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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,647
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
12,602
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
12,600
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
12,556
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
12,459
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2024
Reduced 26.08%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
12,459
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
12,454
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,427
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
12,405
shares
|
$1.02 Million
0.34% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
12,384
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 73.01%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
12,345
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,333
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2020
Reduced 18.09%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
12,268
shares
|
$1.01 Million
0.55% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
12,236
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
12,198
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
12,089
shares
|
$998,551
0.48% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
12,038
shares
|
$994,338
0.35% of portfolio
|
Q3 2024
Added 38.35%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
12,038
shares
|
$994,338
0.62% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
12,026
shares
|
$993,347
0.04% of portfolio
|
Q3 2024
Added 71.87%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
12,003
shares
|
$991,447
0.68% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,975
shares
|
$989,134
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
11,969
shares
|
$988,639
0.91% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
11,911
shares
|
$983,848
0.04% of portfolio
|
Q3 2024
Added 351.86%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
11,900
shares
|
$982,939
0.36% of portfolio
|
Q3 2024
Reduced 53.52%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,892
shares
|
$982,279
0.01% of portfolio
|
Q3 2024
Reduced 30.26%
|