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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
25,396
shares
|
$2.03 Million
0.11% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
25,344
shares
|
$2.03 Million
0.06% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
25,328
shares
|
$2.03 Million
0.27% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
25,287
shares
|
$2.03 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
25,065
shares
|
$2.01 Million
0.29% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,029
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25,025
shares
|
$2.01 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
24,974
shares
|
$2 Million
0.78% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
24,963
shares
|
$2 Million
0.18% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
24,932
shares
|
$2 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
24,890
shares
|
$1.99 Million
0.07% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,672
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2022
Added 223.74%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
24,616
shares
|
$1.97 Million
0.35% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
24,467
shares
|
$1.96 Million
0.51% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
24,341
shares
|
$1.95 Million
0.37% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,336
shares
|
$1.95 Million
0.25% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
24,316
shares
|
$1.95 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
24,292
shares
|
$1.95 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Feb 07, 2025 Q4 2024 |
24,269
shares
|
$1.94 Million
1.89% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
24,240
shares
|
$1.94 Million
0.05% of portfolio
|
Q4 2024
Added 380.48%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
24,181
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2024
Reduced 73.87%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
24,072
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
24,051
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
23,956
shares
|
$1.92 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
23,724
shares
|
$1.9 Million
0.58% of portfolio
|
Q4 2024
New holding
|