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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
4,633
shares
|
$354,007
0.06% of portfolio
|
Q3 2024
Added 21.35%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,608
shares
|
$352,097
0.04% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
4,600
shares
|
$351,486
0.04% of portfolio
|
Q4 2023
Added 12.2%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
4,595
shares
|
$351,103
0.02% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,595
shares
|
$351,103
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
4,592
shares
|
$350,874
0.25% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
4,570
shares
|
$349,193
0.13% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
4,510
shares
|
$344,609
0.08% of portfolio
|
Q2 2023
Reduced 0.68%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,500
shares
|
$343,845
0.03% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
4,500
shares
|
$343,845
0.03% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
4,500
shares
|
$343,845
0.1% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
4,500
shares
|
$343,845
0.01% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
4,480
shares
|
$342,316
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
4,461
shares
|
$340,865
0.56% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
4,459
shares
|
$340,712
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
4,458
shares
|
$340,635
0.04% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
4,444
shares
|
$339,566
0.22% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,443
shares
|
$339,489
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,423
shares
|
$337,961
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,417
shares
|
$337,502
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
4,408
shares
|
$336,815
0.2% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,407
shares
|
$336,738
0.05% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,395
shares
|
$335,821
0.04% of portfolio
|
Q2 2022
Reduced 0.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,395
shares
|
$335,821
0.03% of portfolio
|
Q4 2022
Added 3.14%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,388
shares
|
$335,287
0.03% of portfolio
|
Q1 2024
New holding
|