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 2,220 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 $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$8,392
0.01% of portfolio
|
Q3 2023
Reduced 49.26%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$8,148
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$8,148
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
100
shares
|
$8,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
96
shares
|
$7,822
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
90
shares
|
$7,333
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
90
shares
|
$7,333
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
87
shares
|
$7,088
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
83
shares
|
$6,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
82
shares
|
$6,681
0.0% of portfolio
|
Q4 2024
Added 22.39%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
81
shares
|
$6,599
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
79
shares
|
$6,436
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
79
shares
|
$6,436
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
76
shares
|
$6,192
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
71
shares
|
$5,785
0.0% of portfolio
|
Q3 2024
Reduced 58.48%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
65
shares
|
$5,296
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
62
shares
|
$5,051
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
60
shares
|
$4,888
0.0% of portfolio
|
Q1 2023
Added 81.82%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
58
shares
|
$4,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
53
shares
|
$4,318
0.0% of portfolio
|
Q2 2022
Reduced 74.27%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
53
shares
|
$4,318
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
53
shares
|
$4,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
52
shares
|
$4,236
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
51
shares
|
$4,155
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
51
shares
|
$4,155
0.0% of portfolio
|
Q4 2023
New holding
|