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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,381
shares
|
$334,752
0.01% of portfolio
|
Q3 2024
Reduced 14.82%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
4,380
shares
|
$334,675
0.14% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
4,366
shares
|
$333,606
0.11% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,357
shares
|
$332,918
0.05% of portfolio
|
Q3 2024
Added 16.97%
|
|
|
Caas Capital Management LP
New York, NY |
Oct 28, 2024 Q3 2024 |
4,357
shares
|
$332,918
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
4,356
shares
|
$332,841
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
4,343
shares
|
$331,848
0.1% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,339
shares
|
$331,542
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,332
shares
|
$331,008
0.03% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
4,322
shares
|
$330,244
0.12% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,319
shares
|
$330,014
0.09% of portfolio
|
Q4 2022
Reduced 6.49%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
4,314
shares
|
$329,632
0.01% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,312
shares
|
$329,479
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
4,300
shares
|
$328,563
0.03% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
4,297
shares
|
$328,333
0.22% of portfolio
|
Q4 2024
Added 6830.65%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,287
shares
|
$327,569
0.02% of portfolio
|
Q3 2024
Reduced 22.81%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
4,286
shares
|
$327,493
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,285
shares
|
$327,416
0.19% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,285
shares
|
$327,416
0.01% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
4,280
shares
|
$327,034
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
4,278
shares
|
$326,881
0.02% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,275
shares
|
$326,652
0.03% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
4,253
shares
|
$324,971
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
4,251
shares
|
$324,818
0.13% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
4,251
shares
|
$324,818
0.13% of portfolio
|
Q3 2024
New holding
|