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 2,221 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
51
shares
|
$4,173
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
51
shares
|
$4,173
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$4,091
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
48
shares
|
$3,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
46
shares
|
$3,764
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
46
shares
|
$3,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
45
shares
|
$3,682
0.0% of portfolio
|
Q2 2024
Reduced 72.39%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
43
shares
|
$3,518
0.0% of portfolio
|
Q4 2024
Added 115.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
43
shares
|
$3,518
0.14% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
43
shares
|
$3,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
40
shares
|
$3,273
0.0% of portfolio
|
Q4 2024
Reduced 97.82%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
40
shares
|
$3,273
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
40
shares
|
$3,273
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
39
shares
|
$3,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
39
shares
|
$3,191
0.0% of portfolio
|
Q2 2024
Reduced 92.76%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
37
shares
|
$3,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
33
shares
|
$2,700
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
33
shares
|
$2,700
0.0% of portfolio
|
Q4 2024
Added 94.12%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
33
shares
|
$2,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
32
shares
|
$2,618
0.0% of portfolio
|
Q4 2024
Reduced 76.64%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
31
shares
|
$2,536
0.0% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
28
shares
|
$2,291
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
23
shares
|
$1,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
20
shares
|
$1,636
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
20
shares
|
$1,636
0.0% of portfolio
|
Q4 2024
Reduced 83.05%
|