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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
462
shares
|
$35,301
0.01% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
460
shares
|
$35,148
0.0% of portfolio
|
Q3 2024
Reduced 38.42%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
457
shares
|
$34,919
0.02% of portfolio
|
Q1 2022
Added 0.22%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
451
shares
|
$34,460
0.0% of portfolio
|
Q4 2024
Reduced 94.33%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
450
shares
|
$34,384
0.01% of portfolio
|
Q1 2024
Reduced 37.06%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
435
shares
|
$33,238
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
434
shares
|
$33,161
0.01% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
431
shares
|
$32,932
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
410
shares
|
$31,328
0.0% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
400
shares
|
$30,564
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
399
shares
|
$30,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
397
shares
|
$30,334
0.02% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
395
shares
|
$30,181
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
395
shares
|
$30,181
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
387
shares
|
$29,570
0.0% of portfolio
|
Q3 2024
Added 62.61%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
383
shares
|
$29,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
373
shares
|
$28,500
0.0% of portfolio
|
Q3 2024
Added 216.1%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
354
shares
|
$27,049
0.01% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
352
shares
|
$26,896
0.01% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
350
shares
|
$26,743
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
338
shares
|
$25,826
0.0% of portfolio
|
Q3 2024
Added 29.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
331
shares
|
$25,291
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
328
shares
|
$25,062
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
320
shares
|
$24,451
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
319
shares
|
$24,374
0.0% of portfolio
|
Q3 2023
Added 10.0%
|