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 |
|---|---|---|---|---|---|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
19
shares
|
$1,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
18
shares
|
$1,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
17
shares
|
$1,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
16
shares
|
$1,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
16
shares
|
$1,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$1,145
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
12
shares
|
$981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$900
0.08% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
8
shares
|
$654
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
6
shares
|
$490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
6
shares
|
$490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
5
shares
|
$409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
4
shares
|
$327
0.0% of portfolio
|
Q3 2024
Reduced 91.67%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1
shares
|
$81
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1
shares
|
$81
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|