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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
35,148
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Added 65.86%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
35,072
shares
|
$2.82 Million
0.04% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
35,042
shares
|
$2.82 Million
0.07% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
35,040
shares
|
$2.82 Million
0.17% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
34,643
shares
|
$2.79 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
34,620
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
34,612
shares
|
$2.78 Million
0.91% of portfolio
|
Q4 2024
Added 199.8%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
34,391
shares
|
$2.77 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
34,349
shares
|
$2.76 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
34,271
shares
|
$2.76 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
34,148
shares
|
$2.75 Million
0.59% of portfolio
|
Q4 2024
Reduced 72.89%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
33,995
shares
|
$2.73 Million
0.63% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
33,962
shares
|
$2.73 Million
1.1% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
33,800
shares
|
$2.72 Million
0.31% of portfolio
|
Q4 2023
Added 35.2%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
33,662
shares
|
$2.71 Million
0.64% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
33,546
shares
|
$2.7 Million
0.05% of portfolio
|
Q4 2024
Added 230.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
33,375
shares
|
$2.68 Million
0.03% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
33,326
shares
|
$2.68 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
33,317
shares
|
$2.68 Million
0.46% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
33,176
shares
|
$2.67 Million
0.25% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
33,031
shares
|
$2.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
32,841
shares
|
$2.64 Million
0.76% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
32,827
shares
|
$2.64 Million
0.06% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
32,781
shares
|
$2.64 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
32,577
shares
|
$2.62 Million
2.13% of portfolio
|
Q4 2024
Reduced 2.21%
|