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 |
|---|---|---|---|---|---|
|
Mangrove Partners
New York, NY |
Feb 14, 2025 Q4 2024 |
10,126
shares
|
$814,535
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
10,120
shares
|
$814,052
0.05% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
10,082
shares
|
$810,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,070
shares
|
$810,030
0.19% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
10,036
shares
|
$807,295
0.06% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
10,015
shares
|
$805,606
0.23% of portfolio
|
Q4 2024
Reduced 54.19%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,000
shares
|
$804,400
0.67% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$804,400
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$804,400
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$804,400
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
9,974
shares
|
$802,308
0.01% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
9,953
shares
|
$800,619
0.13% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
9,935
shares
|
$799,171
0.22% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,914
shares
|
$797,482
0.35% of portfolio
|
Q4 2024
Reduced 27.97%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
9,892
shares
|
$795,712
0.62% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
9,885
shares
|
$795,149
0.08% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
9,873
shares
|
$794,184
0.25% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,837
shares
|
$791,288
0.02% of portfolio
|
Q4 2024
Added 25.17%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,826
shares
|
$790,403
0.05% of portfolio
|
Q4 2022
Added 29.46%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
9,802
shares
|
$788,472
0.15% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
9,799
shares
|
$788,231
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
9,778
shares
|
$786,542
0.07% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
9,752
shares
|
$784,450
0.08% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
9,742
shares
|
$783,646
0.06% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
9,687
shares
|
$779,222
0.22% of portfolio
|
Q1 2023
Added 5.2%
|