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 |
|---|---|---|---|---|---|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
27,648
shares
|
$2.22 Million
1.29% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
27,616
shares
|
$2.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
27,569
shares
|
$2.21 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
27,072
shares
|
$2.17 Million
0.69% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
26,815
shares
|
$2.15 Million
0.08% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
26,699
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
26,660
shares
|
$2.14 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
26,491
shares
|
$2.12 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
26,424
shares
|
$2.12 Million
0.13% of portfolio
|
Q4 2024
Added 40.73%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
26,183
shares
|
$2.1 Million
0.8% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,174
shares
|
$2.1 Million
0.28% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
25,837
shares
|
$2.07 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
25,822
shares
|
$2.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
25,818
shares
|
$2.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 23.98%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
25,740
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
25,671
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
25,653
shares
|
$2.06 Million
0.74% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
25,624
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
25,563
shares
|
$2.05 Million
0.04% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
25,542
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2024
Added 23.21%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
25,532
shares
|
$2.05 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,483
shares
|
$2.04 Million
0.12% of portfolio
|
Q3 2022
Added 12.72%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
25,475
shares
|
$2.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
25,416
shares
|
$2.04 Million
0.8% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
25,410
shares
|
$2.04 Million
0.04% of portfolio
|
Q4 2024
Added 6.16%
|