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 |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$382,050
0.13% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$382,050
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$382,050
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
5,000
shares
|
$382,050
0.13% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
4,986
shares
|
$380,980
0.02% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
4,976
shares
|
$380,216
0.02% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
4,969
shares
|
$379,681
0.03% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,949
shares
|
$378,153
0.03% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
4,948
shares
|
$378,076
0.05% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,914
shares
|
$375,478
0.12% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,885
shares
|
$373,262
0.04% of portfolio
|
Q3 2024
Added 74.28%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,866
shares
|
$371,811
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,848
shares
|
$370,435
0.02% of portfolio
|
Q4 2024
Added 41.05%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
4,847
shares
|
$370,359
0.28% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
4,830
shares
|
$369,060
0.25% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,825
shares
|
$368,678
0.01% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,821
shares
|
$368,372
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
4,781
shares
|
$365,316
0.22% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,753
shares
|
$363,176
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
4,716
shares
|
$360,349
0.12% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,697
shares
|
$358,897
0.05% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
4,661
shares
|
$356,147
0.01% of portfolio
|
Q4 2024
Added 50.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,645
shares
|
$354,924
0.02% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,639
shares
|
$354,465
0.01% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
4,636
shares
|
$354,236
0.14% of portfolio
|
Q3 2024
Added 5.17%
|