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 |
|---|---|---|---|---|---|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
600
shares
|
$48,264
0.03% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
567
shares
|
$45,609
0.04% of portfolio
|
Q3 2024
Added 17.64%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
565
shares
|
$45,448
0.02% of portfolio
|
Q1 2023
Added 54.79%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
564
shares
|
$45,368
0.01% of portfolio
|
Q4 2024
Reduced 40.63%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
556
shares
|
$44,724
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
537
shares
|
$43,196
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
524
shares
|
$42,150
0.01% of portfolio
|
Q2 2023
Reduced 96.72%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
515
shares
|
$41,426
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
512
shares
|
$41,185
0.06% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
509
shares
|
$40,943
0.01% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
509
shares
|
$40,943
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
509
shares
|
$40,943
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
502
shares
|
$40,380
0.0% of portfolio
|
Q2 2024
Reduced 73.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
500
shares
|
$40,220
0.0% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$40,220
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
462
shares
|
$37,163
0.01% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
457
shares
|
$36,761
0.02% of portfolio
|
Q1 2022
Added 0.22%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
451
shares
|
$36,278
0.0% of portfolio
|
Q4 2024
Reduced 94.33%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
450
shares
|
$36,198
0.01% of portfolio
|
Q1 2024
Reduced 37.06%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
435
shares
|
$34,991
0.02% of portfolio
|
Q4 2024
Reduced 28.69%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
435
shares
|
$34,991
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
434
shares
|
$34,910
0.02% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
431
shares
|
$34,669
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
415
shares
|
$33,382
0.0% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
400
shares
|
$32,176
0.01% of portfolio
|
Q2 2024
New holding
|