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 |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
7,800
shares
|
$627,432
0.64% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
7,781
shares
|
$625,903
0.06% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
7,764
shares
|
$624,536
0.06% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,763
shares
|
$624,455
0.03% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
7,720
shares
|
$620,996
0.1% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
7,713
shares
|
$620,433
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
7,711
shares
|
$620,272
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
7,708
shares
|
$620,031
0.35% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
7,699
shares
|
$619,307
0.01% of portfolio
|
Q2 2023
Added 42.63%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
7,697
shares
|
$619,146
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
7,695
shares
|
$618,985
0.06% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
7,686
shares
|
$618,261
0.07% of portfolio
|
Q2 2024
Reduced 35.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
7,677
shares
|
$617,537
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
7,531
shares
|
$605,793
0.18% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
7,531
shares
|
$605,793
0.07% of portfolio
|
Q4 2024
Added 80.99%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,525
shares
|
$605,311
0.02% of portfolio
|
Q4 2024
Added 47.4%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
7,522
shares
|
$605,069
0.05% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
7,519
shares
|
$604,828
0.04% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,514
shares
|
$604,426
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
7,511
shares
|
$604,184
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
7,494
shares
|
$602,817
0.36% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Feb 12, 2025 Q4 2024 |
7,489
shares
|
$602,415
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
7,454
shares
|
$599,599
0.04% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
7,434
shares
|
$597,990
0.06% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
7,422
shares
|
$597,025
0.16% of portfolio
|
Q4 2024
Added 1.49%
|