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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
124,562
shares
|
$10.4 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
123,843
shares
|
$10.4 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
123,731
shares
|
$10.3 Million
3.13% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
123,458
shares
|
$10.3 Million
0.13% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
122,065
shares
|
$10.2 Million
0.08% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
121,166
shares
|
$10.1 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
119,588
shares
|
$10 Million
0.02% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
119,516
shares
|
$9.99 Million
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
119,269
shares
|
$9.97 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
119,185
shares
|
$9.96 Million
0.09% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
118,814
shares
|
$9.93 Million
0.01% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
118,718
shares
|
$9.92 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
118,654
shares
|
$9.92 Million
0.2% of portfolio
|
Q3 2024
Reduced 87.26%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
118,428
shares
|
$9.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
118,200
shares
|
$9.88 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
117,923
shares
|
$9.86 Million
2.65% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
116,753
shares
|
$9.76 Million
0.03% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
115,300
shares
|
$9.64 Million
1.16% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
114,734
shares
|
$9.59 Million
1.4% of portfolio
|
Q3 2023
Added 0.32%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
111,984
shares
|
$9.36 Million
0.06% of portfolio
|
Q3 2024
Reduced 54.08%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
110,694
shares
|
$9.25 Million
0.06% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
110,283
shares
|
$9.22 Million
0.12% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
109,401
shares
|
$9.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 20.97%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
108,861
shares
|
$9.1 Million
0.88% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
108,810
shares
|
$9.1 Million
1.28% of portfolio
|
Q4 2024
Reduced 14.33%
|