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 |
|---|---|---|---|---|---|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
42,343
shares
|
$3.5 Million
0.45% of portfolio
|
Q3 2024
Added 32.56%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
42,300
shares
|
$3.5 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
42,297
shares
|
$3.5 Million
0.16% of portfolio
|
Q3 2024
Added 49.46%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
42,050
shares
|
$3.48 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
41,818
shares
|
$3.46 Million
1.61% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
41,816
shares
|
$3.46 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
41,278
shares
|
$3.42 Million
0.03% of portfolio
|
Q3 2023
Added 4.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
40,955
shares
|
$3.39 Million
0.03% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
40,858
shares
|
$3.38 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
40,785
shares
|
$3.38 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
40,776
shares
|
$3.37 Million
0.42% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
40,210
shares
|
$3.33 Million
0.1% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
40,117
shares
|
$3.32 Million
0.62% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,880
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2024
Added 294.85%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
39,798
shares
|
$3.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
39,267
shares
|
$3.25 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
39,203
shares
|
$3.24 Million
1.2% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
38,926
shares
|
$3.22 Million
0.19% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
38,808
shares
|
$3.21 Million
1.36% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
38,762
shares
|
$3.21 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
38,722
shares
|
$3.2 Million
0.69% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
38,578
shares
|
$3.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,510
shares
|
$3.19 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
38,452
shares
|
$3.18 Million
0.07% of portfolio
|
Q3 2024
Reduced 73.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
38,381
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.54%
|