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 2,223 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 $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
22,067
shares
|
$1.77 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
22,039
shares
|
$1.77 Million
0.92% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
21,963
shares
|
$1.76 Million
0.06% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
21,869
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
21,864
shares
|
$1.75 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
21,846
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
21,843
shares
|
$1.75 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
21,613
shares
|
$1.73 Million
0.12% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
21,532
shares
|
$1.73 Million
1.85% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
21,477
shares
|
$1.72 Million
1.6% of portfolio
|
Q4 2021
New holding
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
21,468
shares
|
$1.72 Million
0.44% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,336
shares
|
$1.71 Million
0.29% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
21,294
shares
|
$1.71 Million
0.42% of portfolio
|
Q4 2022
Reduced 4.01%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
21,285
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
21,239
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
21,174
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
21,149
shares
|
$1.69 Million
0.13% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
21,008
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
21,000
shares
|
$1.68 Million
1.07% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
20,960
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
20,918
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
20,900
shares
|
$1.67 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
20,900
shares
|
$1.67 Million
0.09% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
20,846
shares
|
$1.67 Million
0.58% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
20,845
shares
|
$1.67 Million
0.1% of portfolio
|
Q4 2024
Added 0.81%
|