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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
105,159
shares
|
$8.46 Million
0.34% of portfolio
|
Q4 2024
Added 1228.6%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,106
shares
|
$8.45 Million
0.04% of portfolio
|
Q2 2023
Reduced 47.03%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
104,890
shares
|
$8.44 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
104,832
shares
|
$8.43 Million
0.21% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
103,838
shares
|
$8.35 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
103,799
shares
|
$8.35 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
103,034
shares
|
$8.29 Million
0.14% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
102,659
shares
|
$8.26 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Feb 04, 2025 Q4 2024 |
102,376
shares
|
$8.24 Million
2.63% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
102,313
shares
|
$8.23 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
101,474
shares
|
$8.16 Million
0.91% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
100,967
shares
|
$8.12 Million
0.15% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
100,092
shares
|
$8.05 Million
0.53% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Feb 13, 2025 Q4 2024 |
100,000
shares
|
$8.04 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
99,934
shares
|
$8.04 Million
0.09% of portfolio
|
Q4 2024
Added 59.51%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
99,050
shares
|
$7.97 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
98,978
shares
|
$7.96 Million
0.26% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
98,828
shares
|
$7.95 Million
1.9% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Clough Capital Partners L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
98,690
shares
|
$7.94 Million
0.88% of portfolio
|
Q4 2024
Reduced 24.14%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
98,230
shares
|
$7.9 Million
1.58% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
98,159
shares
|
$7.9 Million
0.04% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
97,764
shares
|
$7.86 Million
0.05% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
97,562
shares
|
$7.85 Million
0.07% of portfolio
|
Q4 2024
Added 80.81%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
95,398
shares
|
$7.67 Million
0.05% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
94,412
shares
|
$7.59 Million
0.03% of portfolio
|
Q4 2024
Added 833.39%
|