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 |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
85,310
shares
|
$6.86 Million
1.28% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
84,900
shares
|
$6.83 Million
1.04% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
84,847
shares
|
$6.83 Million
0.44% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
84,439
shares
|
$6.79 Million
2.1% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
83,316
shares
|
$6.7 Million
0.33% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
83,149
shares
|
$6.69 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
81,292
shares
|
$6.54 Million
0.19% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Icici Prudential Asset Management CO LTD
|
Jan 31, 2025 Q4 2024 |
81,080
shares
|
$6.52 Million
0.68% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
80,655
shares
|
$6.49 Million
4.01% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
80,400
shares
|
$6.47 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
80,344
shares
|
$6.46 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
80,053
shares
|
$6.44 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
79,759
shares
|
$6.42 Million
0.23% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
79,393
shares
|
$6.39 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
79,008
shares
|
$6.36 Million
0.08% of portfolio
|
Q4 2024
Reduced 69.16%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
78,361
shares
|
$6.3 Million
0.03% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
77,685
shares
|
$6.25 Million
0.06% of portfolio
|
Q4 2024
Added 32.42%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
77,471
shares
|
$6.23 Million
0.24% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
77,422
shares
|
$6.23 Million
0.76% of portfolio
|
Q4 2024
Added 635.46%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
77,289
shares
|
$6.22 Million
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
77,139
shares
|
$6.21 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Feb 12, 2025 Q4 2024 |
77,047
shares
|
$6.2 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
77,035
shares
|
$6.2 Million
0.69% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
76,944
shares
|
$6.19 Million
0.75% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
76,397
shares
|
$6.15 Million
2.98% of portfolio
|
Q4 2024
Added 0.53%
|