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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
77,142
shares
|
$6.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
77,139
shares
|
$6.37 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
76,459
shares
|
$6.32 Million
2.48% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
76,302
shares
|
$6.3 Million
0.16% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
76,009
shares
|
$6.28 Million
0.19% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Marshall & Sullivan Inc
|
Oct 09, 2024 Q3 2024 |
75,994
shares
|
$6.28 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
75,761
shares
|
$6.26 Million
0.22% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
75,441
shares
|
$6.23 Million
0.08% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
75,341
shares
|
$6.22 Million
3.1% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,300
shares
|
$6.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 57.46%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
74,818
shares
|
$6.18 Million
3.05% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
74,140
shares
|
$6.12 Million
0.61% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
74,073
shares
|
$6.12 Million
0.09% of portfolio
|
Q3 2024
Added 68.98%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
73,616
shares
|
$6.08 Million
0.29% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
73,493
shares
|
$6.07 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
73,212
shares
|
$6.05 Million
0.33% of portfolio
|
Q2 2022
Reduced 23.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
73,135
shares
|
$6.04 Million
0.41% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
73,052
shares
|
$6.03 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
72,987
shares
|
$6.03 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
72,700
shares
|
$6.01 Million
0.51% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
71,373
shares
|
$5.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
70,968
shares
|
$5.86 Million
0.54% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
70,958
shares
|
$5.86 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2024 Q3 2024 |
70,625
shares
|
$5.83 Million
0.49% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
70,181
shares
|
$5.8 Million
0.43% of portfolio
|
Q3 2024
Added 5.78%
|