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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,952
shares
|
$656,835
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
7,951
shares
|
$656,752
0.04% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,917
shares
|
$653,944
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
7,916
shares
|
$653,861
0.2% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
7,915
shares
|
$653,779
0.04% of portfolio
|
Q3 2024
Reduced 91.21%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
7,893
shares
|
$651,961
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
7,875
shares
|
$650,475
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
7,862
shares
|
$649,401
0.15% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
7,859
shares
|
$649,153
0.02% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
7,857
shares
|
$648,988
0.05% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
7,850
shares
|
$648,410
0.06% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
7,843
shares
|
$647,831
0.3% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
7,839
shares
|
$647,501
0.05% of portfolio
|
Q3 2024
Added 32.28%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,831
shares
|
$646,840
0.02% of portfolio
|
Q4 2023
Added 5.38%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
7,795
shares
|
$643,867
0.01% of portfolio
|
Q3 2024
Reduced 95.88%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
7,734
shares
|
$638,828
0.05% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
7,722
shares
|
$637,837
0.01% of portfolio
|
Q3 2024
Reduced 34.07%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
7,718
shares
|
$637,506
0.06% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
7,713
shares
|
$637,093
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
7,709
shares
|
$636,763
0.05% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
7,708
shares
|
$636,680
0.31% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
7,699
shares
|
$635,937
0.01% of portfolio
|
Q2 2023
Added 42.63%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
7,695
shares
|
$635,607
0.06% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
7,686
shares
|
$634,863
0.06% of portfolio
|
Q2 2024
Reduced 35.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,642
shares
|
$631,229
0.02% of portfolio
|
Q3 2024
Reduced 26.98%
|