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 2,082 institutions that hold shares in the stock, with a total of 1.45 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 |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
209
shares
|
$16,816
0.01% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
204
shares
|
$16,413
0.01% of portfolio
|
Q3 2020
Reduced 24.72%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
202
shares
|
$16,252
0.0% of portfolio
|
Q2 2023
Reduced 6.91%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
200
shares
|
$16,091
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
200
shares
|
$16,091
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
197
shares
|
$15,850
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
192
shares
|
$15,448
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$15,126
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
186
shares
|
$14,965
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
184
shares
|
$14,804
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
180
shares
|
$14,482
0.01% of portfolio
|
Q2 2023
Added 592.31%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
177
shares
|
$14,241
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
177
shares
|
$14,241
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
175
shares
|
$14,080
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
170
shares
|
$13,678
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
165
shares
|
$13,275
0.0% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
165
shares
|
$13,275
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
162
shares
|
$13,034
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
162
shares
|
$13,034
0.0% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
158
shares
|
$12,712
0.0% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
158
shares
|
$12,712
0.0% of portfolio
|
Q2 2024
Reduced 30.09%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
152
shares
|
$12,229
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
151
shares
|
$12,149
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
150
shares
|
$12,068
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
149
shares
|
$11,988
0.0% of portfolio
|
Q2 2023
New holding
|