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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
6,921
shares
|
$556,725
0.02% of portfolio
|
Q4 2024
Added 39.09%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
6,905
shares
|
$555,438
0.25% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,894
shares
|
$554,553
0.26% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,881
shares
|
$553,507
0.03% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
6,850
shares
|
$551,014
0.07% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
6,850
shares
|
$551,014
0.08% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,842
shares
|
$550,370
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
6,827
shares
|
$549,163
0.16% of portfolio
|
Q2 2024
Reduced 39.61%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
6,825
shares
|
$549,003
0.06% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
6,821
shares
|
$548,681
0.02% of portfolio
|
Q3 2024
Reduced 22.28%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
6,818
shares
|
$548,439
0.07% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
6,817
shares
|
$548,359
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
6,801
shares
|
$547,072
0.25% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,790
shares
|
$546,187
0.04% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
6,770
shares
|
$544,578
0.02% of portfolio
|
Q4 2024
Added 70.53%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
6,741
shares
|
$542,246
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,725
shares
|
$540,959
0.07% of portfolio
|
Q3 2023
Added 13.75%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
6,721
shares
|
$540,637
0.04% of portfolio
|
Q4 2023
Reduced 8.5%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
6,719
shares
|
$540,476
0.05% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
6,709
shares
|
$539,671
0.18% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,702
shares
|
$539,108
0.01% of portfolio
|
Q4 2024
Added 104.58%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,668
shares
|
$536,373
0.34% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
6,666
shares
|
$536,213
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,663
shares
|
$535,971
0.06% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
6,659
shares
|
$535,649
0.15% of portfolio
|
Q4 2024
Reduced 6.54%
|