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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
76,356
shares
|
$6.14 Million
0.01% of portfolio
|
Q4 2024
Added 91.46%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
75,441
shares
|
$6.07 Million
0.08% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
75,300
shares
|
$6.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 57.46%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
74,433
shares
|
$5.99 Million
3.64% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
74,352
shares
|
$5.98 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
74,279
shares
|
$5.98 Million
2.84% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
73,493
shares
|
$5.91 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
73,212
shares
|
$5.89 Million
0.33% of portfolio
|
Q2 2022
Reduced 23.22%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
73,052
shares
|
$5.88 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
72,932
shares
|
$5.87 Million
0.21% of portfolio
|
Q4 2024
Added 55.74%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
72,710
shares
|
$5.85 Million
0.23% of portfolio
|
Q4 2024
Added 35.12%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
72,700
shares
|
$5.85 Million
0.51% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
72,363
shares
|
$5.82 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
72,284
shares
|
$5.81 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
71,789
shares
|
$5.77 Million
0.51% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
71,463
shares
|
$5.75 Million
0.9% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
71,187
shares
|
$5.73 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
70,791
shares
|
$5.69 Million
2.15% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
69,978
shares
|
$5.63 Million
3.43% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
69,919
shares
|
$5.62 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
69,628
shares
|
$5.6 Million
0.85% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
69,415
shares
|
$5.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 93.57%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
69,281
shares
|
$5.57 Million
0.53% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
69,247
shares
|
$5.57 Million
0.76% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Interval Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
69,226
shares
|
$5.57 Million
0.1% of portfolio
|
Q4 2024
New holding
|