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 |
|---|---|---|---|---|---|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
3,229
shares
|
$246,727
0.06% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
3,219
shares
|
$245,963
0.12% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
3,200
shares
|
$244,512
0.05% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
3,199
shares
|
$244,435
0.01% of portfolio
|
Q2 2024
Reduced 33.4%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,174
shares
|
$242,525
0.03% of portfolio
|
Q3 2024
Reduced 88.12%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,173
shares
|
$242,448
0.13% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,172
shares
|
$242,372
0.0% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
3,171
shares
|
$242,296
0.02% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,167
shares
|
$241,990
0.17% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,166
shares
|
$241,914
0.01% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
3,166
shares
|
$241,914
0.05% of portfolio
|
Q1 2024
Reduced 6.8%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
3,152
shares
|
$240,844
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,146
shares
|
$240,385
0.03% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
3,140
shares
|
$239,927
0.07% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
3,122
shares
|
$238,552
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
3,122
shares
|
$238,552
0.15% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,116
shares
|
$238,093
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
3,099
shares
|
$236,794
0.11% of portfolio
|
Q3 2024
Reduced 71.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
3,093
shares
|
$236,336
0.03% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
3,081
shares
|
$235,419
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
3,078
shares
|
$235,189
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,075
shares
|
$234,960
0.08% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,074
shares
|
$234,884
0.04% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
3,066
shares
|
$234,273
0.21% of portfolio
|
Q4 2024
Added 82.28%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
3,049
shares
|
$232,974
0.02% of portfolio
|
Q4 2024
Reduced 5.75%
|