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 2,229 institutions that hold shares in the stock, with a total of 1.48 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 |
|---|---|---|---|---|---|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,215
shares
|
$90,177
0.19% of portfolio
|
Q4 2022
Added 49.08%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,202
shares
|
$89,212
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,123
shares
|
$83,349
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,110
shares
|
$82,384
0.04% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,102
shares
|
$81,790
0.01% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,096
shares
|
$81,345
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,092
shares
|
$81,048
0.01% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,081
shares
|
$80,231
0.06% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,064
shares
|
$78,970
0.01% of portfolio
|
Q3 2024
Added 682.35%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,004
shares
|
$74,516
0.01% of portfolio
|
Q4 2024
Reduced 67.41%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
988
shares
|
$73,329
0.0% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
978
shares
|
$72,587
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
959
shares
|
$71,176
0.0% of portfolio
|
Q4 2024
Reduced 90.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
929
shares
|
$68,950
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
928
shares
|
$68,876
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
927
shares
|
$68,801
0.06% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
913
shares
|
$67,762
0.0% of portfolio
|
Q4 2024
Reduced 58.59%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
909
shares
|
$67,465
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
894
shares
|
$66,352
0.03% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
870
shares
|
$64,571
0.01% of portfolio
|
Q4 2024
Reduced 86.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
857
shares
|
$63,606
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
856
shares
|
$63,532
0.02% of portfolio
|
Q3 2023
Reduced 5.52%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
855
shares
|
$63,458
0.0% of portfolio
|
Q4 2024
Added 40.86%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
834
shares
|
$61,899
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
820
shares
|
$60,860
0.01% of portfolio
|
Q4 2024
Reduced 9.29%
|