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 |
|---|---|---|---|---|---|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
1,449
shares
|
$110,718
0.01% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,417
shares
|
$108,272
0.02% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,408
shares
|
$107,585
0.08% of portfolio
|
Q3 2024
Added 152.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,383
shares
|
$105,675
0.01% of portfolio
|
Q3 2024
Added 57.7%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,362
shares
|
$104,070
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,327
shares
|
$101,396
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,309
shares
|
$100,020
0.0% of portfolio
|
Q2 2024
Reduced 17.1%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,309
shares
|
$100,020
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,308
shares
|
$99,944
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,300
shares
|
$99,333
0.02% of portfolio
|
Q4 2023
Added 18.18%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,277
shares
|
$97,575
0.06% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$97,499
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,275
shares
|
$97,422
0.03% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,269
shares
|
$96,964
0.01% of portfolio
|
Q3 2022
Added 413.77%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,260
shares
|
$96,276
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,256
shares
|
$95,970
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$95,512
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,227
shares
|
$93,755
0.03% of portfolio
|
Q3 2024
Reduced 19.65%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,215
shares
|
$92,838
0.19% of portfolio
|
Q4 2022
Added 49.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,122
shares
|
$85,732
0.01% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,110
shares
|
$84,815
0.04% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,102
shares
|
$84,203
0.01% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,081
shares
|
$82,599
0.06% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,064
shares
|
$81,300
0.0% of portfolio
|
Q3 2024
Added 682.35%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,025
shares
|
$78,320
0.03% of portfolio
|
Q3 2024
Added 79.51%
|