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 |
|---|---|---|---|---|---|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
62,877
shares
|
$5.19 Million
1.79% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
62,649
shares
|
$5.17 Million
0.08% of portfolio
|
Q3 2024
Added 321.03%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
62,051
shares
|
$5.13 Million
0.25% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
61,729
shares
|
$5.1 Million
0.8% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
61,594
shares
|
$5.09 Million
0.1% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
61,075
shares
|
$5.04 Million
0.03% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
61,019
shares
|
$5.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
60,513
shares
|
$5 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
59,848
shares
|
$4.94 Million
0.54% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
58,969
shares
|
$4.87 Million
1.46% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
58,713
shares
|
$4.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 86.88%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
58,665
shares
|
$4.85 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
58,542
shares
|
$4.84 Million
0.31% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
58,515
shares
|
$4.83 Million
1.13% of portfolio
|
Q1 2023
Added 7.44%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
58,248
shares
|
$4.81 Million
0.22% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
57,948
shares
|
$4.79 Million
0.1% of portfolio
|
Q4 2022
Reduced 2.84%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
57,726
shares
|
$4.77 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
57,434
shares
|
$4.74 Million
1.66% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
57,045
shares
|
$4.71 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
56,569
shares
|
$4.67 Million
2.94% of portfolio
|
Q3 2024
Added 27.62%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
56,551
shares
|
$4.67 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
56,527
shares
|
$4.67 Million
2.03% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
56,130
shares
|
$4.64 Million
0.36% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
55,708
shares
|
$4.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
55,636
shares
|
$4.6 Million
0.39% of portfolio
|
Q3 2024
Added 3.01%
|