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 |
|---|---|---|---|---|---|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
3,353
shares
|
$276,957
0.05% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
3,352
shares
|
$276,875
0.08% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,351
shares
|
$276,792
0.03% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
3,330
shares
|
$275,058
0.07% of portfolio
|
Q2 2023
Reduced 11.53%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,326
shares
|
$274,727
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,324
shares
|
$274,562
0.04% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
3,324
shares
|
$274,562
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
3,323
shares
|
$274,479
0.06% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
3,322
shares
|
$274,397
0.07% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,320
shares
|
$274,232
0.02% of portfolio
|
Q3 2024
Reduced 78.91%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
3,300
shares
|
$272,580
0.02% of portfolio
|
Q3 2024
Reduced 98.79%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
3,298
shares
|
$272,414
0.06% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,291
shares
|
$271,836
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
3,291
shares
|
$271,836
0.05% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,291
shares
|
$271,836
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,276
shares
|
$270,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
3,275
shares
|
$270,515
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
3,269
shares
|
$270,019
0.07% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,254
shares
|
$268,780
0.03% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
3,246
shares
|
$268,119
0.05% of portfolio
|
Q2 2024
Reduced 34.29%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
3,245
shares
|
$268,037
0.03% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
3,235
shares
|
$267,211
0.02% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,232
shares
|
$266,963
0.03% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
3,229
shares
|
$266,715
0.06% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
3,219
shares
|
$265,889
0.12% of portfolio
|
Q3 2024
Reduced 5.85%
|