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 |
|---|---|---|---|---|---|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
16,316
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Added 49.65%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
16,257
shares
|
$1.3 Million
0.56% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
16,225
shares
|
$1.3 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
16,219
shares
|
$1.3 Million
0.46% of portfolio
|
Q4 2024
Added 68.88%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
16,037
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
16,031
shares
|
$1.28 Million
0.83% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
15,915
shares
|
$1.28 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,881
shares
|
$1.27 Million
0.85% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
15,864
shares
|
$1.27 Million
0.16% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
15,856
shares
|
$1.27 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
15,601
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
15,594
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
15,543
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Added 315.92%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
15,529
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
15,468
shares
|
$1.24 Million
0.2% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
15,346
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 888.79%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
15,323
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
15,268
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
15,224
shares
|
$1.22 Million
0.34% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
15,202
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
15,138
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
15,113
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 577.71%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
15,100
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Reduced 38.16%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
15,078
shares
|
$1.21 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
15,065
shares
|
$1.21 Million
0.37% of portfolio
|
Q4 2024
Added 0.1%
|