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 |
---|---|---|---|---|---|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
16
shares
|
$1,172
0.0% of portfolio
|
Q1 2024
Reduced 97.91%
|
|
Bank Of New Hampshire
|
Apr 10, 2024 Q1 2024 |
15
shares
|
$1,099
0.0% of portfolio
|
Q3 2023
Reduced 89.29%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
14
shares
|
$1,025
0.0% of portfolio
|
Q3 2023
New holding
|
|
Org Partners LLC
Roanoke, IN |
May 06, 2024 Q1 2024 |
14
shares
|
$1,025
0.0% of portfolio
|
Q1 2024
Reduced 99.04%
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
10
shares
|
$732
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 13, 2024 Q1 2024 |
10
shares
|
$732
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
9
shares
|
$659
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nvwm, LLC
|
May 06, 2024 Q1 2024 |
8
shares
|
$586
0.0% of portfolio
|
Q1 2024
New holding
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
6
shares
|
$439
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
May 13, 2024 Q1 2024 |
1
shares
|
$73
0.0% of portfolio
|
Q3 2023
Reduced 98.25%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
1
shares
|
$73
0.0% of portfolio
|
Q1 2023
New holding
|
|
Global Frontier Investments LLC
Charleston, SC |
May 15, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
May 01, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|