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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
38,564
shares
|
$3.1 Million
0.02% of portfolio
|
Q4 2024
Added 44.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,510
shares
|
$3.1 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
37,869
shares
|
$3.05 Million
1.29% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
37,853
shares
|
$3.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Feb 11, 2025 Q4 2024 |
37,820
shares
|
$3.04 Million
2.2% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
37,501
shares
|
$3.02 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
37,468
shares
|
$3.01 Million
0.53% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
37,365
shares
|
$3.01 Million
1.81% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
37,361
shares
|
$3.01 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
37,321
shares
|
$3 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.21%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
37,128
shares
|
$2.99 Million
0.51% of portfolio
|
Q4 2024
Added 83.0%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
36,890
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 54.16%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
36,543
shares
|
$2.94 Million
1.27% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
36,386
shares
|
$2.93 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
36,365
shares
|
$2.93 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
36,240
shares
|
$2.92 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
36,092
shares
|
$2.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
35,993
shares
|
$2.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
35,865
shares
|
$2.88 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
35,852
shares
|
$2.88 Million
0.31% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
35,734
shares
|
$2.87 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
35,591
shares
|
$2.86 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
35,435
shares
|
$2.85 Million
0.09% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
35,376
shares
|
$2.85 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
35,350
shares
|
$2.84 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.08%
|