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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
2,757
shares
|
$221,773
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2,753
shares
|
$221,451
0.02% of portfolio
|
Q4 2024
Added 59.5%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,752
shares
|
$221,370
0.05% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,739
shares
|
$220,325
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
2,737
shares
|
$220,164
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
2,732
shares
|
$219,762
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
2,728
shares
|
$219,440
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,726
shares
|
$219,279
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,726
shares
|
$219,279
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
2,725
shares
|
$219,199
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
2,716
shares
|
$218,475
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
2,715
shares
|
$218,394
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
2,711
shares
|
$218,072
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,710
shares
|
$217,992
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,705
shares
|
$217,590
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
2,705
shares
|
$217,590
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$217,188
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,636
shares
|
$212,039
0.03% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,619
shares
|
$210,672
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
2,582
shares
|
$207,696
0.18% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,520
shares
|
$202,708
0.08% of portfolio
|
Q4 2024
Reduced 44.86%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
2,507
shares
|
$201,663
0.09% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
2,505
shares
|
$201,502
0.06% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,501
shares
|
$201,180
0.03% of portfolio
|
Q4 2024
Added 78.52%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,475
shares
|
$199,089
0.03% of portfolio
|
Q4 2024
Reduced 17.99%
|