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 |
---|---|---|---|---|---|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
6,527
shares
|
$498,728
0.01% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
6,525
shares
|
$498,575
0.01% of portfolio
|
Q3 2024
Added 4.05%
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
6,498
shares
|
$496,512
0.21% of portfolio
|
Q3 2024
Reduced 48.32%
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,490
shares
|
$495,900
0.2% of portfolio
|
Q3 2024
Reduced 24.93%
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
6,476
shares
|
$494,831
0.17% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
6,466
shares
|
$494,067
0.12% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
6,439
shares
|
$492,003
0.1% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,372
shares
|
$486,884
0.02% of portfolio
|
Q4 2024
Added 49.86%
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
6,367
shares
|
$486,502
0.03% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,341
shares
|
$484,515
0.04% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
6,310
shares
|
$482,147
0.14% of portfolio
|
Q3 2023
Added 2.44%
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
6,291
shares
|
$480,695
0.15% of portfolio
|
Q3 2024
Added 51.3%
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
6,233
shares
|
$476,263
0.11% of portfolio
|
Q3 2024
Added 3.73%
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,232
shares
|
$476,187
0.11% of portfolio
|
Q3 2024
New holding
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
6,220
shares
|
$475,270
0.16% of portfolio
|
Q3 2024
Added 8.29%
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,200
shares
|
$473,742
0.14% of portfolio
|
Q4 2023
Added 3.33%
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
6,198
shares
|
$473,589
0.04% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
6,184
shares
|
$472,519
0.02% of portfolio
|
Q2 2024
New holding
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,156
shares
|
$470,379
0.07% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
6,146
shares
|
$469,615
0.01% of portfolio
|
Q3 2024
Added 2840.67%
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,144
shares
|
$469,463
0.05% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
6,137
shares
|
$468,928
0.12% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,130
shares
|
$468,393
0.05% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
6,130
shares
|
$468,393
0.05% of portfolio
|
Q3 2024
Reduced 27.03%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,123
shares
|
$467,858
0.02% of portfolio
|
Q3 2024
Reduced 5.08%
|