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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
5,337
shares
|
$407,800
0.14% of portfolio
|
Q2 2024
Added 9.77%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
5,326
shares
|
$406,959
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,321
shares
|
$406,577
0.02% of portfolio
|
Q3 2024
Reduced 40.84%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,314
shares
|
$406,042
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,300
shares
|
$404,973
0.08% of portfolio
|
Q4 2021
Reduced 43.01%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
5,290
shares
|
$404,208
0.14% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,281
shares
|
$403,521
0.32% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,270
shares
|
$402,680
0.07% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,226
shares
|
$399,318
0.05% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
5,218
shares
|
$398,707
0.18% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
5,217
shares
|
$398,630
0.06% of portfolio
|
Q3 2024
Added 89.99%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
5,174
shares
|
$395,345
0.07% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
5,164
shares
|
$394,581
0.04% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
5,154
shares
|
$393,817
0.04% of portfolio
|
Q1 2024
Reduced 88.54%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,153
shares
|
$393,740
0.02% of portfolio
|
Q1 2024
Reduced 77.76%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
5,145
shares
|
$393,129
0.07% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,111
shares
|
$390,531
0.02% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
5,110
shares
|
$390,455
0.04% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,105
shares
|
$390,073
0.03% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,103
shares
|
$389,920
0.01% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
5,100
shares
|
$389,691
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,064
shares
|
$386,940
0.03% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,059
shares
|
$386,558
0.03% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
5,045
shares
|
$385,488
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,008
shares
|
$382,661
0.32% of portfolio
|
Q2 2024
Reduced 1.86%
|