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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
20,815
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
20,736
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
20,682
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
20,637
shares
|
$1.65 Million
0.4% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
20,385
shares
|
$1.63 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
20,279
shares
|
$1.62 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
20,256
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
20,225
shares
|
$1.62 Million
0.07% of portfolio
|
Q4 2024
Reduced 83.04%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,219
shares
|
$1.62 Million
2.62% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
20,150
shares
|
$1.61 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
20,144
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,117
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2022
Reduced 7.99%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
20,077
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 41.88%
|
|
|
Greenhaven Associates Inc
|
Jan 17, 2025 Q4 2024 |
20,000
shares
|
$1.6 Million
0.03% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
19,901
shares
|
$1.59 Million
0.39% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
19,808
shares
|
$1.59 Million
0.2% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
19,767
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
19,672
shares
|
$1.58 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
19,662
shares
|
$1.58 Million
0.11% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
19,654
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
19,636
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2024
Added 13.5%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
19,541
shares
|
$1.57 Million
1.05% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
19,470
shares
|
$1.56 Million
0.21% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
19,397
shares
|
$1.55 Million
0.18% of portfolio
|
Q4 2024
Added 251.52%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
19,281
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2024
Added 1.92%
|