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 |
|---|---|---|---|---|---|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
49,434
shares
|
$4.09 Million
1.26% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
49,348
shares
|
$4.08 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
49,224
shares
|
$4.07 Million
0.08% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
49,155
shares
|
$4.07 Million
2.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
49,046
shares
|
$4.06 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
48,800
shares
|
$4.04 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
48,623
shares
|
$4.02 Million
0.19% of portfolio
|
Q3 2024
Added 55.12%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
48,607
shares
|
$4.02 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
48,213
shares
|
$3.99 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
48,210
shares
|
$3.99 Million
0.18% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
47,991
shares
|
$3.97 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
47,941
shares
|
$3.97 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
47,896
shares
|
$3.96 Million
0.13% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
47,348
shares
|
$3.92 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
47,264
shares
|
$3.91 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
47,145
shares
|
$3.9 Million
0.03% of portfolio
|
Q3 2024
Added 42.6%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
46,967
shares
|
$3.89 Million
0.63% of portfolio
|
Q3 2024
Reduced 44.06%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
46,828
shares
|
$3.88 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
46,483
shares
|
$3.85 Million
0.68% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
46,396
shares
|
$3.84 Million
1.92% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
45,727
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.23%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
45,714
shares
|
$3.78 Million
0.39% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
45,605
shares
|
$3.77 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
45,376
shares
|
$3.76 Million
0.37% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
45,262
shares
|
$3.75 Million
0.99% of portfolio
|
Q3 2024
Added 5.91%
|