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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
77,142
shares
|
$6.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
77,139
shares
|
$6.45 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
77,035
shares
|
$6.44 Million
0.69% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
76,944
shares
|
$6.43 Million
0.75% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
76,397
shares
|
$6.39 Million
2.98% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
76,302
shares
|
$6.38 Million
0.16% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
76,009
shares
|
$6.35 Million
0.19% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
75,441
shares
|
$6.31 Million
0.08% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
75,341
shares
|
$6.3 Million
3.1% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,300
shares
|
$6.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 57.46%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
74,433
shares
|
$6.22 Million
3.64% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
74,279
shares
|
$6.21 Million
2.84% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
73,616
shares
|
$6.15 Million
0.29% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
73,493
shares
|
$6.14 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
73,212
shares
|
$6.12 Million
0.33% of portfolio
|
Q2 2022
Reduced 23.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
73,135
shares
|
$6.11 Million
0.41% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
73,052
shares
|
$6.11 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
72,700
shares
|
$6.08 Million
0.51% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
72,363
shares
|
$6.05 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
71,789
shares
|
$6 Million
0.51% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
71,463
shares
|
$5.97 Million
0.9% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
71,373
shares
|
$5.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
71,187
shares
|
$5.95 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
70,791
shares
|
$5.92 Million
2.15% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2024 Q3 2024 |
70,625
shares
|
$5.9 Million
0.49% of portfolio
|
Q3 2024
Reduced 11.19%
|