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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
19,181
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
19,141
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
19,017
shares
|
$1.52 Million
0.28% of portfolio
|
Q4 2024
Reduced 42.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
18,987
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
18,976
shares
|
$1.52 Million
1.04% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
18,949
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.61%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
18,941
shares
|
$1.52 Million
0.2% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
18,901
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2023
Added 7.21%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
18,815
shares
|
$1.51 Million
0.58% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
18,773
shares
|
$1.5 Million
2.49% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
18,685
shares
|
$1.5 Million
0.54% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
18,522
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
18,455
shares
|
$1.48 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
18,417
shares
|
$1.48 Million
0.07% of portfolio
|
Q4 2024
Added 25.9%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
18,342
shares
|
$1.47 Million
0.56% of portfolio
|
Q4 2024
Reduced 35.41%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
18,300
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.4%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
18,297
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
18,258
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,977
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
17,813
shares
|
$1.43 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
17,786
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
17,713
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
17,677
shares
|
$1.42 Million
0.41% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
17,638
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
17,584
shares
|
$1.41 Million
1.28% of portfolio
|
Q3 2023
Reduced 3.36%
|