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 |
|---|---|---|---|---|---|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
15,063
shares
|
$1.21 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
15,007
shares
|
$1.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
15,002
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
14,900
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
14,888
shares
|
$1.19 Million
0.53% of portfolio
|
Q4 2024
Reduced 30.08%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,876
shares
|
$1.19 Million
0.23% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
14,765
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
14,756
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
14,695
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
14,623
shares
|
$1.17 Million
0.22% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
14,580
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Added 28.44%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
14,568
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
14,566
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
14,523
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
14,415
shares
|
$1.15 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
14,398
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 91.16%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
14,381
shares
|
$1.15 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
14,372
shares
|
$1.15 Million
0.45% of portfolio
|
Q4 2024
Reduced 37.08%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
14,348
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.82%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
14,306
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
14,300
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 21.81%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
14,233
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
14,219
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
14,201
shares
|
$1.14 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
14,062
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.05%
|