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 |
|---|---|---|---|---|---|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
42,031
shares
|
$3.38 Million
1.42% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
41,831
shares
|
$3.36 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
41,818
shares
|
$3.36 Million
1.61% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
41,793
shares
|
$3.36 Million
1.19% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
41,779
shares
|
$3.36 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
41,739
shares
|
$3.36 Million
0.07% of portfolio
|
Q4 2024
Added 56.34%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
41,661
shares
|
$3.35 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
41,467
shares
|
$3.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
41,368
shares
|
$3.33 Million
0.24% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
41,314
shares
|
$3.32 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
41,278
shares
|
$3.32 Million
0.03% of portfolio
|
Q3 2023
Added 4.04%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
41,089
shares
|
$3.31 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
40,602
shares
|
$3.27 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
40,493
shares
|
$3.26 Million
0.18% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
40,290
shares
|
$3.24 Million
0.87% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
40,274
shares
|
$3.24 Million
1.16% of portfolio
|
Q4 2024
Added 119.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
40,169
shares
|
$3.23 Million
0.05% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
40,157
shares
|
$3.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.61%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
40,117
shares
|
$3.23 Million
0.62% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
39,927
shares
|
$3.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
39,866
shares
|
$3.21 Million
1.59% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
39,479
shares
|
$3.18 Million
0.15% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
39,267
shares
|
$3.16 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
38,680
shares
|
$3.11 Million
1.6% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
38,565
shares
|
$3.1 Million
0.07% of portfolio
|
Q4 2024
Added 0.79%
|