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 |
|---|---|---|---|---|---|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
12,486
shares
|
$1 Million
0.17% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,333
shares
|
$992,066
0.04% of portfolio
|
Q2 2020
Reduced 18.09%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
12,268
shares
|
$986,837
0.17% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
12,207
shares
|
$981,931
0.18% of portfolio
|
Q4 2024
Added 293.9%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
12,146
shares
|
$977,024
0.08% of portfolio
|
Q4 2024
Added 148.64%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
12,091
shares
|
$972,600
0.04% of portfolio
|
Q4 2024
Reduced 57.42%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,080
shares
|
$971,715
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
12,075
shares
|
$971,313
0.37% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,975
shares
|
$963,269
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
11,969
shares
|
$962,786
1.12% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
11,966
shares
|
$962,545
0.75% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11,864
shares
|
$954,340
0.05% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
11,844
shares
|
$952,731
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
11,823
shares
|
$951,042
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,798
shares
|
$949,031
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,785
shares
|
$947,985
0.49% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,760
shares
|
$945,974
0.09% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,666
shares
|
$938,413
0.09% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
11,648
shares
|
$936,965
0.43% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
11,647
shares
|
$936,884
0.08% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
11,601
shares
|
$933,184
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
11,583
shares
|
$931,736
0.04% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
11,573
shares
|
$930,932
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
11,530
shares
|
$927,473
0.24% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
11,513
shares
|
$926,105
0.28% of portfolio
|
Q4 2024
New holding
|