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 |
---|---|---|---|---|---|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
25,116
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
25,035
shares
|
$2.07 Million
0.11% of portfolio
|
Q3 2024
Added 6286.48%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,029
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
Iat Reinsurance CO Ltd.
New York, NY |
Nov 08, 2024 Q3 2024 |
25,000
shares
|
$2.06 Million
0.44% of portfolio
|
Q3 2017
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
24,959
shares
|
$2.06 Million
0.05% of portfolio
|
Q2 2024
Reduced 37.53%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
24,844
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
24,745
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.55%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,672
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2022
Added 223.74%
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
24,656
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2024
Added 13.53%
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
24,643
shares
|
$2.04 Million
0.16% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
24,616
shares
|
$2.03 Million
0.35% of portfolio
|
Q3 2022
Added 0.19%
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
24,605
shares
|
$2.03 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
24,539
shares
|
$2.03 Million
0.23% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
24,484
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
24,436
shares
|
$2.02 Million
0.68% of portfolio
|
Q3 2024
Added 31.41%
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
24,419
shares
|
$2.02 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
24,391
shares
|
$2.01 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
24,368
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,336
shares
|
$2.01 Million
0.23% of portfolio
|
Q2 2024
Added 4.91%
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
24,308
shares
|
$2.01 Million
0.65% of portfolio
|
Q3 2024
Added 0.53%
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
24,246
shares
|
$2 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
24,118
shares
|
$1.99 Million
0.29% of portfolio
|
Q3 2024
Added 6.75%
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
24,032
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2024
Added 4.58%
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
24,000
shares
|
$1.98 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
23,956
shares
|
$1.98 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.63%
|