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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
9,709
shares
|
$801,963
0.06% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,663
shares
|
$798,163
0.11% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,655
shares
|
$797,503
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
9,612
shares
|
$793,951
0.38% of portfolio
|
Q3 2024
Added 34.77%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
9,605
shares
|
$793,373
0.04% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
9,604
shares
|
$793,290
0.27% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
9,601
shares
|
$793,042
0.12% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
9,587
shares
|
$791,886
0.14% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,559
shares
|
$789,573
0.04% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
9,500
shares
|
$784,700
0.29% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
9,455
shares
|
$780,983
0.13% of portfolio
|
Q3 2024
Reduced 21.63%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
9,450
shares
|
$780,570
0.6% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
9,425
shares
|
$778,505
0.19% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
9,387
shares
|
$775,366
0.12% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,360
shares
|
$773,136
0.03% of portfolio
|
Q1 2023
Reduced 96.95%
|
|
|
Keene & Associates, Inc.
|
Oct 22, 2024 Q3 2024 |
9,321
shares
|
$769,914
0.46% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,314
shares
|
$769,336
0.04% of portfolio
|
Q3 2022
Reduced 4.12%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
9,302
shares
|
$768,345
0.04% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,273
shares
|
$765,949
0.04% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Nov 04, 2024 Q3 2024 |
9,249
shares
|
$763,967
0.26% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
9,248
shares
|
$763,884
0.02% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
9,218
shares
|
$761,406
0.06% of portfolio
|
Q3 2024
Reduced 46.85%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,203
shares
|
$760,167
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
9,201
shares
|
$760,002
0.18% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
9,182
shares
|
$758,433
0.03% of portfolio
|
Q3 2024
Reduced 41.78%
|