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 |
|---|---|---|---|---|---|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,886
shares
|
$151,709
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,845
shares
|
$148,411
0.0% of portfolio
|
Q4 2024
Added 122.29%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,814
shares
|
$145,918
0.0% of portfolio
|
Q4 2024
Reduced 37.53%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,811
shares
|
$145,676
0.0% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
1,800
shares
|
$144,792
0.03% of portfolio
|
Q4 2021
Reduced 2.28%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
1,795
shares
|
$144,389
0.0% of portfolio
|
Q2 2024
Reduced 98.09%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,791
shares
|
$144,068
0.01% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,781
shares
|
$143,263
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,747
shares
|
$140,528
3.44% of portfolio
|
Q3 2024
Reduced 97.98%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,744
shares
|
$140,287
0.09% of portfolio
|
Q4 2024
Added 173.78%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,740
shares
|
$139,965
0.03% of portfolio
|
Q4 2024
Added 27.94%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,695
shares
|
$136,345
0.04% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
1,606
shares
|
$129,186
0.05% of portfolio
|
Q4 2024
Added 213.67%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,602
shares
|
$128,864
0.09% of portfolio
|
Q3 2023
Added 134.21%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,590
shares
|
$127,899
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
1,583
shares
|
$127,336
0.02% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,559
shares
|
$125,405
0.07% of portfolio
|
Q1 2023
Added 334.26%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
1,556
shares
|
$125,164
0.01% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,545
shares
|
$124,279
0.01% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,532
shares
|
$123,234
0.02% of portfolio
|
Q4 2024
Added 345.35%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
1,527
shares
|
$122,831
0.03% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,514
shares
|
$121,786
0.05% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
1,512
shares
|
$121,625
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,510
shares
|
$121,464
0.04% of portfolio
|
Q1 2024
Reduced 66.14%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,500
shares
|
$120,660
0.09% of portfolio
|
Q2 2021
New holding
|