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 |
---|---|---|---|---|---|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,651
shares
|
$661,022
0.31% of portfolio
|
Q1 2024
Reduced 27.81%
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
8,632
shares
|
$659,571
0.15% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
8,622
shares
|
$658,807
0.09% of portfolio
|
Q3 2024
Added 1.71%
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
8,616
shares
|
$658,348
0.42% of portfolio
|
Q3 2024
Added 1.29%
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
8,615
shares
|
$658,272
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
8,600
shares
|
$657,126
0.42% of portfolio
|
Q4 2024
Reduced 26.5%
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,554
shares
|
$653,611
0.07% of portfolio
|
Q3 2024
Added 3.84%
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
8,461
shares
|
$646,505
0.0% of portfolio
|
Q3 2024
Reduced 99.15%
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
8,449
shares
|
$645,588
0.01% of portfolio
|
Q3 2024
New holding
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,448
shares
|
$645,511
0.05% of portfolio
|
Q3 2024
Added 3.25%
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
8,421
shares
|
$643,448
0.29% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
8,375
shares
|
$639,933
0.3% of portfolio
|
Q4 2023
Added 4.69%
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
8,342
shares
|
$637,412
0.13% of portfolio
|
Q3 2024
Added 3.22%
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,311
shares
|
$635,043
0.13% of portfolio
|
Q4 2024
Added 3.55%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
8,290
shares
|
$633,438
0.09% of portfolio
|
Q3 2024
Added 7.61%
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
8,275
shares
|
$632,292
0.51% of portfolio
|
Q3 2024
New holding
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
8,268
shares
|
$631,757
0.33% of portfolio
|
Q3 2024
Added 2.25%
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
8,215
shares
|
$627,708
0.02% of portfolio
|
Q4 2024
Added 13.26%
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
8,167
shares
|
$624,040
0.08% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
8,142
shares
|
$622,130
0.01% of portfolio
|
Q3 2024
Added 8.43%
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
8,100
shares
|
$618,921
0.07% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
8,070
shares
|
$616,628
0.06% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
8,050
shares
|
$615,100
0.08% of portfolio
|
Q3 2024
New holding
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
8,005
shares
|
$611,662
0.22% of portfolio
|
Q4 2024
Added 1.12%
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
7,970
shares
|
$608,987
0.06% of portfolio
|
Q3 2024
New holding
|