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 |
|---|---|---|---|---|---|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
18,297
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
18,275
shares
|
$1.51 Million
0.44% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
18,211
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
18,162
shares
|
$1.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 74.26%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
18,061
shares
|
$1.49 Million
0.08% of portfolio
|
Q2 2023
Reduced 0.08%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
18,031
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 31.4%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
17,984
shares
|
$1.49 Million
0.52% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,977
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
17,968
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
17,763
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
17,725
shares
|
$1.47 Million
0.51% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
17,663
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Reduced 69.6%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
17,591
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
17,584
shares
|
$1.46 Million
1.28% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
17,531
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Added 206.97%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
17,436
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
17,300
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
17,052
shares
|
$1.41 Million
0.36% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
17,043
shares
|
$1.41 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
17,000
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Added 41.67%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
16,996
shares
|
$1.41 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,963
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 70.38%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
16,917
shares
|
$1.4 Million
0.91% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
16,830
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 95.03%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
16,807
shares
|
$1.39 Million
0.81% of portfolio
|
Q3 2024
Added 2.44%
|