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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
31,887
shares
|
$2.63 Million
0.21% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
31,780
shares
|
$2.63 Million
0.13% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
31,657
shares
|
$2.61 Million
0.39% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
31,607
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2024
Added 15.11%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
31,275
shares
|
$2.58 Million
0.24% of portfolio
|
Q3 2024
Added 30.18%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
31,084
shares
|
$2.57 Million
0.19% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
31,036
shares
|
$2.56 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 08, 2024 Q3 2024 |
30,786
shares
|
$2.54 Million
1.16% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
30,723
shares
|
$2.54 Million
1.12% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
30,609
shares
|
$2.53 Million
1.79% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,606
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.06%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
30,477
shares
|
$2.52 Million
0.74% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
30,228
shares
|
$2.5 Million
0.05% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
30,198
shares
|
$2.49 Million
0.1% of portfolio
|
Q3 2024
Added 40.67%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
30,155
shares
|
$2.49 Million
0.35% of portfolio
|
Q3 2024
Reduced 55.43%
|
|
|
Mount Vernon Associates Inc
|
Oct 15, 2024 Q3 2024 |
30,100
shares
|
$2.49 Million
1.61% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
30,050
shares
|
$2.48 Million
1.26% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
29,897
shares
|
$2.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
29,895
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
29,854
shares
|
$2.47 Million
0.03% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
29,824
shares
|
$2.46 Million
1.59% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
29,783
shares
|
$2.46 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
29,756
shares
|
$2.46 Million
0.08% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
29,573
shares
|
$2.44 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
29,449
shares
|
$2.43 Million
0.06% of portfolio
|
Q2 2024
Added 5.33%
|