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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
45,262
shares
|
$3.74 Million
0.99% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
45,000
shares
|
$3.72 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
44,974
shares
|
$3.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
44,893
shares
|
$3.71 Million
1.11% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
44,707
shares
|
$3.69 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
44,687
shares
|
$3.69 Million
1.45% of portfolio
|
Q3 2023
Added 0.31%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
44,487
shares
|
$3.67 Million
1.3% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
44,474
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
44,230
shares
|
$3.65 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
44,076
shares
|
$3.64 Million
0.03% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
43,970
shares
|
$3.63 Million
2.17% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,854
shares
|
$3.62 Million
0.09% of portfolio
|
Q3 2022
Added 12.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
43,683
shares
|
$3.61 Million
0.39% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
43,561
shares
|
$3.6 Million
0.33% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
43,319
shares
|
$3.58 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
43,299
shares
|
$3.58 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,249
shares
|
$3.57 Million
0.94% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
43,068
shares
|
$3.56 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
43,066
shares
|
$3.56 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
42,988
shares
|
$3.55 Million
1.12% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
42,945
shares
|
$3.55 Million
0.22% of portfolio
|
Q3 2024
Added 41.02%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
42,838
shares
|
$3.54 Million
0.39% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
42,536
shares
|
$3.51 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
42,492
shares
|
$3.51 Million
0.15% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
42,402
shares
|
$3.5 Million
0.12% of portfolio
|
Q3 2024
Added 5.05%
|