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 |
|---|---|---|---|---|---|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
3,296
shares
|
$265,130
0.09% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
3,293
shares
|
$264,888
0.06% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,291
shares
|
$264,728
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,288
shares
|
$264,486
0.07% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,254
shares
|
$261,751
0.03% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Feb 11, 2025 Q4 2024 |
3,250
shares
|
$261,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
3,229
shares
|
$259,740
0.07% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
3,226
shares
|
$259,499
0.07% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
3,199
shares
|
$257,327
0.01% of portfolio
|
Q2 2024
Reduced 33.4%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
3,197
shares
|
$257,166
0.03% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,175
shares
|
$255,397
0.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,167
shares
|
$254,753
0.18% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
3,167
shares
|
$254,753
0.17% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
3,166
shares
|
$254,673
0.06% of portfolio
|
Q1 2024
Reduced 6.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,156
shares
|
$253,868
0.15% of portfolio
|
Q4 2024
Reduced 96.36%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
3,152
shares
|
$253,546
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
3,140
shares
|
$252,581
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,133
shares
|
$252,018
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,127
shares
|
$251,535
0.04% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
3,111
shares
|
$250,248
0.14% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
3,082
shares
|
$247,916
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
3,078
shares
|
$247,594
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,075
shares
|
$247,353
0.08% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,074
shares
|
$247,272
0.04% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
3,066
shares
|
$246,629
0.21% of portfolio
|
Q4 2024
Added 82.28%
|