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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
99,050
shares
|
$8.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
98,978
shares
|
$8.27 Million
0.26% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
98,853
shares
|
$8.26 Million
0.1% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
97,750
shares
|
$8.17 Million
1.35% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
97,511
shares
|
$8.15 Million
0.09% of portfolio
|
Q3 2024
Added 55.82%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
96,871
shares
|
$8.1 Million
0.15% of portfolio
|
Q3 2024
Added 1439.1%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
96,698
shares
|
$8.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
96,577
shares
|
$8.07 Million
0.03% of portfolio
|
Q3 2024
Added 266.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
95,984
shares
|
$8.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 06, 2024 Q3 2024 |
94,511
shares
|
$7.9 Million
1.81% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
93,842
shares
|
$7.85 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
92,697
shares
|
$7.75 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
92,541
shares
|
$7.74 Million
0.86% of portfolio
|
Q3 2024
Added 161.23%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
92,537
shares
|
$7.74 Million
0.1% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
92,409
shares
|
$7.73 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
91,623
shares
|
$7.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
91,391
shares
|
$7.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
91,227
shares
|
$7.63 Million
0.57% of portfolio
|
Q4 2022
Added 331.82%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
90,665
shares
|
$7.58 Million
0.09% of portfolio
|
Q2 2022
Added 46.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
89,715
shares
|
$7.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.33%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
89,650
shares
|
$7.49 Million
0.21% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
89,477
shares
|
$7.48 Million
0.79% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
89,073
shares
|
$7.45 Million
0.41% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
88,379
shares
|
$7.39 Million
1.09% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
88,335
shares
|
$7.38 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.18%
|