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 |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,662
shares
|
$467,681
0.02% of portfolio
|
Q3 2024
Reduced 87.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,652
shares
|
$466,855
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
5,627
shares
|
$464,790
0.03% of portfolio
|
Q3 2024
Reduced 88.53%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,604
shares
|
$462,890
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
5,601
shares
|
$462,642
0.01% of portfolio
|
Q3 2024
Reduced 50.55%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,576
shares
|
$460,577
0.06% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,569
shares
|
$459,999
0.01% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,518
shares
|
$455,786
0.07% of portfolio
|
Q3 2024
Added 70.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,516
shares
|
$455,621
0.02% of portfolio
|
Q4 2023
Added 19.81%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,489
shares
|
$453,391
0.08% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,480
shares
|
$452,647
0.01% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,460
shares
|
$450,995
0.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
5,454
shares
|
$450,500
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
5,450
shares
|
$450,169
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
5,447
shares
|
$449,922
0.08% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
5,428
shares
|
$448,352
0.09% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,413
shares
|
$447,113
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
5,377
shares
|
$444,140
0.21% of portfolio
|
Q3 2024
Reduced 28.38%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
5,370
shares
|
$443,561
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,358
shares
|
$442,570
0.19% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
5,337
shares
|
$440,836
0.14% of portfolio
|
Q2 2024
Added 9.77%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
5,333
shares
|
$440,505
0.16% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
5,326
shares
|
$439,927
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,321
shares
|
$439,514
0.02% of portfolio
|
Q3 2024
Reduced 40.84%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,314
shares
|
$438,936
0.2% of portfolio
|
Q3 2024
New holding
|