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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
200
shares
|
$16,088
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
200
shares
|
$16,088
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
197
shares
|
$15,846
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
195
shares
|
$15,685
0.0% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
195
shares
|
$15,685
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
192
shares
|
$15,444
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
191
shares
|
$15,364
0.0% of portfolio
|
Q4 2024
Added 267.31%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
188
shares
|
$15,122
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
186
shares
|
$14,961
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
185
shares
|
$14,881
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
182
shares
|
$14,640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
182
shares
|
$14,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
181
shares
|
$14,559
0.0% of portfolio
|
Q4 2024
Added 38.17%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
181
shares
|
$14,559
0.01% of portfolio
|
Q4 2024
Reduced 32.46%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
180
shares
|
$14,479
0.02% of portfolio
|
Q2 2023
Added 592.31%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
179
shares
|
$14,398
0.01% of portfolio
|
Q4 2024
Reduced 50.69%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
175
shares
|
$14,077
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
174
shares
|
$13,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
172
shares
|
$13,835
0.01% of portfolio
|
Q4 2024
Added 855.56%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
165
shares
|
$13,272
0.0% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
165
shares
|
$13,272
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
165
shares
|
$13,272
0.01% of portfolio
|
Q4 2024
Added 43.48%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
162
shares
|
$13,031
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
158
shares
|
$12,709
0.0% of portfolio
|
Q2 2024
Reduced 30.09%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
153
shares
|
$12,307
0.0% of portfolio
|
Q4 2024
Reduced 34.05%
|