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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
800
shares
|
$64,352
0.02% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
799
shares
|
$64,271
0.01% of portfolio
|
Q2 2023
Reduced 85.17%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
798
shares
|
$64,191
0.04% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
786
shares
|
$63,225
0.0% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
774
shares
|
$62,260
0.02% of portfolio
|
Q4 2024
Added 104.76%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
732
shares
|
$58,882
0.0% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
725
shares
|
$58,319
0.02% of portfolio
|
Q4 2024
Added 2238.71%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
723
shares
|
$58,158
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
705
shares
|
$56,710
0.01% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
700
shares
|
$56,308
0.02% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
700
shares
|
$56,308
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
673
shares
|
$54,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
659
shares
|
$53,009
0.03% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
655
shares
|
$52,688
0.01% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
635
shares
|
$51,079
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
629
shares
|
$50,596
0.01% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
623
shares
|
$50,114
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
616
shares
|
$49,551
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
615
shares
|
$49,470
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
611
shares
|
$49,148
0.0% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
610
shares
|
$49,068
0.0% of portfolio
|
Q2 2023
Reduced 39.3%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
610
shares
|
$49,068
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
606
shares
|
$48,746
0.01% of portfolio
|
Q4 2024
Added 1309.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
605
shares
|
$48,666
0.02% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
604
shares
|
$48,585
0.02% of portfolio
|
Q4 2024
Added 8.24%
|