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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
2,227
shares
|
$183,950
0.03% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,205
shares
|
$182,133
0.0% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
2,177
shares
|
$179,820
0.02% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,175
shares
|
$179,655
0.1% of portfolio
|
Q3 2024
Reduced 69.55%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,114
shares
|
$174,616
0.03% of portfolio
|
Q2 2023
Reduced 2.13%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
2,049
shares
|
$169,247
0.04% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,998
shares
|
$165,034
0.02% of portfolio
|
Q3 2024
Added 106.62%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
1,954
shares
|
$161,400
0.01% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,895
shares
|
$156,527
0.02% of portfolio
|
Q2 2023
Added 379.75%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1,831
shares
|
$151,240
0.06% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,811
shares
|
$149,588
0.0% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
1,800
shares
|
$148,680
0.02% of portfolio
|
Q4 2021
Reduced 2.28%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
1,795
shares
|
$148,267
0.0% of portfolio
|
Q2 2024
Reduced 98.09%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
1,788
shares
|
$147,688
0.01% of portfolio
|
Q2 2024
Reduced 41.15%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,781
shares
|
$147,110
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,747
shares
|
$144,302
3.44% of portfolio
|
Q3 2024
Reduced 97.98%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,726
shares
|
$142,567
0.01% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,717
shares
|
$141,824
0.02% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,710
shares
|
$141,246
0.04% of portfolio
|
Q2 2024
Reduced 22.62%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,689
shares
|
$139,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
1,682
shares
|
$138,933
0.13% of portfolio
|
Q4 2023
Added 33540.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,602
shares
|
$132,325
0.09% of portfolio
|
Q3 2023
Added 134.21%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,590
shares
|
$131,334
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,583
shares
|
$130,755
0.02% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,579
shares
|
$130,425
0.01% of portfolio
|
Q3 2024
Added 4.85%
|