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 |
|---|---|---|---|---|---|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
6,652
shares
|
$535,086
0.03% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
6,638
shares
|
$533,960
0.1% of portfolio
|
Q4 2024
Added 52.35%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,630
shares
|
$533,317
0.05% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
6,630
shares
|
$533,317
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
6,625
shares
|
$532,915
0.21% of portfolio
|
Q1 2024
Added 10.44%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,620
shares
|
$532,512
0.05% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
6,608
shares
|
$531,547
0.03% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
6,601
shares
|
$530,984
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,579
shares
|
$529,214
0.05% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
6,572
shares
|
$528,651
0.21% of portfolio
|
Q3 2024
Added 84.24%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
6,562
shares
|
$527,847
0.04% of portfolio
|
Q4 2024
Added 45.82%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
6,557
shares
|
$527,445
0.36% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
6,539
shares
|
$525,997
0.1% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
6,529
shares
|
$525,192
0.18% of portfolio
|
Q3 2024
Added 25.58%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
6,527
shares
|
$525,031
0.01% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
6,476
shares
|
$520,929
0.17% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
6,442
shares
|
$518,194
0.08% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
6,439
shares
|
$517,953
0.1% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
6,423
shares
|
$516,666
0.13% of portfolio
|
Q4 2024
Reduced 25.59%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,419
shares
|
$516,344
0.03% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
6,401
shares
|
$514,896
0.07% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,372
shares
|
$512,563
0.02% of portfolio
|
Q4 2024
Added 49.86%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,341
shares
|
$510,070
0.04% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,310
shares
|
$507,576
0.17% of portfolio
|
Q4 2024
Added 28.41%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,304
shares
|
$507,093
0.01% of portfolio
|
Q4 2024
New holding
|