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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
4,207
shares
|
$338,411
0.02% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
4,200
shares
|
$337,848
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
4,195
shares
|
$337,445
0.22% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,184
shares
|
$336,560
0.19% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,168
shares
|
$335,273
0.03% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,156
shares
|
$334,308
0.03% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,156
shares
|
$334,308
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,151
shares
|
$333,906
0.39% of portfolio
|
Q3 2023
Reduced 6.7%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
4,145
shares
|
$333,423
0.12% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
4,128
shares
|
$332,056
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
4,114
shares
|
$330,930
0.01% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
4,106
shares
|
$330,286
0.01% of portfolio
|
Q2 2024
Reduced 23.54%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
4,088
shares
|
$328,838
0.06% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
4,083
shares
|
$328,436
0.02% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
4,082
shares
|
$328,356
0.18% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
4,077
shares
|
$327,953
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
4,074
shares
|
$327,712
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,071
shares
|
$327,471
0.07% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
4,062
shares
|
$326,747
0.11% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
4,059
shares
|
$326,505
0.05% of portfolio
|
Q4 2024
Reduced 64.39%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,057
shares
|
$326,345
0.04% of portfolio
|
Q4 2024
Reduced 33.82%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
4,054
shares
|
$326,103
0.12% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
4,050
shares
|
$325,782
0.06% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
4,026
shares
|
$323,851
0.01% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,025
shares
|
$323,771
0.06% of portfolio
|
Q3 2024
Reduced 3.48%
|