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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
7,677
shares
|
$586,599
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,642
shares
|
$583,925
0.02% of portfolio
|
Q3 2024
Reduced 26.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,612
shares
|
$581,632
0.02% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
7,550
shares
|
$576,895
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
7,531
shares
|
$575,443
0.18% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
7,530
shares
|
$575,367
0.29% of portfolio
|
Q2 2024
Reduced 11.31%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,511
shares
|
$573,915
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,501
shares
|
$573,151
0.01% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
7,452
shares
|
$569,407
0.25% of portfolio
|
Q3 2024
Reduced 33.98%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
7,422
shares
|
$567,115
0.16% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,397
shares
|
$565,204
0.05% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
7,397
shares
|
$565,204
0.05% of portfolio
|
Q3 2024
Added 62.11%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
7,335
shares
|
$560,467
0.09% of portfolio
|
Q4 2024
Added 1130.7%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,320
shares
|
$559,321
0.05% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
7,307
shares
|
$558,327
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
7,303
shares
|
$558,022
0.04% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
7,293
shares
|
$557,258
0.01% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
7,292
shares
|
$557,181
0.06% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
7,283
shares
|
$556,494
0.04% of portfolio
|
Q3 2024
Reduced 46.76%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
7,264
shares
|
$555,042
0.06% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,230
shares
|
$552,444
0.02% of portfolio
|
Q2 2024
Reduced 11.74%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
7,228
shares
|
$552,291
0.06% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,226
shares
|
$552,138
0.07% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
7,212
shares
|
$551,068
0.02% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
7,189
shares
|
$549,311
0.05% of portfolio
|
Q3 2024
New holding
|