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 |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
4,196
shares
|
$346,589
0.17% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,183
shares
|
$345,515
0.12% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,178
shares
|
$345,102
0.06% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,161
shares
|
$343,698
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,151
shares
|
$342,872
0.39% of portfolio
|
Q3 2023
Reduced 6.7%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
4,140
shares
|
$341,964
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
4,134
shares
|
$341,468
0.01% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,106
shares
|
$339,155
0.01% of portfolio
|
Q2 2024
Reduced 23.54%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
4,100
shares
|
$338,660
0.07% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
4,100
shares
|
$338,660
0.08% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,097
shares
|
$338,412
0.01% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
4,094
shares
|
$338,164
0.11% of portfolio
|
Q3 2024
Added 344.03%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
4,079
shares
|
$336,925
0.13% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,062
shares
|
$335,521
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
4,050
shares
|
$334,530
0.14% of portfolio
|
Q3 2023
Added 5.19%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
4,050
shares
|
$334,530
0.05% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,050
shares
|
$334,530
0.02% of portfolio
|
Q3 2024
Reduced 96.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,030
shares
|
$332,878
0.01% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,025
shares
|
$332,465
0.06% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
4,025
shares
|
$332,465
0.05% of portfolio
|
Q3 2023
Reduced 78.07%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,001
shares
|
$330,482
0.03% of portfolio
|
Q2 2022
Reduced 40.71%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
4,000
shares
|
$330,400
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$330,400
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,970
shares
|
$327,922
0.01% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,965
shares
|
$327,509
0.02% of portfolio
|
Q3 2024
Reduced 13.16%
|