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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
662
shares
|
$50,583
0.0% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
659
shares
|
$50,354
0.02% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
655
shares
|
$50,048
0.01% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
635
shares
|
$48,520
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
625
shares
|
$47,756
0.0% of portfolio
|
Q1 2024
Reduced 8.36%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
616
shares
|
$47,068
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
610
shares
|
$46,610
0.03% of portfolio
|
Q4 2023
Added 916.67%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
610
shares
|
$46,610
0.0% of portfolio
|
Q2 2023
Reduced 39.3%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
607
shares
|
$46,380
0.0% of portfolio
|
Q3 2024
Reduced 93.49%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
604
shares
|
$46,151
0.02% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
600
shares
|
$45,846
0.03% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
565
shares
|
$43,171
0.02% of portfolio
|
Q1 2023
Added 54.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
561
shares
|
$42,866
0.0% of portfolio
|
Q4 2023
Reduced 26.28%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
550
shares
|
$42,025
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
537
shares
|
$41,032
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
524
shares
|
$40,038
0.01% of portfolio
|
Q2 2023
Reduced 96.72%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
514
shares
|
$39,274
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
512
shares
|
$39,121
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
510
shares
|
$38,969
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
509
shares
|
$38,892
0.01% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
509
shares
|
$38,892
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
502
shares
|
$38,357
0.0% of portfolio
|
Q2 2024
Reduced 73.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
500
shares
|
$38,205
0.0% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$38,205
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
482
shares
|
$36,829
0.01% of portfolio
|
Q3 2024
New holding
|