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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
13,181
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
13,160
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
13,144
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 22.52%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
13,140
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
13,110
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
13,091
shares
|
$1.05 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
13,035
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
12,979
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
12,978
shares
|
$1.04 Million
0.24% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
12,958
shares
|
$1.04 Million
0.48% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12,896
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Added 84.1%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
12,843
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
12,817
shares
|
$1.03 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
12,813
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
12,810
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2024
Added 42.33%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
12,791
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
12,786
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 89.51%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,768
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2023
Reduced 12.53%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,633
shares
|
$1.02 Million
0.61% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
12,623
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
12,619
shares
|
$1.02 Million
0.56% of portfolio
|
Q4 2024
Reduced 22.25%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
12,606
shares
|
$1.01 Million
0.4% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
12,602
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
12,600
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2021
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
12,597
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
Added 1.11%
|