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 |
|---|---|---|---|---|---|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
5,370
shares
|
$431,962
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,368
shares
|
$431,801
0.04% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,365
shares
|
$431,560
0.21% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
5,326
shares
|
$428,423
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
5,305
shares
|
$426,734
0.07% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
5,300
shares
|
$426,332
0.1% of portfolio
|
Q4 2021
Reduced 43.01%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
5,293
shares
|
$425,768
0.01% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
5,290
shares
|
$425,527
0.14% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
5,288
shares
|
$425,366
0.01% of portfolio
|
Q4 2024
Reduced 94.58%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
5,285
shares
|
$425,125
0.02% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
5,273
shares
|
$424,160
0.01% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
5,236
shares
|
$421,183
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
5,218
shares
|
$419,735
0.18% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,200
shares
|
$418,288
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,199
shares
|
$418,207
0.08% of portfolio
|
Q4 2024
Reduced 47.54%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
5,194
shares
|
$417,805
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
5,174
shares
|
$416,196
0.07% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
5,154
shares
|
$414,587
0.05% of portfolio
|
Q1 2024
Reduced 88.54%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,153
shares
|
$414,507
0.02% of portfolio
|
Q1 2024
Reduced 77.76%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
5,145
shares
|
$413,863
0.07% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
5,131
shares
|
$412,737
0.07% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
5,119
shares
|
$411,772
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
5,111
shares
|
$411,128
0.02% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,103
shares
|
$410,485
0.01% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
5,081
shares
|
$408,715
0.03% of portfolio
|
Q4 2024
Added 1.62%
|