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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,589
shares
|
$449,579
0.03% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,568
shares
|
$447,889
0.03% of portfolio
|
Q4 2024
Reduced 58.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,559
shares
|
$447,165
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
5,536
shares
|
$445,315
0.01% of portfolio
|
Q4 2024
Reduced 94.63%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,516
shares
|
$443,707
0.02% of portfolio
|
Q4 2023
Added 19.81%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
5,504
shares
|
$442,741
0.04% of portfolio
|
Q4 2024
Reduced 29.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,495
shares
|
$442,017
0.06% of portfolio
|
Q4 2024
Reduced 81.01%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
5,492
shares
|
$441,776
0.0% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,487
shares
|
$441,374
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,482
shares
|
$440,972
0.01% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,473
shares
|
$440,248
0.02% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,472
shares
|
$440,167
0.29% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
5,469
shares
|
$439,926
0.03% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
5,460
shares
|
$439,202
0.12% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
5,456
shares
|
$438,880
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
5,454
shares
|
$438,719
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
5,445
shares
|
$437,995
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5,424
shares
|
$436,306
0.01% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,423
shares
|
$436,226
0.02% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
5,415
shares
|
$435,582
0.33% of portfolio
|
Q4 2024
Added 26.37%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
5,413
shares
|
$435,421
0.05% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5,403
shares
|
$434,617
0.1% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
5,400
shares
|
$434,376
0.03% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
5,379
shares
|
$432,686
0.23% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
5,375
shares
|
$432,365
0.14% of portfolio
|
Q4 2024
Added 7.5%
|