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 |
|---|---|---|---|---|---|
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
Jan 16, 2025 Q4 2024 |
156,467
shares
|
$12.6 Million
7.81% of portfolio
|
Q1 2023
Added 51.17%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
155,691
shares
|
$12.5 Million
0.45% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
154,850
shares
|
$12.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
153,108
shares
|
$12.3 Million
0.1% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
153,030
shares
|
$12.3 Million
0.08% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
152,798
shares
|
$12.3 Million
0.23% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
151,502
shares
|
$12.2 Million
0.32% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
151,360
shares
|
$12.2 Million
0.36% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
150,793
shares
|
$12.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 55.16%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
150,519
shares
|
$12.1 Million
0.39% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
147,774
shares
|
$11.9 Million
2.9% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
146,067
shares
|
$11.7 Million
0.23% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
145,128
shares
|
$11.7 Million
0.54% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
144,958
shares
|
$11.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
143,969
shares
|
$11.6 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
142,045
shares
|
$11.4 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
141,684
shares
|
$11.4 Million
0.21% of portfolio
|
Q4 2024
Added 46.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
141,169
shares
|
$11.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
141,165
shares
|
$11.4 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
138,844
shares
|
$11.2 Million
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
138,097
shares
|
$11.1 Million
0.09% of portfolio
|
Q4 2024
Added 15.87%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
138,021
shares
|
$11.1 Million
2.74% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
137,526
shares
|
$11.1 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
137,065
shares
|
$11 Million
0.43% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
136,828
shares
|
$11 Million
0.21% of portfolio
|
Q4 2024
Added 591.99%
|