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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
87,281
shares
|
$7.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
87,276
shares
|
$7.3 Million
0.44% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
86,680
shares
|
$7.25 Million
0.21% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
86,674
shares
|
$7.25 Million
0.5% of portfolio
|
Q2 2023
Added 6.12%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
86,486
shares
|
$7.23 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
86,121
shares
|
$7.2 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
85,999
shares
|
$7.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
84,439
shares
|
$7.06 Million
2.1% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
83,815
shares
|
$7.01 Million
1.93% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
82,624
shares
|
$6.91 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
82,044
shares
|
$6.86 Million
0.65% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
81,680
shares
|
$6.83 Million
0.1% of portfolio
|
Q3 2024
Reduced 23.44%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 05, 2024 Q3 2024 |
81,080
shares
|
$6.78 Million
0.57% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
80,496
shares
|
$6.73 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
80,483
shares
|
$6.73 Million
0.02% of portfolio
|
Q3 2024
Added 108.31%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
80,400
shares
|
$6.72 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
79,969
shares
|
$6.69 Million
0.35% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
79,517
shares
|
$6.65 Million
1.04% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
79,249
shares
|
$6.63 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
79,042
shares
|
$6.61 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
79,008
shares
|
$6.61 Million
0.08% of portfolio
|
Q4 2024
Reduced 69.16%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
77,677
shares
|
$6.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
77,568
shares
|
$6.48 Million
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
77,471
shares
|
$6.48 Million
0.24% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
77,417
shares
|
$6.47 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.25%
|