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 2,229 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,510
shares
|
$118,640
0.04% of portfolio
|
Q1 2024
Reduced 66.14%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,500
shares
|
$117,854
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
1,486
shares
|
$116,755
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,452
shares
|
$114,083
0.0% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,443
shares
|
$113,376
0.01% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
1,440
shares
|
$113,140
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,417
shares
|
$111,333
0.03% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,408
shares
|
$110,626
0.08% of portfolio
|
Q3 2024
Added 152.33%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,370
shares
|
$107,640
0.03% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,364
shares
|
$107,169
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,360
shares
|
$106,855
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
1,342
shares
|
$105,440
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,327
shares
|
$104,262
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
1,313
shares
|
$103,162
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,308
shares
|
$102,769
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
1,301
shares
|
$102,219
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,278
shares
|
$100,412
0.06% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,277
shares
|
$100,333
0.06% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,275
shares
|
$100,176
0.03% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,269
shares
|
$99,705
0.01% of portfolio
|
Q3 2022
Added 413.77%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Feb 14, 2025 Q4 2024 |
1,250
shares
|
$98,212
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,242
shares
|
$97,583
0.04% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,233
shares
|
$96,876
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,231
shares
|
$96,719
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,227
shares
|
$96,405
0.04% of portfolio
|
Q3 2024
Reduced 19.65%
|