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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
9,248
shares
|
$706,639
0.02% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
9,218
shares
|
$704,347
0.06% of portfolio
|
Q3 2024
Reduced 46.85%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,203
shares
|
$703,201
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,164
shares
|
$700,221
0.01% of portfolio
|
Q2 2024
Reduced 27.62%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
9,100
shares
|
$695,331
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
9,100
shares
|
$695,331
0.02% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
9,095
shares
|
$694,948
0.2% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
9,094
shares
|
$694,872
0.01% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
9,061
shares
|
$692,351
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,057
shares
|
$692,045
0.21% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
9,019
shares
|
$689,141
0.03% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
9,000
shares
|
$687,690
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
8,973
shares
|
$685,626
0.03% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
8,950
shares
|
$683,869
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,909
shares
|
$680,736
0.02% of portfolio
|
Q3 2024
Added 72.32%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
8,875
shares
|
$678,138
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,870
shares
|
$677,756
0.09% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
8,840
shares
|
$675,464
0.25% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,760
shares
|
$669,351
0.03% of portfolio
|
Q3 2024
Added 380.26%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,746
shares
|
$668,281
0.06% of portfolio
|
Q2 2024
Added 26.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,735
shares
|
$667,441
0.01% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
8,704
shares
|
$665,072
0.03% of portfolio
|
Q1 2024
Added 12.37%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
8,694
shares
|
$664,308
0.08% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
8,690
shares
|
$664,002
1.14% of portfolio
|
Q4 2023
Reduced 12.55%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,688
shares
|
$663,850
0.04% of portfolio
|
Q4 2024
Added 2.61%
|