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 2,114 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
223,588
shares
|
$18.5 Million
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
222,314
shares
|
$18.4 Million
0.14% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
220,950
shares
|
$18.3 Million
0.2% of portfolio
|
Q2 2024
Reduced 19.93%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
220,709
shares
|
$18.3 Million
0.07% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
220,607
shares
|
$18.2 Million
0.55% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
220,261
shares
|
$18.2 Million
0.14% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
220,261
shares
|
$18.2 Million
0.14% of portfolio
|
Q3 2024
Added 43.64%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
220,092
shares
|
$18.2 Million
2.86% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
220,030
shares
|
$18.2 Million
5.5% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Greenstone Partners & Co., LLC
Larkspur, CA |
Nov 14, 2024 Q3 2024 |
218,842
shares
|
$18.1 Million
4.95% of portfolio
|
Q4 2023
Added 7.73%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
216,491
shares
|
$17.9 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
215,172
shares
|
$17.8 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
213,024
shares
|
$17.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
212,577
shares
|
$17.6 Million
0.03% of portfolio
|
Q4 2024
Added 364.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
211,243
shares
|
$17.5 Million
0.05% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Amf Tjanstepension Ab
|
Oct 28, 2024 Q3 2024 |
210,709
shares
|
$17.4 Million
0.1% of portfolio
|
Q2 2024
Reduced 19.13%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
210,531
shares
|
$17.4 Million
4.5% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
210,334
shares
|
$17.4 Million
0.2% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
210,048
shares
|
$17.4 Million
1.63% of portfolio
|
Q3 2024
Reduced 57.69%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
209,964
shares
|
$17.4 Million
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
209,907
shares
|
$17.4 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
208,988
shares
|
$17.3 Million
3.16% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Senvest Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
206,515
shares
|
$17.1 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
206,438
shares
|
$17.1 Million
2.49% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
205,555
shares
|
$17 Million
0.03% of portfolio
|
Q3 2024
Added 3.35%
|