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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,092
shares
|
$465,489
0.07% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
6,070
shares
|
$463,808
0.22% of portfolio
|
Q4 2023
Added 30.26%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
6,050
shares
|
$462,280
0.32% of portfolio
|
Q3 2024
Added 17.64%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,025
shares
|
$460,370
0.2% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
5,998
shares
|
$458,307
0.31% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,992
shares
|
$457,848
0.09% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
5,977
shares
|
$456,702
0.2% of portfolio
|
Q3 2024
Reduced 30.85%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
5,952
shares
|
$454,792
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,951
shares
|
$454,715
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
5,899
shares
|
$450,742
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,898
shares
|
$450,666
0.0% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,866
shares
|
$448,221
0.05% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
5,847
shares
|
$446,769
0.06% of portfolio
|
Q3 2024
Added 29.85%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,837
shares
|
$446,005
0.05% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
5,835
shares
|
$445,852
0.16% of portfolio
|
Q3 2024
Reduced 27.77%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,818
shares
|
$444,553
0.05% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
5,805
shares
|
$443,560
0.09% of portfolio
|
Q3 2023
Added 11.53%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
5,805
shares
|
$443,560
0.13% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
5,790
shares
|
$442,413
0.31% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
5,768
shares
|
$440,732
0.2% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,764
shares
|
$440,427
0.04% of portfolio
|
Q3 2023
Reduced 7.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,757
shares
|
$439,892
0.06% of portfolio
|
Q4 2022
Reduced 1.27%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
5,748
shares
|
$439,204
0.02% of portfolio
|
Q2 2023
Reduced 15.62%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5,739
shares
|
$438,516
0.15% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
5,735
shares
|
$438,211
0.09% of portfolio
|
Q3 2024
Added 1.24%
|