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 |
|---|---|---|---|---|---|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
315
shares
|
$24,069
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
313
shares
|
$23,916
0.01% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
297
shares
|
$22,693
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
293
shares
|
$22,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
292
shares
|
$22,311
0.0% of portfolio
|
Q1 2024
Reduced 12.84%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
291
shares
|
$22,235
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
287
shares
|
$21,929
0.01% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
284
shares
|
$21,700
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
283
shares
|
$21,624
0.0% of portfolio
|
Q2 2024
Added 88.67%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
282
shares
|
$21,547
0.0% of portfolio
|
Q2 2023
Reduced 61.48%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
277
shares
|
$21,165
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
276
shares
|
$21,089
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
275
shares
|
$21,012
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
271
shares
|
$20,707
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
269
shares
|
$20,554
0.0% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
268
shares
|
$20,477
0.01% of portfolio
|
Q3 2024
Reduced 35.89%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
267
shares
|
$20,401
0.01% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
259
shares
|
$19,790
0.01% of portfolio
|
Q4 2022
Reduced 77.22%
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
258
shares
|
$19,713
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
249
shares
|
$19,026
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
243
shares
|
$18,567
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
232
shares
|
$17,727
0.0% of portfolio
|
Q3 2024
Reduced 94.14%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
227
shares
|
$17,345
0.0% of portfolio
|
Q3 2024
Added 23.37%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
225
shares
|
$17,192
0.0% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
225
shares
|
$17,192
0.01% of portfolio
|
Q3 2024
Added 82.93%
|