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 |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
5,959
shares
|
$479,341
0.04% of portfolio
|
Q4 2024
Reduced 98.65%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,951
shares
|
$478,698
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
5,943
shares
|
$478,054
0.09% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,919
shares
|
$476,124
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
5,899
shares
|
$474,515
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
5,870
shares
|
$472,182
0.01% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
5,861
shares
|
$471,458
0.0% of portfolio
|
Q4 2024
Reduced 93.6%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
5,860
shares
|
$471,378
0.15% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
5,805
shares
|
$466,954
0.1% of portfolio
|
Q3 2023
Added 11.53%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,794
shares
|
$466,069
0.01% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
5,777
shares
|
$464,701
0.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
5,768
shares
|
$463,977
0.23% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,764
shares
|
$463,656
0.04% of portfolio
|
Q3 2023
Reduced 7.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,757
shares
|
$463,093
0.06% of portfolio
|
Q4 2022
Reduced 1.27%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
5,748
shares
|
$462,369
0.02% of portfolio
|
Q2 2023
Reduced 15.62%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
5,741
shares
|
$461,806
0.14% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
5,735
shares
|
$461,323
0.11% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
5,711
shares
|
$459,392
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,702
shares
|
$458,668
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,662
shares
|
$455,451
0.02% of portfolio
|
Q3 2024
Reduced 87.93%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,625
shares
|
$452,475
0.02% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
5,606
shares
|
$450,946
0.02% of portfolio
|
Q4 2024
Added 140050.0%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
5,599
shares
|
$450,383
0.0% of portfolio
|
Q4 2024
Reduced 38.43%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
5,598
shares
|
$450,303
0.34% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,596
shares
|
$450,142
0.1% of portfolio
|
Q4 2024
Reduced 1.79%
|