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 |
|---|---|---|---|---|---|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
158,110
shares
|
$13.1 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
157,712
shares
|
$13 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
157,042
shares
|
$13 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
Jan 16, 2025 Q4 2024 |
156,467
shares
|
$12.9 Million
7.81% of portfolio
|
Q1 2023
Added 51.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
155,719
shares
|
$12.9 Million
0.1% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
154,939
shares
|
$12.8 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
154,318
shares
|
$12.8 Million
0.68% of portfolio
|
Q3 2024
Reduced 23.71%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
153,030
shares
|
$12.7 Million
0.08% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
152,385
shares
|
$12.6 Million
0.01% of portfolio
|
Q3 2024
Added 32.83%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
151,965
shares
|
$12.6 Million
0.2% of portfolio
|
Q3 2024
Added 1052.82%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
150,355
shares
|
$12.4 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
149,827
shares
|
$12.4 Million
1.98% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
149,458
shares
|
$12.4 Million
0.04% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
148,228
shares
|
$12.3 Million
0.29% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Nov 14, 2024 Q3 2024 |
146,467
shares
|
$12.1 Million
0.5% of portfolio
|
Q3 2024
Reduced 43.34%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2024 Q3 2024 |
145,755
shares
|
$12.1 Million
0.16% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
145,747
shares
|
$12.1 Million
2.46% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
145,128
shares
|
$12 Million
0.54% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
144,958
shares
|
$12 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Jan 27, 2025 Q3 2024 |
144,811
shares
|
$12 Million
3.36% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
144,568
shares
|
$12 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
143,978
shares
|
$11.9 Million
0.09% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
143,575
shares
|
$11.9 Million
0.2% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
142,971
shares
|
$11.8 Million
4.47% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
142,690
shares
|
$11.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 48.98%
|