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 |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
10,974
shares
|
$906,452
0.36% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
10,972
shares
|
$906,287
0.06% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10,950
shares
|
$904,469
0.08% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,913
shares
|
$901,413
0.05% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
10,908
shares
|
$901,000
0.85% of portfolio
|
Q3 2022
Reduced 91.2%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
10,903
shares
|
$900,587
0.01% of portfolio
|
Q3 2024
Added 53.41%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
10,850
shares
|
$896,209
0.2% of portfolio
|
Q3 2024
Added 25.7%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
10,820
shares
|
$893,731
0.12% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,765
shares
|
$889,188
0.04% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,736
shares
|
$886,793
1.73% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,728
shares
|
$886,132
0.01% of portfolio
|
Q3 2024
Added 20.72%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
10,695
shares
|
$883,406
0.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
10,527
shares
|
$869,530
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
10,518
shares
|
$868,786
0.02% of portfolio
|
Q3 2024
Reduced 29.0%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,496
shares
|
$866,969
0.04% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
10,484
shares
|
$865,978
0.07% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
10,439
shares
|
$862,261
0.28% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,396
shares
|
$858,709
0.05% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
10,345
shares
|
$854,496
1.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
10,329
shares
|
$853,175
0.2% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
10,275
shares
|
$848,714
0.12% of portfolio
|
Q3 2024
Added 1748.02%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,228
shares
|
$844,832
0.25% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
10,197
shares
|
$842,272
0.06% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
10,163
shares
|
$839,463
0.01% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,155
shares
|
$838,803
0.02% of portfolio
|
Q3 2024
Reduced 74.1%
|