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 |
|---|---|---|---|---|---|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
8,615
shares
|
$711,599
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
8,568
shares
|
$707,716
0.19% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,554
shares
|
$706,560
0.07% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
8,468
shares
|
$699,456
0.01% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,467
shares
|
$699,374
0.03% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
8,461
shares
|
$698,878
0.0% of portfolio
|
Q3 2024
Reduced 99.15%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
8,449
shares
|
$697,887
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,448
shares
|
$697,804
0.05% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
8,421
shares
|
$695,574
0.29% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
8,375
shares
|
$691,775
0.3% of portfolio
|
Q4 2023
Added 4.69%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
8,342
shares
|
$689,049
0.13% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
8,290
shares
|
$684,754
0.09% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
8,281
shares
|
$684,010
0.12% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
8,275
shares
|
$683,515
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
8,268
shares
|
$682,936
0.33% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
8,167
shares
|
$674,594
0.08% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
8,142
shares
|
$672,529
0.01% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
8,100
shares
|
$669,060
0.07% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
8,070
shares
|
$666,582
0.06% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
8,050
shares
|
$664,930
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
8,026
shares
|
$662,947
0.11% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
8,004
shares
|
$661,130
0.04% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
7,970
shares
|
$658,322
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
7,959
shares
|
$657,413
0.0% of portfolio
|
Q3 2024
Reduced 54.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,957
shares
|
$657,248
0.02% of portfolio
|
Q3 2024
New holding
|