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 |
|---|---|---|---|---|---|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
38,310
shares
|
$3.16 Million
0.65% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
38,262
shares
|
$3.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
38,218
shares
|
$3.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
38,096
shares
|
$3.15 Million
0.12% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
38,039
shares
|
$3.14 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
37,830
shares
|
$3.12 Million
0.58% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
37,736
shares
|
$3.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
37,636
shares
|
$3.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 66.3%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
37,510
shares
|
$3.1 Million
0.41% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
37,468
shares
|
$3.09 Million
0.46% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
37,377
shares
|
$3.09 Million
1.13% of portfolio
|
Q3 2024
Added 24.47%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
37,255
shares
|
$3.08 Million
1.55% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
36,624
shares
|
$3.03 Million
0.15% of portfolio
|
Q3 2024
Reduced 90.89%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
36,615
shares
|
$3.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
36,577
shares
|
$3.02 Million
0.44% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
36,543
shares
|
$3.02 Million
1.27% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
36,523
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 54.32%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
36,451
shares
|
$3.01 Million
0.64% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
36,281
shares
|
$3 Million
0.03% of portfolio
|
Q3 2024
Added 44.01%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
36,277
shares
|
$3 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
36,229
shares
|
$2.99 Million
0.22% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
36,066
shares
|
$2.98 Million
0.25% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
35,843
shares
|
$2.96 Million
1.01% of portfolio
|
Q3 2024
Reduced 21.99%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
35,792
shares
|
$2.96 Million
0.2% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
35,737
shares
|
$2.95 Million
0.92% of portfolio
|
Q3 2024
Added 7.9%
|