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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,479
shares
|
$279,850
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,462
shares
|
$278,483
0.07% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,453
shares
|
$277,759
0.0% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
3,448
shares
|
$277,357
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,439
shares
|
$276,633
0.05% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
3,439
shares
|
$276,633
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,431
shares
|
$275,989
0.17% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,430
shares
|
$275,909
0.05% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,417
shares
|
$274,863
0.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,412
shares
|
$274,461
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,382
shares
|
$272,048
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
3,377
shares
|
$271,645
0.08% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
3,372
shares
|
$271,243
0.03% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
3,363
shares
|
$270,519
0.1% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
3,357
shares
|
$270,037
0.2% of portfolio
|
Q2 2024
Added 14.11%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
3,357
shares
|
$270,037
0.09% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
3,355
shares
|
$269,876
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
3,352
shares
|
$269,634
0.08% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,350
shares
|
$269,474
0.09% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
3,345
shares
|
$269,071
0.08% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
3,337
shares
|
$268,428
0.05% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Feb 03, 2025 Q4 2024 |
3,330
shares
|
$267,865
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,327
shares
|
$267,623
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,318
shares
|
$266,899
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
3,305
shares
|
$265,854
0.04% of portfolio
|
Q4 2024
Reduced 28.28%
|