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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,381
shares
|
$258,342
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,372
shares
|
$257,654
0.0% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,369
shares
|
$257,425
0.01% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
3,357
shares
|
$256,508
0.2% of portfolio
|
Q2 2024
Added 14.11%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
3,357
shares
|
$256,508
0.08% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
3,355
shares
|
$256,355
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
3,352
shares
|
$256,126
0.08% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,351
shares
|
$256,049
0.03% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,350
shares
|
$255,973
0.09% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,326
shares
|
$254,139
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
3,324
shares
|
$253,986
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
3,323
shares
|
$253,910
0.06% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
3,322
shares
|
$253,834
0.07% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,320
shares
|
$253,681
0.02% of portfolio
|
Q3 2024
Reduced 78.91%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
3,300
shares
|
$252,153
0.02% of portfolio
|
Q3 2024
Reduced 98.79%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
3,298
shares
|
$252,000
0.06% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
3,291
shares
|
$251,465
0.05% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,291
shares
|
$251,465
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,288
shares
|
$251,236
0.07% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,276
shares
|
$250,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
3,275
shares
|
$250,242
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,254
shares
|
$248,638
0.03% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
3,246
shares
|
$248,026
0.05% of portfolio
|
Q2 2024
Reduced 34.29%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
3,245
shares
|
$247,950
0.03% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,232
shares
|
$246,957
0.03% of portfolio
|
Q3 2024
Added 0.62%
|