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 |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
6,300
shares
|
$506,772
0.16% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
6,258
shares
|
$503,393
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
6,258
shares
|
$503,393
0.37% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,251
shares
|
$502,830
0.01% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
6,247
shares
|
$502,508
0.01% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,247
shares
|
$502,508
0.02% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
6,233
shares
|
$501,382
0.11% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Feb 14, 2025 Q4 2024 |
6,201
shares
|
$498,808
0.02% of portfolio
|
Q4 2024
Reduced 85.17%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
6,198
shares
|
$498,567
0.04% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
6,184
shares
|
$497,440
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,156
shares
|
$495,188
0.07% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,144
shares
|
$494,223
0.05% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,130
shares
|
$493,097
0.05% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,106
shares
|
$491,166
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
6,098
shares
|
$490,523
0.1% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,092
shares
|
$490,040
0.07% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
6,081
shares
|
$489,155
0.21% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
6,074
shares
|
$488,592
0.21% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
6,070
shares
|
$488,270
0.26% of portfolio
|
Q4 2023
Added 30.26%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,069
shares
|
$488,190
0.06% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,056
shares
|
$487,144
0.02% of portfolio
|
Q4 2024
Reduced 38.3%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
6,046
shares
|
$486,340
0.15% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
5,998
shares
|
$482,479
0.31% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,992
shares
|
$481,996
0.09% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,960
shares
|
$479,422
0.23% of portfolio
|
Q4 2024
Reduced 1.08%
|