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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
87
shares
|
$7,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
83
shares
|
$6,678
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
83
shares
|
$6,678
0.0% of portfolio
|
Q3 2024
Reduced 53.37%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
79
shares
|
$6,356
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
79
shares
|
$6,356
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
76
shares
|
$6,114
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
71
shares
|
$5,712
0.0% of portfolio
|
Q3 2024
Reduced 58.48%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
67
shares
|
$5,390
0.0% of portfolio
|
Q3 2024
Reduced 85.01%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$5,229
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
62
shares
|
$4,988
0.0% of portfolio
|
Q3 2024
Added 72.22%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
62
shares
|
$4,988
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
60
shares
|
$4,827
0.0% of portfolio
|
Q1 2023
Added 81.82%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
55
shares
|
$4,425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
53
shares
|
$4,264
0.0% of portfolio
|
Q2 2022
Reduced 74.27%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
53
shares
|
$4,264
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
52
shares
|
$4,183
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
52
shares
|
$4,183
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
51
shares
|
$4,103
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
51
shares
|
$4,103
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
51
shares
|
$4,103
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
50
shares
|
$4,022
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$4,022
0.0% of portfolio
|
Q3 2024
Reduced 80.47%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
46
shares
|
$3,701
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
46
shares
|
$3,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
45
shares
|
$3,620
0.0% of portfolio
|
Q2 2024
Reduced 72.39%
|