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 |
|---|---|---|---|---|---|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
93,729
shares
|
$7.54 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
93,429
shares
|
$7.52 Million
0.29% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
93,241
shares
|
$7.5 Million
0.07% of portfolio
|
Q4 2024
Added 157.0%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
92,787
shares
|
$7.46 Million
0.53% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
92,409
shares
|
$7.43 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
91,700
shares
|
$7.38 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
91,477
shares
|
$7.36 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
91,227
shares
|
$7.34 Million
0.57% of portfolio
|
Q4 2022
Added 331.82%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
90,959
shares
|
$7.32 Million
0.17% of portfolio
|
Q4 2024
Added 17.49%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
90,932
shares
|
$7.31 Million
0.97% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
90,665
shares
|
$7.29 Million
0.09% of portfolio
|
Q2 2022
Added 46.05%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
89,991
shares
|
$7.24 Million
1.01% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
89,776
shares
|
$7.22 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
89,650
shares
|
$7.21 Million
0.21% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
89,378
shares
|
$7.19 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
89,028
shares
|
$7.16 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
88,576
shares
|
$7.13 Million
0.15% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
88,379
shares
|
$7.11 Million
1.09% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
87,089
shares
|
$7.01 Million
0.1% of portfolio
|
Q4 2024
Reduced 32.33%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
87,013
shares
|
$7 Million
0.07% of portfolio
|
Q4 2024
Added 125.55%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
86,750
shares
|
$6.98 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
86,674
shares
|
$6.97 Million
0.53% of portfolio
|
Q2 2023
Added 6.12%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
86,640
shares
|
$6.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
86,486
shares
|
$6.96 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
85,931
shares
|
$6.91 Million
0.73% of portfolio
|
Q4 2024
Added 4.74%
|