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 |
|---|---|---|---|---|---|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4,423
shares
|
$355,786
0.12% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
4,421
shares
|
$355,625
0.12% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
4,421
shares
|
$355,625
0.22% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
4,413
shares
|
$354,981
0.25% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,407
shares
|
$354,499
0.05% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,395
shares
|
$353,533
0.04% of portfolio
|
Q2 2022
Reduced 0.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,395
shares
|
$353,533
0.03% of portfolio
|
Q4 2022
Added 3.14%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,388
shares
|
$352,970
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
4,380
shares
|
$352,327
0.14% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,357
shares
|
$350,477
0.03% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
4,356
shares
|
$350,396
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
4,352
shares
|
$350,074
0.03% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,351
shares
|
$349,994
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,332
shares
|
$348,466
0.03% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,331
shares
|
$348,385
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
4,322
shares
|
$347,661
0.12% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,319
shares
|
$347,420
0.09% of portfolio
|
Q4 2022
Reduced 6.49%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
4,319
shares
|
$347,420
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
4,297
shares
|
$345,650
0.22% of portfolio
|
Q4 2024
Added 6830.65%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
4,280
shares
|
$344,283
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
4,278
shares
|
$344,122
0.02% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
4,258
shares
|
$342,513
0.04% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
4,253
shares
|
$342,111
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
4,238
shares
|
$340,904
0.11% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
4,238
shares
|
$340,904
0.09% of portfolio
|
Q4 2024
Added 0.02%
|