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 |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
7,174
shares
|
$592,572
0.1% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
7,172
shares
|
$592,407
0.04% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
7,143
shares
|
$590,011
0.04% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,125
shares
|
$588,525
0.15% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
7,122
shares
|
$588,277
0.02% of portfolio
|
Q3 2024
Added 22.31%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
7,119
shares
|
$588,029
0.01% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
7,111
shares
|
$587,368
0.03% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
7,107
shares
|
$587,038
0.03% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
7,071
shares
|
$584,064
0.19% of portfolio
|
Q3 2024
Reduced 45.47%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
7,055
shares
|
$582,743
0.29% of portfolio
|
Q3 2023
Reduced 0.7%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,034
shares
|
$581,008
0.01% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,005
shares
|
$578,613
0.01% of portfolio
|
Q3 2024
Reduced 91.44%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
6,995
shares
|
$577,787
0.07% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
6,976
shares
|
$576,217
0.0% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,971
shares
|
$575,804
0.03% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
6,917
shares
|
$571,344
0.02% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
6,903
shares
|
$570,187
0.22% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
6,884
shares
|
$568,618
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
6,882
shares
|
$568,453
0.16% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
6,850
shares
|
$565,810
0.06% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
6,827
shares
|
$563,910
0.14% of portfolio
|
Q2 2024
Reduced 39.61%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,821
shares
|
$563,414
0.02% of portfolio
|
Q3 2024
Reduced 22.28%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
6,817
shares
|
$563,084
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
6,796
shares
|
$561,349
0.04% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,747
shares
|
$557,302
0.01% of portfolio
|
Q3 2024
Added 7.61%
|