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 2,108 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 |
|---|---|---|---|---|---|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
202,684
shares
|
$16.8 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
201,651
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
200,973
shares
|
$16.6 Million
0.3% of portfolio
|
Q3 2024
Added 33.44%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
199,808
shares
|
$16.5 Million
1.21% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Lfl Advisers, LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
199,665
shares
|
$16.5 Million
5.35% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
199,600
shares
|
$16.5 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
199,142
shares
|
$16.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Courant Investment Management LLC
|
Jan 21, 2025 Q4 2024 |
198,499
shares
|
$16.4 Million
12.43% of portfolio
|
Q3 2021
Reduced 13.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
196,872
shares
|
$16.3 Million
0.1% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
196,324
shares
|
$16.2 Million
1.85% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
194,324
shares
|
$16.1 Million
0.15% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
194,056
shares
|
$16.1 Million
1.03% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
193,881
shares
|
$16 Million
0.03% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
192,847
shares
|
$16 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
192,473
shares
|
$15.9 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
190,604
shares
|
$15.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
188,239
shares
|
$15.6 Million
1.29% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
187,004
shares
|
$15.5 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Heights Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
185,000
shares
|
$15.3 Million
0.91% of portfolio
|
Q3 2023
Reduced 11.9%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
183,964
shares
|
$15.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
182,724
shares
|
$15.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 92.57%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
182,363
shares
|
$15.1 Million
0.37% of portfolio
|
Q1 2024
Added 2.37%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
182,234
shares
|
$15.1 Million
2.73% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
179,727
shares
|
$14.9 Million
0.07% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
179,530
shares
|
$14.9 Million
2.24% of portfolio
|
Q4 2024
Added 1.49%
|