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 |
|---|---|---|---|---|---|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
3,616
shares
|
$276,298
0.07% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,615
shares
|
$276,222
0.09% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,612
shares
|
$275,992
0.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
3,611
shares
|
$275,916
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,607
shares
|
$275,610
0.02% of portfolio
|
Q3 2024
Reduced 88.15%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,605
shares
|
$275,458
0.26% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,597
shares
|
$274,846
0.02% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,595
shares
|
$274,693
0.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
3,590
shares
|
$274,311
0.13% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
3,564
shares
|
$272,325
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
3,564
shares
|
$272,325
0.09% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,521
shares
|
$269,039
0.05% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
3,510
shares
|
$268,199
0.07% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
3,500
shares
|
$267,435
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$267,435
0.0% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
3,490
shares
|
$266,670
0.13% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,479
shares
|
$265,830
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
3,465
shares
|
$264,760
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,455
shares
|
$263,996
0.04% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,446
shares
|
$263,308
0.05% of portfolio
|
Q1 2024
Reduced 57.24%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,439
shares
|
$262,773
0.05% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
3,433
shares
|
$262,315
0.03% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,416
shares
|
$261,016
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,412
shares
|
$260,710
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
3,385
shares
|
$258,647
0.15% of portfolio
|
Q3 2024
Added 17.49%
|