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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,965
shares
|
$244,908
0.01% of portfolio
|
Q3 2024
Reduced 20.68%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
2,921
shares
|
$241,274
0.0% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,912
shares
|
$240,531
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,904
shares
|
$239,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
2,900
shares
|
$239,539
0.08% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,880
shares
|
$237,887
0.03% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
2,875
shares
|
$237,474
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
2,855
shares
|
$235,822
0.15% of portfolio
|
Q4 2023
Added 16.29%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
2,798
shares
|
$231,114
0.05% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
2,735
shares
|
$225,910
0.02% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,725
shares
|
$225,084
0.05% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$223,019
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,619
shares
|
$216,329
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
2,582
shares
|
$213,273
0.15% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
2,572
shares
|
$212,447
0.09% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
2,470
shares
|
$204,022
0.11% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,431
shares
|
$200,800
0.01% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,424
shares
|
$200,222
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
2,416
shares
|
$199,561
0.07% of portfolio
|
Q3 2024
Added 48.59%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,389
shares
|
$197,331
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
2,350
shares
|
$194,110
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,271
shares
|
$187,584
0.02% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,259
shares
|
$186,593
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,237
shares
|
$184,776
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
2,230
shares
|
$184,198
0.0% of portfolio
|
Q3 2024
Reduced 89.71%
|