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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
124,955
shares
|
$10.3 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
123,843
shares
|
$10.2 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
122,065
shares
|
$10.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
122,043
shares
|
$10.1 Million
1.17% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Nov 05, 2024 Q3 2024 |
121,932
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
121,689
shares
|
$10.1 Million
2.76% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
121,389
shares
|
$10 Million
1.43% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
119,618
shares
|
$9.88 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
119,516
shares
|
$9.87 Million
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
119,269
shares
|
$9.85 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
119,185
shares
|
$9.84 Million
0.09% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
118,814
shares
|
$9.81 Million
0.01% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
118,654
shares
|
$9.8 Million
0.2% of portfolio
|
Q3 2024
Reduced 87.26%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
118,428
shares
|
$9.78 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
118,200
shares
|
$9.76 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
117,411
shares
|
$9.7 Million
0.11% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
117,250
shares
|
$9.68 Million
2.27% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
116,753
shares
|
$9.64 Million
0.03% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
115,300
shares
|
$9.52 Million
1.16% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
114,734
shares
|
$9.48 Million
1.4% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
113,232
shares
|
$9.35 Million
0.51% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
111,984
shares
|
$9.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 54.08%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
111,365
shares
|
$9.2 Million
0.02% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
110,694
shares
|
$9.14 Million
0.06% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
110,283
shares
|
$9.11 Million
0.12% of portfolio
|
Q3 2024
Added 0.43%
|