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 |
|---|---|---|---|---|---|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
8,579
shares
|
$690,094
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
8,573
shares
|
$689,612
0.05% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
8,556
shares
|
$688,244
0.01% of portfolio
|
Q4 2024
Added 24.29%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
8,556
shares
|
$688,244
0.52% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
8,551
shares
|
$687,842
0.02% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,541
shares
|
$687,038
0.37% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
8,537
shares
|
$686,716
0.37% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
8,525
shares
|
$685,751
0.13% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,507
shares
|
$684,303
0.06% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
8,503
shares
|
$683,981
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
8,491
shares
|
$683,016
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
8,485
shares
|
$682,533
0.09% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
8,483
shares
|
$682,372
0.04% of portfolio
|
Q4 2024
Reduced 78.21%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
8,475
shares
|
$681,729
0.06% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
8,454
shares
|
$680,039
0.23% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
8,375
shares
|
$673,685
0.3% of portfolio
|
Q4 2023
Added 4.69%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
8,314
shares
|
$668,778
0.05% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
8,314
shares
|
$668,778
0.25% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,311
shares
|
$668,536
0.13% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
8,306
shares
|
$668,134
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
8,215
shares
|
$660,814
0.02% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
8,212
shares
|
$660,573
0.05% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
8,201
shares
|
$659,688
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,147
shares
|
$655,344
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
8,121
shares
|
$653,253
0.14% of portfolio
|
Q4 2024
Reduced 37.55%
|