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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,275
shares
|
$105,315
0.03% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,269
shares
|
$104,819
0.01% of portfolio
|
Q3 2022
Added 413.77%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,260
shares
|
$104,076
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,256
shares
|
$103,745
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$103,250
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,227
shares
|
$101,350
0.03% of portfolio
|
Q3 2024
Reduced 19.65%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,215
shares
|
$100,359
0.19% of portfolio
|
Q4 2022
Added 49.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,122
shares
|
$92,677
0.01% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,110
shares
|
$91,686
0.03% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,102
shares
|
$91,025
0.01% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,081
shares
|
$89,290
0.06% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,064
shares
|
$87,886
0.0% of portfolio
|
Q3 2024
Added 682.35%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,025
shares
|
$84,665
0.03% of portfolio
|
Q3 2024
Added 79.51%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,010
shares
|
$83,426
0.03% of portfolio
|
Q3 2024
Added 32.2%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
971
shares
|
$80,204
0.05% of portfolio
|
Q3 2024
Reduced 90.7%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
950
shares
|
$78,470
0.02% of portfolio
|
Q4 2023
Reduced 41.35%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
947
shares
|
$78,222
0.02% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
935
shares
|
$77,231
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
930
shares
|
$76,818
0.04% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
909
shares
|
$75,083
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
904
shares
|
$74,670
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
861
shares
|
$71,118
0.01% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
856
shares
|
$70,705
0.02% of portfolio
|
Q3 2023
Reduced 5.52%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
848
shares
|
$70,044
0.09% of portfolio
|
Q3 2024
Reduced 90.25%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
841
shares
|
$69,466
0.0% of portfolio
|
Q3 2024
Reduced 36.43%
|