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 |
|---|---|---|---|---|---|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,470
shares
|
$198,686
0.11% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,435
shares
|
$195,871
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,424
shares
|
$194,986
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
2,413
shares
|
$194,101
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
2,408
shares
|
$193,699
0.09% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,401
shares
|
$193,136
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
2,350
shares
|
$189,034
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,340
shares
|
$188,229
0.02% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,317
shares
|
$186,379
0.0% of portfolio
|
Q4 2024
Added 37.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,271
shares
|
$182,679
0.02% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,259
shares
|
$181,713
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2,254
shares
|
$181,311
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,248
shares
|
$180,829
0.01% of portfolio
|
Q4 2024
Added 62.55%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,237
shares
|
$179,944
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,234
shares
|
$179,702
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,215
shares
|
$178,174
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,139
shares
|
$172,061
0.02% of portfolio
|
Q4 2024
Added 35.72%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
2,126
shares
|
$171,015
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,125
shares
|
$170,935
0.06% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,114
shares
|
$170,050
0.03% of portfolio
|
Q2 2023
Reduced 2.13%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,100
shares
|
$168,924
0.1% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,007
shares
|
$161,443
0.04% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
1,955
shares
|
$157,260
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,935
shares
|
$155,651
0.02% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
1,895
shares
|
$152,433
0.02% of portfolio
|
Q2 2023
Added 379.75%
|