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 2,222 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 $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
178,757
shares
|
$14.4 Million
3.31% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
176,394
shares
|
$14.2 Million
1.18% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
176,034
shares
|
$14.2 Million
0.92% of portfolio
|
Q4 2024
Added 104.4%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
175,371
shares
|
$14.1 Million
0.2% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
175,164
shares
|
$14.1 Million
0.52% of portfolio
|
Q4 2024
Added 29.68%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
175,157
shares
|
$14.1 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
174,691
shares
|
$14.1 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
174,109
shares
|
$14 Million
0.57% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
171,327
shares
|
$13.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
170,432
shares
|
$13.7 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
169,659
shares
|
$13.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 22.97%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
167,637
shares
|
$13.5 Million
1.26% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
166,640
shares
|
$13.4 Million
1.08% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
166,280
shares
|
$13.4 Million
0.12% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
166,207
shares
|
$13.4 Million
1.3% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
165,434
shares
|
$13.3 Million
2.44% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
164,267
shares
|
$13.2 Million
0.36% of portfolio
|
Q1 2023
Added 5.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
164,133
shares
|
$13.2 Million
0.04% of portfolio
|
Q4 2024
Added 40.58%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
162,359
shares
|
$13.1 Million
2.32% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
162,081
shares
|
$13 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
161,743
shares
|
$13 Million
2.58% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
161,367
shares
|
$13 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
160,671
shares
|
$12.9 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
159,173
shares
|
$12.8 Million
5.62% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
157,042
shares
|
$12.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.71%
|