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 2,222 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 $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
152
shares
|
$12,226
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
150
shares
|
$12,066
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
149
shares
|
$11,985
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
148
shares
|
$11,905
0.01% of portfolio
|
Q4 2023
Added 39.62%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
145
shares
|
$11,663
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
142
shares
|
$11,422
0.0% of portfolio
|
Q1 2024
Reduced 76.01%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
142
shares
|
$11,422
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
136
shares
|
$10,939
0.0% of portfolio
|
Q2 2021
Reduced 59.52%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
134
shares
|
$10,778
0.0% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
130
shares
|
$10,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
130
shares
|
$10,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
130
shares
|
$10,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
129
shares
|
$10,376
0.0% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
127
shares
|
$10,215
0.01% of portfolio
|
Q4 2024
Reduced 28.25%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
127
shares
|
$10,215
0.01% of portfolio
|
Q4 2024
Reduced 28.25%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
126
shares
|
$10,135
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
125
shares
|
$10,055
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
121
shares
|
$9,733
0.0% of portfolio
|
Q4 2024
Reduced 46.22%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
120
shares
|
$9,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
116
shares
|
$9,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
116
shares
|
$9,331
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
115
shares
|
$9,250
0.01% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
114
shares
|
$9,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
114
shares
|
$9,170
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
113
shares
|
$9,089
0.0% of portfolio
|
Q1 2024
New holding
|