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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
11,880
shares
|
$981,287
0.06% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
11,805
shares
|
$975,092
0.23% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,798
shares
|
$974,514
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,785
shares
|
$973,440
0.49% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
11,740
shares
|
$969,723
0.03% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
11,700
shares
|
$966,419
0.5% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
11,612
shares
|
$959,151
0.38% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
11,583
shares
|
$956,755
0.41% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
11,514
shares
|
$951,056
0.01% of portfolio
|
Q3 2024
Reduced 32.75%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
11,506
shares
|
$950,395
0.06% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
11,504
shares
|
$950,230
0.02% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
11,497
shares
|
$949,652
0.24% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
11,480
shares
|
$948,247
0.11% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
11,461
shares
|
$946,678
0.1% of portfolio
|
Q3 2024
Added 32.34%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,422
shares
|
$943,457
0.21% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
11,400
shares
|
$941,639
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
11,386
shares
|
$940,483
0.21% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,367
shares
|
$938,914
0.15% of portfolio
|
Q2 2023
Added 5.99%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
11,352
shares
|
$937,675
0.34% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,352
shares
|
$937,675
0.09% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,222
shares
|
$926,937
0.05% of portfolio
|
Q3 2023
Reduced 57.58%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,114
shares
|
$918,016
0.34% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
11,106
shares
|
$917,355
0.1% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
11,102
shares
|
$917,025
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
11,033
shares
|
$911,325
0.2% of portfolio
|
Q1 2024
Added 155.16%
|