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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,663
shares
|
$777,291
0.11% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,655
shares
|
$776,648
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,648
shares
|
$776,085
0.02% of portfolio
|
Q4 2024
Reduced 49.79%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
9,642
shares
|
$775,602
0.71% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
9,618
shares
|
$773,671
0.03% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
9,590
shares
|
$771,419
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
9,580
shares
|
$770,615
0.28% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
9,543
shares
|
$767,638
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
9,503
shares
|
$764,421
0.06% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
9,495
shares
|
$763,777
0.18% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
9,493
shares
|
$763,616
0.04% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
9,478
shares
|
$762,410
0.14% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,415
shares
|
$757,342
0.01% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
9,412
shares
|
$757,101
0.16% of portfolio
|
Q4 2024
Reduced 48.18%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
9,383
shares
|
$754,768
0.42% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,360
shares
|
$752,918
0.03% of portfolio
|
Q1 2023
Reduced 96.95%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
9,332
shares
|
$750,666
0.21% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,314
shares
|
$749,218
0.04% of portfolio
|
Q3 2022
Reduced 4.12%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
9,298
shares
|
$747,931
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
9,296
shares
|
$747,770
0.58% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
9,295
shares
|
$747,689
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
9,279
shares
|
$746,402
0.04% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
9,248
shares
|
$743,909
0.02% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,246
shares
|
$743,748
0.01% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
9,205
shares
|
$740,450
0.01% of portfolio
|
Q4 2024
Reduced 60.94%
|