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 2,074 institutions that hold shares in the stock, with a total of 1.49 Billion shares, which have been reported (via 13F filing form) to have a value of $109 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
79
shares
|
$5,789
0.0% of portfolio
|
Q2 2023
New holding
|
|
Activest Wealth Management
|
Apr 24, 2024 Q1 2024 |
70
shares
|
$5,129
0.0% of portfolio
|
Q4 2023
New holding
|
|
First United Bank & Trust
|
Apr 29, 2024 Q1 2024 |
65
shares
|
$4,763
0.0% of portfolio
|
Q4 2023
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
65
shares
|
$4,763
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
64
shares
|
$4,689
0.23% of portfolio
|
Q1 2024
Reduced 8.57%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
64
shares
|
$4,689
0.0% of portfolio
|
Q4 2023
New holding
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 08, 2024 Q1 2024 |
62
shares
|
$4,543
0.0% of portfolio
|
Q1 2023
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
60
shares
|
$4,396
0.0% of portfolio
|
Q1 2023
Added 81.82%
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
59
shares
|
$4,323
0.0% of portfolio
|
Q1 2024
Added 293.33%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
53
shares
|
$3,883
0.0% of portfolio
|
Q2 2022
Reduced 74.27%
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
53
shares
|
$3,883
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|
Paladin Advisory Group, LLC
|
May 08, 2024 Q1 2024 |
52
shares
|
$3,810
0.0% of portfolio
|
Q1 2023
New holding
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
51
shares
|
$3,737
0.0% of portfolio
|
Q4 2023
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
51
shares
|
$3,737
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hbc Financial Services, Pllc
|
May 06, 2024 Q1 2024 |
50
shares
|
$3,664
0.0% of portfolio
|
Q1 2023
New holding
|
|
Bay Harbor Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
50
shares
|
$3,664
0.0% of portfolio
|
Q1 2023
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 18, 2024 Q1 2024 |
50
shares
|
$3,664
0.0% of portfolio
|
Q1 2024
New holding
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
50
shares
|
$3,664
0.0% of portfolio
|
Q4 2023
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
46
shares
|
$3,370
0.0% of portfolio
|
Q4 2021
New holding
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
May 15, 2024 Q1 2024 |
34
shares
|
$2,491
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
33
shares
|
$2,418
0.0% of portfolio
|
Q1 2023
New holding
|
|
Decision Point Financial, LLC
Mesa, AZ |
Apr 30, 2024 Q1 2024 |
28
shares
|
$2,051
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
25
shares
|
$1,832
0.0% of portfolio
|
Q1 2024
Reduced 99.36%
|
|
Core First Bank & Trust
Topeka, KS |
May 15, 2024 Q1 2024 |
22
shares
|
$1,612
0.0% of portfolio
|
Q4 2023
Reduced 97.85%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
18
shares
|
$1,319
0.0% of portfolio
|
Q4 2023
Added 5.88%
|