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 |
|---|---|---|---|---|---|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,001
shares
|
$305,716
0.03% of portfolio
|
Q2 2022
Reduced 40.71%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
4,000
shares
|
$305,640
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$305,640
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
3,974
shares
|
$303,653
0.04% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,970
shares
|
$303,347
0.01% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,965
shares
|
$302,965
0.02% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
3,964
shares
|
$302,889
0.04% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,959
shares
|
$302,507
0.02% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
3,958
shares
|
$302,430
0.02% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
3,958
shares
|
$302,430
0.22% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
3,950
shares
|
$301,819
0.17% of portfolio
|
Q1 2024
Reduced 28.8%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,950
shares
|
$301,819
0.09% of portfolio
|
Q4 2023
Reduced 3.66%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,946
shares
|
$301,513
0.15% of portfolio
|
Q4 2023
Added 1873.0%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
3,936
shares
|
$300,749
0.13% of portfolio
|
Q3 2024
Reduced 19.67%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
3,931
shares
|
$300,367
0.03% of portfolio
|
Q3 2024
Reduced 21.0%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,924
shares
|
$299,832
0.27% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
3,924
shares
|
$299,832
0.26% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,910
shares
|
$298,763
0.19% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,898
shares
|
$297,846
0.12% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
3,898
shares
|
$297,846
0.05% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,891
shares
|
$297,311
0.03% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
3,890
shares
|
$297,234
0.01% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
3,878
shares
|
$296,317
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
3,868
shares
|
$295,553
0.08% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
3,854
shares
|
$294,484
0.11% of portfolio
|
Q2 2024
New holding
|