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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,075
shares
|
$408,233
0.02% of portfolio
|
Q4 2024
Added 50.64%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,072
shares
|
$407,991
0.08% of portfolio
|
Q4 2024
Added 40.62%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
5,041
shares
|
$405,498
0.04% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
5,039
shares
|
$405,337
0.15% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,035
shares
|
$405,015
0.01% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
5,023
shares
|
$404,050
0.06% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
5,016
shares
|
$403,487
0.27% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,008
shares
|
$402,843
0.32% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
5,000
shares
|
$402,200
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
4,972
shares
|
$399,947
0.02% of portfolio
|
Q4 2024
Reduced 91.99%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
4,970
shares
|
$399,786
0.23% of portfolio
|
Q4 2024
Added 24.25%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,962
shares
|
$399,143
0.14% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
4,957
shares
|
$398,741
0.03% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
4,950
shares
|
$398,178
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
4,921
shares
|
$395,845
0.06% of portfolio
|
Q4 2024
Reduced 49.62%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
4,913
shares
|
$395,201
0.12% of portfolio
|
Q4 2024
Reduced 63.07%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
4,906
shares
|
$394,638
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,880
shares
|
$392,547
0.05% of portfolio
|
Q4 2024
Added 69.44%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
4,871
shares
|
$391,823
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
4,865
shares
|
$391,340
0.01% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,848
shares
|
$389,973
0.02% of portfolio
|
Q4 2024
Added 41.05%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
4,847
shares
|
$389,892
0.28% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
4,830
shares
|
$388,525
0.25% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,821
shares
|
$387,801
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
4,809
shares
|
$386,835
0.03% of portfolio
|
Q4 2024
Reduced 3.22%
|