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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
32,471
shares
|
$2.61 Million
0.18% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
32,434
shares
|
$2.61 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
32,275
shares
|
$2.6 Million
1.0% of portfolio
|
Q4 2024
Added 160.18%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
32,191
shares
|
$2.59 Million
0.98% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
32,063
shares
|
$2.58 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
31,934
shares
|
$2.57 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
31,867
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
31,330
shares
|
$2.52 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
31,275
shares
|
$2.52 Million
0.28% of portfolio
|
Q3 2024
Added 30.18%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
31,122
shares
|
$2.5 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
30,936
shares
|
$2.49 Million
0.2% of portfolio
|
Q4 2024
Added 94.24%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
30,894
shares
|
$2.49 Million
0.02% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
30,878
shares
|
$2.48 Million
0.27% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
30,730
shares
|
$2.47 Million
1.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
30,613
shares
|
$2.46 Million
0.02% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
30,350
shares
|
$2.44 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
30,332
shares
|
$2.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
30,153
shares
|
$2.43 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
30,100
shares
|
$2.42 Million
1.74% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
30,050
shares
|
$2.42 Million
1.45% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
29,860
shares
|
$2.4 Million
0.46% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
29,854
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Feb 11, 2025 Q4 2024 |
29,846
shares
|
$2.4 Million
2.14% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
29,845
shares
|
$2.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
29,824
shares
|
$2.4 Million
2.71% of portfolio
|
Q2 2024
Reduced 0.92%
|