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 |
|---|---|---|---|---|---|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
4,244
shares
|
$324,284
0.18% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,243
shares
|
$324,207
0.11% of portfolio
|
Q3 2024
Added 47.89%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
4,237
shares
|
$323,749
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Nov 05, 2024 Q3 2024 |
4,200
shares
|
$320,922
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,184
shares
|
$319,699
0.19% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,178
shares
|
$319,240
0.06% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,168
shares
|
$318,476
0.03% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,161
shares
|
$317,942
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,151
shares
|
$317,177
0.39% of portfolio
|
Q3 2023
Reduced 6.7%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
4,140
shares
|
$316,337
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
4,134
shares
|
$315,878
0.01% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,106
shares
|
$313,739
0.01% of portfolio
|
Q2 2024
Reduced 23.54%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
4,100
shares
|
$313,281
0.07% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
4,100
shares
|
$313,281
0.08% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,097
shares
|
$313,051
0.01% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
4,094
shares
|
$312,822
0.11% of portfolio
|
Q3 2024
Added 344.03%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
4,088
shares
|
$312,364
0.06% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
4,082
shares
|
$311,905
0.18% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
4,079
shares
|
$311,676
0.13% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,062
shares
|
$310,377
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
4,050
shares
|
$309,460
0.05% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,050
shares
|
$309,460
0.02% of portfolio
|
Q3 2024
Reduced 96.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,030
shares
|
$307,932
0.01% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,025
shares
|
$307,550
0.06% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
4,025
shares
|
$307,550
0.05% of portfolio
|
Q3 2023
Reduced 78.07%
|