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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
14,348
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
14,296
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,254
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 68.71%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
14,230
shares
|
$1.18 Million
0.32% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
14,206
shares
|
$1.17 Million
0.48% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
14,187
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
14,143
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
14,117
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
14,069
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
13,984
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 94.56%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
13,976
shares
|
$1.15 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
13,951
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
13,935
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 49.36%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
13,873
shares
|
$1.15 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
13,843
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
13,813
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
13,806
shares
|
$1.14 Million
0.43% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
13,791
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
13,764
shares
|
$1.14 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
13,752
shares
|
$1.14 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
13,698
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
13,642
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,601
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
13,548
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
13,524
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Added 17.21%
|