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 2,083 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 $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
179,221
shares
|
$14.8 Million
2.98% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
176,916
shares
|
$14.6 Million
2.79% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
176,902
shares
|
$14.6 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
176,520
shares
|
$14.6 Million
0.12% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
175,568
shares
|
$14.5 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
175,354
shares
|
$14.5 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
174,661
shares
|
$14.4 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
174,010
shares
|
$14.4 Million
0.56% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
173,612
shares
|
$14.3 Million
0.12% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
173,348
shares
|
$14.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
172,664
shares
|
$14.3 Million
1.12% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
172,042
shares
|
$14.2 Million
0.03% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
171,481
shares
|
$14.2 Million
2.05% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
168,689
shares
|
$13.9 Million
0.14% of portfolio
|
Q3 2024
Added 736.25%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
167,934
shares
|
$13.9 Million
5.41% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
166,207
shares
|
$13.7 Million
1.12% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
165,951
shares
|
$13.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
165,818
shares
|
$13.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
164,829
shares
|
$13.6 Million
0.86% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
164,267
shares
|
$13.6 Million
0.36% of portfolio
|
Q1 2023
Added 5.03%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2024 Q3 2024 |
163,640
shares
|
$13.5 Million
1.29% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
162,885
shares
|
$13.5 Million
0.9% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
162,171
shares
|
$13.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
161,641
shares
|
$13.4 Million
2.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
161,381
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 779.13%
|