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 |
|---|---|---|---|---|---|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
35,642
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Added 25.34%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
35,042
shares
|
$2.9 Million
0.07% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
35,005
shares
|
$2.9 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Anson Funds Management LP
Dallas, TX |
Nov 15, 2024 Q3 2024 |
35,000
shares
|
$2.9 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
34,643
shares
|
$2.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
34,572
shares
|
$2.86 Million
0.42% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,220
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 87.9%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
33,960
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.55%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
33,800
shares
|
$2.8 Million
0.27% of portfolio
|
Q4 2023
Added 35.2%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
33,373
shares
|
$2.76 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
33,312
shares
|
$2.76 Million
1.87% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
33,298
shares
|
$2.76 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.66%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
33,208
shares
|
$2.75 Million
0.24% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
33,151
shares
|
$2.74 Million
0.54% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
33,100
shares
|
$2.74 Million
0.31% of portfolio
|
Q3 2024
Added 136.43%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
33,077
shares
|
$2.74 Million
0.02% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
32,825
shares
|
$2.72 Million
0.46% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
32,788
shares
|
$2.71 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
32,784
shares
|
$2.71 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,626
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
32,264
shares
|
$2.67 Million
0.05% of portfolio
|
Q3 2024
Added 90.95%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
32,207
shares
|
$2.67 Million
0.05% of portfolio
|
Q3 2024
Added 27.94%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,168
shares
|
$2.66 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
32,097
shares
|
$2.66 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
31,891
shares
|
$2.64 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.12%
|