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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,702
shares
|
$435,689
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
5,698
shares
|
$435,384
0.09% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,662
shares
|
$432,633
0.02% of portfolio
|
Q3 2024
Reduced 87.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,652
shares
|
$431,869
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
5,627
shares
|
$429,959
0.03% of portfolio
|
Q3 2024
Reduced 88.53%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
5,601
shares
|
$427,972
0.01% of portfolio
|
Q3 2024
Reduced 50.55%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,576
shares
|
$426,062
0.06% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,569
shares
|
$425,527
0.01% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,518
shares
|
$421,630
0.07% of portfolio
|
Q3 2024
Added 70.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,516
shares
|
$421,477
0.02% of portfolio
|
Q4 2023
Added 19.81%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
5,492
shares
|
$419,643
0.0% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,489
shares
|
$419,414
0.08% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,487
shares
|
$419,261
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,472
shares
|
$418,115
0.29% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,460
shares
|
$417,198
0.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
5,454
shares
|
$416,740
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
5,447
shares
|
$416,205
0.08% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5,424
shares
|
$414,447
0.01% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
5,413
shares
|
$413,607
0.05% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,413
shares
|
$413,607
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5,403
shares
|
$412,843
0.1% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
5,400
shares
|
$412,614
0.03% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
5,379
shares
|
$411,009
0.23% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
5,370
shares
|
$410,321
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,358
shares
|
$409,404
0.19% of portfolio
|
Q3 2024
Added 2.72%
|