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 2,108 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 $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,739
shares
|
$228,980
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
2,728
shares
|
$228,060
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,726
shares
|
$227,893
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,726
shares
|
$227,893
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
2,716
shares
|
$227,057
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
2,711
shares
|
$226,639
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,710
shares
|
$226,555
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
2,705
shares
|
$226,137
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$225,719
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,636
shares
|
$220,369
0.03% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,619
shares
|
$218,948
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
2,582
shares
|
$215,855
0.15% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
2,572
shares
|
$215,019
0.09% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,520
shares
|
$210,672
0.08% of portfolio
|
Q4 2024
Reduced 44.86%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
2,507
shares
|
$209,585
0.09% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
2,505
shares
|
$209,418
0.06% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,501
shares
|
$209,083
0.03% of portfolio
|
Q4 2024
Added 78.52%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
2,470
shares
|
$206,492
0.11% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,431
shares
|
$203,231
0.01% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,424
shares
|
$202,646
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,401
shares
|
$200,723
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
2,350
shares
|
$196,460
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,340
shares
|
$195,624
0.02% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,317
shares
|
$193,701
0.0% of portfolio
|
Q4 2024
Added 37.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,271
shares
|
$189,855
0.02% of portfolio
|
Q3 2024
Added 9.82%
|