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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
3,048
shares
|
$232,897
0.09% of portfolio
|
Q1 2024
Reduced 12.89%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
3,024
shares
|
$231,063
0.07% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,018
shares
|
$230,605
0.05% of portfolio
|
Q3 2024
Added 80.72%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
3,002
shares
|
$229,382
0.02% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$229,230
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,996
shares
|
$228,924
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
2,988
shares
|
$228,313
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,966
shares
|
$226,632
0.04% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,965
shares
|
$226,555
0.01% of portfolio
|
Q3 2024
Reduced 20.68%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
2,921
shares
|
$223,193
0.0% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,918
shares
|
$222,964
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,912
shares
|
$222,505
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2,907
shares
|
$222,123
0.17% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,904
shares
|
$221,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
2,900
shares
|
$221,589
0.08% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,880
shares
|
$220,060
0.03% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
2,875
shares
|
$219,678
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
2,855
shares
|
$218,150
0.15% of portfolio
|
Q4 2023
Added 16.29%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,777
shares
|
$212,190
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,752
shares
|
$210,280
0.05% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,739
shares
|
$209,286
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,726
shares
|
$208,293
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,710
shares
|
$207,071
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$206,307
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,636
shares
|
$201,416
0.03% of portfolio
|
Q4 2024
Reduced 3.62%
|