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 |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
8,109
shares
|
$652,287
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
8,098
shares
|
$651,403
0.33% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
8,088
shares
|
$650,598
0.02% of portfolio
|
Q4 2024
Reduced 43.26%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8,087
shares
|
$650,518
0.08% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,065
shares
|
$648,748
0.04% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
8,060
shares
|
$648,346
0.14% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,039
shares
|
$646,657
0.05% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
8,016
shares
|
$644,807
0.07% of portfolio
|
Q4 2024
Reduced 56.69%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
8,005
shares
|
$643,922
0.22% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Myda Advisors LLC
Inwood, NY |
Feb 13, 2025 Q4 2024 |
8,000
shares
|
$643,520
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
7,959
shares
|
$640,221
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,952
shares
|
$639,658
0.07% of portfolio
|
Q4 2022
Reduced 1.28%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
7,942
shares
|
$638,854
0.16% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
7,942
shares
|
$638,854
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
7,929
shares
|
$637,808
0.07% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,921
shares
|
$637,165
0.0% of portfolio
|
Q4 2024
Reduced 75.72%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
7,904
shares
|
$635,797
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
7,893
shares
|
$634,912
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
7,876
shares
|
$633,545
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
7,875
shares
|
$633,465
0.54% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,857
shares
|
$632,017
0.05% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,831
shares
|
$629,925
0.02% of portfolio
|
Q4 2023
Added 5.38%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
7,822
shares
|
$629,201
0.01% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,818
shares
|
$628,879
0.02% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
7,812
shares
|
$628,397
0.18% of portfolio
|
Q4 2024
Reduced 0.64%
|