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 |
|---|---|---|---|---|---|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Feb 13, 2025 Q4 2024 |
69,025
shares
|
$5.55 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
68,152
shares
|
$5.48 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
67,888
shares
|
$5.46 Million
0.78% of portfolio
|
Q4 2024
Added 111.04%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
67,364
shares
|
$5.42 Million
0.11% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
67,307
shares
|
$5.41 Million
1.23% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
67,075
shares
|
$5.4 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
67,017
shares
|
$5.39 Million
2.2% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
67,003
shares
|
$5.39 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
66,916
shares
|
$5.38 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
66,835
shares
|
$5.38 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
66,355
shares
|
$5.34 Million
0.18% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
65,631
shares
|
$5.28 Million
2.2% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
65,487
shares
|
$5.27 Million
0.02% of portfolio
|
Q4 2024
Added 38.56%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
65,262
shares
|
$5.25 Million
0.43% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
65,159
shares
|
$5.24 Million
0.23% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
65,023
shares
|
$5.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
64,745
shares
|
$5.21 Million
0.27% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
64,505
shares
|
$5.19 Million
1.59% of portfolio
|
Q3 2023
Added 4.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
64,421
shares
|
$5.18 Million
1.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
64,255
shares
|
$5.17 Million
2.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
63,931
shares
|
$5.14 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
63,900
shares
|
$5.14 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
63,366
shares
|
$5.1 Million
0.23% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
63,235
shares
|
$5.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
63,062
shares
|
$5.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.87%
|