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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,576
shares
|
$130,177
0.01% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,559
shares
|
$128,773
0.06% of portfolio
|
Q1 2023
Added 334.26%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
1,552
shares
|
$128,195
0.0% of portfolio
|
Q1 2023
Reduced 86.78%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
1,545
shares
|
$127,616
0.01% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,535
shares
|
$126,790
0.08% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
1,527
shares
|
$126,130
0.02% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,514
shares
|
$125,056
0.04% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,510
shares
|
$124,725
0.04% of portfolio
|
Q1 2024
Reduced 66.14%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,500
shares
|
$123,899
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,455
shares
|
$120,182
0.01% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,452
shares
|
$119,935
0.0% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
1,449
shares
|
$119,687
0.01% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,417
shares
|
$117,044
0.02% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,408
shares
|
$116,300
0.07% of portfolio
|
Q3 2024
Added 152.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,401
shares
|
$115,722
0.02% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,383
shares
|
$114,235
0.01% of portfolio
|
Q3 2024
Added 57.7%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,362
shares
|
$112,501
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,360
shares
|
$112,335
0.02% of portfolio
|
Q3 2024
Reduced 57.89%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,327
shares
|
$109,610
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,309
shares
|
$108,123
0.0% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,309
shares
|
$108,123
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,308
shares
|
$108,040
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,300
shares
|
$107,379
0.02% of portfolio
|
Q4 2023
Added 18.18%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,277
shares
|
$105,480
0.06% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$105,397
0.02% of portfolio
|
Q3 2024
New holding
|