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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,259
shares
|
$188,852
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,237
shares
|
$187,013
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
2,230
shares
|
$186,428
0.0% of portfolio
|
Q3 2024
Reduced 89.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
2,227
shares
|
$186,177
0.03% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,205
shares
|
$184,338
0.0% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,114
shares
|
$176,730
0.03% of portfolio
|
Q2 2023
Reduced 2.13%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,100
shares
|
$175,560
0.1% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,007
shares
|
$167,785
0.04% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
1,955
shares
|
$163,438
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,935
shares
|
$161,766
0.02% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,895
shares
|
$158,422
0.02% of portfolio
|
Q2 2023
Added 379.75%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,845
shares
|
$154,242
0.0% of portfolio
|
Q4 2024
Added 122.29%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,811
shares
|
$151,399
0.0% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
1,800
shares
|
$150,480
0.03% of portfolio
|
Q4 2021
Reduced 2.28%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
1,795
shares
|
$150,062
0.0% of portfolio
|
Q2 2024
Reduced 98.09%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,791
shares
|
$149,727
0.01% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,781
shares
|
$148,891
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,747
shares
|
$146,049
3.44% of portfolio
|
Q3 2024
Reduced 97.98%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,744
shares
|
$145,798
0.09% of portfolio
|
Q4 2024
Added 173.78%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,740
shares
|
$145,464
0.03% of portfolio
|
Q4 2024
Added 27.94%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,717
shares
|
$143,541
0.02% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,695
shares
|
$141,702
0.04% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,602
shares
|
$133,927
0.09% of portfolio
|
Q3 2023
Added 134.21%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,590
shares
|
$132,924
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,583
shares
|
$132,338
0.02% of portfolio
|
Q3 2024
Reduced 14.11%
|