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 |
|---|---|---|---|---|---|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
17,584
shares
|
$1.41 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
17,581
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Added 28.87%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
17,573
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
17,545
shares
|
$1.41 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,521
shares
|
$1.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
17,454
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 89.18%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
17,450
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
17,364
shares
|
$1.39 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
17,346
shares
|
$1.39 Million
0.56% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
17,302
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Added 140.67%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
17,151
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
17,127
shares
|
$1.37 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,963
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 70.38%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
16,888
shares
|
$1.35 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
16,697
shares
|
$1.34 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
16,675
shares
|
$1.34 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
16,662
shares
|
$1.33 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
16,653
shares
|
$1.33 Million
0.38% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
16,575
shares
|
$1.33 Million
0.37% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Nine Masts Capital LTD
|
Feb 06, 2025 Q4 2024 |
16,569
shares
|
$1.33 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
16,481
shares
|
$1.32 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
16,466
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
16,461
shares
|
$1.32 Million
0.24% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Feb 12, 2025 Q4 2024 |
16,364
shares
|
$1.31 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
16,346
shares
|
$1.31 Million
0.15% of portfolio
|
Q4 2024
New holding
|