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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,061
shares
|
$246,226
0.01% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,054
shares
|
$245,663
0.03% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
3,052
shares
|
$245,502
0.02% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
3,049
shares
|
$245,261
0.02% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
3,044
shares
|
$244,859
0.03% of portfolio
|
Q4 2024
Added 77.29%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,041
shares
|
$244,618
0.02% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
3,038
shares
|
$244,376
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3,025
shares
|
$243,331
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
3,024
shares
|
$243,250
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
3,024
shares
|
$243,250
0.07% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
3,013
shares
|
$242,365
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,011
shares
|
$242,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$241,320
0.04% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$241,320
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$241,320
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,996
shares
|
$240,998
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
2,992
shares
|
$240,676
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
2,988
shares
|
$240,354
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,987
shares
|
$240,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
2,984
shares
|
$240,032
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,980
shares
|
$239,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,976
shares
|
$239,389
0.01% of portfolio
|
Q4 2024
Reduced 35.85%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,975
shares
|
$239,309
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
2,975
shares
|
$239,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,971
shares
|
$238,987
0.01% of portfolio
|
Q4 2024
New holding
|