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 |
|---|---|---|---|---|---|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
49,936
shares
|
$4.02 Million
2.36% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
49,795
shares
|
$4.01 Million
0.15% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
49,551
shares
|
$3.99 Million
2.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
49,513
shares
|
$3.98 Million
0.21% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
49,454
shares
|
$3.98 Million
0.1% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
49,364
shares
|
$3.97 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
49,073
shares
|
$3.95 Million
0.06% of portfolio
|
Q4 2024
Added 114.84%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
49,060
shares
|
$3.95 Million
0.45% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
48,978
shares
|
$3.94 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
48,926
shares
|
$3.94 Million
0.4% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
48,900
shares
|
$3.93 Million
0.46% of portfolio
|
Q4 2024
Reduced 51.63%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
48,676
shares
|
$3.92 Million
1.36% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
48,584
shares
|
$3.91 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
48,408
shares
|
$3.89 Million
1.3% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
48,350
shares
|
$3.89 Million
1.44% of portfolio
|
Q4 2024
Added 217.05%
|
|
|
Malaga Cove Capital, LLC
|
Feb 14, 2025 Q4 2024 |
47,721
shares
|
$3.84 Million
1.48% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
47,591
shares
|
$3.83 Million
0.04% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
47,483
shares
|
$3.82 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
47,465
shares
|
$3.82 Million
0.08% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
47,194
shares
|
$3.8 Million
0.06% of portfolio
|
Q4 2024
Added 46.53%
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
46,967
shares
|
$3.78 Million
0.67% of portfolio
|
Q3 2024
Reduced 44.06%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
46,540
shares
|
$3.74 Million
2.06% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
46,301
shares
|
$3.72 Million
0.13% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
46,255
shares
|
$3.72 Million
1.12% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
45,990
shares
|
$3.7 Million
1.36% of portfolio
|
Q4 2024
Reduced 8.99%
|