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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,966
shares
|
$238,585
0.04% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Feb 14, 2025 Q4 2024 |
2,957
shares
|
$237,861
0.0% of portfolio
|
Q4 2024
Reduced 96.94%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
2,948
shares
|
$237,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,935
shares
|
$236,091
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
2,921
shares
|
$234,965
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
2,919
shares
|
$234,804
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,918
shares
|
$234,723
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
2,917
shares
|
$234,643
0.06% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
2,916
shares
|
$234,563
0.0% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,912
shares
|
$234,241
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
2,911
shares
|
$234,160
0.01% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2,907
shares
|
$233,839
0.17% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
2,900
shares
|
$233,276
0.09% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,893
shares
|
$232,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,874
shares
|
$231,184
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,870
shares
|
$230,862
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,862
shares
|
$230,219
0.02% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,856
shares
|
$229,736
0.02% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,855
shares
|
$229,656
0.17% of portfolio
|
Q4 2023
Added 16.29%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
2,804
shares
|
$225,553
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
2,802
shares
|
$225,392
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
2,801
shares
|
$225,312
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
2,800
shares
|
$225,232
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,777
shares
|
$223,381
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
2,760
shares
|
$222,014
0.05% of portfolio
|
Q4 2024
New holding
|