2024
Added 15.34%
|