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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
45,556
shares
|
$3.66 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
45,308
shares
|
$3.64 Million
0.03% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
45,108
shares
|
$3.63 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
45,050
shares
|
$3.62 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
45,045
shares
|
$3.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.71%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
44,914
shares
|
$3.61 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
44,804
shares
|
$3.6 Million
0.66% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
44,802
shares
|
$3.6 Million
0.56% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
44,687
shares
|
$3.59 Million
1.73% of portfolio
|
Q3 2023
Added 0.31%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
44,363
shares
|
$3.57 Million
2.3% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
44,171
shares
|
$3.55 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
44,019
shares
|
$3.54 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
43,965
shares
|
$3.54 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
43,928
shares
|
$3.53 Million
0.46% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
43,889
shares
|
$3.53 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,854
shares
|
$3.53 Million
0.09% of portfolio
|
Q3 2022
Added 12.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
43,784
shares
|
$3.52 Million
0.08% of portfolio
|
Q3 2024
Added 75.42%
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
43,781
shares
|
$3.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
43,280
shares
|
$3.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,249
shares
|
$3.48 Million
0.94% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
43,172
shares
|
$3.47 Million
0.77% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
42,988
shares
|
$3.46 Million
1.35% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
42,821
shares
|
$3.44 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
42,309
shares
|
$3.4 Million
2.61% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
42,090
shares
|
$3.39 Million
0.49% of portfolio
|
Q4 2024
Added 3.22%
|