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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,300
shares
|
$437,779
0.08% of portfolio
|
Q4 2021
Reduced 43.01%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,281
shares
|
$436,210
0.32% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,270
shares
|
$435,301
0.07% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
5,265
shares
|
$434,888
0.05% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,226
shares
|
$431,667
0.05% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
5,217
shares
|
$430,924
0.06% of portfolio
|
Q3 2024
Added 89.99%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
5,174
shares
|
$427,372
0.07% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
5,164
shares
|
$426,546
0.04% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
5,154
shares
|
$425,720
0.04% of portfolio
|
Q1 2024
Reduced 88.54%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,153
shares
|
$425,637
0.02% of portfolio
|
Q1 2024
Reduced 77.76%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
5,145
shares
|
$424,976
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,111
shares
|
$422,168
0.02% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
5,110
shares
|
$422,086
0.04% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,105
shares
|
$421,673
0.03% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
5,100
shares
|
$421,260
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,064
shares
|
$418,286
0.03% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,059
shares
|
$417,873
0.03% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
5,045
shares
|
$416,717
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,008
shares
|
$413,660
0.32% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
5,005
shares
|
$413,413
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$413,000
0.13% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$413,000
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$413,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
5,000
shares
|
$413,000
0.13% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
4,987
shares
|
$411,926
0.01% of portfolio
|
Q3 2024
Reduced 13.87%
|