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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,511
shares
|
$925,944
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
11,509
shares
|
$925,783
0.02% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
11,500
shares
|
$925,060
0.06% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
11,497
shares
|
$924,818
0.28% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,443
shares
|
$920,474
0.17% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
11,431
shares
|
$919,509
0.25% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
11,412
shares
|
$917,981
0.12% of portfolio
|
Q4 2024
Reduced 30.72%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
11,411
shares
|
$917,900
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
11,390
shares
|
$916,211
0.24% of portfolio
|
Q4 2024
Reduced 38.31%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,367
shares
|
$914,361
0.15% of portfolio
|
Q2 2023
Added 5.99%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,361
shares
|
$913,878
0.24% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
11,354
shares
|
$913,315
0.06% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,328
shares
|
$911,224
0.03% of portfolio
|
Q4 2024
Reduced 18.71%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
11,296
shares
|
$908,650
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
11,288
shares
|
$908,006
0.11% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
11,238
shares
|
$903,984
0.07% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
11,237
shares
|
$903,904
0.52% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
11,236
shares
|
$903,823
0.17% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,233
shares
|
$903,582
0.05% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,222
shares
|
$902,697
0.05% of portfolio
|
Q3 2023
Reduced 57.58%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
11,213
shares
|
$901,973
0.27% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
11,141
shares
|
$896,182
0.51% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
11,134
shares
|
$895,618
0.02% of portfolio
|
Q4 2024
Reduced 39.84%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
11,122
shares
|
$894,653
0.16% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,114
shares
|
$894,010
0.34% of portfolio
|
Q2 2023
Reduced 2.59%
|