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 |
|---|---|---|---|---|---|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
4,025
shares
|
$323,771
0.06% of portfolio
|
Q3 2023
Reduced 78.07%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,001
shares
|
$321,840
0.03% of portfolio
|
Q2 2022
Reduced 40.71%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
4,000
shares
|
$321,760
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$321,760
0.08% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$321,760
0.1% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
3,997
shares
|
$321,518
0.11% of portfolio
|
Q4 2024
Reduced 64.23%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
3,997
shares
|
$321,518
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
3,994
shares
|
$321,277
0.04% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
3,974
shares
|
$319,668
0.04% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
3,958
shares
|
$318,381
0.25% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
3,956
shares
|
$318,220
0.28% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,952
shares
|
$317,898
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,950
shares
|
$317,738
0.2% of portfolio
|
Q1 2024
Reduced 28.8%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
3,950
shares
|
$317,738
0.0% of portfolio
|
Q4 2023
Reduced 3.66%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
3,947
shares
|
$317,496
0.02% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,946
shares
|
$317,416
0.15% of portfolio
|
Q4 2023
Added 1873.0%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
3,936
shares
|
$316,611
0.15% of portfolio
|
Q3 2024
Reduced 19.67%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
3,931
shares
|
$316,209
0.03% of portfolio
|
Q3 2024
Reduced 21.0%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,924
shares
|
$315,646
0.27% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
3,908
shares
|
$314,359
0.2% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
3,903
shares
|
$313,957
0.01% of portfolio
|
Q4 2024
Added 3235.9%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,898
shares
|
$313,555
0.12% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
3,898
shares
|
$313,555
0.06% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
3,890
shares
|
$312,911
0.01% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,884
shares
|
$312,428
0.02% of portfolio
|
Q4 2024
Reduced 16.38%
|