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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
142,124
shares
|
$11.8 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
142,045
shares
|
$11.7 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
141,723
shares
|
$11.7 Million
0.05% of portfolio
|
Q3 2024
Added 777.05%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
141,530
shares
|
$11.7 Million
1.12% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
141,024
shares
|
$11.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
138,813
shares
|
$11.5 Million
0.18% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
138,078
shares
|
$11.4 Million
0.59% of portfolio
|
Q3 2024
Added 158.05%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
138,021
shares
|
$11.4 Million
2.74% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
136,828
shares
|
$11.3 Million
0.21% of portfolio
|
Q4 2024
Added 591.99%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
135,076
shares
|
$11.2 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
133,843
shares
|
$11.1 Million
0.22% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
132,593
shares
|
$11 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
132,421
shares
|
$11 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
130,100
shares
|
$10.8 Million
0.91% of portfolio
|
Q3 2024
Reduced 32.81%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 06, 2025 Q4 2024 |
129,431
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
129,333
shares
|
$10.7 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
128,703
shares
|
$10.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
127,997
shares
|
$10.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
127,842
shares
|
$10.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
127,434
shares
|
$10.5 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
127,313
shares
|
$10.5 Million
1.39% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
127,104
shares
|
$10.5 Million
0.37% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
126,856
shares
|
$10.5 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
126,446
shares
|
$10.5 Million
1.38% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
125,255
shares
|
$10.4 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.62%
|