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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
29,432
shares
|
$2.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
29,341
shares
|
$2.35 Million
0.96% of portfolio
|
Q4 2024
Reduced 79.74%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
29,275
shares
|
$2.35 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
29,133
shares
|
$2.33 Million
0.66% of portfolio
|
Q2 2024
Added 12.05%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
29,056
shares
|
$2.33 Million
1.25% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
29,033
shares
|
$2.33 Million
0.06% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
28,943
shares
|
$2.32 Million
0.11% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
28,797
shares
|
$2.31 Million
0.18% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
28,517
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Added 32.42%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
28,487
shares
|
$2.28 Million
1.21% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
28,452
shares
|
$2.28 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
28,451
shares
|
$2.28 Million
0.9% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,432
shares
|
$2.28 Million
0.13% of portfolio
|
Q2 2022
Reduced 3.3%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
28,368
shares
|
$2.27 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
28,356
shares
|
$2.27 Million
0.26% of portfolio
|
Q4 2024
Reduced 73.01%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
28,340
shares
|
$2.27 Million
1.62% of portfolio
|
Q2 2023
New holding
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
28,210
shares
|
$2.26 Million
1.34% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
28,196
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
28,195
shares
|
$2.26 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
28,130
shares
|
$2.25 Million
1.35% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
28,043
shares
|
$2.25 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
27,978
shares
|
$2.24 Million
0.19% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
27,938
shares
|
$2.24 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
27,781
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 64.85%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
27,683
shares
|
$2.22 Million
0.05% of portfolio
|
Q4 2024
Added 2.43%
|