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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
13,493
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,472
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
13,452
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Added 25.37%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
13,395
shares
|
$1.11 Million
0.27% of portfolio
|
Q1 2024
Added 4.69%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
13,376
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2024
Added 118.17%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
13,302
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
13,300
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 65.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
13,293
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
Added 31.21%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
13,219
shares
|
$1.09 Million
0.63% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
13,216
shares
|
$1.09 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
13,160
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
13,110
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
13,093
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
13,059
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
13,003
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
12,974
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
12,866
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
12,842
shares
|
$1.06 Million
0.14% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
12,817
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
12,816
shares
|
$1.06 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
12,810
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2024
Added 42.33%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
12,791
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,768
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2023
Reduced 12.53%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
12,745
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.84%
|