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 |
|---|---|---|---|---|---|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
29,442
shares
|
$2.43 Million
0.68% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
29,195
shares
|
$2.41 Million
0.56% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
29,133
shares
|
$2.41 Million
0.66% of portfolio
|
Q2 2024
Added 12.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,106
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,941
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.94%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
28,664
shares
|
$2.37 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.21%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
28,605
shares
|
$2.36 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
28,556
shares
|
$2.36 Million
0.12% of portfolio
|
Q3 2024
Reduced 35.89%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
28,519
shares
|
$2.36 Million
0.11% of portfolio
|
Q3 2024
Reduced 71.63%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
28,476
shares
|
$2.35 Million
0.38% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,432
shares
|
$2.35 Million
0.13% of portfolio
|
Q2 2022
Reduced 3.3%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
28,399
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
28,396
shares
|
$2.35 Million
0.76% of portfolio
|
Q3 2024
Reduced 57.08%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
28,340
shares
|
$2.34 Million
1.62% of portfolio
|
Q2 2023
New holding
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
28,239
shares
|
$2.33 Million
0.77% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Martin Capital Advisors, LLP
|
Oct 11, 2024 Q3 2024 |
28,200
shares
|
$2.33 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
28,140
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
28,066
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2024
Added 258.72%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
27,955
shares
|
$2.31 Million
1.11% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
27,882
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
27,808
shares
|
$2.3 Million
0.04% of portfolio
|
Q2 2024
Reduced 42.82%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
27,576
shares
|
$2.28 Million
1.29% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
27,569
shares
|
$2.28 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
27,536
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
27,353
shares
|
$2.26 Million
1.16% of portfolio
|
Q3 2024
Added 5.56%
|