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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
16,761
shares
|
$1.38 Million
0.19% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
16,697
shares
|
$1.38 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
16,603
shares
|
$1.37 Million
0.22% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
16,575
shares
|
$1.37 Million
0.33% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
16,541
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
16,472
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2024
Reduced 47.9%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
16,430
shares
|
$1.36 Million
0.23% of portfolio
|
Q3 2024
Added 51.08%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
16,394
shares
|
$1.35 Million
0.32% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
16,231
shares
|
$1.34 Million
0.62% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,155
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2024
Added 88.44%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
16,144
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,927
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
15,869
shares
|
$1.31 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,853
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
15,830
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Added 23.58%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
15,781
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
15,777
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
15,766
shares
|
$1.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
15,730
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,718
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
15,696
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
15,594
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
15,584
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
15,537
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 197.87%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
15,410
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.17%
|